$4,995.00 USD

Terms & Conditions for Crowdfunding Playbook

Effective Date: 10/10/2024

 

  1. Definitions
  • "Course" refers to the Crowdfunding Playbook offered by Moreira Consulting LLC.
  • "Participant" means any individual enrolled in the Course.
  • "Course Materials" include all content provided as part of the Course, including videos, documents, and templates.
  • "Consulting Sessions" refer to any live consulting provided as part of the Course tiers.
  • "Effective Date" is the date these terms come into force.
  1. Course Tiers

We offer three tiers of enrollment, each with specific benefits:

  • Bronze:
    • Course Access
    • 1 Hour Consulting Session
    • Online Community Access
  • Silver:
    • Course Access
    • Two (2) One-Hour Consulting Sessions
    • Online Community Access
    • Marketing Resource Library PDF
    • Investor CRM Template
  • Gold:
    • Course Access
    • Two (2) One-Hour Consulting Sessions
    • Online Community Access
    • Marketing Resource Library PDF
    • Investor CRM Template
    • Project Management Asana Template
    • Marketing Calendar Asana Template
    • Pitch Deck Review
    • Unlimited Email Support
  1. Access Duration and Use
  • Course Access: Limited to 120 calendar days from the enrollment date.
  • Consulting Sessions Terms of Service
    • Duration: All consulting sessions shall be completed within 120 calendar days after the enrollment date.
    • Expiration: There shall be no refunds for unused sessions or resources after this period.
    • Scheduling: Consulting sessions must be scheduled at least 48 hours in advance, subject to availability.
    • Cancellation Policy: Sessions canceled with less than 24 hours' notice will be considered used.
    • No-Show Policy: Failure to attend a scheduled session without prior notice will result in forfeiture of that session.
    • Rescheduling: Sessions may be rescheduled once without penalty, provided 24 hours' notice is given.
    • Recording Policy: General Rule: To maintain confidentiality, participants are not permitted to record consulting sessions.
      • AI-Assisted Transcription: Upon request, the consultant may, at their sole discretion, use an AI note-taking tool to record and transcribe the session.
      • Transcript Provision: If AI-assisted transcription is used, the consultant may provide the resulting transcript to the participant.
      • No Guarantee: The use of AI-assisted transcription and provision of transcripts is not guaranteed and remains at the consultant's discretion for each session.
      • Confidentiality: Any transcripts provided are subject to the same confidentiality terms as the session itself and may not be shared or distributed without explicit written permission.
    • Non-Transferability: Consulting sessions and resource access are non-transferable and can only be used by the enrolled participant.
    • Fair Use: We reserve the right to limit or suspend access in cases of excessive or unreasonable use of resources.
    • Disclaimer: Consulting sessions provide guidance based on experience but do not guarantee specific outcomes or results.
    • Confidentiality: All information shared during consulting sessions will be kept confidential, subject to our privacy policy.
  • Gold Tier: Unlimited Email Support Terms of Service
    • The Gold tier includes unlimited email access to Kelsey Moreira, subject to the following conditions:
      • Scope: Email support is limited to consultation on the crowdfunding process and questions directly arising from the course content for up to 120 days from the date of purchase.
      • Response Time: We aim to respond to all inquiries within 3 business days.
      • Limitations: This service does not include:
        • Execution of campaign tasks on behalf of the Participant
        • Creation of custom materials or content
        • Legal, financial, or tax advice
    • Additional Services: Any work falling outside the scope of email consultation will be billed at our standard consulting rate, subject to availability. Such work requires:
      • Written pre-approval from the Participant
      • A separate agreement outlining the scope and estimated hours
    • Fair Usage: While access is 'unlimited', we reserve the right to limit support in cases of excessive or unreasonable use.
    • By purchasing the Gold tier, you agree to these terms of service for the Unlimited Email Support feature."
  • Gold Tier: Pitch Deck Review Terms of Service
    • The Pitch Deck Review service included in the Gold tier is subject to the following conditions:
    • Scope: This service provides expert written feedback on your pitch deck from Kelsey Moreira and Israel Moreira.
    • Deliverable: You will receive written feedback on your pitch deck via email along with any slide-by-slide commentary, including suggestions for improvement and strategic insights.
    • Limitations:
      • The review is limited to one round of feedback per pitch deck.
      • We will not create, edit, or redesign slides on your behalf.
      • The service does not include ongoing consultations or discussions about the feedback provided.
      • Turnaround Time: We aim to deliver the written feedback within 10 business days of receiving your pitch deck.
      • Submission: Please submit your pitch deck in PDF format, not exceeding 20 slides.
    • Confidentiality: We treat all submitted materials as confidential. However, we recommend excluding any sensitive proprietary information from your deck.
    • Additional Services: Any work beyond the scope of this written review (such as slide editing or extended consultations) will be billed separately at our standard consulting rate, subject to availability and prior written agreement.
  1. Payment Terms
  • Payment Methods: Credit card, PayPal, etc.
  • Refund Policy: We offer a 7-Day Risk-Free Guarantee. Participants may request a full refund within 7 days of purchase, provided they have not accessed more than 10% of the course content, downloaded any of the templates, attended any consulting sessions, nor had their pitch deck review begin. If those requirements are met, participants will be eligible for a refund after submitting a written request explaining why the course did not meet their expectations. No refunds will be issued after 7 days or if more than 10% of the course content has been accessed, whichever comes first. Refund requests will be processed within 10 business days of approval.
  1. Intellectual Property Rights

