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Acceptable Use Policy

DealGauge — Acceptable Use Policy

Last Updated: May 19, 2026

Version: 1.0

Provider: Edenbrook Technologies, Inc., a Delaware corporation doing business as "DealGauge" ("Edenbrook," "DealGauge," "we," "us," or "our").

1. About This Policy

This Acceptable Use Policy (this "AUP") sets out the rules for using the DealGauge platform and the AI Outputs it generates. It expands on Section 7 (Acceptable Use) of the DealGauge Terms of Service and is incorporated into the Terms of Service by reference. Where this AUP and the Terms of Service overlap, the Terms of Service control.

This AUP exists because DealGauge processes sensitive financial information — including federal tax returns, financial statements, and ownership data — on behalf of Firm Customers, and produces business-valuation work products that may be relied on by transaction counterparties, lenders, regulators, courts, and tax authorities. The integrity of the platform depends on every user understanding what is and is not an acceptable use of it.

Defined terms in this AUP have the meaning set out in the DealGauge Terms of Service.

2. Who This AUP Applies To

This AUP applies to all categories of users:

  • Firm Customers — for use of the Service in their valuation work, supervision of their Analyst Users, and management of Business Owner Sub-User invitations.
  • Analyst Users — for their individual use of the Service under a Firm Customer's seat.
  • Business Owner Sub-Users — for their interactions with portal pages and any sponsored sub-user access. Firm Customers are responsible for the conduct of their Analyst Users and the Business Owner Sub-Users they invite, as further described in the Terms of Service.

3. General Conduct Expectations

You agree to use the Service:

  • lawfully, honestly, and in good faith;
  • only for legitimate professional purposes consistent with the role and Plan under which you have access;
  • in a manner that respects the rights and privacy of other persons, including the underlying clients whose data is uploaded to the Service; and
  • consistent with any applicable professional, ethical, or licensing standards that apply to you (including USPAP, the AICPA Statement on Standards for Valuation Services, NACVA, ASA, and ABV standards, where applicable to your professional designation).

4. Data and Document Upload Rules

You may upload to the Service only data and documents that you have the right to upload. In particular, you must not:

  • upload financial documents, tax returns, identification documents, or personal information of any person or business without appropriate authorization (such as an engagement letter with the underlying client, the client's written consent, or another legal basis to share that information with a third-party service provider);
  • upload data that you are prohibited from sharing with a third-party service provider under any applicable law, contract, professional ethics rule, or court order — including data subject to a confidentiality obligation, a privilege, a non-disclosure agreement, or an attorney-client or accountant-client privilege you cannot extend to DealGauge;
  • upload information you know or reasonably should know to be false, fabricated, or materially misleading, including manipulated financial statements or tax returns intended to influence a valuation outcome;
  • upload classified, export-controlled, or trade-restricted information that is prohibited from disclosure to a commercial service provider;
  • upload material that contains software viruses, malware, or other harmful code; or
  • upload content that infringes another person's intellectual property, privacy, or publicity rights.

If you discover that data you have uploaded was uploaded in error or without proper authorization, you must promptly notify DealGauge so that we can support your remediation.

Federal tax return information: If you upload federal tax return information, you are solely responsible for evaluating your own obligations under Internal Revenue Code Section 7216 and the Treasury Regulations thereunder, including any taxpayer-consent requirements that apply to your use of a service provider in connection with tax return information. DealGauge is not a tax-return preparer and does not provide tax-return preparation services through the Service.

5. Professional Standards and AI Output Integrity

DealGauge is a software platform. AI Outputs produced by the Service are production work products, not professional valuation opinions. The Service is built to support workflows that lead to a credentialed professional's review and adoption of the work product. You must not undermine that structure. Specifically, you must not:

  • Deliver, file, publish, or distribute an unmodified AI Output to a third party as a final valuation opinion without the independent professional review, modification, and approval of a credentialed professional acting on behalf of the relevant Firm Customer;
  • Represent or imply that an AI Output, by itself, is a valuation opinion, appraisal, fairness opinion, or professional advice rendered by DealGauge;
  • Represent or imply that the Service, an AI Output, or any deliverable produced through the Service is "USPAP compliant," "meets USPAP standards," "in accordance with AICPA SSVS," or analogous wording, when used to describe the Service or an AI Output as a product feature — these are claims attached to the credentialed signing professional, not to the platform;
  • Represent or imply that the Service or any AI Output is endorsed, certified, or approved by The Appraisal Foundation, the AICPA, NACVA, ASA, ABV, or any other standards or credentialing body;
  • Attribute credentials (such as ABV, CVA, CPA, ASA, FINRA Series 79, or analogous designations) to the Service, to DealGauge, or to a deliverable as a product feature; credentials attach only to the named, credentialed professional responsible for an engagement;
  • Modify an AI Output to introduce false or misleading representations, fabricated citations, or unsupported conclusions; or
  • Use the Service to produce work intended to mislead an audit, regulatory review, lender review, litigation, transaction counterparty, or tax authority.

A Firm Customer's professional remains responsible for the truthfulness, methodological appropriateness, and standards compliance of any deliverable provided to the Firm Customer's own clients.

6. Intellectual Property, Benchmark Data, and Outputs

You agree not to:

  • Reverse-engineer, decompile, disassemble, or attempt to discover the source code, AI prompts, model weights, training methods, or proprietary methodologies of the Service;
  • Scrape, harvest, or systematically extract Benchmark Data, comparable-transaction data, valuation methodology content, AI Outputs of other customers, or any other data from the Service for purposes other than the Firm Customer's own internal use in producing valuation deliverables for its own clients;
  • Use the Service or any AI Output to train, fine-tune, distill, or otherwise develop any artificial-intelligence model, machine-learning system, or competing valuation tool;
  • Resell, sublicense, white-label, or redistribute AI Outputs as a standalone product to any third party other than the underlying client for whom the relevant valuation was performed;
  • Redistribute Benchmark Data or other third-party reference data in a manner that violates the upstream licensing terms applicable to that data (you are responsible for verifying that your use of Benchmark Data within your own client deliverables complies with the underlying third-party data provider's terms); or
  • Remove, obscure, or alter any proprietary notice, watermark, attribution, or disclaimer included in the Service or in an AI Output.

7. Account and Seat Integrity

You agree not to:

  • Share account credentials with any other individual;
  • Allow another individual to use a seat assigned to you;
  • Register a synthetic, fabricated, or fictitious identity;
  • Operate multiple accounts, or use multiple devices in a coordinated way, to circumvent seat limits, trial limits, or other usage controls;
  • Bypass, disable, or interfere with authentication, session management, audit logging, rate limiting, or other access controls;
  • Attempt to access accounts or data that do not belong to you or to your firm; or
  • Use any robot, spider, automated script, headless browser, or similar tool to access, manipulate, or extract data from the Service, except for authorized API access expressly permitted by DealGauge in writing.

Each seat is intended for a single named Analyst User. A Firm Customer that needs additional capacity should add seats under its Plan.

8. Sub-User and Engagement Integrity

A Business Owner Sub-User is invited to the Service by a Firm Customer in connection with a specific valuation engagement. Firm Customers and Analyst Users must:

  • Only invite a Business Owner Sub-User where the underlying client has agreed to participate in the engagement and has been informed that DealGauge will be used as the tool through which the engagement is conducted;
  • Not coerce, deceive, or unduly pressure a Business Owner Sub-User into providing information they do not wish to provide;
  • Not use the Business Owner Sub-User portals or sponsored sub-user accounts to collect information unrelated to the relevant valuation engagement;
  • Not misrepresent the nature or purpose of the engagement, the identity of the Firm Customer, or the role of DealGauge in the engagement; and
  • Not use information collected through a Business Owner Sub-User portal for purposes outside the engagement (such as marketing to the Business Owner Sub-User without separate consent).

Business Owner Sub-Users must:

  • Only access the Service through invitations they have actually received from a Firm Customer they recognize;
  • Not provide information about other individuals (such as employees, family members, or co-owners) unless they have the right to do so; and
  • Not knowingly provide false, fabricated, or materially misleading information to a Firm Customer through the Service.

