RVP Assistant Terms of Service

RealVestor Partners LLC
Effective Date: 11/11/26

1. Introduction

These Terms of Service (“Terms”) govern access to and use of RVP Assistant, an AI-supported business operations tool provided by RealVestor Partners LLC (“RVP”).

RVP Assistant is designed to support authorized company personnel with business operations, information retrieval, reporting, and other approved activities.

By using RVP Assistant, users agree to comply with these Terms, applicable RVP policies, and the rules governing the services through which the assistant operates.

2. Authorized Users Only

RVP Assistant is intended exclusively for individuals approved by RealVestor Partners.

Although the plugin may be publicly discoverable, it is not intended for unrestricted public use.

Access to company systems requires successful authentication through an approved RVP employee account.

RVP reserves the right to deny, suspend, restrict, or revoke access when appropriate, subject to applicable law.

3. Permitted Use

Authorized users may use RVP Assistant for approved company business purposes, including:

  • Retrieving authorized information from Google Drive
  • Accessing permitted Salesforce information
  • Reviewing company operational documents
  • Supporting internal reporting
  • Performing authorized business tasks through connected tools
  • Preparing operational summaries and recommendations

All activities must comply with applicable company policies, employee responsibilities, and system permissions.

4. Prohibited Use

Users may not:

  • Attempt to bypass authentication or security controls.
  • Access company records without authorization.
  • Share accounts or credentials with unauthorized individuals.
  • Retrieve, disclose, or distribute confidential information for unauthorized purposes.
  • Use RVP Assistant to conduct fraudulent or unlawful activities.
  • Attempt to interfere with the operation or security of connected systems.
  • Use the assistant in violation of RVP company policies or applicable third-party service terms.

RVP may investigate suspected misuse and revoke access when necessary.

5. Company Data and Confidentiality

Information accessed through RVP Assistant may include confidential business, employee, customer, property, financial, or transaction-related information.

Users must handle this information in accordance with RVP confidentiality requirements and applicable laws.

Access to company information through the assistant does not transfer ownership of that information or authorize disclosure outside approved business purposes.

6. Salesforce and Business System Actions

RVP Assistant may provide authorized users with tools to retrieve information and perform supported actions within connected business systems.

Certain Salesforce capabilities may include creating or updating reports.

The availability of a tool does not independently authorize the user to perform an action.

Users are responsible for obtaining any required company approvals before modifying business information or executing actions that affect company operations.

All tool activity remains subject to the permissions and controls of the connected systems.

7. AI-Generated Information

RVP Assistant uses artificial intelligence to support business activities.

AI-generated responses may occasionally be inaccurate, incomplete, or outdated.

Users must verify important information against official company records and applicable source documents.

The assistant does not replace management judgment, legal counsel, accounting professionals, or other qualified decision-makers.

AI-generated SOPs, company policies, and operational changes remain drafts until approved by RVP leadership and incorporated into the appropriate official documentation.

8. Employee Responsibilities

Users are responsible for:

  • Maintaining the confidentiality of account credentials.
  • Using only approved accounts.
  • Verifying important operational information.
  • Obtaining required approvals before business actions.
  • Reporting suspected security incidents.
  • Following company policies and applicable legal requirements.

Users must not rely solely on AI-generated information for significant legal, financial, personnel, or transaction decisions.

9. Third-Party Services

RVP Assistant relies on technology and services provided by third parties, including OpenAI, Google, and Salesforce.

Service availability and functionality may depend on those providers, network connectivity, account access, and applicable third-party terms.

RVP does not guarantee uninterrupted or error-free operation.

10. Monitoring and Security

RVP may maintain operational and security logs to support system administration, detect unauthorized access, investigate incidents, and protect company information.

Information processing and applicable retention practices are described in the RVP Assistant Privacy Policy.

11. Suspension and Termination

RVP may restrict, suspend, or terminate access when:

  • A user is no longer authorized to access RVP systems.
  • Employment or contractual access ends.
  • A security concern is identified.
  • A user violates applicable policies or these Terms.
  • Operational or legal circumstances require restricting the service.

12. Service Changes

RVP may modify, limit, discontinue, or replace RVP Assistant or its connected functionality.

Changes may be made for operational, technical, security, or business reasons.

13. Disclaimer

RVP Assistant is provided as a supporting business tool.

Its responses and recommendations are informational and may require independent verification, professional review, or management approval.

The assistant does not independently make final company leadership decisions.

14. Changes to These Terms

RealVestor Partners may update these Terms to reflect changes in technology, operations, company policies, or applicable law.

The current version will be available on the RVP website.

15. Contact Information

RealVestor Partners LLC

Website: https://www.realvestorpartners.com/

Contact: https://www.realvestorpartners.com/contact-us/