The Deal Team · credealteam.com

Governing Documents

Effective 12 July 2026 · v3

Three documents govern the use of this site and the work of the desk: the Terms of Use, the Privacy Policy, and the Disclosures. They are written to be read.

I.

Terms of Use

Last updated 12 July 2026

These Terms of Use govern your access to credealteam.com and its related surfaces, including the application at apply.credealteam.com, the Reading Room, the Client File, and the Terminal. They include an arbitration agreement, a class-action waiver, and a jury-trial waiver in Section 17.

1.Acceptance

You accept these terms when you affirmatively agree to them where the site asks, including when you submit a transaction for review or accept an invitation to a gated surface; access to gated surfaces is conditioned on that acceptance. Continued use of the site after notice of the terms is also acceptance. If you do not accept these terms, do not use the site.

These documents are linked from the footer of every page of the site and are presented at the points where you provide information or open an account, so that no one reaches the desk without having had them in hand.

2.Who we are

The Deal Team is a brand of goKaizen Capital. goKaizen Capital is a DBA of Appanage Capital Solutions LLC and a subsidiary of The Appanage Group LLC (together, "the firm," "we," "us"). The firm is a commercial real estate debt and equity advisory. It provides brokering services for commercial and business-purpose loans only, and it operates where it is licensed or where no license is required, declining engagements elsewhere.

3.What this site is, and what it is not

This site is a working surface: a place to submit a transaction for review, to follow an engagement once the firm has taken it on, and, for members, to commission analytical work from the desk. It is not a lending platform, not a marketplace, and not an offering of securities.

Nothing on this site is an offer, solicitation, or commitment to lend. Nothing on this site is investment, legal, tax, or accounting advice. Content is provided for the reader's information; decisions belong to the reader and the reader's own advisors.

4.Business use only; sophisticated parties

The site and the services described on it are offered solely for business, commercial, and investment purposes. By using the site you represent that you act in a commercial capacity, for yourself as a business principal or for an entity you are authorized to bind, and not as a consumer; that any transaction you submit concerns business or investment purposes and not personal, family, or household credit; and that the information you provide in that capacity is yours to give.

You further represent that you are experienced in commercial real estate transactions, capable of evaluating their merits and risks, and able to bear those risks; the firm makes the site available in reliance on these representations.

5.Accounts and access

Access to gated surfaces is by invitation. Holding credentials does not by itself entitle a user to any particular content; what a user sees is governed by the role the firm has assigned. The firm may grant, decline, condition, or withdraw access at its sole discretion, at any time, with or without cause or notice.

You are responsible for the confidentiality of your credentials and for activity under your account. Notify the desk promptly at deals@credealteam.com if you believe your credentials have been compromised.

Clients whose engagements close retain access to their closing archive. Access removal in other circumstances is recorded in the client's file.

6.Submissions

When you submit a transaction for review, you represent that the information is accurate to your knowledge, that you have the authority to share it, and that sharing it violates no obligation you owe to anyone else.

Submissions are held in confidence and reviewed for engagement suitability. A submission is not an application for credit, and review of a submission creates no obligation on the firm to engage, to broker, or to respond beyond the acknowledgment. The one-business-day read is a service standard the desk holds itself to; it is not a contractual undertaking, and no liability arises from the pace or outcome of a review.

7.Commissioned work

Members of the Terminal may commission analytical deliverables from the desk at the posted rate card. Commissioned work is prepared with AI assistance under the desk's review and is subject to the AI Underwriting Disclosure in Document III. Deliverables are analytical work product: they are directional, they are not appraisals, and they are not commitments to lend or to place capital.

Commissioning a deliverable creates no appraisal, engineering, legal, accounting, or other professional-services relationship, and no fiduciary duty. You acknowledge that you commission the work as the sophisticated commercial party described in Section 4, that you assume the risk of relying on it, and that every figure in it requires independent verification before it is acted upon. The firm's entire liability arising from a deliverable shall not exceed the fee paid for that deliverable.

Payment is due before delivery. Fees are earned on delivery of the work product and are non-refundable once the deliverable is made available. Each deliverable states its commission identifier, run date, and the documents it relied on. Deliverables are licensed for your internal use in the transaction they concern; they may not be republished, resold, or furnished to third parties other than your own advisors and capital partners in that transaction, each on notice of the disclosure the deliverable carries.

8.Confidentiality, both directions

The firm treats your submissions and engagement materials as confidential, shared only as described in the Privacy Policy and as necessary to advance your engagement. In turn, gated content, including analyses, term sheets, market intelligence, and the identities the desk protects by descriptor, is provided for your use in your own transaction and is not to be republished or redistributed.

You agree that breach of this section, or of Section 9, causes harm that money cannot adequately remedy, and that the firm is entitled to injunctive and other equitable relief, without posting bond, in addition to every other remedy available to it.

9.Non-circumvention

Introductions are the work. An "Introduction" means the firm's identification or presentation to you, by name or by descriptor, of a capital source, sponsor, or other counterparty with which you did not have a then-active relationship on the transaction concerned. For twenty-four months following an Introduction, you will not knowingly circumvent the firm by transacting with the Introduced party on the transaction that was the subject of the Introduction, or a successor to it involving substantially the same property or sponsorship, except through the firm or with the firm's written consent.

You acknowledge that this restraint is reasonable in scope and duration and necessary to protect the firm's legitimate interest in its relationships and work product, which are the substance of its business. Where circumvention occurs, the firm is entitled, as compensation and not as a penalty, to the fee its engagement documents for the transaction provide, or, absent engagement documents, to its standard fee for a transaction of that kind, together with the remedies in Section 8. If a court or arbitrator finds this section too broad in any respect, it shall be reformed to the maximum enforceable scope rather than struck.

This section supplements, and never narrows, any engagement letter or fee agreement, which control as to their own subject matter.

10.Intellectual property

The site, its design, and its content belong to the firm or its licensors. You may view and, where the surface provides it, download content for your own use in your transaction. Materials you provide remain yours; you grant the firm a license to use them to evaluate and advance your engagement and to keep its records. Suggestions you volunteer about the site or the desk's services may be used by the firm without restriction or compensation.

11.Acceptable use

Do not misrepresent your identity or authority; do not probe, scrape, crawl, or interfere with the site or its gates; do not use another person's credentials; do not use automated means to extract gated content; do not use the site to transmit anything unlawful. The firm may suspend or terminate access for violations without notice and without liability.

12.Electronic communications and consent to be contacted

You consent to receive communications from the firm electronically, including transaction updates and service messages by email. Electronic records and signatures satisfy any requirement that a communication or agreement be in writing.

Where you provide and verify a telephone number, you give your express consent to receive calls and text messages from or on behalf of the firm at that number concerning your submissions and engagements, including messages sent with automated technology. Consent to texts is not a condition of any service; message and data rates may apply; reply STOP at any time to end texts and HELP for help. Preferences for non-transactional email are managed through the link carried in those messages.

Communications through the site and with the desk may be retained and reviewed, including by the desk's AI systems operating under its control, as part of the firm's records.

13.No fiduciary duty; no reliance; no guarantee

Use of the site creates no engagement, no exclusivity, and no fiduciary, advisory, agency, or partnership relationship with the firm. Those relationships arise only under signed engagement documents, and then only as written there.

You acknowledge that you have not relied on any statement on this site in deciding whether to transact, and that outcomes, including whether any transaction is presented, quoted, or closed, and on what terms, depend on markets and counterparties the firm does not control and are never guaranteed.

14.Disclaimers

The site and its content are provided as is and as available. Market data shown is indicative. The firm does not warrant that the site will be uninterrupted, error-free, or secure, and it disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement, to the fullest extent permitted by law.

15.Limitation of liability

To the fullest extent permitted by law: the firm's aggregate liability arising out of the use of this site shall not exceed the amounts you paid the firm through the site in the twelve months preceding the claim, or one hundred dollars if you have paid nothing; liability arising from a commissioned deliverable is further limited by Section 7; and the firm shall not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages, or for lost profits, lost opportunities, or loss of data, however arising and under any theory.

The firm's members, managers, officers, employees, affiliates, and service providers hold the benefit of this section and Section 14. These allocations of risk are a basis of the bargain between you and the firm. Nothing in these terms limits liability for fraud, or other liability that cannot be limited by law.

16.Indemnification

You will indemnify, defend, and hold harmless the firm and the persons named in Section 15 against claims, losses, and expenses, including reasonable attorneys' fees, arising from your use of the site, your breach of these terms, your violation of law, materials you provide, including claims that they were shared without authority or infringe another's rights, or any dispute between you and a counterparty to your transaction, except in each case to the extent caused by the firm's own gross negligence or willful misconduct.

