Last Updated: 12/01/25

Rise Partner Platform

END USER LICENSE AGREEMENT (EULA)

This End User License Agreement (“Agreement” or “EULA”) governs your access to and use of Rise Growth Partners LLC’s (“Rise” or the “Licensor”) platform (the “Platform”), including proprietary data, software, tools, templates, reports, and intellectual property (collectively, the “Services”) by you (“You” or the “User”) and your affiliated firm (“Firm”).

RISE PROVIDES THE USE OF THE PLATFORM AND SERVICES SOLELY ON THE TERMS AND CONDITIONS SET FORTH IN THIS EULA AND ON THE CONDITION THAT YOU ACCEPT AND COMPLY WITH THEM. BY CLICKING THE “ACCEPT” BUTTON BELOW, AND/OR BY DOWNLOADING, INSTALLING OR OTHERWISE USING THE PLATFORM AND SERVICES, YOU (A) ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTOOD THIS AGREEMENT; (B) REPRESENT THAT YOU ARE OF LEGAL AGE AND HAVE THE AUTHORITY TO ENTER INTO THIS AGREEMENT ON BEHALF OF YOURSELF AND/OR YOUR FIRM; AND (C) ACCEPT THIS AGREEMENT AND AGREE THAT YOU ARE LEGALLY BOUND BY ITS TERMS. IF YOU DO NOT AGREE TO THE TERMS OF THIS EULA, RISE WILL NOT AND DOES NOT LICENSE THE PLATFORM AND SERVICES TO YOU AND YOU MUST NOT USE THE PLATFORM OR THE SERVICES.

(a) Proprietary Rights. You acknowledge and agree that the Platform and Services are provided under a license, and not sold, to You. While Rise retains all rights to its proprietary Platform and methodologies, User retains ownership of User Data (as defined in Section f) and may use Platform outputs for internal business purposes as detailed below. You do not acquire any ownership interest in the Platform and Services under this EULA, or any other rights thereto other than to use the same in accordance with the license, and subject to all of the terms, conditions and restrictions of this EULA. The Licensor reserves all rights in and to the Platform and the Services not expressly granted to You under this EULA. The Platform and Services provided by Licensor under this EULA are not performed on a “work for hire” basis and therefore, the intellectual property rights related to the Platform and Services, including, but not limited to all the ideas, concepts, plans, techniques, designs, data models, inventions, processes, methodologies, discoveries, formulae, software (other than third party software) of every kind (including all software deliverables, routines, algorithms, applications, programs, operating environments, databases, interfaces or patches), technology, improvements, training materials, works of authorship, documentation, programming aids or trade secrets developed, created, designed, invented, authored, or conceived by Licensor or any of Licensor’s personnel or contractors with respect to the Platform and the Services or any testing, repairs, fixes, replacements, improvements, enhancements or updates to the Platform and Services shall belong exclusively to the Licensor. Access to the Platform and Services does not convey any ownership, co-ownership, or derivative rights in the Platform and Services to a User or a Firm. Any custom implementation, co-branding, configuration, or joint deliverable remains the property of the Licensor and no joint Intellectual Property or co-development rights are created by a User’s or Firm’s use of the Platform or the Services. The Platform and Services provided by Licensor under this EULA include proprietary artificial intelligence models, machine learning algorithms, predictive analytics, benchmarking methodologies, and data processing techniques that constitute valuable trade secrets and intellectual property of Licensor. All analytics outputs, reports, insights, recommendations, scores, rankings, and other results generated by the Platform remain the exclusive property of Licensor, regardless of the input data source. Any feedback, suggestions, enhancement requests, usage data, or insights provided by User becomes the exclusive property of Licensor without compensation or attribution. Licensor retains all rights to use de-identified and aggregated data derived from User interactions to improve its models, conduct benchmarking, and develop new products and services. Notwithstanding the foregoing, User retains all ownership rights in User Data. User may use analytics outputs, reports, insights, and recommendations generated by the Platform that incorporate User Data for User’s internal business purposes, provided that User acknowledges such outputs are derived from Rise’s proprietary methodologies and algorithms. Any redistribution, resale, or external commercial use of Platform outputs requires Rise’s prior written consent.

(b) Scope of License. Subject to the terms and conditions of this Agreement and payment of all applicable fees, Licensor grants to You a non-exclusive, non-transferable, non-sublicensable, revocable, limited license during the Term (as defined in Section h) to access and use the Platform and related Services solely for Your internal business purposes consistent with (i) Rise’s intended use case as a comprehensive growth and business intelligence platform for financial advisory firms, including analytics, growth programs, acquisition tools, and knowledge resources, (ii) the Documentation (including user manuals, help materials and/or technical guides provided by Rise), and (iii) Rise’s rules for intended use, as may be updated from time to time. The terms of this EULA will govern any content, materials, or services accessible within the Platform and the Services, as well as upgrades provided by Licensor.

