These Terms of Service (“Terms”) govern your access to and use of the website, content, services, events, and communications provided by Baird Augustine (“Baird Augustine,” “we,” “our,” or “us”).

By accessing or using our website or services, you agree to be bound by these Terms. If you do not agree, you may not access or use our website or services.

1. About Baird Augustine

Baird Augustine is a Silicon Valley–based neo-investment bank providing institutional advisory services, corporate development support, alternative asset management platforms, and curated events.

Securities, where applicable, are offered through Umergence LLC, Member FINRA / SIPC.

Nothing on this website constitutes an offer, solicitation, or recommendation to buy or sell securities.

2. Eligibility

By using this website or services, you represent that:

• You are at least 18 years of age

• You have the legal capacity to enter into these Terms

• You are using the site for lawful purposes only

Access to certain services, events, or platforms may be restricted based on jurisdiction, regulatory requirements, or eligibility criteria.

3. Scope of Services

Baird Augustine may provide, directly or through affiliates or partners:

• Corporate-Development-as-a-Service (CDaaS)

• Institutional advisory and strategic consulting

• Due diligence preparation and certification support

• Fundraising events and roadshows

• Conferences, forums, podcasts, and private gatherings

• General informational content related to finance, technology, and innovation

All services are provided on a best-efforts basis and may be modified, suspended, or discontinued at any time.

4. No Investment Advice or Solicitation

All information provided through this website, chatbot, events, communications, or materials is for general informational purposes only.

Baird Augustine does not:

• Provide personalized investment advice through the website

• Recommend specific securities or investment strategies

• Guarantee performance, outcomes, or returns

Any investment activity is subject to:

• Separate agreements

• Eligibility verification

• Regulatory compliance

• Direct communication with authorized representatives

5. Events, Forums, and Memberships

Participation in events, forums, podcasts, or private communities (including but not limited to the Silicon Valley Economic Forum, Focus on Risk, or CAGR Club):

• May require an application, invitation, or approval

• May be subject to additional terms, fees, or codes of conduct

• Does not guarantee access to capital, investors, or business outcomes

Baird Augustine reserves the right to deny, revoke, or terminate participation at its sole discretion.

6. User Conduct

You agree not to:

• Use the website for unlawful, fraudulent, or misleading purposes

• Misrepresent your identity, affiliations, or intentions

• Attempt to gain unauthorized access to systems or data

• Scrape, copy, or misuse proprietary content

• Interfere with the operation or security of the website

Violation of these Terms may result in suspension or termination of access.

7. Intellectual Property

All content on the website, including but not limited to:

• Text, graphics, logos, videos, designs

• Event formats, methodologies, and branding

• Proprietary names and marks

are owned by or licensed to Baird Augustine and protected by intellectual property laws.

You may not reproduce, distribute, modify, or create derivative works without prior written consent.

8. Confidentiality & Communications

Any non-public information shared with Baird Augustine:

• Is treated as confidential to the extent reasonable

• Does not create a fiduciary or advisory relationship unless expressly agreed in writing

Communications through the website or chatbot do not establish a client relationship.

9. Third-Party Services & Links

The website may include links to or integrations with third-party services (e.g., scheduling tools, ticketing platforms, analytics providers).

Baird Augustine is not responsible for:

• Third-party content

• Privacy practices

• Availability or performance of external services

Your use of third-party services is subject to their respective terms.

10. Disclaimers

The website and services are provided “as is” and “as available.”

To the fullest extent permitted by law, Baird Augustine disclaims all warranties, including:

• Accuracy or completeness of information

• Uninterrupted or error-free operation

• Fitness for a particular purpose

11. Limitation of Liability

To the maximum extent permitted by law, Baird Augustine shall not be liable for any:

• Indirect, incidental, consequential, or punitive damages

• Loss of profits, data, business opportunities, or reputation

• Reliance on information provided through the website or events

Total liability, if any, shall not exceed the amount paid by you to Baird Augustine in the preceding twelve (12) months.

12. Indemnification

You agree to indemnify and hold harmless Baird Augustine, its officers, partners, affiliates, and employees from any claims, liabilities, damages, or expenses arising from:

• Your use of the website or services

• Your violation of these Terms

• Your violation of applicable laws or regulations

13. Termination

Baird Augustine may suspend or terminate access to the website or services at any time, with or without notice, for any reason, including violation of these Terms.

14. Governing Law & Venue

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles.

Any disputes shall be resolved exclusively in state or federal courts located in California, unless otherwise required by law.

15. Changes to These Terms

Baird Augustine may update these Terms at any time. Changes will be posted on this page with an updated effective date.

Continued use of the website constitutes acceptance of the revised Terms.

16. Contact Information

For questions regarding these Terms, please contact:

Baird Augustine
📧 info@bairdaugustine.com