Terms of Service

Last updated: June 11, 2026

1. Acceptance of Terms

Welcome to Petra. These Terms of Service ("Terms") govern your access to and use of the Petra platform, including the website at buildwithpetra.com, the application at app.buildwithpetra.com, and all related services (collectively, the "Platform"). By creating an account, accessing, or using the Platform, you agree to be bound by these Terms. If you do not agree to these Terms, you may not use the Platform.

Petra is operated by Petra ("we," "our," or "us"). We reserve the right to update these Terms at any time. We will notify you of material changes by posting the updated Terms on the Platform and updating the "Last updated" date. Your continued use of the Platform after any changes constitutes your acceptance of the revised Terms.

2. Eligibility

You must be at least 18 years old and have the legal capacity to enter into a binding agreement to use the Platform. By using the Platform, you represent and warrant that you meet these eligibility requirements. If you are using the Platform on behalf of a company or other legal entity, you represent that you have the authority to bind that entity to these Terms.

3. Account Registration

To access certain features of the Platform, you must create an account. When creating an account, you agree to:

• Provide accurate, current, and complete information during registration
• Maintain and promptly update your account information to keep it accurate
• Maintain the security and confidentiality of your login credentials
• Accept responsibility for all activities that occur under your account
• Notify us immediately of any unauthorized use of your account

We reserve the right to suspend or terminate your account if any information provided is inaccurate, misleading, or incomplete, or if you violate any provision of these Terms.

4. Subscription Plans and Payments

4.1 Plans

The Platform offers multiple subscription tiers, including a free tier and paid tiers. Features, limitations, and pricing for each tier are described on our Pricing page and may be updated from time to time. We reserve the right to modify, add, or remove subscription plans at our discretion.

4.2 Billing

Paid subscriptions are billed on a recurring basis (monthly or annually, depending on your selected plan) through our payment processor, Stripe. By subscribing to a paid plan, you authorize us to charge your designated payment method for the applicable fees. All fees are quoted in U.S. dollars unless otherwise stated.

4.3 Cancellation

You may cancel your subscription at any time through your account settings. Monthly subscriptions will remain active until the end of the current billing period. Annual subscriptions are committed for the full 12-month term. Upon cancellation, you will retain access to paid features until the end of your current billing period, after which your account will revert to the free tier.

4.4 Refunds

We offer a 60-day money-back guarantee for new paid subscriptions. If you are not satisfied within the first 60 days of your initial paid subscription, contact us for a full refund. After the 60-day period, refunds are not available for monthly subscriptions. Refunds for annual subscriptions after the 60-day period are handled on a case-by-case basis.

5. Acceptable Use

You agree to use the Platform only for lawful purposes and in accordance with these Terms. You agree not to:

• Use the Platform in any way that violates any applicable law or regulation
• Engage in any conduct that restricts or inhibits anyone's use or enjoyment of the Platform
• Impersonate any person or entity, or falsely state or misrepresent your affiliation with a person or entity
• Transmit any unsolicited advertising, spam, or promotional materials through the Platform
• Upload or transmit viruses, malware, or any other malicious code
• Attempt to gain unauthorized access to any portion of the Platform or any other systems or networks
• Use automated means (bots, scrapers, crawlers) to access the Platform without our prior written consent
• Interfere with or disrupt the integrity or performance of the Platform
• Harvest or collect personal information of other users without their consent
• Use the Platform to send bulk unsolicited emails or messages in violation of applicable anti-spam laws

6. User Content

6.1 Your Content

You retain ownership of all content you create, upload, or share on the Platform ("User Content"), including contacts, deals, emails, documents, community posts, and other materials. By submitting User Content, you grant us a limited, non-exclusive, worldwide, royalty-free license to use, store, display, and transmit your User Content solely for the purpose of providing and improving the Platform.

6.2 Community Content

Content posted in community spaces (forums, discussions, Q&As) is visible to other members. You are responsible for ensuring your community posts do not contain confidential business information you do not wish to share. We reserve the right to remove any community content that violates these Terms or our community guidelines.

6.3 Content Restrictions

You agree not to post or transmit User Content that is defamatory, obscene, abusive, threatening, discriminatory, or otherwise objectionable. We reserve the right to remove any content that we determine, in our sole discretion, violates these Terms.

6.4 Authorized Personnel Access

By using the Platform, you acknowledge and agree that authorized Petra personnel, including administrators and backend developers, may access your account data and User Content solely for the following purposes:

• Providing technical support and resolving issues you report
• Maintaining, monitoring, and improving Platform functionality and security
• Diagnosing and resolving technical errors, bugs, or performance issues
• Ensuring compliance with these Terms and applicable laws
• Responding to lawful requests from government authorities

Authorized personnel are bound by strict confidentiality obligations and may not use your data for any purpose other than those listed above. Access to user accounts is logged and audited. We implement administrative impersonation capabilities that allow authorized administrators to view the Platform as a specific user for support and debugging purposes; all impersonation sessions are recorded in an audit log.

We will never sell, share, or disclose your User Content to third parties except as described in our Privacy Policy or as required by law.

7. Intellectual Property

The Platform, including its design, features, content, trademarks, logos, and all related intellectual property (collectively, "Petra IP"), is owned by or licensed to Petra and is protected by copyright, trademark, and other intellectual property laws. The Contacts to Contracts Framework™, all associated tools, templates, resources, and educational materials are proprietary to Petra.

Your subscription grants you a limited, non-exclusive, non-transferable license to access and use the Platform and its resources for your internal business purposes only. You may not reproduce, distribute, modify, create derivative works from, publicly display, or commercially exploit any Petra IP without our prior written consent.

8. Third-Party Services

The Platform may integrate with or contain links to third-party services, including payment processors, email services, and social media platforms. Your use of any third-party service is governed by that service's own terms and privacy policy. We are not responsible for the content, functionality, or practices of any third-party service. Any issues arising from your use of third-party services should be directed to the respective third-party provider.

9. Disclaimer of Warranties

The Platform is provided on an "as is" and "as available" basis without warranties of any kind, whether express, implied, or statutory. To the fullest extent permitted by law, we disclaim all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

We do not warrant that the Platform will be uninterrupted, error-free, secure, or free of viruses or other harmful components. We do not guarantee any specific results from your use of the Platform, including but not limited to increased revenue, improved win rates, or business growth. The tools, frameworks, and resources provided are educational and strategic in nature, and results depend on your implementation.

10. Limitation of Liability

To the maximum extent permitted by applicable law, in no event shall Petra, its officers, directors, employees, agents, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or use, arising out of or related to your use of or inability to use the Platform, regardless of the cause of action or the theory of liability. Our total aggregate liability for all claims arising out of or related to these Terms or the Platform shall not exceed the amount you paid to us in the twelve (12) months preceding the event giving rise to the claim.

11. Indemnification

You agree to indemnify, defend, and hold harmless Petra and its officers, directors, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the Platform, your User Content, your violation of these Terms, or your violation of any rights of a third party.

12. Termination

We may suspend or terminate your access to the Platform at any time, with or without cause, and with or without notice. Reasons for termination may include, but are not limited to, violation of these Terms, fraudulent or illegal activity, or extended periods of inactivity.

Upon termination, your right to use the Platform will immediately cease. We may, but are not obligated to, provide you with an opportunity to export your data prior to termination. Sections of these Terms that by their nature should survive termination will survive, including but not limited to intellectual property provisions, disclaimers, limitations of liability, and indemnification.

13. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Colorado, without regard to its conflict of law principles. Any dispute arising out of or relating to these Terms or the Platform shall be resolved through binding arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules.

The arbitration shall take place in Denver, Colorado, and the arbitrator's decision shall be final and binding. You agree that any dispute resolution proceedings will be conducted on an individual basis and not in a class, consolidated, or representative action.

14. Agreed Statement of Work

Upon subscribing to a paid tier of the Platform, the features, tools, and services included in your selected subscription plan as described on the Pricing page at the time of purchase shall constitute the agreed Statement of Work ("SOW") between you and Petra. The SOW defines the scope of services to be delivered during your subscription term.

14.1 Scope of Services

The SOW encompasses all Platform features, tools, integrations, and support services included in your subscription tier as documented on the Pricing page and in any supplemental service descriptions provided at the time of purchase. This includes, but is not limited to:

• Access to the Contacts to Contracts Framework™ tools and modules as specified by tier
• CRM, Pipeline Tracker, and business development tools at the capacity limits defined by your tier
• AI-powered features (Ask Petra, Business Intelligence, Content Hub) as included in your plan
• Email campaign capabilities at the volume specified by your tier
• User seats and team collaboration features as defined by your plan
• Technical support at the level specified for your tier (Basic, Standard, or Priority)
• Data storage, hosting, and platform availability as described in our service level commitments

14.2 Service Delivery Standards

Petra shall deliver the services described in the SOW with reasonable skill and care, consistent with generally accepted industry standards for software-as-a-service platforms. We commit to:

• Maintaining Platform availability of at least 99.5% uptime, measured monthly (excluding scheduled maintenance)
• Providing timely technical support in accordance with the response times specified for your tier
• Implementing reasonable security measures to protect your data as described in our Privacy Policy
• Delivering updates, improvements, and bug fixes to the Platform on an ongoing basis

14.3 Client Obligations

To enable Petra to deliver the services under the SOW, you agree to:

• Provide accurate and complete information necessary for the provision of services
• Designate an authorized representative to communicate with Petra regarding service matters
• Respond to reasonable requests for information or decisions within a timely manner
• Use the Platform in accordance with the Acceptable Use provisions of these Terms
• Maintain current payment information and ensure timely payment of subscription fees

14.4 Acceptance Criteria

Services shall be deemed accepted upon delivery unless you notify us in writing of any material deficiency within fourteen (14) days of delivery. A material deficiency means the Platform fails to provide a feature or capability expressly included in your subscription tier as documented in the SOW. Cosmetic issues, feature requests, or enhancements beyond the documented SOW do not constitute material deficiencies.

15. Change Control Procedures for Any Changes to Agreed Statement of Work

Any changes to the agreed Statement of Work shall be managed through the following formal Change Control Procedures to ensure transparency, mutual agreement, and proper documentation of all modifications.

15.1 Change Request Initiation

Either party may request a change to the SOW by submitting a written Change Request. A Change Request must include:

• A clear description of the proposed change
• The reason for the change and the business justification
• The anticipated impact on scope, timeline, cost, or service levels
• The desired implementation date
• Any dependencies or prerequisites for the change

Change Requests from subscribers should be submitted via email to corinne@buildwithpetra.com or through the Platform's support channels. Change Requests initiated by Petra will be communicated via email to the subscriber's registered email address.

15.2 Impact Assessment

Upon receipt of a Change Request, the receiving party shall conduct an impact assessment within ten (10) business days. The assessment shall evaluate:

• Technical feasibility of the proposed change
• Impact on existing services, features, and integrations
• Resource requirements and timeline implications
• Cost implications, including any changes to subscription fees
• Risk assessment and mitigation strategies

15.3 Approval Process

No change to the SOW shall be implemented without the written approval of both parties. The approval process is as follows:

• The party receiving the Change Request shall provide a written response (approval, rejection, or counter-proposal) within ten (10) business days of completing the impact assessment
• If the change involves additional costs, a revised fee schedule must be agreed upon in writing before implementation
• Both parties must sign or electronically acknowledge the Change Order before work commences
• Verbal agreements or informal communications do not constitute approval of a Change Request

15.4 Platform-Initiated Changes

Petra may make changes to the Platform that do not materially reduce the features or capabilities included in your subscription tier without following the formal Change Control Procedures. Such changes include:

• Bug fixes, security patches, and performance improvements
• User interface updates that do not remove functionality
• Addition of new features or capabilities at no additional cost
• Infrastructure upgrades that maintain or improve service levels

For any change that would materially reduce features, capabilities, or service levels included in your current subscription tier, Petra shall provide at least thirty (30) days' written notice and follow the formal Change Control Procedures described herein. If you do not agree to such a material change, you may terminate your subscription and receive a pro-rata refund for the unused portion of any prepaid fees.

15.5 Documentation and Record-Keeping

All Change Requests, impact assessments, approvals, and Change Orders shall be documented and maintained as part of the service record. Both parties shall retain copies of all change control documentation for the duration of the subscription term plus two (2) years. A Change Log summarizing all approved changes will be maintained and made available to the subscriber upon request.

15.6 Dispute Resolution for Changes

If the parties cannot agree on a proposed change, the existing SOW shall remain in effect without modification. Either party may escalate the dispute through the Governing Law and Dispute Resolution provisions in Section 13 of these Terms. Pending resolution of any dispute regarding a Change Request, both parties shall continue to perform their obligations under the existing SOW in good faith.

16. Miscellaneous

Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and Petra regarding the Platform and supersede all prior agreements and understandings.

Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.

Waiver: Our failure to enforce any right or provision of these Terms will not constitute a waiver of that right or provision.

Assignment: You may not assign or transfer these Terms or your rights under them without our prior written consent. We may assign our rights and obligations under these Terms without restriction.

17. Contact Us

If you have any questions about these Terms of Service, please contact us at: