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Accessibility Statement
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Software Terms of Service
The terms for using the Cassi Platform.
Cassi Home, Inc. · Last Updated October 1, 2026 · Version 1.0
These Cassi Software Terms of Service (these “Terms”) are a binding agreement between Cassi Home, Inc., a Delaware corporation (“Cassi”), and the business entity that registers for or uses the Cassi Platform (“Customer”).
BY CHECKING THE BOX OR CLICKING “I AGREE” AT CHECKOUT, OR BY USING THE CASSI PLATFORM, CUSTOMER AGREES TO THESE TERMS. The individual accepting these Terms represents that he or she has authority to bind Customer. The Cassi Platform is offered only to businesses, not consumers.
1. Key Definitions
1.1 “Cassi Platform” means Cassi’s hosted, AI-enabled property operations software, including its applications, AI features, documentation, and all updates and improvements Cassi makes generally available to its software customers.
1.2 “Cassi Operating Company” means any property management, estate management, home watch, or related home services business (other than Cassi’s software operations) that is owned in whole or in part, controlled, or operated by Cassi or any entity controlling, controlled by, or under common control with Cassi (an “Affiliate”), including businesses acquired or invested in after Customer accepts these Terms.
1.3 “Customer Data” means all data uploaded to, entered into, or generated within the Cassi Platform by or for Customer, including information about Customer Clients and their properties and all AI-generated outputs.
1.4 “Customer Client” means any homeowner, property owner, household, or family office for whom Customer provides services and (a) whose information or property has been entered into the Cassi Platform by or for Customer, or (b) whom Customer identifies to Cassi in writing under Section 10.4.
1.5 “Sensitive Data” means property access credentials (such as gate, alarm, lockbox, door, and Wi-Fi codes), homeowner travel and occupancy schedules, financial account information, and government ID numbers within Customer Data.
1.6 “Aggregated Data” means data derived from Customer Data and other customers’ data that is aggregated and/or de-identified so that it does not identify, and cannot reasonably be used to identify, Customer, any Customer Client, any individual, or any specific property.
2. Accounts
Customer must provide accurate registration and billing information and keep it current. Cassi may accept or decline any registration in its sole discretion. Customer may permit an unlimited number of its employees and contractors (“Authorized Users”) to use its account, and is responsible for their compliance with these Terms, for all activity under its account, and for keeping credentials secure.
3. The Cassi Platform
3.1 Access. Subject to these Terms and payment of the Subscription Fee, Cassi grants Customer a non-exclusive, non-transferable right during the Term to use the Cassi Platform for Customer’s internal business purposes, for an unlimited number of homes and Authorized Users, subject to Section 4.
3.2 Improvements. Customer will receive, at no additional charge, the updates and improvements Cassi makes generally available to its software customers. Cassi may add, change, or remove features at any time, and may offer optional add-ons for an additional fee. Integrations with third-party products are provided as a convenience, are governed by Customer’s agreements with those providers, and may be discontinued at any time.
4. Fair Use
Unlimited use means reasonable use by a single property management business. Use is not reasonable if it materially exceeds that of Cassi’s typical software customers (including excessive AI usage, automated or bulk queries, or data volumes), degrades the Cassi Platform for others, or serves businesses other than Customer. If Cassi determines Customer’s use is not reasonable, Cassi may, on thirty (30) days’ notice, apply reasonable usage limits or move Customer to a higher-priced plan reflecting its usage, and Customer may cancel before the change takes effect. Cassi may throttle or suspend use immediately where needed to protect the Cassi Platform.
5. Support; No Service Levels
Customer may submit support requests through the ticketing channel Cassi designates. Customer acknowledges that Cassi’s primary business is owning and operating property management businesses, and that, except as stated in this Section 5, Cassi does not guarantee any response time, resolution time, or level of support.
Outage Response: if the Cassi Platform is unavailable or substantially inoperable for Customer (an “Outage”), Cassi will respond to Customer’s Outage ticket the same business day, or by the next business day if the ticket is submitted after 3:00 p.m. Eastern Time or on a weekend or U.S. federal holiday. This is a response commitment only: Cassi does not guarantee a resolution time, and no service credits apply. Onboarding is self-service using Cassi’s documentation. Cassi provides no service level agreement, uptime commitment, or service credits, and may perform maintenance at any time. Any professional services require a separate written agreement.
6. Fees and Payment
6.1 Subscription Fee. The monthly subscription fee is the amount in U.S. dollars shown at checkout when Customer subscribes (as it may be changed under Section 6.4, the “Subscription Fee”), billed monthly in advance. The current Subscription Fee is always shown in Customer’s account or billing portal.
6.2 Card Auto-Billing. Customer authorizes Cassi and its payment processor (currently Stripe) to charge Customer’s card the Subscription Fee plus applicable taxes at checkout and on the same day each month (each a “Billing Period”) until cancellation. Card information is stored by the payment processor, not Cassi.
6.3 Failed Payments. If a charge fails and is not resolved within ten (10) days after Cassi’s notice, Cassi may suspend access until payment is made. Suspension does not delete Customer Data.
6.4 Price Changes. Cassi may change the Subscription Fee on at least thirty (30) days’ notice by email, including to reflect increases in its costs of AI technology, hosting, and other third-party services. The new price applies from the first Billing Period beginning after the notice period. Customer may cancel before then; continued use constitutes acceptance.
6.5 Refunds and Taxes. Fees are non-refundable and not prorated, except as stated in Sections 7.2 and 7.3. Fees exclude sales, use, and similar taxes, which Customer will pay (other than taxes on Cassi’s income).
7. Term and Termination
7.1 Month-to-Month; Cancellation. These Terms continue month-to-month, renewing automatically each Billing Period (the “Term”). Customer may cancel at any time in its account settings or by emailing support@cassihome.com, effective at the end of the current Billing Period.
7.2 Termination by Cassi. Cassi may terminate these Terms, or discontinue the Cassi Platform, for any reason on at least ninety (90) days’ notice. Customer keeps full access during the notice period, and Cassi will refund any fees paid for days after the termination date.
7.3 Termination for Cause. Either party may terminate these Terms on notice if the other materially breaches them and does not cure within thirty (30) days after notice. Cassi may suspend or terminate immediately if Customer breaches Section 12 or Section 13, or its use poses a security or legal risk. If Customer terminates for Cassi’s uncured breach of Section 9 or 10, Cassi will refund fees paid for the rest of the current Billing Period.
7.4 Survival. Sections 7.4, 8, 9, 10, and 12 through 19, amounts owed, and any provision that by its nature should survive, survive termination.
8. Data Export and Deletion
Customer may export Customer Data at any time during the Term, and for thirty (30) days after the Term ends (or after the notice period, if Cassi terminates under Section 7.2) at no charge. Cassi will then delete Customer Data from its active systems within sixty (60) days, unless the law requires otherwise, and from backups on its normal rotation schedule, and will confirm deletion on request. Until deletion, Customer Data remains protected under Sections 9 and 10.
9. Customer Data, Privacy, and Security
9.1 Ownership and Use. Customer owns all Customer Data. Customer grants Cassi a non-exclusive license to use Customer Data solely to (a) provide, secure, and support the Cassi Platform for Customer; (b) improve and develop the Cassi Platform, including by training AI models, only in aggregated and de-identified form so that Customer, Customer Clients, individuals, and specific properties cannot be identified; and (c) create Aggregated Data, which Cassi may use for any lawful purpose subject to Section 10.2. Sensitive Data will never be used to train AI models.
9.2 No Sale. Cassi will not sell, rent, license, or otherwise monetize Customer Data.
9.3 Sensitive Data. Cassi will encrypt Sensitive Data in transit and at rest, tokenize or otherwise mask it within the Cassi Platform, not transmit it to third-party AI model providers, and limit access to personnel who need it to provide or secure the Cassi Platform.
9.4 Security. Cassi will maintain administrative, physical, and technical safeguards designed to protect Customer Data consistent with industry standards, and will not materially reduce the overall protection of Customer Data.
9.5 Service Providers. Cassi may use service providers (such as hosting, payment, and AI providers) that are bound by written data protection obligations at least as protective as these Terms. Cassi is responsible for their compliance and will provide a current list on request.
9.6 Security Incidents. If Cassi confirms unauthorized access to or disclosure or loss of Customer Data, Cassi will notify Customer without undue delay and within seventy-two (72) hours after confirmation, provide information reasonably needed for Customer to meet its own obligations, and take reasonable steps to contain and remediate the incident.
9.7 Privacy Laws. For personal information subject to the California Consumer Privacy Act or similar U.S. state privacy laws, Cassi acts as Customer’s service provider or processor: it will process that information only for the purposes in these Terms, will not sell or share it or combine it with other data except as those laws permit, will comply with and provide the level of protection those laws require, will reasonably assist with consumer requests, and will notify Customer if it can no longer meet these obligations.
9.8 Customer Responsibilities. Customer is responsible for the accuracy of Customer Data and for providing any notices to, and obtaining any consents from, Customer Clients needed for Cassi to process Customer Data under these Terms.
10. Cassi Operating Companies: Data Firewall and Client Non-Solicitation
10.1 Acknowledgment. Cassi and its Affiliates own, operate, acquire, and invest in property management businesses, some of which may compete with Customer. Cassi makes the commitments in this Section 10 so Customer can use the Cassi Platform with confidence.
10.2 Data Firewall. Cassi will not make Customer Data available to any Cassi Operating Company or its personnel, and will not use Customer Data to (a) market or sell services to any Customer Client on behalf of a Cassi Operating Company; (b) identify, evaluate, value, or diligence Customer or any other business as an acquisition, investment, or partnership target; or (c) benchmark Customer for the competitive benefit of a Cassi Operating Company. Cassi will maintain logical separation and access controls so that Cassi Operating Company personnel cannot access Customer Data. Cassi Operating Companies may use the Cassi Platform and benefit from its improvements, but never from Aggregated Data in a form that identifies Customer, any Customer Client, or any property. This Section 10.2 survives for as long as Cassi retains any Customer Data.
10.3 Client Non-Solicitation. During the Term and for twelve (12) months after it ends, Cassi will not, and will cause each Cassi Operating Company not to, directly or indirectly solicit any Customer Client to obtain property management or related services from a Cassi Operating Company. This does not restrict (a) engaging with a Customer Client who initiates contact, including in response to general advertising not targeted at Customer Clients or based on Customer Data; (b) serving or soliciting anyone who was a client of a Cassi Operating Company (or of a business before Cassi or its Affiliates acquired it) before it learned the person was a Customer Client; (c) activity Customer approves in writing; or (d) activity after Cassi or its Affiliates acquire Customer’s business.
10.4 Client Suppression. Cassi will maintain a confidential suppression process, run by Cassi platform personnel who are not Cassi Operating Company personnel, that uses Customer Client property addresses solely to prevent solicitation under Section 10.3. It will tell a Cassi Operating Company only that a prospect may not be solicited, never the identity of Customer or other Customer Data. Customer may identify additional clients in writing.
10.5 Client Payment; Remedies. If a Cassi Operating Company solicits a Customer Client in breach of Section 10.3 and that Customer Client engages it, Cassi will pay Customer the gross fees the Cassi Operating Company bills that Customer Client during the first twelve (12) months of the engagement (the “Client Payment”), paid within thirty (30) days after the end of each calendar quarter for fees billed that quarter. The parties agree that Customer’s damages would be difficult to determine and that the Client Payment is a reasonable estimate of them, not a penalty. The Client Payment is Customer’s sole monetary remedy for that breach. Customer may also seek injunctive relief to prevent or stop any breach of this Section 10.
11. AI Features
The Cassi Platform uses proprietary and third-party artificial intelligence to generate insights, alerts, communications, and other outputs and to take certain actions at Customer’s direction. AI outputs can be inaccurate or incomplete. Customer will use its own judgment before relying on or sharing any output, will monitor actions taken on its behalf, and is responsible for its decisions and communications. Cassi has no liability arising from Customer’s use of or reliance on AI outputs or actions.
12. Usage Restrictions
Customer will not, and will not permit anyone to: (a) reverse engineer, copy, modify, or create derivative works of the Cassi Platform, except as applicable law expressly permits; (b) resell, sublicense, or provide the Cassi Platform to third parties, or use it to serve other property management businesses; (c) probe, test the vulnerability of, or bypass the security of the Cassi Platform; (d) use it to build a competing software product or to benchmark it; (e) upload unlawful, infringing, or malicious content, or content Customer lacks the right to provide; or (f) use it in violation of law.
13. Confidentiality
Each party will protect the other’s non-public information that is marked or reasonably understood to be confidential (including, for Customer, Customer Data, and for Cassi, non-public information about the Cassi Platform) with at least reasonable care, use it only to perform under these Terms, and disclose it only to personnel and advisors who need to know it and are bound by similar obligations (subject always to Section 10.2), or as required by law after prompt notice where permitted. This does not apply to information that is public, already known, independently developed, or lawfully received from a third party without restriction.
14. Intellectual Property and Feedback
Cassi and its licensors own the Cassi Platform, Aggregated Data, and data about the Platform’s operation and usage, including all improvements. No rights are granted except as expressly stated. Cassi may use any feedback Customer provides without restriction or compensation.
15. Warranties and Disclaimers
Each party represents that it has authority to enter into these Terms, and Customer represents that it has all rights and consents needed to provide Customer Data for use under these Terms. EXCEPT AS EXPRESSLY STATED IN THESE TERMS, THE CASSI PLATFORM, AI OUTPUTS, AND SUPPORT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” AND CASSI DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ACCURACY. CASSI DOES NOT WARRANT THAT THE CASSI PLATFORM WILL BE UNINTERRUPTED OR ERROR-FREE. THE CASSI PLATFORM SUPPORTS, AND DOES NOT REPLACE, CUSTOMER’S OWN PROPERTY MANAGEMENT JUDGMENT AND PROCESSES.
16. Indemnification
Customer will defend Cassi against any third-party claim arising from Customer Data, Customer’s use of the Cassi Platform in breach of these Terms or law, or Customer’s services to or communications with Customer Clients, and will pay resulting damages finally awarded or settlements Customer approves, provided Cassi gives prompt notice, gives Customer control of the defense (no settlement may impose obligations on Cassi without its consent), and reasonably cooperates at Customer’s expense.
17. Limitation of Liability
17.1 Excluded Damages. EXCEPT FOR EXCLUDED CLAIMS, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS, REVENUE, GOODWILL, OR DATA, EVEN IF ADVISED OF THEIR POSSIBILITY.
17.2 General Cap. EXCEPT FOR EXCLUDED CLAIMS AND AS PROVIDED IN SECTION 17.3, EACH PARTY’S TOTAL LIABILITY UNDER THESE TERMS WILL NOT EXCEED THE FEES PAID AND PAYABLE BY CUSTOMER IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE LIABILITY.
17.3 Enhanced Cap. CASSI’S TOTAL LIABILITY FOR BREACH OF SECTION 9 OR SECTION 10.2 WILL NOT EXCEED THE GREATER OF (A) THREE (3) TIMES THE FEES PAID AND PAYABLE BY CUSTOMER IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE LIABILITY, OR (B) TWENTY-FIVE THOUSAND DOLLARS ($25,000).
17.4 Excluded Claims. “Excluded Claims” means Customer’s payment obligations, Cassi’s obligation to pay any Client Payment under Section 10.5, Customer’s breach of Section 12, and Customer’s obligations under Section 16, none of which are subject to Sections 17.1 or 17.2.
18. Changes to These Terms
Cassi may update these Terms on at least thirty (30) days’ notice by email or in the Cassi Platform; updates apply from the first Billing Period beginning after the notice period, and Customer may cancel before then. Cassi will not change Section 9 or 10 in a way that reduces protection for Customer Data already provided, or shortens the non-solicitation period, without Customer’s written consent.
19. General
19.1 Governing Law. New York law governs these Terms, without regard to conflict-of-laws rules. The parties submit to the exclusive jurisdiction of the state and federal courts in New York County, New York, except that either party may seek injunctive relief in any competent court.
19.2 Electronic Acceptance; Notices. Electronic acceptance of these Terms is a valid signature and written agreement. Cassi may give notices to Customer’s account email. Customer must send legal notices to legal@cassihome.com, with a copy to Cassi Home, Inc., 368 9th Avenue, New York, NY 10001, Attn: Legal.
19.3 Assignment. Customer may not assign these Terms without Cassi’s written consent, except to a successor to substantially all of its business that is not a Cassi competitor. Cassi may assign these Terms to an Affiliate or a successor to its software business or to substantially all of Cassi’s assets or business to which these Terms relate.
19.4 Publicity. Cassi will not use Customer’s name or logo publicly without Customer’s written consent, except in confidential customer lists shared with investors, lenders, or acquirers.
19.5 Force Majeure. Neither party is liable for delays or failures (other than payment) caused by events beyond its reasonable control, including natural disasters, government action, war, cyberattacks, and internet, hosting, or AI provider outages.
19.6 Entire Agreement; Prior Agreements. These Terms are the entire agreement between the parties regarding their subject matter and supersede all prior agreements and communications. If Customer previously entered into a Cassi Customer Agreement, Order Form, or related addendum, these Terms replace it in its entirety upon acceptance, and all portfolio, minimum, renewal, and other purchase commitments under it end; Customer Data provided under it is protected by Sections 9 and 10. Customer purchase order terms are void. The parties are independent contractors, and there are no third-party beneficiaries. Failure to enforce a provision is not a waiver, and any unenforceable provision will be enforced to the maximum extent permitted, with the rest remaining in effect.
Privacy Policy
Last Updated: April 16, 2025
Introduction
Welcome to Cassi (“we,” “our,” or “us”). We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website and tell you about your privacy rights and how the law protects you.
Information We Collect
When you use our website or join our waitlist, we may collect the following types of information:
- Personal Information: This includes your name, email address, phone number, and home address.
- Usage Information: Information about how you interact with our website, including the pages you visit and features you use.
- Survey Responses: Information you provide when filling out questionnaires or surveys, including your interests, living situation, and smart home experience.
How We Use Your Information
We use your information for various purposes, including:
- To process your application to our Founding 100 program
- To communicate with you about our services and updates
- To improve our website and services
- To conduct research and analyze trends to better understand our users' needs
- To comply with legal obligations
How We Share Your Information
We may share your personal information with:
- Service Providers: Third-party vendors who perform services on our behalf, such as hosting providers, analytics providers, and customer service providers.
- Legal Requirements: When required by law or to protect our rights, your safety, or the safety of others.
Your Rights
Depending on your location, you may have certain rights regarding your personal information, including:
- The right to access your personal information
- The right to correct inaccurate information
- The right to delete your information
- The right to restrict or object to processing
- The right to data portability
Data Security
We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Changes to This Privacy Policy
We may update this privacy policy from time to time. We will notify you of any changes by posting the new privacy policy on this page and updating the “Last Updated” date at the top.
Contact Us
If you have any questions about this privacy policy or our practices, please contact us at:
Email: privacy@cassihome.com