Terms of Service

1. Acceptance of Terms

By accessing or using the Service, you represent that you are at least 18 years old and have the legal authority to enter into these Terms. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

If you do not agree to these Terms, you may not use the Service.

2. Description of Service

Board Scan provides a data intelligence platform that delivers structured alerts about corporate board composition changes sourced from BoardEx (via Wharton Research Data Services), enriched with CRSP market reactions and 13F institutional signals.

Director data is sourced from BoardEx via WRDS institutional license. Market enrichment data is sourced from CRSP and SEC 13F filings. We are not affiliated with BoardEx, WRDS, CRSP, or the SEC.

3. Account Registration

To access the platform, you must create an account using a valid email address. You are responsible for:

• Maintaining the confidentiality of your account credentials
• All activity that occurs under your account
• Notifying us promptly of any unauthorized use at [email protected]

We reserve the right to terminate accounts that violate these Terms or that have been inactive for more than 12 months after subscription expiration.

4. Subscriptions and Billing

Free trial

We offer a 14-day free trial with full platform access. No credit card is required to start a trial. At the end of the trial period, continued access requires a paid subscription.

Subscription plans

Paid subscriptions are available on a monthly or annual basis at the rates listed on our pricing page. Prices are in USD and subject to change with 30 days' notice to existing subscribers.

Billing and renewal

Monthly subscriptions renew automatically each month. Annual subscriptions renew automatically each year. You authorize us to charge your payment method on file at the start of each billing period.

Cancellation

You may cancel your subscription at any time from your account settings. Cancellation takes effect at the end of your current billing period. We do not provide pro-rated refunds for partial billing periods unless required by applicable law.

Payment processing

Payments are processed by Stripe. By providing payment information, you agree to Stripe's terms of service. We do not store your full credit card number.

5. Acceptable Use

You agree not to use the Service to:

• Violate any applicable law, regulation, or third-party rights
• Scrape, crawl, or systematically extract data from the platform beyond normal use
• Resell, redistribute, or sublicense platform data or alerts without our written consent
• Attempt to gain unauthorized access to our systems or other users' accounts
• Interfere with or disrupt the integrity or performance of the Service
• Use automated scripts to access the platform in ways that impose unreasonable load on our infrastructure
• Circumvent any technical or security measures we have implemented

We reserve the right to suspend or terminate access for violations of this section.

6. Data and Intellectual Property

Platform content

The Board Scan platform, its design, software, and original content are owned by us and protected by applicable intellectual property laws. You may not copy, reproduce, modify, or distribute any portion of the platform without our written consent.

Public SEC data

Director data sourced from BoardEx is subject to BoardEx licensing terms. CRSP data is used under institutional license. Subscribers may use alert data for internal business purposes only and may not redistribute raw BoardEx or CRSP records to third parties.

Your data

You retain ownership of any content you provide (watchlists, preferences, custom filters). You grant us a limited license to process this data to provide the Service.

7. Data Accuracy and Disclaimer

We extract board data from SEC proxy filings using automated processing. While we achieve high extraction accuracy (98.6%+), we cannot guarantee that all extracted data is complete, accurate, or up to date.

Board Scan data should be used as a research and monitoring tool. Before making significant business or investment decisions based on platform data, you should independently verify information against primary SEC filing sources.

The Service is provided "as is" without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, or non-infringement.

8. Limitation of Liability

To the maximum extent permitted by applicable law, Board Scan shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, loss of data, or business interruption, arising from your use of or inability to use the Service.

Our total liability for any claim arising from these Terms or your use of the Service shall not exceed the amount you paid us in the 12 months preceding the claim.

9. Indemnification

You agree to indemnify, defend, and hold harmless Board Scan and its officers, employees, and agents from any claims, liabilities, damages, or expenses (including reasonable attorney fees) arising from your use of the Service, your violation of these Terms, or your violation of any third-party rights.

10. Modifications to Terms and Service

We may modify these Terms at any time. When we make material changes, we will notify you by email at least 14 days before the changes take effect. Your continued use of the Service after that date constitutes acceptance of the revised Terms.

We may modify, suspend, or discontinue any part of the Service at any time. We will provide reasonable notice for material service changes affecting paid subscribers.

11. Termination

Either party may terminate this agreement at any time. We may suspend or terminate your access immediately for violations of these Terms, non-payment, or if we determine continued access presents a security risk.

Upon termination, your right to use the Service ceases. Sections 6, 7, 8, 9, and 12 survive termination.

12. Governing Law

These Terms are governed by the laws of the United States without regard to conflict of law principles. Any disputes arising from these Terms or your use of the Service shall be resolved through binding arbitration, except that either party may seek injunctive relief in a court of competent jurisdiction.

13. Contact

For questions about these Terms, contact us: