Terms of Service

Parties

This Service Agreement ("Agreement") is entered into between:

Provider: JAD Enterprises LLC, a Texas limited liability company ("JAD Enterprises," "Provider," "we," "us," or "our"), with its principal place of business at 1402 S Custer RD STE 503, McKinney, TX 75072.

Client: The individual or entity identified during order submission ("Client," "Customer," "you," or "your").

By digitally signing this Agreement, placing an order, or using our Services, you acknowledge that you have read, understood, and agree to be bound by all terms and conditions set forth herein.

1. Service Description

1.1 Overview

JAD Enterprises provides accredited investor lead lists and investor marketing services ("Services"). Services are provided on a business-to-business basis to investment firms, brokers, fund managers, and other professionals seeking to connect with accredited investors.

1.2 Investor Lead Lists

JAD Enterprises provides pre-qualified accredited investor lead data in the following categories:

Dialer Leads: Investor leads sourced from fronts and client lists, designed for teams utilizing a dialer system. Database regularly updated to remove invalid numbers and contacts. Priced at $0.05 to $0.25 per lead. Minimum order: 3,000 leads ($750).

Premium Leads: Broker-qualified investor leads that have been qualified for interest and liquidity while being pitched investment opportunities. Verified by our callers to eliminate bad numbers or prospects. Priced at $0.50 per lead. Minimum order: 1,500 leads ($750).

Real Time Leads: Voice-qualified investor leads verified by our in-house team. Investors are confirmed as accredited, liquid, and actively seeking new investment opportunities. Priced at $5.00 per lead. Minimum order: 150 leads ($750).

Lead data is sourced from multiple channels including social media advertising, broker-qualified fronts, client lists, and in-house phone verification. Provider does not guarantee the recency, age, or exclusivity of any lead beyond what is expressly stated on the order confirmation for that specific purchase. All lead lists include a time-limited exclusive as specified at the time of purchase before the data is reviewed and may be resold.

1.3 Marketing Services

JAD Enterprises provides the following marketing services, each subject to a separate scope of work discussed during consultation:

Call Campaign Service: Dedicated outbound callers working Monday through Friday, 40-hour weeks, qualifying investor prospects on Client's behalf. Includes leads, calling expenses, real-time Google Sheets reporting, and introductory emails to generated leads. Priced at $5,000 per month per caller.

Follow-Up Caller Service: Dedicated callers for follow-up calls, appointment setting, rescheduling, and prospect re-engagement. Priced at $2,500 per month per caller.

Social Media Campaign: Facebook and LinkedIn advertising campaigns targeting accredited investor audiences using Client's offering materials. Includes ad creation, audience targeting, lookalike audiences, and real-time lead delivery via Google Sheets. Priced at $5,000 per month minimum.

Full-Service Campaign: Comprehensive investor marketing combining Facebook/LinkedIn ads, email campaigns, outbound calling, follow-up calling, and appointment setting. Priced at $14,000 per month.

Voicemail Drops: Ringless voicemail drops to accredited investor lists using Client's recorded pitch. Priced at $0.07 to $0.12 per drop depending on volume. Minimum order: 5,000 drops ($600).

1.4 Service Limitations

The Services explicitly do NOT include:

• Guaranteed sales conversions, investor commitments, or any specific business results
• Guaranteed lead answer rates, contact rates, or response rates
• Legal, financial, or compliance advice of any kind
• SEC, FINRA, or state securities registration or filing
• Compliance review of Client's offering documents or marketing materials

Client acknowledges that: (a) lead quality and responsiveness may vary based on factors beyond Provider's control, including market conditions, the nature of Client's offering, and the age of the data; (b) marketing campaign results depend on Client's offering, materials, follow-through, and market conditions; (c) the Services are provided on an "as-is" and "as-available" basis.

2. Pricing and Payment

2.1 Lead List Orders

Lead list orders are priced per lead at the rates specified in Section 1.2. The minimum order for any lead type is $750. Orders are fulfilled upon receipt of payment.

