Terms of Service

These Terms of Service (“Terms”) constitute a legally binding agreement between you and Sightline DX (“we,” “us,” or “Company”) governing your access to and use of the Sightline DX platform, including all associated software, tools, APIs, and documentation (collectively, the “Service”).

By creating an account, clicking “I agree,” or otherwise accessing or using the Service, you represent that (a) you are at least 18 years old, (b) you have the legal authority to enter into these Terms on behalf of yourself or the organization you represent, and (c) you agree to be bound by these Terms and our Privacy Policy, incorporated herein by reference.

If you are using the Service on behalf of a business or organization, “you” refers to that entity, and you represent that you are authorized to bind the entity to these Terms.

If you do not agree to these Terms, you must not access or use the Service.

Sightline DX is a B2B software-as-a-service platform that provides dental practice acquisition intelligence for private equity firms, investment banks, and acquisition professionals (“Users”). The Service enables Users to:

• Search and discover dental practices within user-defined geographic areas using publicly available data sources including Google Places;
• Score practices on proprietary acquisition factors incorporating demographic data from the U.S. Census Bureau's American Community Survey, publicly available competition data, and AI-extracted website information;
• Access market intelligence reports including population demographics, competitor density analysis, and income data derived from public Census records;
• Manage acquisition pipelines through a built-in CRM with kanban-style deal tracking;
• Generate AI-assisted outreach drafts and communicate with practice operators; and
• Export reports in PDF format for internal distribution and diligence use.

The Service is intended for professional use in connection with lawful business activities. It is not intended for consumer use, personal investment decisions by individuals, or any purpose outside of business-to-business acquisition research.

We reserve the right to modify, suspend, or discontinue any feature or aspect of the Service at any time with reasonable notice. We will not be liable to you or any third party for any such modification, suspension, or discontinuation.

3.1 Plans. The Service is offered on a subscription basis. Current plan options and pricing are described on our pricing page. We may introduce new plans, modify existing plans, or discontinue plans at our discretion, subject to notice to existing subscribers as described below.

3.2 Fees and Billing. All subscription fees are billed in advance on a monthly basis. By providing payment information and initiating a subscription, you authorize us (or our payment processor, Stripe) to charge the applicable subscription fee to your designated payment method on each billing cycle. All fees are stated in U.S. dollars and are exclusive of applicable taxes, which you are responsible for paying.

3.3 Auto-Renewal. Your subscription will automatically renew at the end of each billing period unless you cancel it before the renewal date. Auto-renewal charges will be at the same rate unless we notify you of a price change at least 30 days before your renewal date.

3.4 Cancellation. You may cancel your subscription at any time through your account's billing portal. Cancellations take effect at the end of the current billing period. You will continue to have access to paid features until the end of the period for which you have already paid. We do not provide refunds or credits for partial billing periods, except as required by applicable law or at our sole discretion.

3.5 Price Changes. We reserve the right to change subscription fees at any time. We will notify you of any price changes at least 30 days in advance via email or through the Service. Your continued use of the Service after the price change takes effect constitutes your acceptance of the new fees. If you do not agree to a price change, you must cancel your subscription before it takes effect.

3.6 Non-Payment. If payment is not received when due, we reserve the right to suspend or terminate your account and access to the Service. You remain responsible for all fees incurred through the date of suspension or termination.

3.7 Free Tier. We may offer a limited free tier at our discretion, subject to the limitations described on our pricing page. We may modify or discontinue the free tier at any time with reasonable notice.

