Terms and Conditions

Last Updated: 2025-10-07

  1. Acceptance of Terms

    These Terms and Conditions ("Agreement") constitute a legally binding agreement between you ("User") and Blueprint Partnership Consulting Inc. ("Blueprint"), a corporation duly incorporated under the laws of Canada, operating the FundDirector platform ("the Platform") as a registered trademark. By accessing, browsing, or otherwise using the Platform, you acknowledge that you have read, understood, and agree to be legally bound by all terms and provisions set forth in this Agreement. If you do not accept or agree to these Terms and Conditions in their entirety, you are not authorized to access or use the Platform.

  2. Description of Service

    The Platform is a proprietary, cloud-based software-as-a-service (SaaS) solution engineered for real estate private equity business modelling. The Service provided through the Platform encompasses a suite of functionalities which may include, but are not limited to: tools for portfolio and asset management; capabilities for financial modelling and the generation of projections; integration with certain third-party services, including QuickBooks Online; artificial intelligence-powered assistance for financial analysis, the use of which is subject to the disclaimers set forth herein; and features for reporting and analytics. Blueprint reserves the right, at its sole discretion, to modify, update, or discontinue any aspect or feature of the Service at any time without notice or liability.

  3. User Accounts and Responsibilities

    1. Registration and Eligibility

      As a condition precedent to utilizing the Platform, you are required to register for an account ("Account"). You hereby represent and warrant that:

      1. all registration information you submit is and will be maintained as truthful, accurate, current, and complete;
      2. you are at least eighteen (18) years of age and possess the legal capacity to enter into this Agreement; and
      3. your use of the Platform does not violate any applicable law or regulation.

    2. Security and User Liability

      You are solely and exclusively responsible for safeguarding the confidentiality of your Account credentials, including but not limited to your password. You acknowledge and agree that you shall be held fully liable for any and all activities or actions that occur under your Account, whether or not authorized by you. You must notify Blueprint immediately and in writing of any breach of security or unauthorized use of your Account. Blueprint shall not be liable for any loss or damage arising from your failure to comply with the foregoing obligations.

  4. Acceptable Use Policy

    1. Permitted Use

      Subject to compliance with this Agreement, the User is granted a limited, non-exclusive, non-transferable right to access and use the Platform solely for the User's legitimate internal business purposes. Permitted activities are strictly limited to the management of the User's real estate portfolios and assets, the performance of financial modeling and analysis, and the generation of internal business reports related thereto.

    2. Prohibited Conduct

      The User covenants and agrees that they shall not, and shall not permit any third party to, directly or indirectly, engage in any of the following prohibited activities:

      1. Utilize the Platform for any purpose that is illegal, fraudulent, or in violation of any applicable local, provincial, national, or international law, statute, or regulation.
      2. Attempt to circumvent or breach any security or authentication measures of the Platform; gain unauthorized access to the Platform, its related systems, networks, or data; or probe, scan, or test the vulnerability of any system or network.
      3. Interfere with, disrupt, or create an undue burden on the operation, integrity, or performance of the Platform or the networks or services connected thereto.
      4. Upload, transmit, or distribute to or through the Platform any computer viruses, worms, malicious code, or any software intended to damage or alter a computer system or data.
      5. Decipher, decompile, disassemble, reverse engineer, or otherwise attempt to derive the source code, object code, or underlying structure, ideas, or algorithms of the Platform or any software, documentation, or data related to the Platform.
      6. Utilize the Platform to generate, distribute, publish, or facilitate unsolicited or unauthorized advertising, promotional materials, junk mail, spam, or any other form of duplicative or unsolicited messages.
      7. Violate any applicable laws or regulations governing the User's business or data.
      8. Resell, sublicense, lease, rent, distribute, or otherwise commercially exploit or make the Platform available to any third party without the express prior written consent of Blueprint.

  5. User Data, Privacy, and Security

    1. User Data Ownership and License

      As between Blueprint and the User, the User shall retain all right, title, and interest in and to all data, information, and content inputted, uploaded, or otherwise provided to the Platform by or on behalf of the User ("User Data"). The collection, use, and disclosure of User Data shall be governed by Blueprint's Privacy Policy, available at https://funddirector.ca/privacy, which is incorporated by reference into this Agreement.