17.Dispute resolution; class waiver; jury waiver

This section is governed by the Federal Arbitration Act. Any dispute arising out of or relating to the site or these terms that the parties cannot resolve directly shall be finally resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, seated in Broward County, Florida, before a single arbitrator, conducted in English. The arbitrator, and not a court, decides all questions of arbitrability, including the scope, enforceability, and formation of this agreement to arbitrate, except that the enforceability of the class waiver below is for a court. Judgment on the award may be entered in any court of competent jurisdiction.

Two carve-outs: either party may bring an individual claim within the jurisdiction of a small-claims court, and either party may seek the equitable relief described in Section 8 in court without first arbitrating.

DISPUTES ARE RESOLVED INDIVIDUALLY. NEITHER PARTY MAY BRING OR PARTICIPATE IN A CLASS, COLLECTIVE, OR REPRESENTATIVE PROCEEDING, AND THE ARBITRATOR MAY NOT CONSOLIDATE CLAIMS. IF THIS CLASS WAIVER IS FOUND UNENFORCEABLE AS TO A CLAIM, THAT CLAIM, AND ONLY THAT CLAIM, PROCEEDS IN COURT UNDER SECTION 18 RATHER THAN IN ARBITRATION. TO THE EXTENT ANY DISPUTE PROCEEDS IN COURT, EACH PARTY KNOWINGLY AND VOLUNTARILY WAIVES TRIAL BY JURY.

In any proceeding to enforce these terms, the prevailing party recovers its reasonable attorneys' fees and costs.

18.Governing law and venue

These terms are governed by the laws of the State of Florida, without regard to conflicts principles, except that the Federal Arbitration Act governs Section 17. For matters not subject to arbitration, exclusive venue lies in the state and federal courts sitting in Broward County, Florida, and each party waives objection to that venue.

19.General provisions

The firm may revise these terms prospectively. Material changes are noticed on this page by a new effective date and, for account holders, by email; changes apply to use after their effective date, and a dispute is governed by the version in effect when the events giving rise to it occurred. Changes to Section 17 do not apply to disputes that have already accrued.

The firm may assign these terms to an affiliate or successor; you may not assign them without the firm's written consent. The firm is not liable for delay or failure caused by events beyond its reasonable control. No failure to enforce a provision waives it. Sections 6 through 10 and 13 through 18 survive any termination of access. If a provision is unenforceable, it is reformed to the minimum extent necessary and the remainder stands.

These Terms of Use, together with the Privacy Policy and the Disclosures, are the whole agreement concerning use of the site. Engagement letters and other signed agreements govern engagements themselves and control over these terms where they conflict.

20.Contact

Questions about these terms reach the desk at deals@credealteam.com, or by mail at 701 NW 5th Ave, #1072, Fort Lauderdale, FL 33311.

II.

Privacy Policy

Last updated 12 July 2026

This policy describes what the firm collects across credealteam.com and its subdomains, how it is used, and the choices available to you. The short version: the desk collects what an engagement requires, uses it to do the work, and does not sell it.

1.What we collect

  • Identity and contact. Name, firm, role, email, phone, and how you sit in a transaction.
  • Transaction and financial information. What you provide in an application or engagement: property details, capitalization, business plan, track record, statements of net worth and liquidity, and supporting documents you link or deliver.
  • Account data. Credentials, assigned role, and access history for gated surfaces.
  • Communications. Correspondence with the desk, including messages sent through the site, which may be retained as records.
  • Usage data. Standard server logs. The public pages carry no advertising trackers.

2.How we use it

To review submissions for engagement suitability; to perform engagements, including presenting transactions to capital sources; to provide gated surfaces and deliver commissioned work; to send transaction updates and service messages; to protect the firm, its clients, and the site, including enforcing the Terms of Use; to keep required business records; and to comply with law.

Submissions and engagement materials are analyzed with AI assistance operating under the desk's control and review. Service providers processing data on the firm's behalf are restricted by contract from using it for their own purposes.

