Last updated: 5 August 2026
These Terms of Service ("Terms") form a binding agreement between LP Port ("LP Port," "we," "us," or "our") and the entity or person that subscribes to or uses our services ("Customer," "you," or "your"). They govern your access to and use of the LP Port investor-portal platform, related software, and any associated services (together, the "Service"). If you are entering into these Terms on behalf of an organization, you represent that you have authority to bind that organization.
1. The Service
LP Port provides software that lets private funds operate a branded investor portal, including features for subscriptions and funding, electronic signatures, identity verification and accreditation collection, document data rooms, investor relationship management, and related communications. We may add, change, or remove features over time. We will not make a change that materially reduces the core functionality of a paid subscription during its then-current term without providing a comparable capability or notice.
2. Accounts and eligibility
To use the Service you must register an account and provide accurate, current information. You are responsible for the activity that occurs under your account and for keeping your credentials confidential. You must promptly notify us of any unauthorized use. You may only use the Service if you can form a binding contract with us and are not barred from doing so under applicable law.
3. Customer responsibilities
You are responsible for how you use the Service and for the content, documents, and instructions you place into it, including subscription agreements, offering materials, wire instructions, and investor communications. You are responsible for the accuracy and legality of that material and for ensuring that your use of the Service, and the offering it supports, complies with the laws and regulations that apply to you. This includes securities, anti-money-laundering, sanctions, privacy, and consumer-protection laws.
LP Port provides tools; it does not provide legal, tax, accounting, investment, or compliance advice, and nothing in the Service is a substitute for professional advice or your own judgment. You remain responsible for your regulatory obligations, including the decision to accept or reject any investor.
4. Acceptable use
You agree not to, and not to permit anyone to:
- use the Service in violation of any law or the rights of others;
- upload material that is unlawful, infringing, or malicious, or that you lack the right to share;
- attempt to gain unauthorized access to the Service, other customers' data, or our systems;
- interfere with or disrupt the integrity or performance of the Service;
- reverse engineer or copy the Service except as permitted by law; or
- use the Service to send unsolicited communications in violation of applicable law.
5. Customer data
"Customer Data" means the data, documents, and information that you or your investors submit to the Service. As between the parties, you own your Customer Data. You grant us a limited license to host, process, and transmit Customer Data solely to provide and support the Service, to prevent or address technical or security issues, and as otherwise permitted by these Terms and our Privacy Policy. We will handle Customer Data in accordance with our Privacy Policy.
6. Third-party services
Certain features rely on third-party providers, such as identity-verification, screening, payment, and communications services. Your use of those features may be subject to the third party's terms, and we are not responsible for the acts or omissions of third-party providers. We select and integrate these providers in good faith to deliver the Service.
7. Electronic signatures
The Service includes electronic-signature functionality designed to support the formation of legally binding agreements under the U.S. ESIGN Act, the Uniform Electronic Transactions Act (UETA), and comparable laws. You are responsible for determining whether electronic signatures are appropriate for a given document and jurisdiction, for obtaining any required consents from signers, and for retaining executed records as your own regulatory obligations require.
8. Fees and payment
You agree to pay the fees for the subscription plan or order you select. Unless stated otherwise, fees are quoted and payable in advance and are non-refundable except as required by law. We may change our fees for a renewal term by giving reasonable advance notice. Late amounts may accrue interest at the lower of 1.5 percent per month or the maximum rate permitted by law. Fees are exclusive of taxes, which are your responsibility.
9. Term and termination
These Terms apply for as long as you use the Service. Subscriptions run for the term stated in your order and renew as described there. Either party may terminate for the other's material breach that remains uncured for thirty days after written notice. We may suspend access where necessary to protect the Service, other customers, or to comply with law. On termination, your right to use the Service ends, and you may export your Customer Data for a reasonable period as described in Section 10.
10. Data export and deletion
During your subscription and for a reasonable period after termination, you may export your Customer Data through the features we provide. After that period, we may delete Customer Data in the ordinary course, subject to any retention we reasonably need to comply with law, resolve disputes, or enforce these Terms. Records that must be preserved for the integrity of executed agreements may be retained as described in our documentation.
11. Confidentiality
Each party may receive information from the other that is confidential. The receiving party will protect the disclosing party's confidential information with reasonable care, use it only to perform under these Terms, and not disclose it except to those who need it and are bound by similar obligations. This does not apply to information that is public, independently developed, or rightfully received from another source without restriction.
12. Intellectual property
The Service, including its software, design, and content we provide, is owned by LP Port and its licensors and is protected by intellectual-property laws. We grant you a non-exclusive, non-transferable right to use the Service during your subscription. You retain all rights in your Customer Data and your own brand assets. If you give us feedback, you grant us a perpetual right to use it without obligation to you.
13. Warranties and disclaimers
We will provide the Service with reasonable skill and care. Except as expressly stated, the Service is provided "as is" and "as available," and we disclaim all other warranties to the fullest extent permitted by law, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted or error-free, or that it will meet every requirement you may have.
14. Limitation of liability
To the fullest extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data, arising out of or related to these Terms. Each party's total liability arising out of or related to these Terms will not exceed the fees you paid for the Service in the twelve months before the event giving rise to the claim. These limits do not apply to your payment obligations or to a party's liability for fraud or gross negligence where such exclusion is not permitted by law.
15. Indemnification
You agree to defend and indemnify LP Port against third-party claims arising from your Customer Data, your use of the Service in breach of these Terms, or your violation of law or the rights of a third party. We will defend and indemnify you against third-party claims that the Service, as provided by us, infringes that third party's intellectual-property rights, subject to customary conditions and exclusions.
16. Changes to these Terms
We may update these Terms from time to time. If we make a material change, we will provide reasonable notice, such as by posting the updated Terms with a new effective date or notifying you through the Service. Your continued use of the Service after a change takes effect constitutes acceptance of the updated Terms.
17. Governing law and disputes
These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws rules. The parties will attempt in good faith to resolve any dispute informally before pursuing formal proceedings. The state and federal courts located in Delaware will have exclusive jurisdiction over disputes not otherwise resolved, and each party consents to that jurisdiction.
18. General
These Terms, together with any order and our Privacy Policy, are the entire agreement between the parties on their subject matter. If any provision is found unenforceable, the rest remains in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. Neither party is liable for delays caused by events beyond its reasonable control.
19. Contact
Questions about these Terms can be raised through the Get started form on this site, and we will route your message to the right team.