You agree to use the Service only for lawful purposes and in accordance with these Terms. Specifically, you agree not to:

• Use the Service to engage in any activity that violates applicable law, regulation, or third-party rights, including privacy laws, the Computer Fraud and Abuse Act, or anti-spam regulations;
• Resell, sublicense, redistribute, or otherwise make the Service or data derived from it available to third parties except for internal business use by authorized users within your organization;
• Use the data or outputs generated by the Service as a standalone commercial data product for resale to others;
• Use automated scraping, crawling, or data extraction tools against the Service's own interface or API beyond the functionality expressly provided;
• Attempt to reverse engineer, decompile, disassemble, or otherwise derive source code from the Service;
• Use the Service to send unsolicited commercial communications (spam) or to harass, intimidate, or harm any individual or organization;
• Impersonate any person or entity or misrepresent your affiliation with any person or entity;
• Interfere with, disrupt, or attempt to gain unauthorized access to the Service, its servers, or any related systems or networks;
• Upload, transmit, or distribute any malicious code, viruses, or other harmful content;
• Use the Service in connection with any investment decision that requires licensed financial, legal, or regulatory advice without obtaining such advice independently; or
• Use outputs from the Service to discriminate unlawfully against any person or class of persons in connection with hiring, lending, or the provision of services.

We reserve the right to investigate and take appropriate action against any violation of this section, including suspending or terminating accounts and reporting violations to law enforcement.

5.1 Sightline DX IP. The Service, including all software, algorithms, scoring models, user interfaces, documentation, and underlying technology, is and remains the exclusive property of Sightline DX and its licensors. We retain all intellectual property rights in the platform, including our proprietary acquisition scoring methodology, market analysis models, and the AI extraction pipelines used to enrich practice data. Nothing in these Terms grants you any ownership interest in the Service.

5.2 Your Data. You retain full ownership of (a) any data or content you upload or create within the Service, including CRM pipeline data, deal notes, contact information, and outreach communications (“Your Data”). You grant us a limited, non-exclusive, royalty-free license to use, process, and store Your Data solely to the extent necessary to provide, maintain, and improve the Service. We will not sell, rent, or share Your Data with third parties except as required to operate the Service or as described in our Privacy Policy.

5.3 Aggregated Data. We may use anonymized, aggregated, and de-identified data derived from usage of the Service for product improvement, benchmarking, and analytics purposes, provided such data does not identify you or your organization.

5.4 Feedback. If you provide suggestions, feedback, or ideas regarding the Service (“Feedback”), you grant us a perpetual, irrevocable, worldwide, royalty-free license to use, incorporate, and commercialize such Feedback without any obligation to you.

5.5 Third-Party Data. Practice data surfaced through the Service is sourced from publicly available records including Google Places, U.S. Census Bureau datasets, and publicly accessible websites. Such data is subject to the terms and conditions of those sources. Sightline DX does not claim ownership of underlying third-party data but does claim ownership of the scoring, analysis, and enrichment applied to such data.

Your use of the Service is also governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Service, you consent to the collection, use, and sharing of your information as described in the Privacy Policy.

You represent that any data you upload or import into the Service (including contact information for practice operators or other individuals) was collected lawfully and that you have all necessary rights and consents to use such data in connection with the Service.

If you are subject to data protection regulations applicable to your jurisdiction (such as the California Consumer Privacy Act or similar state laws), you are responsible for ensuring that your use of the Service complies with those regulations.

7.1 No Warranty. THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE FROM VIRUSES OR HARMFUL COMPONENTS.

7.2 Data Accuracy. Practice data provided through the Service is sourced from third-party public records and AI extraction of publicly accessible websites. We do not warrant the accuracy, completeness, timeliness, or reliability of any data or scores generated by the Service. Practice information including provider counts, scheduling availability, insurance acceptance, and patient volume estimates may be incomplete, out of date, or inaccurate. Users are strongly encouraged to independently verify any material data before relying on it for business decisions.

7.3 Not Professional Advice. The Service and its outputs — including acquisition scores, market reports, demographic analyses, and practice valuations — constitute informational tools only and do not constitute investment advice, financial advice, legal advice, or any other form of professional advice. No information provided through the Service should be construed as a recommendation to buy, sell, or hold any interest in any dental practice or related business. You should consult qualified legal, financial, and dental industry professionals before making acquisition decisions.

7.4 OIG LEIE Data. Background check features that reference the Office of Inspector General's List of Excluded Individuals/Entities (“LEIE”) are provided as a convenience only. Results reflect publicly available OIG data as of the date checked and are not legal compliance determinations. You are responsible for conducting your own compliance review through appropriate channels.

7.5 Third-Party Services. The Service relies on third-party providers including Google Places, U.S. Census Bureau APIs, Mapbox, Anthropic, Stripe, and Clerk. We are not responsible for the availability, accuracy, or terms of service of these providers. Disruptions to third-party services may affect the availability or quality of our Service.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL SIGHTLINE DX, ITS OFFICERS, DIRECTORS, EMPLOYEES, AFFILIATES, OR LICENSORS BE LIABLE FOR ANY:

• INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES;
• LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITIES;
• DAMAGES ARISING FROM RELIANCE ON INACCURATE PRACTICE DATA OR SCORES;
• DAMAGES RESULTING FROM ANY ACQUISITION DECISION MADE IN WHOLE OR IN PART BASED ON SERVICE OUTPUTS;
• COST OF SUBSTITUTE SERVICES; OR
• ANY OTHER DAMAGES ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE,

WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), STATUTE, OR ANY OTHER LEGAL THEORY, AND WHETHER OR NOT WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE TOTAL SUBSCRIPTION FEES PAID BY YOU IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).

Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, our liability will be limited to the maximum extent permitted by law.

You agree to defend, indemnify, and hold harmless Sightline DX and its officers, directors, employees, and licensors from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any applicable law or regulation; (d) any data you submit to or through the Service; or (e) any acquisition decision made in reliance on Service outputs.

10.1 By You. You may terminate your account at any time by canceling your subscription through the billing portal and ceasing use of the Service. Termination does not entitle you to a refund of any prepaid fees.

10.2 By Us. We may suspend or terminate your access to the Service immediately, without notice or liability, if we determine in our sole discretion that you have violated these Terms, engaged in fraudulent or illegal activity, or pose a risk to the Service or its other users. We may also terminate the Service generally upon 30 days' written notice.

10.3 Effect of Termination. Upon termination of your account for any reason: (a) your right to access and use the Service will immediately cease; (b) we may delete your account data in accordance with our data retention practices; and (c) any provisions of these Terms that by their nature should survive termination (including Sections 5, 7, 8, 9, and 11) will continue in full force and effect.

You may request an export of Your Data within 30 days following termination by contacting us at the address below. After that period, we may no longer be able to retrieve or restore such data.

These Terms and any dispute arising out of or relating to them or the Service will be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws provisions.

Any legal action or proceeding arising out of or relating to these Terms will be brought exclusively in the state or federal courts located in New York County, New York. You consent to personal jurisdiction in such courts and waive any objection to the venue or inconvenience of such courts.

Notwithstanding the foregoing, we reserve the right to seek injunctive or other equitable relief in any court of competent jurisdiction to protect our intellectual property or confidential information.

Class Action Waiver. YOU AGREE THAT ANY DISPUTE RESOLUTION PROCEEDING WILL BE CONDUCTED ONLY ON AN INDIVIDUAL BASIS AND NOT IN A CLASS, CONSOLIDATED, OR REPRESENTATIVE ACTION. IF FOR ANY REASON A CLAIM PROCEEDS IN COURT RATHER THAN THROUGH ARBITRATION, BOTH PARTIES WAIVE ANY RIGHT TO A JURY TRIAL.

We reserve the right to modify these Terms at any time. If we make material changes, we will notify you at least 14 days in advance via email to the address associated with your account or by displaying a prominent notice within the Service. Your continued use of the Service after the effective date of any change constitutes your acceptance of the revised Terms.

We encourage you to review these Terms periodically. The “Last updated” date at the top of this page reflects the most recent revision.

If you have questions about these Terms or the Service, please contact us at: