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Terms Of use

Effective Date: June 9, 2025

  1. Our Partnership Agreement

Welcome to Straight Line Consulting. This document outlines our mutual commitments. By accessing our website (the “Site”) or engaging our services (the “Services”), you agree to these Terms of Use (“Terms”).

PLEASE READ THIS DOCUMENT CAREFULLY. IT INCLUDES A BINDING ARBITRATION CLAUSE AND A CLASS ACTION WAIVER THAT AFFECT YOUR LEGAL RIGHTS.

  1. No Professional Advice Disclaimer

The content on our Site is for informational purposes only. It is not, and should not be relied upon as, financial, investment, legal, or tax advice. Straight Line Consulting is not a registered investment adviser, broker-dealer, or law firm. You should consult with a licensed professional for advice tailored to your specific situation.

  1. Our Role and Services

Our Services are designed for sophisticated financial firms, including Registered Investment Advisers, Broker-Dealers, and Family Offices. Our core offerings include:

  • Data Fabric & Consolidation: We provide technology and consulting to unify data from multiple sources into a consolidated analytics platform. 1
  • Resilient Ops & Fractional CTO: We provide strategic technology leadership and operational hardening services. 2
  • Compliant Growth Engine: We provide a marketing platform to assist our clients in their lead generation efforts.

Client Responsibility: You retain ownership of and are responsible for the accuracy, completeness, and legality of all source data you provide. Our services act as an analytics and presentation layer; we do not intend to be the official “system of record.”

Hosting: Our standard Services are delivered via a secure, hosted model. A private cloud or on-premise deployment may be available as a premium, separately contracted service for qualifying clients.

  1. Our Status as a Marketing Platform

Our Compliant Growth Engine operates strictly as a marketing platform. We are not a registered broker-dealer. We do not endorse specific investments, handle client funds, or receive transaction-based compensation contingent on the success or size of an investment.

  1. Intellectual Property

All content, methodologies, and technologies on this Site and used to deliver our Services are the property of Straight Line Consulting and are protected by intellectual property laws. 3333

  1. Disclaimers and Limitation of Liability
  • Disclaimer of Warranties: THE SITE AND SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS4 OR IMPLIED. 5
  • Limitation of Liability: TO THE FULLEST EXTENT PERMITTED BY LAW, STRAIGHT LINE CONSULTING SHALL NOT BE LIABLE FOR ANY INDIRECT, SPECIAL, OR CONSEQUENTIAL DAMAGES ARISING FROM YOUR USE OF THE SITE OR SERVICES. OUR TOTAL LIABILITY FOR ANY CLAIM IS LIMITED TO THE GREATER OF (A) THE AMOUNT PAID BY YOU TO US FOR THE SERVICES IN THE SIX (6) MONTHS PRIOR TO THE CLAIM; OR (B) $100.00.
  1. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Idaho.

  • Binding Arbitration: ALL DISPUTES ARISING FROM THESE TERMS WILL BE RESOLVED THROUGH FINAL AND BINDING ARBITRATION, NOT IN COURT. YOU AND STRAIGHT LINE CONSULTING ARE EACH WAIVING THE RIGHT TO A JURY TRIAL.
  • Class Action Waiver: ALL PROCEEDINGS WILL BE CONDUCTED ON AN INDIVIDUAL BASIS. CLASS ACTIONS ARE NOT PERMITTED.
  • 30-Day Opt-Out: You may opt out of this Arbitration Agreement by sending written notice to [email protected] within thirty (30) days of agreeing to these Terms.
  1. General

These Terms represent the entire agreement between you and Straight Line Consulting. We may update these Terms by posting a revised version on our Site. Your continued use of the Services constitutes your acceptance of the new Terms.

  1. Contact Us

For questions regarding these Terms, please contact us at [email protected].



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