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Draft: to be reviewed by counsel before launch
These terms are a plain-language working draft and are not yet final.

Terms of service

Last updated October 2026

These terms govern your use of Caly, a service for scheduling private buyer–seller introduction meetings. By using Caly you agree to them. If you use Caly on behalf of a firm, you confirm you’re authorized to accept these terms for that firm.

Using Caly

  • Coordinator access is by invitation. Keep your sign-in codes and participant links private.
  • Use Caly only for lawful business purposes and in line with your own confidentiality obligations.
  • Don’t attempt to access data you weren’t given access to, disrupt the service, or reverse-engineer it.

Your responsibilities

Your firm remains responsible for its deals, including collecting any required NDAs, deciding which buyers are introduced, and having the right to share participant contact details with Caly. Caly schedules meetings; it does not provide legal, financial or brokerage advice.

Your data

You own the data you put into Caly. You give us permission to use it only to provide and improve the service, as described in our privacy policy. You can ask us to delete it at any time.

Connected services

Caly works with third-party services such as Daily (video calls), Zoom and HubSpot. Your use of those services is governed by their own terms. You can disconnect them at any time.

Pilot and availability

During the pilot, features may change and the service is provided “as is”. We work hard to keep Caly available and accurate, but we can’t guarantee it will be uninterrupted or error-free. Please confirm important meeting details in your calendar.

Liability

To the extent permitted by law, Caly isn’t liable for indirect or consequential losses, and our total liability is limited to the amount you paid for the service in the twelve months before the claim.

Ending your use

You can stop using Caly at any time. We may suspend access for misuse or non-payment. On termination we’ll delete your workspace data on request, or after a reasonable period.

Changes

We may update these terms. If changes are material, we’ll let coordinators know in advance. Questions? Reach us through our contact form.