    2. Security and Acknowledgment of Risk

      Blueprint shall implement and maintain commercially reasonable administrative, physical, and technical safeguards designed to protect the security, confidentiality, and integrity of User Data. The User expressly acknowledges and agrees, however, that no method of transmission over the Internet or method of electronic storage is one hundred percent (100%) secure. Consequently, Blueprint cannot and does not guarantee the absolute security of User Data and shall not be held liable for any unauthorized access, use, disclosure, alteration, or destruction of User Data resulting from causes beyond its reasonable control. The User is solely and exclusively responsible for creating and maintaining independent archival and backup copies of all User Data. Blueprint shall have no liability for any loss or corruption of User Data, regardless of cause.

  6. Third-Party Services and Integrations

    The Platform may, at Blueprint's sole discretion, provide functionalities that permit integration with or access to certain third-party software, applications, or services ("Third-Party Services"), including but not limited to QuickBooks Online. The User's use of such integrations is subject to the following conditions, which the User hereby acknowledges and accepts:

    1. Third-Party Terms. Your use of any Third-Party Service is governed exclusively by the terms of service, privacy policies, and other binding agreements of the applicable third-party provider ("Third-Party Terms"). Blueprint is not a party to any such Third-Party Terms, and they do not form any part of this Agreement. You are solely responsible for reviewing, understanding, and complying with all applicable Third-Party Terms.

    2. Data Access Authorization. By enabling or utilizing any integration with a Third-Party Service, you provide your explicit and continuing authorization for Blueprint to access, receive, transmit, and process your data as necessary to facilitate the interoperability between the Platform and said Third-Party Service. You represent and warrant that you possess all necessary rights and permissions to grant such authorization.

    3. Disclaimer of Responsibility and Liability. Blueprint provides integrations with Third-Party Services on an "AS IS" and "AS AVAILABLE" basis. Blueprint does not control, endorse, or assume any responsibility or liability for any Third-Party Services, including but not limited to their content, functionality, security, availability, or business practices. The availability of any integration may be modified, suspended, or discontinued at any time in Blueprint's sole discretion, without notice or liability. Blueprint expressly disclaims all liability for any loss or damage arising from your use of or reliance on any Third-Party Service or the failure of any integration. Your access to and use of any Third-Party Service is entirely at your own risk.

  7. Artificial Intelligence Functionalities

    1. Nature of AI Features

      The Platform may incorporate certain functionalities, algorithms, and models powered by artificial intelligence ("AI Features"). These AI Features are designed to assist the User by, inter alia, providing potential financial analyses and insights, facilitating data entry and mapping processes, and generating automated reports and summaries based on User-provided data.

    2. Disclaimer of Warranties and User's Acknowledgment of Risk

      The User hereby expressly acknowledges and agrees that any and all output, data, analysis, reports, summaries, or other content generated by the AI Features ("AI-Generated Content") is provided solely for informational and supplemental purposes. Under no circumstances shall AI-Generated Content be construed as, or relied upon as, financial, investment, legal, tax, or any other form of professional advice. Said content is not a substitute for the independent judgment and due diligence of the User or for consultation with qualified professionals. Blueprint makes no representations, warranties, or guarantees of any kind, whether express, implied, or statutory, regarding the accuracy, completeness, reliability, or timeliness of any AI-Generated Content, which may contain errors, omissions, or inaccuracies. The User bears the sole and exclusive responsibility for independently reviewing, validating, and verifying all AI-Generated Content prior to its use or reliance thereon for any business or decision-making purposes. Blueprint expressly disclaims any and all liability for any loss or damage arising from or in connection with the User's reliance on any AI-Generated Content.

  8. Intellectual Property Rights

    1. Ownership

      You hereby acknowledge and agree that the Platform, together with all intellectual property rights therein, is and shall remain the sole and exclusive property of Blueprint. This ownership extends to, but is not limited to, all software, source code, object code, algorithms, know-how, user interface designs, graphics, content, data compilations, and all trademarks, service marks, trade names, and logos associated with the Platform (collectively, the "Blueprint IP"). The Blueprint IP is rigorously protected by applicable copyright, trademark, trade secret, and other intellectual property laws and international treaties. This Agreement grants you no right, title, or interest in or to the Platform or the Blueprint IP, other than the limited license expressly set forth herein.

    2. Grant of Limited License

      Conditioned upon your full and ongoing compliance with all terms and provisions of this Agreement, Blueprint grants you a limited, non-exclusive, non-transferable, non-sublicensable, and revocable license to access and utilize the Platform solely for your legitimate internal business purposes as expressly permitted by this Agreement. All rights not expressly granted to you are hereby reserved by Blueprint. No licenses or rights are granted to you by implication or otherwise under any intellectual property rights owned or controlled by Blueprint or its licensors, except for the licenses and rights expressly granted in this Agreement.

