Terms of use.

Publisher and scope

The Casian software is published by CASIAN TECHNOLOGIES, a French simplified joint-stock company (SAS) with share capital of €1,000, registered with the Versailles Trade and Companies Register under number 130 259 807, with its registered office at 2B avenue Pigault Lebrun, 78170 La Celle-Saint-Cloud, France. Further information is in the legal notice.

These terms apply to the software available at app.getcasian.com and to anyone who uses it for an investment fund or for the firm that manages it (“the fund”). The software is intended for investment professionals. The rest of the public website, getcasian.com, is covered by the legal notice and the privacy policy.

Each fund enters into a contract with Casian that includes a commercial proposal, subscription terms and a data processing agreement. The contract sets the price, the term, usage volumes and payment, which this page does not repeat. If the two conflict, the signed contract prevails. A trial granted by Casian before signature is subject to these terms.

Access to the software

A fund requests access from the Request access page. Users sign in with a work email address and a password, on invitation from an authorized member of the fund. Each access is personal to a named user. The fund sets the rights of each member, meaning their role and the vehicles they can reach.

Casian keeps developing the software and may change its features. The contract specifies the notice owed before a feature needed for the agreed use is removed.

Permitted and prohibited use

The fund uses the software for its own investment needs: receiving and analyzing deals, research, team questions, memos and decisions. It may not resell the software or make it available to a third party, copy it, decompile it or extract its code except where the law allows, circumvent its limits or protections, try to reach another fund’s data, test its security or load without Casian’s written consent, use it to build a competing product, or import unlawful content into it.

The fund makes sure it has the right to import or transfer into the software the documents and information it puts there, given its confidentiality commitments to the companies it reviews and its internal rules. To report a security vulnerability, write to contact@getcasian.com.

Accounts and security

Each access is personal. Users keep their credentials confidential, do not share them, and tell Casian without delay if they believe an access has been compromised. The fund tells Casian when a user leaves; Casian closes that user’s access within two business days if the fund has not done so itself. The fund is responsible for how its users use the software.

Casian applies the security measures set out in the data processing agreement, summarized on the Security page, and notifies the fund of any personal data breach within the time limits of that agreement.

The fund’s data

The fund remains the owner of the data it imports, transfers or enters into the software: documents, emails, thesis, notes, decisions and instructions. It authorizes Casian to host, copy and process that data only as far as needed to provide the software.

For the personal data this information contains, the fund is the controller and Casian acts as processor, under the data processing agreement concluded with each fund pursuant to Article 28 of the GDPR. On data protection, that agreement prevails over this page. It lists Casian’s providers and the processing locations, which the Security and Data and providers pages summarize.

Casian does not sell the fund’s data, share it with another fund, use it for another fund’s analyses, or use it to train an AI model. The documents or excerpts needed for an analysis are sent to an AI model provider, which produces the analyses and answers the fund requests.

The fund may freely use, copy, modify and distribute the results the software produces for it (analyses, opinions, memos, answers, exports), including after the contract ends. Casian does not reuse them for a third party.

Connections to third-party tools

The software can connect to tools the fund already uses: Google Drive and Dropbox for files, and Google Sheets, Attio, Airtable and Notion for lists, databases and records. The connections offered are the ones the software shows. They change over time, and not all of them are open to every fund at the same time.

A user of the fund makes the connection with their own account at the tool, from that tool’s authorization page. Casian does not ask for their password, an API key or a personal token.

By connecting, the fund authorizes Casian to read what it chooses to connect: the files or sheets the user selects in the Google or Dropbox picker, Attio lists, Airtable bases and tables, and Notion databases. At Attio, the authorization may cover the whole workspace, and Casian reads and copies only the lists the user chooses in Casian.

Casian requests read permissions and does not write, modify or delete any data in the tool. To be notified of changes, it may register a notification subscription (webhook) there, which it removes on disconnection. When Casian holds a user’s authorization so that it can keep the copy up to date, it stores it encrypted.