(c) Permitted Use. User credentials are to be used by individuals and must not be shared or reused by multiple individuals. Users are responsible for maintaining the confidentiality of their login credentials and for all activities under their account. User shall immediately notify Licensor of any unauthorized use of User’s account or any other breach of security. Users are responsible for ensuring input data is accurate, lawful, appropriate for processing by the Platform, and does not infringe upon any third-party’s intellectual property or privacy rights. Users may use the Platform and Services only for lawful purposes and in compliance with applicable laws and regulations (including data privacy, intellectual property, and financial services laws). You are responsible for ensuring the integrity and security of any online accounts related to the Services or Your use of the Platform, and will promptly inform the Licensor of any breach of security in such online accounts as soon as reasonably possible. Firms are responsible and liable for all actions and failures to take required actions with respect to the Platform by its own Users or by any other person to whom the Firm may provide access to or use of the Platform and Services, whether such access or use is permitted by or in violation of this EULA.

(d) Prohibited Use. Except as expressly permitted by this EULA, You may not (and may not allow anyone else to): (i) reverse engineer, decompile, or attempt to discover any source code or underlying ideas or algorithms of the Platform; (ii) provide, sell, transfer, sublicense, lend, distribute, rent, otherwise commercialize access to the Platform and Services, or allow unauthorized users to access or use the Services or the Platform; (iii) remove any proprietary notices or labels; (iv) copy, modify, or create derivative works of the Platform or other Services; (v) conduct security or vulnerability tests on, interfere with the operation of, cause performance degradation of, or circumvent access restrictions or security features of the Services or the Platform; (vi) access accounts, information, data, or portions of the Platform to which You do not have explicit authorization; (vii) use the Services, the Platform, or Rise’s data models for competitive analysis or model replication or to develop a competing service or product; (viii) use the Services or the Platform for any activity prohibited by applicable laws; (ix) use the Platform to obtain unauthorized access to anyone else’s networks or equipment; or (x) upload, submit, or otherwise make available to the Platform any unlawful, infringing, or malicious content, content to which You do not have the proper rights, or unprotected sensitive information or personal information, without the Licensor’s knowledge and prior written consent. Licensor may further restrict functionality and use of the Platform and Services, based on a User’s role or use of the Platform and Services at an enterprise level. Certain capabilities may be designated as beta or pilot functionality and such components may change or be discontinued without notice.

(e) Compliance, Audit, and Enforcement. Licensor may audit Your Platform usage to ensure compliance with this license’s scope and restrictions. You agree to cooperate with any compliance verification process. The Licensor may suspend or terminate Your access, seek injunctive relief, or require indemnification for damages resulting from misuse uncovered during such compliance audits.

(f) Consent to Use of Data. You agree that Licensor may collect and use technical data and related information—including but not limited to technical information about Your device, system and application software, and peripherals—that is gathered periodically to facilitate the provision of software updates, product support, and other services to You (if any) related to the Services. Licensor may use this information, as long as it is in a form that does not personally identify You, to improve its products or to provide services or technologies to You. Data shared with the Licensor shall be handled and safeguarded in accordance with industry-standard privacy, security, and data protection protocols and the Licensor’s internal data handling policies, which limit access to authorized personnel and ensure data is securely stored. Details regarding Licensor’s collection, use, sharing, and protection of personal information, as well as User privacy rights and procedures for exercising such rights, are set forth in Licensor’s Privacy Policy, available at https://risegrowth.com/privacy-policy, which is incorporated herein by reference and may be updated from time to time (the “Privacy Policy“). Additionally, as detailed in Section a above, Licensor retains rights to use de-identified and aggregated data derived from User interactions for benchmarking, model improvement, and product development purposes. User retains all right, title, and interest in and to User’s proprietary data, content, and materials submitted to or processed through the Platform (“User Data“), subject to Licensor’s rights to use such User Data as expressly set forth in this Agreement and the Privacy Policy.

