AI Tools Risk Disclosures

AI Assistant Overview

TrancheBook provides an AI-powered assistant to help users navigate the platform, understand workflows, and access information about listings and transactions. This assistant is designed to be a compliance-safe copilot with strict limitations.

What the AI Assistant Does NOT Do

The AI assistant is explicitly prohibited from:

• Providing Investment Advice: The assistant will never recommend specific investments, suggest buy/sell decisions, or provide opinions on whether a particular investment is suitable for you.
• Providing Financial Advice: The assistant does not provide financial planning advice, portfolio allocation recommendations, or any form of personalized financial guidance.
• Providing Legal Advice: The assistant is not a substitute for qualified legal counsel and will not provide legal interpretations or recommendations.
• Acting as a Matcher: The assistant does not match buyers and sellers, coordinate trades, or facilitate transactions beyond explaining platform workflows.
• Making Predictions: The assistant does not predict future valuations, market movements, company performance, or investment outcomes.

AI-Generated Content Limitations

Content generated by AI tools on this platform is subject to important limitations:

• Accuracy Not Guaranteed: AI-generated responses may contain errors, inaccuracies, or outdated information. Always verify important information from primary sources.
• Not a Substitute for Due Diligence: AI-generated summaries or explanations do not replace proper due diligence on any investment opportunity.
• No Endorsement: Information provided by AI tools does not constitute an endorsement, recommendation, or approval of any listing, company, or transaction.
• Contextual Limitations: AI tools may not have access to all relevant information and may provide responses based on incomplete data.
• Hallucinations: AI systems may occasionally generate plausible-sounding but incorrect or fabricated information. Critical decisions should not be based solely on AI-generated content.

AI-Powered Features

The platform may use AI for the following purposes:

• Platform navigation and workflow guidance
• Answering questions about platform features and processes
• Summarizing publicly available listing information
• Explaining general concepts related to private market transactions
• Compliance review assistance for platform administrators

These features are provided for convenience and informational purposes only.

Data and Privacy

When using AI features:

• Conversation Logging: Interactions with AI tools may be logged for audit, compliance, and improvement purposes.
• No Sensitive Data: Do not share sensitive personal information, account credentials, or confidential business information in AI conversations.
• Third-Party Processing: AI features may utilize third-party AI services. Your interactions are subject to their privacy policies and terms.

User Responsibility

By using AI-powered features on this platform, you acknowledge and agree that:

• You will not rely solely on AI-generated content for investment decisions
• You understand that AI tools have limitations and may produce errors
• You will seek professional advice for financial, legal, and tax matters
• You accept responsibility for your own investment decisions
• You will report any concerning or inappropriate AI responses to the platform

No Warranties

AI-powered features are provided "as is" without warranties of any kind, express or implied. TrancheBook disclaims all warranties regarding:

• Accuracy, completeness, or reliability of AI-generated content
• Fitness for any particular purpose
• Non-infringement of third-party rights
• Availability or uninterrupted operation of AI features

Limitation of Liability

TrancheBook shall not be liable for any damages, losses, or costs arising from:

• Reliance on AI-generated content
• Errors, inaccuracies, or omissions in AI responses
• Decisions made based on AI-provided information
• Unavailability or malfunction of AI features

Contact

If you have questions about AI tools on this platform or wish to report concerns about AI-generated content, please contact us at support@tranchebook.com.