3.What we share, and with whom

  • Within the firm's family of entities named in Document III, for the purposes above.
  • With capital sources and transaction counterparties as necessary to advance your engagement. The desk's practice is discretion in both directions; identities may be presented by descriptor until the stage of a transaction requires disclosure.
  • With service providers that host the site, process forms and credentials, and carry email, under confidentiality obligations.
  • With professional advisors, including counsel and accountants, under duties of confidence.
  • In a merger, sale, financing, or reorganization of the firm or its business, where records transfer with the business under continued confidentiality.
  • As law requires, or to establish or protect the firm's legal rights.

The firm does not sell personal information and does not share it for cross-context behavioral advertising.

4.Retention

Engagement records are retained as business records for as long as the firm requires them, including as required by law. Clients whose engagements close keep permanent access to their closing archive; that permanence is a feature of the client file, not an accident of retention.

5.Security

Gated surfaces sit behind invitation-only credentials with role-based access. Data in transit is encrypted. No system is beyond compromise; the firm limits what each role can see so that a credential is never the only wall, and it will provide any notice of a security incident that law requires.

6.Your choices

Non-transactional email carries a preferences link; use it to opt out. Transaction and service messages follow the engagement itself. You may request access to, correction of, or deletion of your personal information at deals@credealteam.com; the firm will honor requests consistent with its record-keeping and legal obligations and will tell you plainly where it cannot.

7.Scope notes

This site is not directed to minors, and the firm does not knowingly collect information from them. The site is operated from the United States and information is processed there. This policy covers credealteam.com and its subdomains; engagement letters may add obligations but do not subtract from this policy. Residents of states with specific privacy statutes may hold additional rights; requests under any such statute reach the desk at the address below.

8.Changes and contact

Revisions move the effective date above. Questions and requests: deals@credealteam.com, or 701 NW 5th Ave, #1072, Fort Lauderdale, FL 33311.

III.

Disclosures

Last updated 12 July 2026

The statements below apply across every surface of credealteam.com and to every document the desk produces, whether or not they are repeated there.

1.Brand and entities

The Deal Team is a brand of goKaizen Capital. goKaizen Capital is a DBA of Appanage Capital Solutions LLC and a subsidiary of The Appanage Group LLC.

2.Scope of services and licensing

goKaizen Capital provides brokering services for commercial and business-purpose loans only. Loans referenced on any surface are for business and investment purposes only. The firm operates where it is licensed or where no license is required, and declines engagements elsewhere; product availability may be limited in certain states. The firm does not arrange consumer credit and does not accept residential owner-occupied business.

3.No offer, no advice, no guarantee

Nothing on this site is an offer, solicitation, or commitment to lend, and nothing on this site is an offer or solicitation of securities. Content is not investment, legal, tax, or accounting advice. Market data shown is indicative.

No outcome is guaranteed. Whether a transaction is presented, quoted, or closed, and on what terms, depends on markets and counterparties the firm does not control. Past transactions are not a promise about future ones.

4.Compensation

The firm is compensated as its engagement documents disclose. Depending on the transaction, compensation may be paid by the client, by a capital source, or by both, and is disclosed in the engagement documents of the transaction it concerns. Fees for commissioned analytical work are separate and appear in Section 5.

5.AI underwriting

Analytical work produced by the desk carries this disclosure, reproduced here as it appears on the documents themselves:

AI Underwriting Disclosure: This analysis was prepared by Jarvis, the AI underwriting analyst at The Deal Team · goKaizen Capital. All facts, figures, indicative metrics, and recommendations are directional and require independent verification before being shared with sponsors, lenders, or other external parties.

6.Commissioned work and fees

Members of the Terminal may commission analytical deliverables at cost. The rate card is printed in the footer of every deliverable and is reproduced here:

Pre-UW Read. A full underwriting read of a transaction, delivered as a bound document.$295
Feasibility Run. A site-level feasibility analysis, delivered as a bound document.$150

Fees are for analytical work product and are separate from any brokerage compensation, which is disclosed in the engagement documents of the transaction it concerns. Commissioned deliverables are not appraisals and create no lending commitment. Payment precedes delivery; fees are earned on delivery.

7.Counterparty discretion

The desk may present capital sources to clients by descriptor rather than by name, and clients to capital sources with similar discretion, until the stage of a transaction requires disclosure. This practice protects working relationships on both sides of the desk; it never changes the economics disclosed in engagement documents.

8.Submissions

Submissions are held in confidence and reviewed for engagement suitability. Submission is not an application for credit.