2.2 Marketing Service Orders

Marketing service orders are billed monthly at the rates specified in Section 1.3. The first month's payment is due before services begin. Subsequent monthly payments are due on the anniversary of the service start date.

Marketing services require payment via ACH bank transfer. Lead list orders may be paid via credit card, debit card, or ACH bank transfer.

2.3 Delivery

Lead list orders are delivered within eight (8) hours of payment during business hours (Monday-Friday, 8 AM - 7 PM CST) via email in Microsoft Excel format. CSV and PDF formats are available upon request. Marketing campaign services launch within days of receiving Client's materials and first payment.

2.4 Payment Processing

All payments are processed through Stripe, Inc. ("Stripe"), a PCI-DSS compliant payment processor. Provider does not store or have access to Client's full credit card or bank account numbers. All payment data is handled exclusively by Stripe in a PCI-compliant environment.

2.5 Billing Descriptor

Charges will appear on Client's credit card or bank statement as "JAD Enterprises" or a substantially similar descriptor. Client may contact Provider at (214) 304-2168 with any questions about charges.

2.6 Receipts

Provider will send an email receipt to Client's registered email address after every payment. Receipts will be sent from info@jadenterprises.org.

3. Refund and Replacement Policy

3.1 Lead List Orders — Replacement Guarantee

Provider stands by the quality of its lead data. "Bad Data" is defined exclusively as any of the following conditions verified at the time of delivery by Provider:

• Disconnected or invalid phone numbers
• Contacts no longer available at the provided number
• Deceased contacts
• Non-accredited investors (as represented to Provider's verification team)
• Duplicates from Client's prior orders with Provider (cross-referenced against Provider's internal records only)
• Contacts matching Client's provided suppression list (must be submitted to Provider before order fulfillment)
• Bounced email addresses (for email lead orders)

The following are explicitly NOT grounds for replacement:

• Leads that Client or Client's team has previously obtained from any other provider or source
• Leads that do not answer the phone or do not return calls
• Leads that decline Client's specific offering after contact
• Leads whose contact information was accurate at the time of delivery but subsequently changed
• Subjective dissatisfaction with lead quality, responsiveness, or conversion rates

If Client identifies Bad Data as defined above, Client shall return the specific records with brief notes detailing the issue. Provider will verify and replace qualifying records on a one-for-one basis at no additional cost. Provider's determination of whether a record qualifies as Bad Data is final.

3.2 Lead List Orders — No Cash Refunds

All lead list sales are final once delivered. Lead lists are digital goods and are non-refundable for cash. Qualifying records are replaced per the replacement guarantee in Section 3.1.

3.3 Marketing Services — No Refunds After Completion

Marketing services are non-refundable after completion of the service period due to labor and third-party costs incurred. If Client cancels before the service period is complete, Provider will refund unused days remaining on a pro-rata basis, provided the cancellation request is submitted in writing while service days remain.

3.4 Facebook/LinkedIn Campaign Leads

Leads generated through Facebook or LinkedIn advertising campaigns are not eligible for replacement or refund. These leads are user-submitted form data and their quality is beyond Provider's control.

3.5 Replacement Request Timeframe

All replacement requests must be submitted within thirty (30) days of lead delivery. Requests submitted after this period will not be processed.

4. Account and Order Security

4.1 Provider reserves the right to verify Client's identity before processing any order, including requesting government-issued identification or business documentation.

4.2 Client is responsible for providing accurate contact information. Provider is not responsible for non-delivery resulting from incorrect information provided by Client.

4.3 Orders placed through Client's authenticated account, verified email, and recorded IP address are treated as authorized transactions by Client.

5. Acceptable Use

5.1 Lead lists and marketing services are provided exclusively for Client's own lawful business purposes related to connecting with accredited investors for legitimate investment opportunities.

5.2 Prohibited Activities. Client shall not:

• Resell, sublicense, redistribute, or share purchased lead data with any third party without Provider's prior written consent
• Use lead data or marketing services for illegal purposes, including fraud, threats, harassment, or any criminal activity
• Use lead data in violation of the Telephone Consumer Protection Act (TCPA), Telemarketing Sales Rule (TSR), FCC regulations, Do-Not-Call regulations, or any other applicable law
• Misrepresent the nature, risks, or terms of Client's investment opportunity to prospects
• Upload leads obtained through unlawful means when using Provider's marketing services

5.3 Compliance Responsibility. CLIENT IS SOLELY AND EXCLUSIVELY RESPONSIBLE FOR ENSURING THAT CLIENT'S USE OF PURCHASED LEADS AND MARKETING SERVICES COMPLIES WITH ALL APPLICABLE FEDERAL, STATE, AND LOCAL LAWS AND REGULATIONS, INCLUDING BUT NOT LIMITED TO THE TCPA, TSR, FCC REGULATIONS, SEC REGULATIONS, FINRA RULES, STATE TELEMARKETING LAWS, AND DO-NOT-CALL REGULATIONS. JAD ENTERPRISES HOLDS NO RESPONSIBILITY FOR DNC, TCPA, SEC, OR FINRA VIOLATIONS OR MISREPRESENTATIONS MADE REGARDING THE OPPORTUNITY CLIENT IS OFFERING INVESTORS.

5.4 Violation of this Acceptable Use Policy may result in: (a) written warning, (b) refusal of future orders, (c) account termination, and/or (d) legal action, including referral to appropriate regulatory authorities.

6. Intellectual Property

6.1 Upon delivery and payment, Client receives a limited license to use purchased lead data for Client's own business purposes. Lead data is not sold exclusively unless explicitly stated at the time of purchase. Lead lists may be resold by Provider to other clients after the exclusivity period expires.

6.2 Any materials, scripts, offering documents, or data provided by Client for marketing campaigns remain the property of Client. Provider does not acquire any ownership interest in Client-provided materials.

6.3 All components of Provider's business, including but not limited to databases, sourcing methods, verification processes, website, and marketing materials, are and remain the exclusive property of Provider.

7. Disclaimers and Limitation of Liability

7.1 THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITH ALL FAULTS. PROVIDER MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY OF LEAD DATA, TITLE, OR NON-INFRINGEMENT.

7.2 PROVIDER DOES NOT GUARANTEE ANY SPECIFIC BUSINESS RESULTS FROM THE USE OF PURCHASED LEADS OR MARKETING SERVICES. LEAD QUALITY, RESPONSE RATES, CONVERSION RATES, AND INVESTMENT OUTCOMES ARE SUBJECT TO VARIABLES BEYOND PROVIDER'S CONTROL.

7.3 TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, PROVIDER'S TOTAL AGGREGATE LIABILITY TO CLIENT FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNT PAID BY CLIENT TO PROVIDER IN THE THIRTY (30) DAYS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

7.4 IN NO EVENT SHALL PROVIDER BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, LOSS OF DATA, LOSS OF BUSINESS OPPORTUNITY, OR LOSS OF GOODWILL, REGARDLESS OF THE CAUSE OF ACTION OR THE THEORY OF LIABILITY.

7.5 Provider shall not be liable for any failure or delay in performance resulting from causes beyond Provider's reasonable control, including but not limited to acts of God, natural disasters, pandemics, government actions, telecommunications failures, cyberattacks, power failures, internet disruptions, or labor disputes.

8. Indemnification

Client agrees to indemnify, defend, and hold harmless JAD Enterprises LLC, its officers, directors, members, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees and court costs) arising out of or in connection with: (a) Client's use of purchased leads or marketing services; (b) Client's violation of this Agreement; (c) Client's violation of any applicable law, regulation, or third-party right; (d) any third-party claims arising from calls, emails, or marketing made using Provider's leads or services; (e) any misrepresentation made by Client regarding Client's investment opportunity or business; and (f) Client's use of funds received from investors contacted through Provider's leads or services.

9. Data and Privacy

9.1 By using the Services, Client consents to Provider's collection, storage, and use of the following data for fraud prevention, dispute resolution, service delivery, and compliance purposes: Client contact information (name, email, phone, address), IP address, device identifiers and browser information, payment transaction records, order history and lead delivery records, digital signature records, and communications between Client and Provider.

9.2 Client's data will not be shared with third parties except as necessary to: (a) provide the Services (including payment processors); (b) respond to chargebacks, disputes, or legal proceedings; (c) comply with applicable law; or (d) protect Provider's rights, property, or safety.

9.3 Provider retains all transaction records, order history, communications, and contract signatures for a minimum of thirty-six (36) months for regulatory compliance and dispute resolution purposes.

9.4 Provider's Privacy Policy, available at jadenterprises.org/privacy-policy, is incorporated into this Agreement by reference.

10. Dispute Resolution and Arbitration

10.1 Pre-Chargeback Contact Requirement. BEFORE INITIATING ANY CHARGEBACK, PAYMENT DISPUTE, OR BANK INQUIRY, CLIENT MUST FIRST CONTACT PROVIDER DIRECTLY TO ATTEMPT RESOLUTION. Provider can be reached at: Email: info@jadenterprises.org | Phone: (214) 304-2168. Provider commits to responding within two (2) business days. Filing a chargeback without first contacting Provider constitutes a breach of this Agreement.

10.2 If Client initiates a chargeback or payment dispute, Provider reserves the right to: (a) immediately refuse future orders; (b) pursue recovery of the disputed amount plus all associated processor fees; (c) assess an administrative research fee of Fifty Dollars ($50.00) per chargeback occurrence; and (d) refer unpaid balances to a third-party collection agency after sixty (60) days of non-resolution.

10.3 Before initiating any formal dispute resolution proceeding, the parties shall attempt in good faith to resolve the dispute informally for a period of thirty (30) days.

10.4 Any dispute not resolved through informal resolution shall be settled by binding arbitration administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules. The arbitration shall take place in the State of Texas.

10.5 Class Action Waiver. CLIENT AND PROVIDER AGREE THAT EACH PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, OR REPRESENTATIVE PROCEEDING.

10.6 Either party may bring an individual action in small claims court (Texas Justice Court) for claims within that court's jurisdictional amount (currently up to $20,000).

10.7 For claims under Ten Thousand Dollars ($10,000), Provider will pay all arbitration filing fees.

10.8 This Agreement shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions.

11. Modifications to This Agreement

11.1 Provider reserves the right to modify this Agreement at any time. For material changes, Provider will provide Client with thirty (30) days advance written notice via email. Continued use of the Services after the notice period constitutes acceptance of the updated terms.

11.2 Provider may make non-material changes (including typographical corrections, formatting adjustments, and clarifications that do not alter Client's rights or obligations) without advance notice.

11.3 Each version of this Agreement is archived as a permanent, immutable document with a unique version identifier. The version number accepted by Client is recorded in Client's digital signature record.

12. General Provisions

12.1 Severability. If any provision is found to be unenforceable, it shall be modified to the minimum extent necessary or severed. All remaining provisions continue in full force and effect.

12.2 Entire Agreement. This Agreement, together with any order confirmations and Provider's published policies, constitutes the entire agreement between the parties.

12.3 No Waiver. The failure of JAD Enterprises to enforce any right at any time shall not constitute a waiver of such right.

12.4 Assignment. Client may not assign any rights or obligations under this Agreement without prior written consent. JAD Enterprises may assign this Agreement without restriction.

12.5 Notices. All notices shall be sent to the email addresses on file.

12.6 Relationship of the Parties. Nothing in this Agreement creates a partnership, joint venture, agency, franchise, or employment relationship. Client is an independent customer.

13. Contact Information

For billing inquiries, replacement requests, dispute resolution, or any other questions:

JAD Enterprises LLC
1402 S Custer RD STE 503
McKinney, TX 75072
Email: info@jadenterprises.org
Phone: (214) 304-2168
Website: jadenterprises.org/contact