Casian copies the chosen files and records into the fund’s workspace so they can be read, searched, cited and analyzed. With Google Drive and Dropbox, the copy is made when the user chooses the files. With Google Sheets, Attio, Airtable and Notion, Casian may keep the copy up to date as long as the connection is active.

Casian uses the data received from a tool to provide the software to the fund that connected it, and for nothing else. It is not sold, used to train an AI model, or pooled across funds. Casian’s use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

The fund may revoke a connection at any time, either by disconnecting it in the software or in its account settings at the tool. On disconnection, Casian deletes the authorization it holds, attempts to revoke it at the tool, and removes its notification subscriptions. Once a connection is revoked, Casian can no longer read anything. Data already copied stays in the fund’s workspace like anything else imported there. The fund can remove it by undoing the import in the software, or ask Casian to delete it.

Each tool has its own terms, which the fund accepts with that tool. Casian is not a party to them and does not control the rate limits, changes or outages of these services: a connection may be limited or stop without Casian being responsible. The fund makes sure it has the right to connect its data and that the tool’s terms allow it. Google, Dropbox, Attio, Airtable and Notion are trademarks of their owners. Naming them shows that the software connects to them, not a partnership or an endorsement.

AI and the investment decision

The software’s analyses, opinions, memos, summaries and answers are produced by AI models, from the fund’s documents and public sources. They can contain errors, omissions or outdated information, even when they cite a source. References point to the passages used, so the user can check them.

These results support analysis. They are not investment advice, a personalized recommendation, or legal, tax or accounting advice, and Casian does not provide investment advisory services. They do not guarantee any investment outcome.

The decision to invest or to pass always belongs to people at the fund, who verify the information they consider decisive. The software prepares and proposes; it does not decide for the fund. Casian is not responsible for decisions made on the basis of the results.

Intellectual property

The software, its methods, analysis grids, document templates, and the Casian name and logo are operated by CASIAN TECHNOLOGIES and protected by intellectual property law. The contract gives the fund, for its term, a non-exclusive, non-transferable right to use the software for its own needs.

Availability and support

Casian makes its best effort to keep the software available at all times. It may be interrupted for maintenance, announced in advance when possible, or by an incident. No uptime rate is guaranteed. Support requests go by email to contact@getcasian.com, and Casian answers them on business days.

Liability

Each party is liable for the direct damage its proven fault causes the other. Casian is not liable for indirect damage, including the loss of a chance or of an investment opportunity, lost profit, losses linked to an investment decision, and harm to reputation. The contract signed with the fund sets the cap on Casian’s liability. These limits do not apply in cases of gross or intentional misconduct, or where the law forbids them.

Suspension and termination

Casian may suspend an access, for as long as necessary, if there is a risk to the security of the software or to a fund’s data, or if the access is used against these terms. It tells the fund as soon as possible. The contract also provides for suspending access after an unpaid invoice, following a formal notice.

Either party may terminate the contract if the other seriously breaches its obligations and does not remedy the breach within 30 days of a formal notice. The contract also sets the term, renewal and the other ways it ends, and what happens to the data on exit (export, then deletion).

Free screening trial

The website’s free screening trial works without an account and is limited to three trials. Anyone who uploads a document there confirms they have the right to send it. The result supports analysis and carries the same reservation as above: it can contain errors and needs human review. How documents and results are kept is described in the privacy policy. Casian may limit or block access to the trial in case of abuse.

Changes to these terms

This page may change. The version in force is the one published here, with its date. A change does not alter a signed contract without the fund’s written agreement, and Casian notifies funds by email before a significant change takes effect.

Governing law

These terms are governed by French law. If a dispute arises, the fund and Casian first seek an amicable solution for 30 days. Failing that, the dispute falls to the competent courts of Versailles, unless the contract signed with the fund says otherwise.

Contact

For any question about these terms: contact@getcasian.com. CASIAN TECHNOLOGIES, 2B avenue Pigault Lebrun, 78170 La Celle-Saint-Cloud, France.