(g) Confidentiality. As a result of Your use of the Services, and whether due to any intentional or negligent act or omission, the Licensor may disclose to You, or You may discover, the Licensor’s proprietary documents, materials, business practices, object code, source code, management styles, day-to-day business operations, capabilities, systems, strategies, methods and applications, or other aspects of the Licensor’s business (“Confidential Information”). You hereby agree and acknowledge that any and all of the Licensor’s Confidential Information is to be kept strictly confidential and shall be the Licensor’s sole and exclusive property. You hereby agree to use any Confidential Information only for the specific purposes as allowed under this EULA. Any disclosure of the Confidential Information to any third party (other than as required by law, rule or regulation) is strictly prohibited, and the Licensor reserves all rights and remedies for such disclosures. Similarly, Licensor acknowledges that User Data (as defined in Section f) may include confidential proprietary information and other sensitive materials. Licensor agrees to maintain the confidentiality of User Data and to use such information solely for the purpose of providing the Platform and Services as set forth in this EULA. Licensor will implement reasonable safeguards to protect User Data consistent with industry standards and its internal data handling policies, including its Privacy Policy. As any disclosure of such information would cause irreparable damage, both parties acknowledge and agree that monetary damages would provide an insufficient remedy for a breach, and the non-breaching party shall be entitled to seek injunctive relief and specific performance, in addition to any other remedies available at law or in equity, without the necessity of posting a bond.

(h) Termination. This EULA is effective until terminated by You or Licensor (the “Term”). Either party may terminate this EULA for any reason with thirty (30) days’ prior written notice to the other party. The Licensor may suspend or terminate access to the Platform and its Services immediately, without prior notice, upon (i) material breach of any of these EULA terms that remains uncured after ten (10) days’ written notice (or immediately if the breach cannot reasonably be cured); (ii), security or compliance risks that pose immediate harm to the Platform or other users; (iii) nonpayment after ten (10) days’ written notice; or (iv) or unauthorized or prohibited use that violates applicable law or creates liability for Licensor. For non-material modifications or discontinuation of Platform features, Licensor will provide reasonable advance notice where commercially practicable. Upon termination, You may request a copy of Your permitted data outputs, subject to Licensor’s retention and data handling policy.

(i) External Services. The Platform incorporates or connects to certain third-party technologies (collectively and individually, “External Services“) that are provided to You on terms that are in addition to and/or different from those contained in this EULA. Licensor will provide User with notice of the applicable External Services and their governing terms. External Services may be governed either by (i) the third-party technology provider’s direct terms of use with User, or (ii) Rise’s separate Third-Party Services EULA, available at https://risegrowth.com/third-party-services-eula (incorporated herein by reference, as may be updated from time to time), which sets forth applicable third-party terms (the “Third-Party Services EULA”), as determined by Rise. Please review such additional terms carefully. You are bound by and shall comply with all applicable third-party terms, whether direct or as incorporated through the Third-Party Services EULA. Any breach by a User of any applicable third-party terms is also a breach of this Agreement. Continued use of the Services and access to the Platform constitutes continued acceptance of each applicable set of terms. You agree to use the External Services at Your sole risk. Licensor is not responsible for examining or evaluating the content or accuracy of any third-party External Services and shall not be liable for any such third-party’s External Services, actions or fees. You will not use the External Services in any manner that is inconsistent with the terms of this EULA or that infringes the intellectual property rights of Licensor or any third party. To the extent You choose to use such External Services, You are solely responsible for compliance with any applicable laws. Licensor reserves the right to change, suspend, remove, disable or impose access restrictions or limits on any of the External Services, at any time without notice or liability to You.

(j) Indemnity. User agrees to defend, indemnify, and hold the Licensor, its officers, directors, employees, and agents, harmless from and against any third-party claims, liabilities, damages, losses, and expenses, including without limitation, reasonable legal and accounting fees, arising out of or in any way connected to: (i) User’s access, use, or misuse of the Platform and the Services, (ii) the information User provides to Licensor in its use of the Platform and Services; and (iii) any violation or breach of this EULA committed by User. Licensor agrees to defend, indemnify, and hold User, its officers, directors, employees, and agents, harmless from and against any third-party claims alleging that User’s authorized use of the Platform and Services infringes any patent, copyright, or trademark, provided that User: (a) promptly notifies Licensor in writing of such claim; (b) grants Licensor sole control of the defense and settlement; and (c) provides reasonable cooperation. If the Platform becomes subject to an infringement claim, Licensor may, at its option: (i) obtain rights for User to continue using the Platform; (ii) replace or modify the Platform to avoid infringement; or (iii) terminate this EULA and refund prepaid fees for the unused portion.