  9. Fees and Payment

    1. Subscription Fees and Payment Obligations

      Access to and use of certain features of the Platform is expressly conditioned upon the User's timely remittance of all applicable subscription fees ("Fees") in accordance with the terms set forth at the time of subscription. By subscribing to the Service, the User covenants and agrees to: (a) pay all applicable Fees as they become due; (b) provide and maintain current, complete, and accurate billing and payment information; and (c) expressly authorize Blueprint or its designated third-party payment processor to automatically charge the User's selected payment method on a recurring basis for the chosen subscription plan.

    2. Refund Policy

      All Fees are non-refundable, non-cancellable, and non-creditable to the maximum extent permitted by applicable law. Unless otherwise stipulated in a separate, executed subscription agreement between the User and Blueprint, or as strictly required by mandatory provisions of law, no refunds or credits shall be issued for partial subscription periods, service downgrades, or for periods in which the User’s Account remains active but the Platform is not utilized.

  10. Disclaimers and Limitation of Liability

    1. Warranty Disclaimer

      TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE PLATFORM AND ALL SERVICES PROVIDED HEREUNDER ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT ANY WARRANTIES, REPRESENTATIONS, OR GUARANTEES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. BLUEPRINT HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. BLUEPRINT DOES NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE; THAT THE INFORMATION OR RESULTS OBTAINED FROM THE USE OF THE PLATFORM WILL BE ACCURATE, COMPLETE, OR RELIABLE; OR THAT ANY DEFECTS IN THE PLATFORM WILL BE CORRECTED.

    2. Limitation of Liability

      TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL BLUEPRINT, ITS AFFILIATES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, REVENUE, GOODWILL, USE, DATA, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT OR THE USE OR INABILITY TO USE THE PLATFORM, REGARDLESS OF THE THEORY OF LIABILITY (WHETHER CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE), EVEN IF BLUEPRINT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

      IN NO EVENT SHALL THE TOTAL AGGREGATE LIABILITY OF BLUEPRINT ARISING OUT OF OR RELATED TO THIS AGREEMENT EXCEED THE TOTAL AMOUNT OF FEES ACTUALLY PAID BY YOU TO BLUEPRINT UNDER THIS AGREEMENT DURING THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM. THE EXISTENCE OF MORE THAN ONE CLAIM WILL NOT ENLARGE THIS LIMIT.

    3. No Professional Advice

      THE USER ACKNOWLEDGES AND AGREES THAT THE PLATFORM IS A TOOL FOR REAL ESTATE PRIVATE EQUITY BUSINESS MODELLING AND DOES NOT PROVIDE, NOR IS IT INTENDED TO PROVIDE, FINANCIAL, INVESTMENT, LEGAL, TAX, ACCOUNTING, OR ANY OTHER FORM OF PROFESSIONAL ADVICE. ALL CONTENT, DATA, AND INFORMATION PROVIDED BY OR THROUGH THE PLATFORM, INCLUDING ANY AI-GENERATED CONTENT, IS FOR INFORMATIONAL PURPOSES ONLY AND IS NOT A SUBSTITUTE FOR THE INDEPENDENT JUDGMENT AND DUE DILIGENCE OF A QUALIFIED PROFESSIONAL. THE USER IS SOLELY AND EXCLUSIVELY RESPONSIBLE FOR ALL BUSINESS, FINANCIAL, OR INVESTMENT DECISIONS AND MUST CONSULT WITH APPROPRIATELY QUALIFIED AND LICENSED PROFESSIONALS BEFORE MAKING ANY SUCH DECISIONS. RELIANCE ON ANY INFORMATION PROVIDED BY THE PLATFORM IS STRICTLY AT THE USER'S OWN RISK.

  11. Termination

    1. Termination by User

      The User may terminate this Agreement and close their Account at any time for any reason by utilizing the designated account termination functionality within the Platform's settings or by providing express written notice to Blueprint. Such termination shall be effective upon Blueprint's processing of the request. The User acknowledges and agrees that termination by the User shall not relieve them of any obligation to pay any and all Fees accrued and payable prior to the effective date of termination, and no refunds or credits shall be issued for any unused portion of a subscription term, in accordance with Section 9.2 herein.

