Disclosures & Legal
All disclosures, disclaimers, and legal policies for Ad Valorem and its affiliated entities. Last updated: September 2026.
Investment Disclaimer
DISCLAIMER: Content published or distributed by AdValorem Syndicate, Angel Deal Syndicate LLC, Frontier Alternatives Fund, their affiliates, principals, or related entities is provided solely for informational, educational, and discussion purposes. Nothing contained herein constitutes, or should be construed as, an offer to sell, a solicitation of an offer to buy, a recommendation, endorsement, or advice regarding any security, fund interest, investment product, transaction, company, issuer, claim, litigation strategy, bankruptcy or distressed asset, equity warrant, contractual right, secondary interest, real estate investment, private equity investment, venture capital investment, Seed or Pre-IPO opportunity, or other alternative investment or strategy.
Any investment opportunity discussed is subject to separate offering materials, eligibility requirements, investor qualification, diligence, definitive agreements, and applicable securities laws. Where required, participation may be limited to accredited investors, qualified purchasers, or other eligible investors. Prospective investors must rely exclusively on the applicable private placement memorandum, limited partnership agreement, subscription agreement, SAFE, stock purchase agreement, SPV documents, transaction documents, court filings, assignment agreements, or other definitive materials governing a particular opportunity. In the event of any inconsistency between informational materials and definitive transaction documents, the definitive documents control.
AdValorem Syndicate and its affiliates may evaluate, sponsor, syndicate, co-syndicate, acquire, enforce, finance, restructure, settle, sell, or otherwise participate in venture investments, private-company securities, secondary transactions, equity warrants and contractual rights, litigation-finance opportunities, distressed and bankruptcy-related assets, special situations, real estate, private equity, and other alternative investments. Certain strategies may involve the acquisition or enforcement of legal, contractual, equity, creditor, or other rights and may depend upon litigation, arbitration, bankruptcy proceedings, negotiations, settlements, regulatory processes, financing availability, or the actions of third parties. Outcomes in these situations are inherently uncertain, and no representation is made that any claim, right, valuation, recovery, settlement, exit, financing, or other anticipated result will be achieved.
Private-market and alternative investments involve substantial risk, including loss of some or all invested capital, dilution, lack of liquidity, long holding periods, limited information rights, valuation uncertainty, business failure, litigation risk, regulatory risk, counterparty risk, bankruptcy risk, enforcement risk, and the possibility that no secondary market or exit will develop. Forward-looking statements, financial projections, estimates of value, potential recoveries, market sizes, return scenarios, and other expectations are inherently uncertain and may differ materially from actual results. Past performance, prior transactions, case studies, modeled outcomes, or historical results are not indicative of future performance.
Unless expressly stated otherwise in definitive offering materials, AdValorem Syndicate and its affiliates are not acting as your broker-dealer, investment adviser, attorney, accountant, tax adviser, fiduciary, or other professional adviser. They do not provide individualized investment, legal, tax, accounting, or financial advice. Securities discussed may be offered pursuant to exemptions from registration under the Securities Act of 1933, as amended, and applicable state securities laws, and may not have been registered with or approved by the U.S. Securities and Exchange Commission, FINRA, any state securities regulator, or any other governmental or regulatory authority. Regulatory authorities do not pass upon the merits of private investment opportunities.
Information may be obtained from issuers, management teams, sponsors, counterparties, public records, court filings, third-party sources, or other materials believed to be reliable, but its accuracy, completeness, or timeliness is not guaranteed. AdValorem Syndicate and its affiliates may have financial interests, carried-interest arrangements, management or administrative fees, ownership positions, contractual rights, co-investment rights, litigation interests, advisory relationships, or other economic interests in transactions discussed, which may create actual or potential conflicts of interest. Applicable conflicts, fees, expenses, compensation arrangements, and material risks should be reviewed in the governing transaction documents.
Nothing distributed by AdValorem Syndicate should be relied upon as the sole basis for an investment decision. Prospective investors are responsible for conducting their own independent diligence and should consult their own legal, tax, accounting, financial, and other professional advisers before making any investment decision.
AdValorem Syndicate / Angel Deal Syndicate LLC
PO Box 6051, NJ 07728
Not a Broker-Dealer, Investment Adviser, or Agent
Ad Valorem, AdValorem Syndicate, Angel Deal Syndicate LLC, Frontier Alternatives Fund, and their principals are not registered as broker-dealers with the SEC, FINRA, or any state securities authority. They are not registered investment advisers under the Investment Advisers Act of 1940 or any state adviser law.
They do not:
- Solicit, negotiate, or execute trades on behalf of third parties
- Provide individualized investment, legal, tax, or financial advice
- Act as fiduciaries to investors, clients, or counterparties
- Offer to buy or sell securities for compensation
- Manage client assets under an advisory agreement
Content is for informational and educational purposes only. Any investment transaction is between the investor and the relevant issuer, SPV, or counterparty, governed by definitive transaction documents. Ad Valorem entities may participate as co-investors, sponsors, or syndicate members in transactions they discuss, which creates potential conflicts of interest disclosed in the governing documents.
Privileged & Confidential — Communication Notice
This communication (including any attachments, links, and enclosed materials) is intended solely for the named recipient(s) and may contain information that is privileged, confidential, and/or attorney-client privileged, attorney work product, or otherwise protected from disclosure by law, contract, or professional ethics.
If you are not the intended recipient, you are hereby notified that any review, use, dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please immediately notify the sender by replying to this message and permanently delete all copies of the original communication and any attachments or links contained therein.
Ad Valorem and its affiliates do not waive, and reserve all rights to assert, any privilege or protection with respect to the contents of this communication. The transmission of this communication does not create an attorney-client relationship, and the recipient should not rely on any statement herein without independent verification and professional advice.
Electronic communications are not fully secure. While reasonable precautions are taken, Ad Valorem does not guarantee the security of any transmission and does not accept liability for any loss or damage arising from unauthorized interception or disclosure.
Email, Text & Telecommunication Disclaimer
By communicating with Ad Valorem, AdValorem Syndicate, Angel Deal Syndicate LLC, or any affiliate via email, text message (SMS/MMS), WhatsApp, Discord, or any other electronic communication channel, you acknowledge and agree to the following:
- No attorney-client relationship. Electronic communications do not create an attorney-client, fiduciary, or advisory relationship unless a written engagement agreement is executed.
- Not investment advice. Responses to questions about investments, securities, or transactions are general educational information and are not individualized advice. You should consult your own advisers before acting on any information received.
- Message costs. Message and data rates may apply. Frequency varies. Reply STOP to opt out of non-essential messages at any time.
- Record retention. Communications may be recorded, monitored, and retained for compliance, security, and legal purposes.
- Third-party platforms. Discord, email, and other third-party platforms are governed by their own terms of service and privacy policies in addition to this notice.
- No guarantee of timeliness. Ad Valorem does not guarantee response times. Urgent matters should be directed through the primary contact channel established in any engagement or transaction document.
AI-Generated Content Disclosure
All podcast voices, narration, and certain written content published by Ad Valorem, The AI Guy, The Syndicate Room, and Heart of the Shore are generated or substantially assisted by artificial intelligence systems. This includes but is not limited to:
- Voice synthesis for all podcast hosts and narrators
- Script drafting, editing, and summarization
- Article and report generation, editing, and formatting
- Market data analysis and pattern recognition
- Image generation for cover art and promotional materials
AI-generated content is reviewed for factual accuracy where practicable, but errors, hallucinations, or omissions may occur. Nothing in AI-generated content constitutes verified financial data, legal advice, or a guarantee of accuracy. Users should independently verify any facts, figures, or claims before relying on them for investment, legal, or business decisions.
Ad Valorem is transparent about AI usage. Where content is AI-generated, it is labeled or contextualized as such. This disclosure applies to all current and future AI-assisted content across all Ad Valorem properties.
Podcast & Media Disclaimer
The Syndicate Room, The AI Guy, and Heart of the Shore are educational and entertainment podcasts. They are not financial advice, not a solicitation, and not a recommendation to buy or sell any security, asset, or instrument.
- Specific companies, funds, or transactions mentioned are for educational illustration only and are not endorsements.
- Past performance or discussion of past events is not indicative of future results.
- Listeners should conduct their own due diligence and consult qualified professionals before making any investment or business decision.
- Podcast content is AI-generated. All voices are synthetic. No real persons are depicted or implied.
- Ad Valorem may hold positions in, or have other relationships with, companies or funds discussed. This creates potential conflicts of interest.
- Spoken content is not subject to the same editorial review as written content and may contain uncorrected errors.
Sponsorship, Advertising & Affiliate Disclosure
Ad Valorem properties (including podcasts, articles, newsletters, and social media) may contain sponsored content, paid partnerships, affiliate links, and promotional disclosures. When such content is present, it will be clearly labeled as "Sponsored," "Paid Partnership," or "Advertisement" at the beginning of the relevant section or episode.
- Sponsored segments do not represent the independent views of Ad Valorem unless explicitly stated.
- Affiliate links may generate a commission for Ad Valorem at no additional cost to the user.
- Product mentions and tool recommendations may include compensated placements.
- The editorial content (non-sponsored) is independent and not influenced by sponsors or advertisers.
- For sponsorship inquiries: sponsor@advalorem.io or /sponsor.
MEV, Trading & DeFi Disclaimer
Content related to MEV (Maximal Extractable Value), arbitrage, sandwich strategies, JIT liquidity, liquidations, and other on-chain trading strategies published on mev.advalorem.io or referenced in Ad Valorem podcasts and articles is for educational and research purposes only.
- MEV and DeFi strategies involve extreme financial risk, including total loss of capital, smart contract failures, network congestion, MEV search competition, and regulatory uncertainty.
- Nothing constitutes a recommendation to deploy capital, run trading infrastructure, or interact with any smart contract or protocol.
- Past MEV revenue or trading results are not indicative of future performance and are subject to market conditions, competition, and protocol changes.
- Users are solely responsible for their own trading decisions, infrastructure security, tax compliance, and regulatory obligations.
- Ad Valorem does not provide custody services, trading execution, or managed trading accounts.
Privacy Policy
Full policy: /privacy-policy
Privacy Policy
Last updated: September 14, 2026
This Privacy Policy describes how Ad Valorem ("we," "us," or "our") collects, uses, and shares information when you visit or interact with our websites, podcasts, and related services (collectively, the "Services"). This policy applies to advalorem.io and all subdomains operated by Ad Valorem, including gp.advalorem.io, ai.advalorem.io, and any other property we control.
1. Information We Collect
- Podcast listening data. When you listen to our podcasts through RSS feeds, Substack, Spotify, or YouTube, the respective platform (not us) may collect standard analytics such as device type, app version, approximate location (city/ZIP-level), and listen duration. We do not directly collect or control this data.
- Form submissions. If you submit an inquiry, sponsorship request, or syndicate application through our forms, we collect the information you provide (name, email, and any other fields you complete).
- Usage data. Our sites may use standard web analytics to understand aggregate traffic patterns. We do not use cross-site tracking cookies or sell personal information.
2. How We Use Information
- To respond to inquiries and process applications.
- To improve our content, site performance, and user experience.
- To send communications you have opted into (e.g., Substack newsletters).
- To comply with legal obligations.
3. Information Sharing
We do not sell, trade, or rent personal information to third parties. We may share information with:
- Podcast platforms (Substack, Spotify, YouTube/Google) that host or distribute our content — these platforms have their own privacy policies.
