Terms & Conditions

“Sarah” is our AI assistant. “Expert” means a domain specialist sourced or engaged through the platform. “Consultation,” “Content,” and “Deliverables” mean the questions, answers, transcripts, and outputs produced. “MNPI” means material non-public information. Sondara is an intermediary expert-network platform and is not a broker-dealer, investment adviser, research provider, or fiduciary.

The platform provides AI-assisted expert sourcing, multi-channel outreach, scheduling, call hosting and recording, transcription, and compliance screening. You acknowledge that Sarah is an artificial-intelligence assistant and that sourcing, matching, messaging, and screening are performed substantially by automated systems. AI outputs may be inaccurate or incomplete and require your independent review.

The platform is offered only to institutional and professional clients (investment firms and research institutions) — not consumers. You must provide accurate registration information, ensure authorized users are properly credentialed, and maintain your own policies and procedures for the handling of MNPI (including under Investment Advisers Act §204A, where applicable).

You agree not to solicit, seek, or use MNPI through the platform; to screen experts against your own restricted and watch lists; to memorialize and review consultations under your compliance program; and not to use the platform to induce any expert to breach a confidentiality, employment, or other duty. You are solely responsible for your own securities-law compliance.

The platform, Sarah, experts, consultations, and transcripts do not constitute investment advice, recommendations, research reports, or an offer or solicitation to buy or sell any security. Experts speak only to their own general industry knowledge and experience. We provide compliance screening but do not guarantee that any content is free of MNPI, and you remain solely responsible for applying your own review and for all investment, trading, and business decisions.

Fees (subscription and/or per-consultation), expert honoraria (which experts set on a name-your-price basis and which are passed through), taxes, and payment terms are as presented at purchase. Late or disputed amounts are handled per your order. Some payment and payout integrations are provided on a limited basis during early access.

Sondara owns the platform, Sarah, our models, and all aggregated or de-identified data. You receive a limited, revocable, non-transferable license to use the platform and the Deliverables for your internal research only. You may not redistribute, resell, or publish Deliverables, or use them to train a competing model.

Each party protects the other's confidential information. We treat your research topics, queries, and engaged-expert identities as confidential, subject to the disclosures described in our Privacy Policy and to legal or compliance obligations.

The platform is provided “as is” and “as available,” without warranties of any kind.

We disclaim all implied warranties of merchantability, fitness for a particular purpose, and non-infringement, and do not warrant that the service will be uninterrupted or error-free. We make no warranty as to the accuracy or completeness of expert-provided information, third-party-sourced contact data, AI outputs, or transcripts.

To the maximum extent permitted by law, our total aggregate liability arising out of or relating to the platform is capped at the fees you paid to us in the twelve months preceding the claim. We are not liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or goodwill. Nothing limits liability that cannot be limited by law.

Sondara is not responsible or liable for any investment, trading, or business decision you make using the platform, any consultation, or any data obtained through it. You will indemnify and hold Sondara harmless from claims arising out of your misuse of the platform, your violation of securities, privacy, or other law, your decisions, and your breach of these Terms. Indemnification obligations are not subject to the liability cap in §10.

Sarah's outputs are automated and may be wrong. You are responsible for human oversight and must not rely solely on automated output for any consequential decision. You may request human review of automated sourcing or screening outcomes.

Either party may terminate per the applicable order. We may suspend or terminate access for suspected MNPI misuse, unlawful use, or breach. Sections that by their nature survive (including §§5, 7, 9–11) survive termination.

Governing law, venue, and a binding arbitration provision with a class-action waiver apply as set out in the final executed terms. [Attorney review required.]

We may update these Terms; material changes will be notified. Notices, assignment, force majeure, severability, and entire-agreement provisions apply. Questions: legal@sondarainsights.com (placeholder).