Terms of Service

Last updated: February 18, 2026

The short version

  • Bearing is a franchise intelligence platform for licensed brokers.
  • AI recommendations are informational — not legal or financial advice.
  • FDD data you upload enriches the shared brand catalog for all users.
  • You control what emails get sent through the platform.
  • We bill monthly through LemonSqueezy. Cancel anytime.

Agreement to Terms

By accessing or using the Bearing platform at getbearing.co (“Service”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree, do not use the Service.

Bearing is operated by Nick O'Connor (“we,” “us,” or “our”). These Terms apply to all users, including free trial and paid subscribers.

Service Description

Bearing is an AI-powered franchise intelligence platform designed for franchise brokers. The Service includes:

  • Prospect intake, scoring, and pipeline management
  • AI-powered candidate qualification via conversational assessment
  • Three-sided franchise-candidate matching across 800+ brands
  • Automated prospect nurture and follow-up generation
  • FDD (Franchise Disclosure Document) upload and AI extraction
  • Outreach message generation and sending
  • Brand catalog browsing and franchise data

Account Registration

Eligibility

You must be at least 18 years old and legally able to enter into contracts. The Service is intended for use by franchise brokers and consultants operating in a professional capacity.

Account Security

You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. Notify us immediately at nick@getbearing.co if you suspect unauthorized access.

Billing and Subscriptions

Plans and Pricing

Bearing offers three subscription tiers: Starter ($99/month), Professional ($199/month), and Enterprise ($299/month). All new accounts include a 14-day free trial with full platform access.

Payment Processing

Payments are processed securely through LemonSqueezy, our merchant of record. By subscribing, you also agree to LemonSqueezy's Terms of Service. We do not store your payment card details directly.

Cancellation

You may cancel your subscription at any time from the Billing page. Upon cancellation, you retain access through the end of your current billing period. No partial refunds are issued for unused time within a billing cycle.

Free Trial

New accounts receive 14 days of full access at no cost. If you do not subscribe before the trial ends, access to dashboard features will be restricted until you select a plan.

AI-Generated Content

Nature of AI Outputs

Bearing uses artificial intelligence (powered by Anthropic's Claude) to generate qualification assessments, brand match scores, nurture messages, outreach drafts, and FDD data extractions. These outputs are informational tools to support your professional judgment — they are not legal advice, financial advice, or a substitute for your own due diligence.

Accuracy

AI-generated content may contain errors, omissions, or inaccuracies. Match scores, qualification results, and FDD extractions are algorithmically generated and should be independently verified before making business decisions. We do not guarantee the accuracy, completeness, or reliability of any AI output.

No Training on Your Data

Data sent to our AI provider is used solely to generate responses within the platform. Your data is not used to train AI models.

FDD Documents and Shared Data

Upload and Extraction

You may upload Franchise Disclosure Documents (FDDs) to the platform for AI-powered data extraction. Bearing extracts key financial and operational data (Items 5, 6, 7, 19, unit counts, territory type, and more) and applies it to the corresponding brand record.

Shared Brand Catalog

FDD-extracted data enriches the shared brand catalog visible to all Bearing users. When you upload an FDD, the extracted financial and operational data becomes available to other brokers on the platform. The raw PDF document is also accessible to authenticated users. By uploading an FDD, you confirm you have the right to share this information and understand it will be visible to other users.

Extraction Accuracy

AI extraction from FDD documents is automated and may contain errors. Extracted values (franchise fees, investment ranges, royalty rates, Item 19 financials) should be verified against the source document before being relied upon for business decisions.

Outreach and Email

Broker-Controlled Sending

Bearing generates outreach messages and nurture emails on your behalf. No email is sent without your explicit approval. You are responsible for reviewing and approving all outreach before it is delivered.

CAN-SPAM Compliance

You agree to comply with the CAN-SPAM Act and all applicable email marketing laws when using outreach features. You will not use the platform to send unsolicited commercial emails to recipients who have not provided appropriate consent. Emails sent through the platform include unsubscribe mechanisms as required by law.

Prospect Data

Your Prospect Data

Prospect data you enter into Bearing (names, contact details, financial profiles, franchise preferences) belongs to you. Your prospects are isolated to your account — other brokers cannot see your prospect data. You may export or request deletion of your prospect data at any time.

Intake Form Submissions

Prospects who fill out your public intake form are assigned to your account. Their submitted data is stored securely and processed by Bearing's AI agents to generate scores, qualifications, and match recommendations for your use.

Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose
  • Upload content you do not have the right to share
  • Attempt to access other brokers' prospect data
  • Reverse engineer, decompile, or scrape the Service
  • Use automated tools to access the Service beyond normal usage
  • Misrepresent AI-generated content as human-authored professional advice
  • Send spam or unsolicited messages through the outreach system
  • Interfere with the Service's security or performance

Intellectual Property

The Bearing platform, including its design, code, AI models integration, brand catalog data, and documentation, is owned by us and protected by intellectual property laws. Your subscription grants you a limited, non-exclusive, non-transferable license to use the Service for your professional franchise brokerage activities.

You retain ownership of all prospect data and content you create within the platform. By uploading FDD documents, you grant us a non-exclusive license to extract, store, and display the data contained within them as part of the shared brand catalog.

Limitation of Liability

To the maximum extent permitted by law, Bearing and its operator shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Service, including but not limited to:

  • Business decisions made based on AI-generated recommendations
  • Inaccuracies in FDD data extraction or brand catalog information
  • Lost revenue, deals, or business opportunities
  • Service interruptions or data loss

Our total liability for any claim arising from the Service shall not exceed the amount you paid us in the twelve (12) months preceding the claim.

Indemnification

You agree to indemnify and hold harmless Bearing and its operator from any claims, damages, or expenses arising from: (a) your use of the Service, (b) your violation of these Terms, (c) emails sent through the outreach system under your approval, or (d) content you upload to the platform.

Termination

We may suspend or terminate your account if you violate these Terms or engage in activity that harms the Service or other users. You may close your account at any time by contacting us. Upon termination, your prospect data will be available for export for 30 days, after which it will be permanently deleted.

Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes via email or through a notice on the platform. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

Governing Law

These Terms are governed by and construed in accordance with the laws of the State of California, without regard to conflict of law principles. Any disputes shall be resolved in the courts located in California.

Contact

For questions about these Terms, email us at nick@getbearing.co.

See also our Privacy Policy.