9. Communications and Messaging

You agree not to use the Service or any communications functions associated with the Service to send:

  • Spam, unsolicited bulk messages, or unauthorized marketing communications;
  • Messages that violate the Telephone Consumer Protection Act, the CAN-SPAM Act, applicable state telemarketing or mini-TCPA laws, or any other applicable communications law;
  • Messages to recipients who have previously asked not to be contacted;
  • Portal invitations to Business Owner Sub-Users without the underlying client's agreement to participate in the engagement; or
  • Any communication intended to harass, threaten, defraud, or harm another person.

The Service is designed for use within professional valuation workflows and does not provide automated telemarketing, robocalling, mass texting, autodialer, or bulk-messaging functionality. The Service must not be used as if it did.

10. Fraud, Sanctions, and Other Unlawful Use

You may not use the Service to:

  • Engage in or facilitate any fraudulent activity, including the production of valuation deliverables intended to mislead a transaction counterparty, lender, regulator, court, or tax authority;
  • Evade or violate any sanctions, export-control, anti-money-laundering, or trade-control laws administered by the U.S. government or any applicable jurisdiction;
  • Produce valuation work in connection with a securities offering, transaction, or filing that you know to be unlawful or fraudulent;
  • Support tax fraud, tax evasion, or the preparation of a tax return or filing you know to be unlawful;
  • Support an unlawful pyramid, multi-level marketing, or similar scheme;
  • Support any activity that, if disclosed, would constitute a federal or state crime; or
  • Impersonate any individual, business, government, or regulatory body.

Suspected unlawful activity may be reported to appropriate law-enforcement, regulatory, or professional disciplinary authorities.

11. Security and Platform Integrity

You agree not to:

  • Attempt to gain unauthorized access to any part of the Service, our systems, or the accounts of other customers;
  • Conduct security testing, penetration testing, vulnerability scanning, or red-team exercises against the Service without our prior written authorization;
  • Introduce malware, ransomware, exploits, or other harmful code into the Service;
  • Interfere with or disrupt the Service, its hosting infrastructure, or any other user's access to the Service;
  • Circumvent any technical limitation we have implemented to control the rate, volume, or scope of access; or
  • Exfiltrate Customer Data belonging to another firm, even if you obtain it by mistake — promptly notify us so we can address the issue.

Security researchers who identify a vulnerability in the Service are encouraged to report it to Support@dealgauge.ai under good-faith coordinated disclosure principles. We will not pursue legal action against researchers who report vulnerabilities responsibly, without exfiltrating data, and without making the vulnerability public until we have had a reasonable opportunity to remediate.

12. Enforcement

DealGauge may investigate suspected violations of this AUP at any time. Depending on the nature and severity of a violation, we may:

  • Contact the relevant Firm Customer to discuss and remediate the issue;
  • Require the removal of specific content or data from the Service;
  • Suspend or restrict access for an Analyst User, a Business Owner Sub-User, or a Firm Customer;
  • Terminate the Firm Customer's subscription consistent with Section 33 of the Terms of Service;
  • Preserve evidence and related materials as described in the Terms of Service and Privacy Policy;
  • Report suspected unlawful activity to law-enforcement, regulatory, or professional disciplinary authorities; and
  • Pursue any other legal or equitable remedies available to us.

We aim to address acceptable-use issues constructively, but the severity of a violation — particularly violations that put the platform, other users, or third parties at risk — may require immediate action without advance notice.

13. Reporting Violations

If you become aware of a suspected violation of this AUP, including misuse by another user, security issues, unauthorized data uploads, or misleading representations about the Service or AI Outputs, please report it to:

Support@dealgauge.ai (subject line: "AUP Report")

Where you reasonably believe a violation involves urgent risk of harm, please indicate that in the subject line so we can prioritize review.

14. Changes to This AUP

We may update this AUP from time to time to reflect changes in the Service, the legal environment, or the kinds of misuse we observe. When we make material changes, we will update the "Last Updated" date at the top of this AUP and, where reasonably practicable, notify Firm Customers by email or by an in-Service notification. Continued use of the Service after the effective date of changes constitutes acceptance of the updated AUP. 15. Contact For questions about this AUP, please contact:

Edenbrook Technologies, Inc. d/b/a DealGauge Email: Support@dealgauge.ai