Terms of Service

By creating a Shortlist account you agree to these terms. If you’re signing up on behalf of a company, you represent that you have authority to bind that company. If you don’t agree, don’t sign up.

Shortlist crawls business-for-sale listings from public broker websites, scores them against the buy-box criteria you configure, and delivers a short list of matching deals to your inbox and the Shortlist app. We do not represent buyers or sellers. We are not a broker, an agent, or an investment adviser.

Shortlist costs $99 per month. Every new account starts with a 14-day free trial that begins at your first sign-in and needs no card. The trial covers the web app, buy boxes, the daily digest and chat. The Claude connector needs a card on file.

Adding a card does not restart your trial. If you add one with more than two days of trial left, nothing is billed until the trial’s end date; after that your card is charged monthly until you cancel. If you add it in the trial’s last two days or after the trial has ended, billing starts that day. With a partner code, the trial runs 60 days from your first sign-in and a card is required.

If your trial ends without a card on file, your access pauses until you add one. You can cancel anytime from the customer portal — your access continues through the end of the period you already paid for.

You may not:

• Scrape, resell, or redistribute any listings or data you receive through Shortlist.
• Use automated tools or bots to access Shortlist at a rate that abuses the service.
• Share your account. One account per person — we don’t offer team seats in v1.
• Attempt to reverse-engineer or copy the scoring model, scraper infrastructure, or memo generation.

Listings come from third-party broker websites. We do our best to surface accurate data, but we can’t guarantee that any listing is accurate, available, correctly priced, or that the underlying business is as described. Broker sites change or pull listings without notice.

Nothing Shortlist sends you is investment advice, legal advice, or financial advice. The scored memos are a starting point for your own research. Always do your own diligence and work with licensed professionals before making any acquisition decision.

Shortlist is provided “as is.” We make no warranty, express or implied, about fitness for a particular purpose or uninterrupted service.

If something goes wrong, our total liability to you is capped at the subscription fees you paid Shortlist in the three months before the event that gave rise to the claim. We are not liable for indirect, consequential, incidental, or punitive damages — including lost profits or missed deals — even if we knew such damages were possible.

We may update these terms from time to time. When we do, we’ll email you at least 30 days before the changes take effect. Continuing to use Shortlist after the effective date means you accept the updated terms. If you don’t accept them, you can cancel before the date and owe nothing further.

These terms are governed by the laws of the State of Delaware, USA, without regard to conflict-of-law principles. Any dispute goes to state or federal courts in Delaware, and you consent to personal jurisdiction there.

Questions? david@smbexcel.com