Disclosures

Our Role

ClientMag provides investor marketing, educational content, outreach, lead follow-up, and appointment-setting services to investment firms and related businesses.

ClientMag does not create, issue, or sell securities, directly raise capital on a client’s behalf, accept investment funds, or make investment decisions for clients or prospective investors.

Our compensation is for marketing services. We do not receive commissions or compensation contingent on investments made or capital raised.

Investment and Professional Advice

Website content and communications from ClientMag are not personalized investment, legal, tax, or financial advice.

Prospective investors should evaluate opportunities independently and consult their own advisers. Investment terms and decisions are handled directly by the relevant investment firm and prospective investor.

Screening and Accreditation

References to qualified prospects or investor meetings describe screening against criteria agreed with a client. Screening may rely on information provided by prospects and does not itself establish an investment commitment or completed accreditation verification.

The issuer and its designated professionals remain responsible for investor eligibility and any verification required for the offering.

Client Results

Case studies, testimonials, meeting figures, and fundraising outcomes relate to specific engagements and reporting periods.

Funds raised are outcomes of the client investment firm’s fundraising and closing process. They should not be interpreted as funds received or raised directly by ClientMag.

Results vary with the offering, market conditions, budget, track record, investor response, and the client’s execution. Prior results do not guarantee future outcomes.

Illustrative Calculations

The Investor Pipeline Calculator uses visitor-selected assumptions. Its outputs are mathematical illustrations, not promised performance or forecasts.

A calculator result does not mean that a stated number of meetings, investors, or investments will occur within a particular period.

Investor Network Figures

Investor and family office network figures describe the contact universe available for audience selection. They do not represent campaign reach, personal relationships with every contact, investment commitments, or current confirmation of each contact’s eligibility.

Contact relevance, availability, and investment interests may change.

Independent Attorneys

Featured attorneys provide services independently through their own firms. Legal representation requires a separate engagement.

Participation in educational content, a referral, or appearance on this website does not constitute an endorsement of a particular investment or guarantee that an offering satisfies applicable requirements.

Attorney credentials and transaction figures relate to their own practices and are separate from ClientMag’s results.

Third Party Affiliations

References in Matheus’s biography to learning from former employees of an institution describe those individuals’ prior experience. They do not imply employment by, partnership with, or endorsement from that institution.

Questions

For questions about these disclosures, contact matheus@clientmag.io.