All course materials are the intellectual property of Moreira Consulting LLC. Participants are granted a non-transferable license to access and use the content for personal educational purposes only. You may not reproduce, distribute, or create derivative works from any course materials.

  1. Limitation of Liability

Moreira Consulting LLC's liability is limited to a maximum of 75% of the amount paid for the Course. We are not liable for any indirect, incidental, or consequential damages arising from your use of the course materials.

  1. Disclaimer

This course is educational and does not constitute financial or legal advice. We do not engage in fundraising activities or sell private shares on behalf of any company. Participants should consult their own advisors before making any financial decisions.

  1. User Conduct

Participants agree not to:

  • Share login credentials with others.
  • Use the course materials for commercial purposes.
  • Engage in any behavior that disrupts other participants or instructors.
  1. Indemnification

You agree to indemnify and hold harmless Moreira Consulting LLC, its affiliates, and employees from any claims or damages arising from your breach of these Terms & Conditions or your use of the course.

  1. Governing Law

These Terms & Conditions are governed by the laws of Texas, United States. Any disputes will be resolved in the courts located in Texas, United States.

  1. Modification and Termination

Moreira Consulting LLC reserves the right to modify these Terms & Conditions at any time. Continued use of the course after changes have been made constitutes acceptance of those changes.

  1. Arbitration Clause

Any disputes arising under these terms shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association.

  1. Contact Information

For questions about these Terms & Conditions, please contact us at [email protected]. We strive to respond within two business days.

Gold Package: Campaign Mastery

Unlock Ultimate Campaign Mastery!

What you'll get:

  • Comprehensive Campaign Course: In-depth training covering all aspects of successful campaign management.

  • Premium Consultation: Four hours of expert guidance from Kelsey Moreira, throughout all stages of your campaign planning & execution.

  •  Marketing Resource Library: Gain access to a curated collection of real-world email, SMS, and social media examples from successful brands.

  • Private Community: Join our private CrowdFounders community of entrepreneurs sharing lessons learned through their own crowdfunding journeys. 

  • Project Management Template: Streamline your workflow with a ready-to-use Asana template, easily customizable for your specific campaign needs.

  •  Investor CRM Template: Efficiently manage your outreach efforts with a custom-designed Customer Relationship Management template.

  • Marketing Calendar Template: A sample marketing calendar Asana template to execute across email & social media before, during, and after your campaign.

  •  Pitch Deck Review: Expert analysis and feedback on your pitch deck with insights from both Kelsey and Israel Moreira. Israel, with his Deloitte background and current role as CEO of Doughp, offers deep financial and operational expertise.

  • Unlimited Email Support: Direct access to expert advice from Kelsey Moreira throughout your entire campaign process.

Perfect for those who want comprehensive support and resources. Fast track your success with this Gold package today!