Terms & Conditions
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Scaalex Consulting Effective Date: 20/09/2026 Applies to: www.scaalex.com and app.scaalex.com (the "Scaalex Project Intelligence & Documentation Agent," referred to as the "Platform")
1. Acceptance of Terms
These Terms and Conditions ("Terms") govern access to and use of scaalex.com and the Platform, by Scaalex staff users, client portal contacts, and any other authorized users (collectively, "Users"). By accessing or using either the website or the Platform, you agree to be bound by these Terms. If you are accessing the Platform on behalf of a company or other legal entity (a "Client"), you represent that you have authority to bind that entity, and "you" refers to both you and that entity.
Access to and use of the Platform by a Client and its authorized contacts is additionally governed by the applicable engagement letter or master services agreement executed between Scaalex and the Client ("Engagement Agreement"). In the event of any conflict between these Terms and an Engagement Agreement, the Engagement Agreement shall prevail with respect to the matters it specifically addresses.
2. Description of Service
Scaalex Consulting is an M&A and capital advisory consulting firm. The Platform is a proprietary tool used by Scaalex staff to manage client engagements, including tracking milestones, decisions, tasks, documents, and meeting records, and generating AI-assisted summaries of meeting content. The Platform includes a client portal through which Client-designated contacts may view engagement progress, respond to information requests, and upload or download documents relevant to their engagement.
The Platform is an internal operating and collaboration tool that supports Scaalex's advisory services; it is not itself a substitute for professional advice, and outputs generated by the Platform (including AI-generated summaries) are working aids for Scaalex advisors and Clients, not final deliverables or advice, unless expressly confirmed as such in writing by an authorized Scaalex representative.
3. Accounts and Access
3.1 Staff users
Scaalex staff users are issued platform accounts as part of their employment or engagement with Scaalex and are subject to Scaalex's internal policies regarding acceptable use, confidentiality, and data handling, in addition to these Terms.
3.2 Client portal contacts
Client portal accounts are provisioned by Scaalex at the Client's request, for named individuals authorized by the Client to access engagement information. The Client is responsible for: (a) identifying which individuals should be granted or revoked access; (b) promptly notifying Scaalex of any change in a contact's authorization (e.g., departure, role change); and (c) ensuring that each contact safeguards their login credentials and does not share them with unauthorized persons.
3.3 General account responsibilities
Each User is responsible for maintaining the confidentiality of their login credentials and for all activity occurring under their account. Users must notify Scaalex immediately upon becoming aware of any unauthorized access to, or use of, their account. Scaalex reserves the right to suspend or terminate any account it reasonably believes has been compromised or is being used in violation of these Terms.
4. Acceptable Use
Users shall not: (a) use the Platform for any unlawful purpose or in violation of any applicable law or regulation; (b) attempt to gain unauthorized access to any part of the Platform, other Users' accounts, or underlying infrastructure; (c) upload malicious code, or content that infringes the intellectual property or privacy rights of any third party; (d) reverse engineer, decompile, or attempt to extract the source code of the Platform, except as permitted by law; (e) use the Platform to store or transmit content unrelated to a legitimate engagement with Scaalex; or (f) resell, sublicense, or provide third-party access to the Platform without Scaalex's prior written consent.
5. Intellectual Property
5.1 Platform IP
The Platform, including its software, design, workflows, templates, and underlying technology (excluding Client Data, as defined below), is the exclusive property of Scaalex or its licensors and is protected by applicable intellectual property laws. Nothing in these Terms grants Users any right, title, or interest in the Platform, except a limited, non-exclusive, non-transferable right to access and use it for the purposes of the engagement, for the duration of the engagement.
5.2 Deliverables
Ownership of formal advisory deliverables (reports, memoranda, presentations) produced by Scaalex for a Client is governed by the applicable Engagement Agreement, not by these Terms.
