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Legal

Sales & Cancellation Policy

How purchases and cancellations work across our subscriptions and one-time services. All sales are final.

Effective Date: August 22, 2026.

All sales are final. Capital Toolkit does not issue refunds for any purchase, whether a monthly subscription module or a one-time application service. Before you complete any purchase, we show you the account being charged and the total amount including tax, and ask you to confirm you want to proceed. Please review that confirmation carefully, because the charge cannot be reversed once made.

1. Subscription modules (monthly)

  • Subscriptions (e.g. The Books, Financial Statements, FP&A, Valuation) are month-to-month and you can cancel at any time from the billing portal or by emailing us. Cancelling stops future billing; it does not refund amounts already charged.
  • When you cancel, your access continues until the end of the current paid period; it does not renew after that. We do not charge a cancellation fee.
  • Monthly fees already charged are final and are not pro-rated or refunded for the remainder of the period. You keep access for the time you paid for.
  • Eligible plans include a 14-day free trial before the first charge. Cancel during the trial and you are never billed, since no sale has occurred yet.

2. One-time application services

CSBFP application packages (DIY, Collaboration, White Glove) and Alternative Funding Options engagements are one-time fees for work we perform on your file. All fees are final and non-refundable once payment is made, regardless of how much work has been completed on your file at that point.

  • White Glove success fee: the 3% success fee is contingent and is only invoiced after your financing is funded. If funding does not close, no success fee is charged.
  • Lender, government, and registration fees are charged by those third parties, not by Capital Toolkit, and are governed by their own terms.

3. Cancelling a subscription

To cancel a monthly subscription, use the billing portal or email hello@capitaltoolkit.com from the address on your account. We aim to confirm within one business day. As above, cancellation stops future billing only; it does not refund amounts already paid.

4. Chargebacks

If you believe you were charged in error, please contact us first. We can almost always resolve it faster than a bank dispute. Filing a chargeback without contacting us may result in suspension of access while the dispute is investigated.

5. Changes to this policy

We may update this policy; the effective date above reflects the latest version. Material changes will be posted here before they take effect.