Terms & Conditions

You must be at least 18 years old, able to enter a binding agreement, and authorized to act for any business information you submit. You are responsible for providing accurate, current, and complete account and business information and for keeping your login credentials private. Notify us promptly if you believe your account has been accessed without permission.

You may create an account and use the assessment and account features made available without a paid enrollment. Paid enrollment begins when you select a program, complete the hosted payment flow, and Level Up records the applicable payment and access status. Enrollment or workspace access may depend on completing the information and verification steps shown in the service.

Level Up provides funding-readiness education and preparation tools. Depending on the program or access level, the service may include:

• Funding-readiness assessments, scores, and related explanations;
• Roadmaps, action planning, and progress tools;
• Educational resources and a resource workspace;
• Funding-document and file preparation tools;
• Funding strategy and readiness support;
• A workspace for information, documents, and member materials; and
• Strategy reviews and member support through the available support channels.

Features and support may differ by program level and may be updated as described below. Level Up does not act as your lender, broker, attorney, accountant, or other professional advisor unless a separate written agreement expressly says otherwise.

The public one-time program fees currently displayed by Level Up are:

• Essential: $249;
• Professional: $499; and
• Premium: $997.

If you receive a private Friends & Family invitation, that separate one-time Premium offer is $99. It is available only through the invitation and does not change the public program fees.

Fees are due when you enroll through the applicable hosted payment flow. These public programs and the private Friends & Family offer are one-time purchases and do not create recurring billing. Customers may request a refund within 7 calendar days of the original program purchase. Eligibility may be limited when substantial program services, personalized work, downloadable or custom materials, or other material benefits have already been delivered or substantially used. After 7 calendar days, fees are generally non-refundable except where applicable law requires otherwise. A refund request does not guarantee approval. Send refund requests to support@levelupstrategygroupllc.com.

Level Up is not a lender. Level Up does not guarantee funding, including business funding, loan approval, lender approval, any other third-party approval, grant awards, a particular funding amount, credit score, credit-score improvement, broader credit improvement, interest rates, financing terms, or any particular completion or funding timeline. A score, roadmap, recommendation, document, or other output is an educational and preparation aid, not a promise of an outcome.

Lenders, grant makers, funders, payment providers, and other third parties are independent from Level Up and make independent decisions. Their requirements, eligibility rules, underwriting, timing, fees, products, and decisions are outside our control. You are responsible for reviewing and deciding whether to pursue any third-party opportunity.

You are responsible for the accuracy and lawful use of information you provide, including business details, assessment responses, financial information, funding objectives, documents, and any credit-report materials. You must provide documents requested for a service, participate in the applicable process, protect your credentials, and keep copies of materials you submit. Do not submit information you do not have the right to provide or use the service to violate another person’s rights or applicable law.

Level Up and its licensors own the service, software, designs, documentation, educational materials, branding, and other materials we provide. We give you a limited, personal, non-exclusive, non-transferable right to use those materials during your authorized access for your internal business preparation.

You keep your rights in materials you submit. You allow Level Up to host, process, display, and use those materials as needed to provide, support, and operate the services. You may not copy, sell, sublicense, reverse engineer, interfere with, or misuse the service; access another person’s account or data; bypass access controls; upload malicious code; or use the service to violate law or third-party rights.

We may suspend or terminate access when reasonably necessary to protect the service, enforce these Terms, address misuse, or comply with law. You may stop using your account at any time. Provisions concerning payment obligations, ownership, acceptable use, disclaimers, liability, and indemnity continue to apply as appropriate after access ends.

We may change the service or these Terms from time to time. We will post the updated Terms on this page and update the effective date. Changes apply prospectively, except where applicable law requires otherwise. Continuing to use the service after an update means you accept the updated Terms.

The service and materials are provided on an “as available” basis. To the extent permitted by law, Level Up disclaims warranties not expressly stated in these Terms, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not promise that every feature or output will be uninterrupted, complete, or error-free.

To the extent permitted by law, Level Up will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, funding, data, or business opportunity arising from your use of the service. Level Up’s total liability for a claim relating to the service will not exceed the fees you paid to Level Up for the affected service during the twelve months before the event giving rise to the claim. Nothing in these Terms limits liability that cannot lawfully be limited.

You agree to indemnify and hold Level Up and its personnel harmless from claims, losses, and reasonable costs arising from your unlawful use of the service, your breach of these Terms, or materials you submit that infringe another person’s rights, except to the extent caused by Level Up’s own misconduct.

These Terms are governed by the laws of the State of California, United States, without regard to conflict-of-law principles, except where applicable law requires otherwise.

Questions about these Terms may be sent to Level Up Strategy Group LLC at support@levelupstrategygroupllc.com.