6. Client Data: Ownership and Scaalex's Rights to Use It
6.1 Ownership
As between Scaalex and the Client, all data, documents, transcripts, and other content uploaded, generated, or provided by or on behalf of the Client through the Platform ("Client Data") remains the property of the Client. Scaalex claims no ownership interest in Client Data.
6.2 License to Scaalex
The Client grants Scaalex a limited, non-exclusive license to access, process, store, transmit, and analyze Client Data solely for the purposes of: (a) delivering the advisory services and operating the Platform for the Client's engagement; (b) generating AI-assisted summaries and extractions using third-party subprocessors identified in the Privacy Policy; (c) maintaining backups and audit logs as described in the Privacy Policy; and (d) complying with applicable law and the legitimate internal recordkeeping, quality control, and risk management needs of an advisory firm (including retaining a record of the advice given and the basis for it).
6.3 No use beyond engagement purpose
Scaalex will not use Client Data for any purpose unrelated to the Client's engagement (including not using it to train third-party AI models beyond the processing necessary to deliver the requested output, as described in the Privacy Policy) without the Client's prior written consent.
6.4 Return or deletion
Upon termination of an engagement, Scaalex will retain Client Data in accordance with the retention terms in the Privacy Policy and the applicable Engagement Agreement, and will provide reasonable assistance to export Client Data upon written request, subject to any outstanding fees and to Scaalex's own legal recordkeeping obligations.
7. Confidentiality
Each party agrees to keep confidential all non-public information disclosed by the other party in connection with the Platform and the engagement, and to use such information solely for the purposes contemplated by these Terms and the Engagement Agreement. This obligation does not apply to information that is or becomes publicly available through no fault of the receiving party, was already known to the receiving party without an obligation of confidentiality, is independently developed, or is required to be disclosed by law or valid legal process (in which case the disclosing party will, where legally permitted, be given prompt notice to seek a protective order).
8. Service Availability
The Platform is provided on an "as available" basis. Scaalex does not guarantee that the Platform will be uninterrupted, error-free, or available at all times. The Platform may be temporarily unavailable due to maintenance, updates, third-party infrastructure issues (including with Render, Cloudflare, Anthropic, Fireflies, or Google), or circumstances beyond Scaalex's reasonable control. Scaalex will use commercially reasonable efforts to restore service promptly in the event of an outage but makes no uptime or availability commitment unless separately agreed in writing in an Engagement Agreement.
9. Disclaimers
Except as expressly stated in these Terms or in a written Engagement Agreement, the Platform and any AI-generated content (including summaries, extractions of decisions, and action items) are provided "as is" and "as available," without warranties of any kind, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. AI-generated outputs may contain errors, omissions, or inaccuracies and must be reviewed and verified by a qualified Scaalex advisor before being relied upon for any decision; Scaalex does not warrant the accuracy or completeness of such outputs.
10. Limitation of Liability
10.1 Cap on liability. To the maximum extent permitted under applicable law, the aggregate liability of Scaalex, its partners, employees, and agents, arising out of or in connection with the Platform, these Terms, or the engagement, whether in contract, tort (including negligence), or otherwise, shall not exceed the total professional fees actually paid by the Client to Scaalex for the specific engagement giving rise to the claim in the twelve (12) months preceding the event giving rise to liability.
10.2 Exclusion of indirect loss. Neither party shall be liable to the other for any indirect, incidental, consequential, special, or punitive damages, or for loss of profits, revenue, business opportunity, or goodwill, even if advised of the possibility of such loss, except in respect of the carve-outs in Section 10.4.
10.3 Data breach liability. Where a personal data breach occurs due to Scaalex's failure to implement the security measures described in the Privacy Policy, or due to Scaalex's negligence, Scaalex's liability to the Client for direct losses demonstrably arising from that breach shall be subject to the cap in Section 10.1, save that this cap shall not apply to the extent excluded under Section 10.4. Scaalex shall in all cases continue to comply with its non-waivable statutory obligations under the DPDP Act, 2023 and other applicable law, including breach notification obligations, regardless of this limitation of liability.
10.4 Carve-outs (uncapped liability). Nothing in these Terms limits or excludes either party's liability for: (a) gross negligence or willful misconduct; (b) fraud or fraudulent misrepresentation; (c) breach of confidentiality obligations under Section 7 involving intentional or reckless disclosure; (d) death or personal injury caused by negligence, where applicable; or (e) any liability that cannot lawfully be limited or excluded under applicable Indian law, including obligations under the DPDP Act, 2023 that are non-waivable by contract.
10.5 Client security responsibilities. The Client acknowledges that data security is a shared responsibility. The Client is responsible for: (a) ensuring that its authorized users and client portal contacts maintain the confidentiality of their login credentials and do not share accounts; (b) promptly notifying Scaalex of any suspected unauthorized access originating from the Client's own contacts or systems; (c) using reasonable care in determining what documents and information to upload to the Platform; and (d) maintaining its own reasonable security practices for any systems or devices used to access the Platform. Scaalex's liability shall be reduced to the extent a data breach or loss arises from the Client's failure to meet these responsibilities.
11. Indemnification
11.1 By the Client. The Client shall indemnify and hold harmless Scaalex, its partners, employees, and agents from and against any third-party claims, losses, liabilities, and reasonable expenses (including legal fees) arising out of: (a) the Client's breach of these Terms; (b) Client Data that infringes the rights of, or causes harm to, a third party; (c) unauthorized access to the Platform resulting from the Client's or its contacts' failure to safeguard credentials as described in Section 10.5; or (d) the Client's violation of applicable law in connection with its use of the Platform.
11.2 By Scaalex. Scaalex shall indemnify and hold harmless the Client, its officers, and employees from and against any third-party claims, losses, liabilities, and reasonable expenses (including legal fees) arising out of Scaalex's gross negligence, willful misconduct, or material breach of its confidentiality or data security obligations under these Terms and the Privacy Policy, subject to the limitations in Section 10.
12. Termination
Either party may terminate access to the Platform in accordance with the terms of the applicable Engagement Agreement. Scaalex may suspend or terminate a User's access immediately, without prior notice, if it reasonably believes the User has violated these Terms, poses a security risk, or if required to do so by law. Upon termination, the license granted under Section 5.1 ceases, and Client Data will be handled in accordance with Section 6.4 and the Privacy Policy.
13. Dispute Resolution and Governing Law
These Terms, and any dispute arising out of or in connection with them or the use of the Platform, shall be governed by and construed in accordance with the laws of India, without regard to conflict of laws principles. The parties shall first attempt to resolve any dispute through good-faith negotiation between senior representatives. If unresolved within thirty (30) days, the dispute shall be referred to arbitration under the Arbitration and Conciliation Act, 1996, seated in [CITY], India, conducted in English, by a sole arbitrator. Subject to the foregoing, the courts at [CITY] shall have exclusive jurisdiction over any matter not subject to arbitration, including interim relief.
14. Amendments
Scaalex may amend these Terms from time to time to reflect changes in the Platform, applicable law, or our business practices. Updated Terms will be posted on scaalex.com and app.scaalex.com with a revised effective date. Material changes affecting active Client engagements will be notified to the Client in advance, and continued use of the Platform after such notice constitutes acceptance of the amended Terms. Where a conflict arises between amended Terms and an existing Engagement Agreement, Section 1 governs.
15. Miscellaneous
If any provision of these Terms is held invalid or unenforceable by a court or arbitral tribunal of competent jurisdiction, the remaining provisions shall continue in full force and effect, and the invalid provision shall be replaced by a valid provision that most closely reflects the original commercial intent. These Terms, together with the Privacy Policy and any applicable Engagement Agreement, constitute the entire agreement between the parties regarding use of the Platform.
Grievance Officer: Anand Pv Email: anand@scaalex.com Address: 1178, Kalyan Nagar, Bangalore, 560043
Scaalex Consulting Effective Date: 20/09/2026 Applies to: www.scaalex.com and app.scaalex.com (the "Scaalex Project Intelligence & Documentation Agent," referred to as the "Platform")
1. Acceptance of Terms
These Terms and Conditions ("Terms") govern access to and use of scaalex.com and the Platform, by Scaalex staff users, client portal contacts, and any other authorized users (collectively, "Users"). By accessing or using either the website or the Platform, you agree to be bound by these Terms. If you are accessing the Platform on behalf of a company or other legal entity (a "Client"), you represent that you have authority to bind that entity, and "you" refers to both you and that entity.
Access to and use of the Platform by a Client and its authorized contacts is additionally governed by the applicable engagement letter or master services agreement executed between Scaalex and the Client ("Engagement Agreement"). In the event of any conflict between these Terms and an Engagement Agreement, the Engagement Agreement shall prevail with respect to the matters it specifically addresses.
2. Description of Service
Scaalex Consulting is an M&A and capital advisory consulting firm. The Platform is a proprietary tool used by Scaalex staff to manage client engagements, including tracking milestones, decisions, tasks, documents, and meeting records, and generating AI-assisted summaries of meeting content. The Platform includes a client portal through which Client-designated contacts may view engagement progress, respond to information requests, and upload or download documents relevant to their engagement.
The Platform is an internal operating and collaboration tool that supports Scaalex's advisory services; it is not itself a substitute for professional advice, and outputs generated by the Platform (including AI-generated summaries) are working aids for Scaalex advisors and Clients, not final deliverables or advice, unless expressly confirmed as such in writing by an authorized Scaalex representative.
3. Accounts and Access
3.1 Staff users
Scaalex staff users are issued platform accounts as part of their employment or engagement with Scaalex and are subject to Scaalex's internal policies regarding acceptable use, confidentiality, and data handling, in addition to these Terms.
3.2 Client portal contacts
Client portal accounts are provisioned by Scaalex at the Client's request, for named individuals authorized by the Client to access engagement information. The Client is responsible for: (a) identifying which individuals should be granted or revoked access; (b) promptly notifying Scaalex of any change in a contact's authorization (e.g., departure, role change); and (c) ensuring that each contact safeguards their login credentials and does not share them with unauthorized persons.
3.3 General account responsibilities
Each User is responsible for maintaining the confidentiality of their login credentials and for all activity occurring under their account. Users must notify Scaalex immediately upon becoming aware of any unauthorized access to, or use of, their account. Scaalex reserves the right to suspend or terminate any account it reasonably believes has been compromised or is being used in violation of these Terms.
4. Acceptable Use
Users shall not: (a) use the Platform for any unlawful purpose or in violation of any applicable law or regulation; (b) attempt to gain unauthorized access to any part of the Platform, other Users' accounts, or underlying infrastructure; (c) upload malicious code, or content that infringes the intellectual property or privacy rights of any third party; (d) reverse engineer, decompile, or attempt to extract the source code of the Platform, except as permitted by law; (e) use the Platform to store or transmit content unrelated to a legitimate engagement with Scaalex; or (f) resell, sublicense, or provide third-party access to the Platform without Scaalex's prior written consent.
5. Intellectual Property
5.1 Platform IP
The Platform, including its software, design, workflows, templates, and underlying technology (excluding Client Data, as defined below), is the exclusive property of Scaalex or its licensors and is protected by applicable intellectual property laws. Nothing in these Terms grants Users any right, title, or interest in the Platform, except a limited, non-exclusive, non-transferable right to access and use it for the purposes of the engagement, for the duration of the engagement.
5.2 Deliverables
Ownership of formal advisory deliverables (reports, memoranda, presentations) produced by Scaalex for a Client is governed by the applicable Engagement Agreement, not by these Terms.
6. Client Data: Ownership and Scaalex's Rights to Use It
6.1 Ownership
As between Scaalex and the Client, all data, documents, transcripts, and other content uploaded, generated, or provided by or on behalf of the Client through the Platform ("Client Data") remains the property of the Client. Scaalex claims no ownership interest in Client Data.
6.2 License to Scaalex
The Client grants Scaalex a limited, non-exclusive license to access, process, store, transmit, and analyze Client Data solely for the purposes of: (a) delivering the advisory services and operating the Platform for the Client's engagement; (b) generating AI-assisted summaries and extractions using third-party subprocessors identified in the Privacy Policy; (c) maintaining backups and audit logs as described in the Privacy Policy; and (d) complying with applicable law and the legitimate internal recordkeeping, quality control, and risk management needs of an advisory firm (including retaining a record of the advice given and the basis for it).
6.3 No use beyond engagement purpose
Scaalex will not use Client Data for any purpose unrelated to the Client's engagement (including not using it to train third-party AI models beyond the processing necessary to deliver the requested output, as described in the Privacy Policy) without the Client's prior written consent.
6.4 Return or deletion
Upon termination of an engagement, Scaalex will retain Client Data in accordance with the retention terms in the Privacy Policy and the applicable Engagement Agreement, and will provide reasonable assistance to export Client Data upon written request, subject to any outstanding fees and to Scaalex's own legal recordkeeping obligations.
7. Confidentiality
Each party agrees to keep confidential all non-public information disclosed by the other party in connection with the Platform and the engagement, and to use such information solely for the purposes contemplated by these Terms and the Engagement Agreement. This obligation does not apply to information that is or becomes publicly available through no fault of the receiving party, was already known to the receiving party without an obligation of confidentiality, is independently developed, or is required to be disclosed by law or valid legal process (in which case the disclosing party will, where legally permitted, be given prompt notice to seek a protective order).
8. Service Availability
The Platform is provided on an "as available" basis. Scaalex does not guarantee that the Platform will be uninterrupted, error-free, or available at all times. The Platform may be temporarily unavailable due to maintenance, updates, third-party infrastructure issues (including with Render, Cloudflare, Anthropic, Fireflies, or Google), or circumstances beyond Scaalex's reasonable control. Scaalex will use commercially reasonable efforts to restore service promptly in the event of an outage but makes no uptime or availability commitment unless separately agreed in writing in an Engagement Agreement.
9. Disclaimers
Except as expressly stated in these Terms or in a written Engagement Agreement, the Platform and any AI-generated content (including summaries, extractions of decisions, and action items) are provided "as is" and "as available," without warranties of any kind, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. AI-generated outputs may contain errors, omissions, or inaccuracies and must be reviewed and verified by a qualified Scaalex advisor before being relied upon for any decision; Scaalex does not warrant the accuracy or completeness of such outputs.
10. Limitation of Liability
10.1 Cap on liability. To the maximum extent permitted under applicable law, the aggregate liability of Scaalex, its partners, employees, and agents, arising out of or in connection with the Platform, these Terms, or the engagement, whether in contract, tort (including negligence), or otherwise, shall not exceed the total professional fees actually paid by the Client to Scaalex for the specific engagement giving rise to the claim in the twelve (12) months preceding the event giving rise to liability.
10.2 Exclusion of indirect loss. Neither party shall be liable to the other for any indirect, incidental, consequential, special, or punitive damages, or for loss of profits, revenue, business opportunity, or goodwill, even if advised of the possibility of such loss, except in respect of the carve-outs in Section 10.4.
10.3 Data breach liability. Where a personal data breach occurs due to Scaalex's failure to implement the security measures described in the Privacy Policy, or due to Scaalex's negligence, Scaalex's liability to the Client for direct losses demonstrably arising from that breach shall be subject to the cap in Section 10.1, save that this cap shall not apply to the extent excluded under Section 10.4. Scaalex shall in all cases continue to comply with its non-waivable statutory obligations under the DPDP Act, 2023 and other applicable law, including breach notification obligations, regardless of this limitation of liability.
10.4 Carve-outs (uncapped liability). Nothing in these Terms limits or excludes either party's liability for: (a) gross negligence or willful misconduct; (b) fraud or fraudulent misrepresentation; (c) breach of confidentiality obligations under Section 7 involving intentional or reckless disclosure; (d) death or personal injury caused by negligence, where applicable; or (e) any liability that cannot lawfully be limited or excluded under applicable Indian law, including obligations under the DPDP Act, 2023 that are non-waivable by contract.
10.5 Client security responsibilities. The Client acknowledges that data security is a shared responsibility. The Client is responsible for: (a) ensuring that its authorized users and client portal contacts maintain the confidentiality of their login credentials and do not share accounts; (b) promptly notifying Scaalex of any suspected unauthorized access originating from the Client's own contacts or systems; (c) using reasonable care in determining what documents and information to upload to the Platform; and (d) maintaining its own reasonable security practices for any systems or devices used to access the Platform. Scaalex's liability shall be reduced to the extent a data breach or loss arises from the Client's failure to meet these responsibilities.
11. Indemnification
11.1 By the Client. The Client shall indemnify and hold harmless Scaalex, its partners, employees, and agents from and against any third-party claims, losses, liabilities, and reasonable expenses (including legal fees) arising out of: (a) the Client's breach of these Terms; (b) Client Data that infringes the rights of, or causes harm to, a third party; (c) unauthorized access to the Platform resulting from the Client's or its contacts' failure to safeguard credentials as described in Section 10.5; or (d) the Client's violation of applicable law in connection with its use of the Platform.
11.2 By Scaalex. Scaalex shall indemnify and hold harmless the Client, its officers, and employees from and against any third-party claims, losses, liabilities, and reasonable expenses (including legal fees) arising out of Scaalex's gross negligence, willful misconduct, or material breach of its confidentiality or data security obligations under these Terms and the Privacy Policy, subject to the limitations in Section 10.
12. Termination
Either party may terminate access to the Platform in accordance with the terms of the applicable Engagement Agreement. Scaalex may suspend or terminate a User's access immediately, without prior notice, if it reasonably believes the User has violated these Terms, poses a security risk, or if required to do so by law. Upon termination, the license granted under Section 5.1 ceases, and Client Data will be handled in accordance with Section 6.4 and the Privacy Policy.
13. Dispute Resolution and Governing Law
These Terms, and any dispute arising out of or in connection with them or the use of the Platform, shall be governed by and construed in accordance with the laws of India, without regard to conflict of laws principles. The parties shall first attempt to resolve any dispute through good-faith negotiation between senior representatives. If unresolved within thirty (30) days, the dispute shall be referred to arbitration under the Arbitration and Conciliation Act, 1996, seated in [CITY], India, conducted in English, by a sole arbitrator. Subject to the foregoing, the courts at [CITY] shall have exclusive jurisdiction over any matter not subject to arbitration, including interim relief.
14. Amendments
Scaalex may amend these Terms from time to time to reflect changes in the Platform, applicable law, or our business practices. Updated Terms will be posted on scaalex.com and app.scaalex.com with a revised effective date. Material changes affecting active Client engagements will be notified to the Client in advance, and continued use of the Platform after such notice constitutes acceptance of the amended Terms. Where a conflict arises between amended Terms and an existing Engagement Agreement, Section 1 governs.
15. Miscellaneous
If any provision of these Terms is held invalid or unenforceable by a court or arbitral tribunal of competent jurisdiction, the remaining provisions shall continue in full force and effect, and the invalid provision shall be replaced by a valid provision that most closely reflects the original commercial intent. These Terms, together with the Privacy Policy and any applicable Engagement Agreement, constitute the entire agreement between the parties regarding use of the Platform.
Grievance Officer: Anand Pv Email: anand@scaalex.com Address: 1178, Kalyan Nagar, Bangalore, 560043
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Over the years, this work revealed a consistent pattern: most businesses aren’t held back by lack of talent or ambition—they’re slowed down by unclear priorities, inefficient processes, and fragmented decision-making. This practice was built to solve those problems directly.
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