Terms of Service

These Terms of Service (“Terms”) constitute a legally binding agreement between you and Golwen Advisory LLC (“Golwen Advisory,” “we,” “us,” or “our”), a Rhode Island limited liability company. By accessing golwenadvisory.com (the “Site”) or using any of our research services (collectively, the “Services”), you agree to be bound by these Terms.

If you are accessing the Services on behalf of an organization, you represent that you have authority to bind that organization to these Terms, and references to “you” shall include that organization.

Golwen Advisory provides AI-augmented pre-diligence intelligence, delivered through two service types: Sector Analysis and Preliminary Target Assessment (collectively, “Research Deliverables”). Services are delivered through our proprietary Forge research platform and may also be provided via written deliverables and direct consultation.

Research Deliverables are prepared for informational and strategic planning purposes only. They do not constitute legal, financial, investment, or regulatory advice. You should consult qualified professionals before making decisions based on any Research Deliverable.

Access to the Forge platform requires an account. You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to notify us immediately of any unauthorized use of your account. We reserve the right to suspend or terminate accounts that violate these Terms.

Our property. The Site, platform, and all underlying technology, software, methodologies, templates, and branding are the exclusive property of Golwen Advisory LLC and are protected by applicable intellectual property law. You may not copy, modify, distribute, or create derivative works from any of the foregoing without our prior written consent.

Your deliverables. Upon full payment for a completed engagement, Golwen Advisory grants you a non-exclusive, non-transferable license to use the Research Deliverable for your internal business purposes. You may share Research Deliverables within your organization and with advisors bound by confidentiality obligations.

Your inputs. You retain ownership of any proprietary information, data, or materials you provide to us as inputs. By submitting such materials, you grant us a limited license to use them solely to perform the Services.

We treat all client-provided information, research questions, supplementary context, and business information as confidential. We will not disclose your confidential information to third parties except as necessary to perform the Services (e.g., transmission to AI model providers), as required by law, or with your prior written consent.

You agree to treat any non-public information about our methodologies, platform, or pricing as confidential.

Golwen Advisory uses third-party AI services, including Anthropic's Claude API, to perform analytical processing. Client data submitted through our platform is:

• Encrypted in transit using TLS/HTTPS
• Processed through Anthropic's commercial API under their data protection terms, which prohibit training on customer data
• Stored in encrypted databases hosted on secure cloud infrastructure
• Retained only for the duration necessary to complete the engagement, after which uploaded documents are automatically deleted
• Never shared with third parties beyond the processing services necessary to deliver the analysis

For clients requiring enhanced security arrangements, including dedicated infrastructure or custom data processing agreements, please contact us directly.

Fees for Services are as agreed between the parties in a written engagement agreement or platform subscription. All fees are due and payable as specified in the applicable agreement. Golwen Advisory reserves the right to suspend or withhold delivery of Research Deliverables until outstanding invoices are paid.

THE SERVICES AND RESEARCH DELIVERABLES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” GOLWEN ADVISORY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT RESEARCH DELIVERABLES WILL BE COMPLETE, ACCURATE, OR SUITABLE FOR ANY PARTICULAR PURPOSE.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, GOLWEN ADVISORY LLC, ITS MEMBERS, OFFICERS, EMPLOYEES, AND CONTRACTORS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, BUSINESS, OR GOODWILL, ARISING OUT OF OR IN CONNECTION WITH THESE TERMS OR YOUR USE OF THE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES EXCEED THE GREATER OF (A) THE FEES PAID BY YOU TO GOLWEN ADVISORY IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM OR (B) ONE HUNDRED DOLLARS ($100).

You agree to indemnify, defend, and hold harmless Golwen Advisory LLC and its members, officers, employees, and contractors from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the Services, your violation of these Terms, or your violation of any third-party rights.

These Terms are governed by and construed in accordance with the laws of the State of Rhode Island, without regard to its conflict of law principles. Any dispute arising out of or relating to these Terms or the Services shall be resolved exclusively in the state or federal courts located in Rhode Island, and you consent to personal jurisdiction in such courts.

Before initiating formal proceedings, each party agrees to attempt to resolve any dispute informally by notifying the other party in writing and engaging in good-faith negotiation for at least thirty (30) days.

We reserve the right to modify these Terms at any time. When we do, we will update the effective date above. Continued use of the Site or Services after the posting of revised Terms constitutes your acceptance of the changes. We encourage you to review these Terms periodically.

If any provision of these Terms is found to be unenforceable, the remaining provisions will remain in full force and effect. These Terms, together with any applicable engagement agreement, constitute the entire agreement between you and Golwen Advisory with respect to the subject matter herein and supersede all prior agreements and understandings.

Questions about these Terms should be directed to: