Legal
Please review the following terms carefully. This page is provided for informational purposes.
These Terms of Service (“Terms”) govern your access to and use of the website, content, services, events, and communications provided by Baird Augustine (“Baird Augustine,” “we,” “our,” or “us”).
By accessing or using our website or services, you agree to be bound by these Terms. If you do not agree, you may not access or use our website or services.
Last Updated: October 2026
Baird Augustine is a Silicon Valley–based neo-investment bank providing institutional advisory services, corporate development support, alternative asset management platforms, and curated events.
Securities, where applicable, are offered through Umergence LLC, Member FINRA / SIPC.
Nothing on this website constitutes an offer, solicitation, or recommendation to buy or sell securities.
By using this website or services, you represent that:
Access to certain services, events, or platforms may be restricted based on jurisdiction, regulatory requirements, or eligibility criteria.
Access to the deal Menu is restricted to Accredited Investors and is subject to the additional conditions set out in “Accredited Investor Access to the Deal Menu” below.
Baird Augustine may provide, directly or through affiliates or partners:
All services are provided on a best-efforts basis and may be modified, suspended, or discontinued at any time.
All information provided through this website, chatbot, events, communications, or materials is for general informational purposes only.
Baird Augustine does not:
Any investment activity is subject to:
Parts of this website — including the deal Menu and the opportunities listed there — are not open to the general public. Entry requires that you pass an investor gate, which may also require an access password, a portal account, or both, and that you accept the investor disclosure reproduced in full below. The text below is the same text presented at the gate.
The information provided does not constitute an offer to sell or a solicitation to buy securities. It is for informational purposes only and should not be considered investment advice or endorsement.
By proceeding, you confirm that you are an Accredited Investor under Regulation D of the U.S. Securities Act of 1933, meaning you meet at least one of the following:
By clicking “Proceed”, you acknowledge these criteria and accept that the information is provided solely for educational purposes. Any securities referenced, if offered, would be offered only pursuant to definitive offering documents and only to eligible investors in transactions that are exempt from registration under the U.S. Securities Act of 1933, as amended.
You acknowledge that self-certification as an Accredited Investor does not constitute verification, and that any investment opportunity, if pursued, would require additional information, eligibility confirmation, and compliance review.
Accessing this site does not create a client relationship, advisory relationship, or obligation of any kind. Any further information regarding a specific transaction may be provided only through direct, individualized communication, subject to applicable securities laws and the policies and procedures of the applicable broker-dealer.
In order to proceed you must affirmatively confirm the following: “I have read the disclosure above, confirm that I am an Accredited Investor under Regulation D meeting at least one of the criteria listed, and understand that accessing this site does not create a client or advisory relationship.”
You are responsible for the accuracy of that confirmation. It is a self-certification, not a verification by Baird Augustine, and it does not substitute for the eligibility confirmation, documentation, or compliance review that any actual transaction would require.
When you accept the disclosure, we record that acceptance as a compliance record. The record includes the version of the disclosure text shown to you, the date and time of acceptance, the IP address and browser user agent of the request, and — where you are signed in — your portal account. This record is kept separately from your investor preferences and is append-only: clearing your preferences or retaking the questionnaire does not erase it. Our Privacy Policy describes how this information is handled.
The disclosure currently in force is version 2026-09-01. We may revise it at any time; a revision creates a new version, and continued access may require a fresh acknowledgement. An acknowledgement of a superseded version is not an acknowledgement of the current one.
Your investor preferences are used only to personalize the order in which opportunities are shown to you. They are not investment advice, not a recommendation, and not an indication that any opportunity is suitable for you.
Baird Augustine may decline, suspend, or revoke access to the Menu at any time and at its sole discretion, including where it has reason to believe a confirmation of accredited status was inaccurate.
Participation in events, forums, podcasts, or private communities (including but not limited to the Silicon Valley Economic Forum, Focus on Risk, or CAGR Club):
Baird Augustine reserves the right to deny, revoke, or terminate participation at its sole discretion.
You agree not to:
Violation of these Terms may result in suspension or termination of access.
All content on the website, including but not limited to:
are owned by or licensed to Baird Augustine and protected by intellectual property laws, except for third-party trademarks, which are addressed in the following section.
You may not reproduce, distribute, modify, or create derivative works without prior written consent.
Product names, logos, and brands appearing on this website are the property of their respective owners and are used for identification purposes only.
Their appearance does not imply endorsement, sponsorship, or affiliation with Baird Augustine unless expressly stated. Where a company logo appears, it may identify an event partner, sponsor, portfolio company, or organization within our network, and does not indicate that the company is a client of Baird Augustine.
Any non-public information shared with Baird Augustine:
Communications through the website or chatbot do not establish a client relationship.
The website may include links to or integrations with third-party services (e.g., scheduling tools, ticketing platforms, analytics providers). Baird Augustine is not responsible for:
Your use of third-party services is subject to their respective terms.
The website and services are provided “as is” and “as available.”
To the fullest extent permitted by law, Baird Augustine disclaims all warranties, including:
To the maximum extent permitted by law, Baird Augustine shall not be liable for any:
Total liability, if any, shall not exceed the amount paid by you to Baird Augustine in the preceding twelve (12) months.
You agree to indemnify and hold harmless Baird Augustine, its officers, partners, affiliates, and employees from any claims, liabilities, damages, or expenses arising from:
Baird Augustine may suspend or terminate access to the website or services at any time, with or without notice, for any reason, including violation of these Terms.
These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles.
Any disputes shall be resolved exclusively in state or federal courts located in California, unless otherwise required by law.
Baird Augustine may update these Terms at any time. Changes will be posted on this page with an updated effective date.
Continued use of the website constitutes acceptance of the revised Terms.
For questions regarding these Terms, please contact:
Baird Augustine — info@bairdaugustine.com