(k) Financial Services and Regulatory Disclaimers. The Platform, the Services, and related data and outputs are for informational and educational purposes only and do not constitute investment advice, recommendations, or fiduciary guidance. Although the Licensor may provide data, information, and content relating to investment approaches and opportunities to buy or sell securities and/or mutual funds, You should not construe any such information or other content as legal or tax advice. Users and the Firms remain solely responsible for compliance with applicable financial regulations, supervisory procedures, and professional standards. You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any materials on the Platform before making any decisions based on such materials. In exchange for using such materials, the Platform and Services, You agree not to hold the Licensor or the third-party providers liable for any possible claim for damages arising from any decision You make based on the materials made available to You through the Platform and the Services. Each User and Firm acknowledge that Rise’s analytics and models are not substitutes for regulated advice or due diligence obligations.

(l) NO WARRANTY. YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT USE OF THE PLATFORM AND SERVICES IS AT YOUR SOLE RISK. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE PLATFORM AND SERVICES ARE PERFORMED OR PROVIDED “AS IS” AND “AS AVAILABLE,” WITH ALL FAULTS AND WITHOUT WARRANTY OF ANY KIND, AND LICENSOR HEREBY DISCLAIMS ALL WARRANTIES AND CONDITIONS WITH RESPECT TO THE SERVICES, EITHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES AND/OR CONDITIONS OF MERCHANTABILITY, OF SATISFACTORY QUALITY, OF FITNESS FOR A PARTICULAR PURPOSE, OF ACCURACY, OF QUIET ENJOYMENT, AND OF NONINFRINGEMENT OF THIRD-PARTY RIGHTS. NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY LICENSOR OR ITS AUTHORIZED REPRESENTATIVE SHALL CREATE A WARRANTY. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATIONS ON APPLICABLE STATUTORY RIGHTS OF A CONSUMER, SO THE ABOVE EXCLUSION AND LIMITATIONS MAY NOT APPLY TO YOU. For the sake of clarity, Rise and its affiliates and agents: (i) expressly disclaim any and all warranties, whether express or implied, including but not limited to warranties of merchantability, noninfringement, fitness for a particular purpose, title, quality, accuracy, and any warranties arising from course of dealing, usage, or trade practice; (ii) do not warrant that access to the Platform and Services will be uninterrupted, error-free or secure, or that any information, software, or other material accessible or provided through the Services is accurate, complete or free of viruses or other harmful contents or components; and (iii) shall in no event be liable for any inaccuracy, error, omission, or loss, injury or damage (including loss of data) caused in whole or in part by failures, delays, or interruptions of the Services or the Platform. While Licensor may provide technical support, updates or maintenance at its discretion, no such support services are guaranteed or required under this EULA, and Licensor makes no commitments regarding uptime, availability, response times, or support levels.

(m) Limitation of Liability. TO THE EXTENT NOT PROHIBITED BY LAW, IN NO EVENT SHALL LICENSOR BE LIABLE FOR ANY INCIDENTAL, SPECIAL, INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER, INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, LOSS OF DATA, BUSINESS INTERRUPTION, OR ANY OTHER COMMERCIAL DAMAGES OR LOSSES, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE PLATFORM AND SERVICES, HOWEVER CAUSED, INCLUDING SERVICE INTERRUPTIONS OR DAMAGES CAUSED BY THIRD-PARTY COMPONENTS OR INFRASTRUCTURE PROVIDERS, REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, OR OTHERWISE) AND EVEN IF LICENSOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. NOTWITHSTANDING THE FOREGOING, THESE LIMITATIONS SHALL NOT APPLY TO: (I) DAMAGES ARISING FROM LICENSOR’S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT; (II) DAMAGES ARISING FROM BREACH OF CONFIDENTIALITY OBLIGATIONS; OR (III) LICENSOR’S INDEMNIFICATION OBLIGATIONS UNDER THIS AGREEMENT. SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OF LIABILITY OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION MAY NOT APPLY TO YOU. In no event shall the Licensor’s total liability to You (or your Firm, as applicable) for all damages arising from claims subject to limitation hereunder (other than the exceptions listed above) exceed the amount paid by You (or Your Firm, as applicable) in the preceding twelve (12) months. The foregoing limitations will apply even if the above stated remedy fails of its essential purpose.

(n) Modifications and Updates. The Licensor may make changes or updates to this EULA, the Platform and/or the Services from time to time as needed for technical, legal or business reasons. Licensor will provide reasonable advance notice of such modifications and updates either via the Platform or Your registered email. Your continued use of the Platform and the Services constitutes acceptance of such revised terms.

(o) Relationship of Parties. The relationship between You and Rise established by this EULA is that of independent contractors. No joint venture or partnership is established by this EULA. Neither party is the agent, broker, partner, employee, or legal representative of the other for any purpose.

(p) Force Majeure. The Licensor shall not be liable for, or be considered in breach of or default under this EULA on account of, any delay or failure to perform as required by this EULA as a result of any cause or condition beyond the Licensor’s reasonable control, including but not limited to natural disasters, acts of war or terrorism, civil disturbances, pandemics or epidemics, governmental restrictions or regulations, labor strikes, supply chain disruptions, utility failures, or other similar events (each a “Force Majeure Event”). For the avoidance of doubt, Your obligations to pay undisputed amounts due prior to such Force Majeure Event are not excused.

(q) Governing Law and Venue. This EULA, and the relationship between You and the Licensor, shall be governed by the laws of the State of Delaware, excluding its conflicts of law provisions. Any claim, dispute, or controversy of any nature arising out of or relating in any way to this EULA shall be submitted to binding arbitration under the administration and rules of the American Arbitration Association (the “AAA”). The arbitration shall take place in Dover, Delaware, in accordance with the AAA rules then in effect. Said arbitration shall be conducted before one (1) arbitrator except as otherwise may be agreed to by each party to such arbitration. YOU AND LICENSOR AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, REPRESENTATIVE, OR PRIVATE ATTORNEY GENERAL ACTION. Unless both You and Licensor agree otherwise, the arbitrator may not consolidate more than one person’s claims and may not otherwise preside over any form of a representative, class, or private attorney general proceeding. The written award or order of such arbitrator shall be confidential and in writing. There shall be issued a separate judgment relating to the award rendered in such arbitration and such judgment shall be binding and may be entered in any court having jurisdiction thereof. The costs of the arbitration, including any American Arbitration Association administrative fee, the arbitrator’s fee, and costs for the use of facilities during the hearings, shall be borne equally by the parties to the arbitration; provided, however, that the arbitrator(s) shall award to the prevailing party the costs, expenses, and attorneys’ fees reasonably incurred by the prevailing party in connection with the arbitration. The arbitrator shall not have any power to alter, amend, modify, or change any of the terms of this EULA nor to grant any remedy which is either prohibited by the terms of this EULA, or not available in a court of law. You and the Licensor shall maintain the confidential nature of the arbitration proceeding and the award, except as may be necessary to prepare for or conduct the arbitration hearing on the merits, or except as may be necessary in connection with a court application for a preliminary remedy, a permitted judicial challenge to an award or its enforcement, or unless otherwise required by law or judicial decision. THIS PROVISION BINDS YOU TO SUBMIT TO ARBITRATION ALL CLAIMS INCLUDING THOSE WHICH COULD OTHERWISE BE BROUGHT IN A JUDICIAL FORUM AND THOSE WHICH COULD BE JOINED TO OTHER NON-ARBITRABLE CLAIMS. BY AGREEING TO THIS ARBITRATION PROVISION, YOU ARE WAIVING YOUR RIGHT TO A JURY TRIAL AND YOUR RIGHT TO PARTICIPATE IN A CLASS ACTION LAWSUIT.

(r) Assignment. This EULA is for the sole benefit of the parties hereto and their respective successors and permitted assigns and nothing herein, express or implied, is intended to or shall confer on any other person any legal or equitable right, benefit or remedy of any nature whatsoever under or by reason of this EULA. You shall not assign, transfer, delegate, or subcontract any of Your rights or delegate any of Your obligations under this Agreement without the prior written consent of the Licensor. Any purported assignment or delegation in violation of this paragraph shall be null and void. No assignment or delegation shall relieve You of any of Your obligations under this EULA. The Licensor may assign any of its rights or delegate any of its obligations to (a) any affiliate or subsidiary of the Licensor, or (b) in the event of an acquisition, merger, or other change in control of the Licensor.

(s) Entire Agreement and Severability. This EULA constitutes the full agreement governing a User’s and Firm’s access to the Services and Platform described herein and supersedes all prior or contemporaneous statements (whether in writing or not) about its subject matter. This EULA does not supersede or limit separate written agreements for professional services, consulting, or other services not specifically covered herein. If any term or provision of the EULA is found to be invalid, illegal, or unenforceable in a jurisdiction, such invalidity, illegality, or unenforceability shall not affect any other term or provision of this EULA or invalidate or render unenforceable such term or provision in any other jurisdiction.

(t) Survival. Provisions of this EULA, which by their nature should apply beyond their terms will remain in force after any termination or expiration of this Agreement including, but not limited to, the provisions related to Your compliance with applicable laws, protection of the Licensor’s Intellectual Property, Your non-disclosure of the Licensor’s Confidential Information, and Licensor’s limited liability and limited warranties.

(u) Exclusion. Specifically excluded from application to this EULA is that law known as the United Nations Convention on the International Sale of Goods.