    2. Suspension and Termination by Blueprint

      Blueprint reserves the right, in its sole and absolute discretion, to suspend, restrict, or immediately terminate the User's access to and use of the Platform, in whole or in part, with or without prior notice, if Blueprint determines that:

      1. The User has committed a material breach of any term, provision, covenant, or warranty contained within this Agreement, including the Acceptable Use Policy;
      2. The User has engaged in, or is suspected of engaging in, any fraudulent, illegal, or abusive activities in connection with the Platform;
      3. The User has failed to remit any applicable Fees when due; or
      4. The User's use of the Platform poses a security risk or may cause harm, damage, or liability to Blueprint, the Platform's infrastructure, or any other user.

    3. Effect of Termination

      Upon the effective date of termination or expiration of this Agreement for any reason:

      1. All rights and licenses granted to the User hereunder shall immediately cease, and the User's right to access and use the Platform and any associated services shall be immediately and permanently revoked.
      2. For a period of thirty (30) calendar days following the termination date, the User may submit a written request for an export of their User Data. Blueprint may, at its discretion, provide such data in a standard format.
      3. Subsequent to the thirty (30) day period referenced above, Blueprint shall have no obligation to maintain, store, or forward any User Data and may, in its sole discretion, permanently delete all User Data from its systems without further notice and without any liability to the User.

  12. Indemnification

    User agrees to defend, indemnify, and hold harmless Blueprint, its officers, directors, employees, agents, affiliates, successors, and assigns from and against any and all claims, demands, actions, suits, proceedings, liabilities, damages, losses, costs, and expenses, including but not limited to reasonable attorneys' fees, arising out of or related to: (a) the User’s use of or access to the Platform; (b) the User’s violation of any provision of this Agreement; (c) the User’s violation of any third-party right, including without limitation any intellectual property right, publicity, confidentiality, property, or privacy right; or (d) any claim or allegation that the User Data caused damage to a third party.

  13. Governing Law and Jurisdiction

    This Agreement, and any dispute, controversy, or claim arising out of or in connection with its subject matter, formation, or validity, shall be governed by and construed in accordance with the laws of the Province of Alberta and the federal laws of Canada applicable therein, without giving effect to any principles of conflicts of law. The Parties hereby irrevocably and unconditionally agree that any legal action or proceeding arising out of or relating to this Agreement shall be brought exclusively in the courts of the Province of Alberta located in the City of Lethbridge, and each party hereby expressly submits to the exclusive jurisdiction and venue of such courts for the purposes of any such action or proceeding.

  14. Modification of this Agreement

    Blueprint reserves the right, in its sole and absolute discretion, to amend, modify, supplement, or revise this Agreement at any time and from time to time. Any such modifications shall become effective immediately upon the posting of the revised Agreement on the Platform, which will be indicated by an updated "Last Updated" date at the top of this document. While Blueprint may, as a courtesy, provide notice of material changes via email to the address associated with your Account, it is under no obligation to do so. The User's continued access to or use of the Platform following the posting of any such modifications shall constitute the User's unconditional and legally binding acceptance of the Agreement as so amended. It is the User's sole and exclusive responsibility to review this Agreement periodically for changes. If the User does not agree to the revised terms, the User's sole and exclusive remedy is to cease all access to and use of the Platform.

  15. Miscellaneous

    1. Severability

      In the event that any provision of this Agreement is held by a court of competent jurisdiction to be invalid, illegal, or unenforceable, such provision shall be deemed severed from this Agreement, and the remaining provisions shall continue in full force and effect and shall be construed as if the invalid, illegal, or unenforceable provision had never been contained herein.

    2. Entire Agreement

      This Agreement, together with the Privacy Policy which is incorporated herein by reference, constitutes the entire and exclusive understanding and agreement between the User and Blueprint with respect to the subject matter hereof, and supersedes and replaces any and all prior or contemporaneous written or oral agreements, representations, negotiations, and discussions between the parties.

    3. Waiver

      The failure or delay by Blueprint to exercise or enforce any right or provision of this Agreement shall not constitute a waiver of such right or provision. Any waiver of any provision of this Agreement will be effective only if in writing and signed by a duly authorized representative of Blueprint. A waiver of any default shall not be deemed a waiver of any subsequent default.

Contact Information

All inquiries, notices, and other communications directed to Blueprint regarding this Agreement shall be in writing and delivered via electronic mail to the following designated address: legal@funddirector.ca

Back to Home