- Hosting providers (Netlify, etc.) who process data on our behalf under contractual obligations.
- Legal authorities when required by law or to protect our rights.
4. Data Retention
We retain form submissions and correspondence only as long as necessary for the purposes described above, or as required by law. Podcast audio files are retained indefinitely as part of our published catalog.
5. Your Rights
Depending on your jurisdiction (e.g., California, the EU, or other regions), you may have the right to access, correct, delete, or restrict processing of personal data we hold. To exercise any of these rights, contact us at val@advalorem.io.
6. Cookies & Tracking
Our sites use minimal, non-tracking functionality. We do not use advertising cookies, pixel-based cross-site tracking, or persistent identifiers for targeted advertising. Third-party embeds (e.g., YouTube video players) may set their own cookies governed by the respective platform's privacy policy.
7. Children's Privacy
Our Services are not directed to individuals under 13. We do not knowingly collect personal information from children.
8. Security
We use reasonable technical and organizational measures to protect information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Material changes will be posted on this page.
10. Contact
Questions or concerns about this policy? Email val@advalorem.io.
Terms of Service
Full terms: /terms-of-service
Terms of Service
Last updated: September 14, 2026
Welcome to Ad Valorem. By accessing or using our websites, podcasts, and related services (the "Services") at advalorem.io and its subdomains, you agree to be bound by these Terms of Service. If you do not agree, do not use the Services.
1. Use of Services
You may use the Services for lawful purposes only. You agree not to:
- Scrape, crawl, or extract content in bulk without permission.
- Reproduce, redistribute, or publicly perform our podcast episodes or written content without prior written consent (fair-use quotes for review or educational purposes are permitted with attribution).
- Impersonate Ad Valorem, its partners, or any other person.
- Use the Services in any way that could damage, disable, or impair them.
2. Intellectual Property
All content published on the Services — including podcast audio, video, text, logos, and graphics — is the property of Ad Valorem or its content partners and is protected by copyright, trademark, and other intellectual property laws. A limited, non-exclusive, non-transferable license to listen to or view content for personal, non-commercial purposes is granted. All other rights are reserved.
3. No Investment, Legal, or Financial Advice
Important: All content, including The Syndicate Room, The AI Guy Podcast, and Heart of the Shore, is for educational and informational purposes only. It does not constitute investment advice, legal advice, tax advice, or a recommendation to buy or sell any security, digital asset, or financial product. Past performance or market conditions discussed in our content are not indicative of future results. You are solely responsible for your own decisions. Consult a qualified professional before acting on any information obtained through the Services.
4. Disclaimers
The Services are provided "as is" and "as available" without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, accuracy, or non-infringement. We do not guarantee that the Services will be uninterrupted, secure, or error-free.
5. Limitation of Liability
To the maximum extent permitted by law, Ad Valorem and its affiliates, partners, and contributors shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or in connection with your use of the Services, including but not limited to losses of profits, data, or goodwill, regardless of the theory of liability and even if advised of the possibility of such damages.
6. External Links
The Services may contain links to third-party websites (e.g., Substack, YouTube, research sources). We are not responsible for the content, policies, or practices of those third parties. Accessing them is at your own risk.
7. Third-Party Platforms
Our podcasts are distributed via third-party platforms (Spotify, Substack, YouTube, Apple Podcasts, etc.). Your interaction with those platforms is governed by their respective terms of service and privacy policies, not these terms.
8. Changes to These Terms
We may modify these Terms of Service at any time by posting an updated version on this page. Your continued use of the Services after changes are posted constitutes acceptance of the revised terms. The "Last updated" date reflects the most recent revision.
9. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of New Jersey, without regard to conflict-of-law principles. Any disputes shall be resolved in the state or federal courts located in Monmouth County, New Jersey.
10. Contact
Questions about these Terms? Email val@advalorem.io.