Terms and Conditions

Welcome to Phillips Synergy!

These These Terms and Conditions govern your use of the Phillips Synergy website. By accessing this website, you agree to be bound by these Terms. If you do not agree, you should not use this website.

By accessing this website, we assume you accept these terms and conditions. Do not continue to use Phillips Synergy if you do not agree to take all of the terms and conditions stated on this page.

1. About Phillips Synergy

Phillips Synergy is a boutique capital advisory firm operating as a selective, relationship-driven platform between private investors and founder-led companies.

This website is provided for general informational purposes only and is intended to present an overview of Phillips Synergy, its philosophy, and its approach.

2. No Investment Advice or Offer

Nothing on this website constitutes or should be interpreted as:

  • Investment advice

  • Financial, legal, or tax advice

  • An offer, solicitation, or recommendation to buy or sell any security or financial instrument

  • An invitation to participate in any investment, fund, or transaction


Any investment-related activity occurs only following independent evaluation, due diligence, and the execution of formal documentation. No such activity is initiated through this website.

3. No Client, Advisory, or Fiduciary Relationship

Your use of this website does not create any:

  • Client relationship

  • Advisory relationship

  • Fiduciary duty

  • Obligation of any kind


Any formal relationship with Phillips Synergy arises only through explicit written agreement.

4. Accuracy and Completeness of Information

While Phillips Synergy aims to ensure that information on this website is accurate and current, no representations or warranties are made regarding its completeness, accuracy, reliability, or timeliness.

Information may be updated, modified, or removed at any time without notice.

5. Forward-Looking Statements

Certain statements on this website may be forward-looking in nature and based on current expectations or assumptions. Actual outcomes may differ materially.

Phillips Synergy undertakes no obligation to update or revise any forward-looking statements.

6. Intellectual Property

All content on this website, including text, branding, layout, and design, is the intellectual property of Phillips Synergy unless otherwise stated.

No content may be reproduced, distributed, modified, or used without prior written consent.

7. Third-Party Links

This website may contain links to third-party websites for reference or convenience. Phillips Synergy does not control and is not responsible for the content, accuracy, or policies of any third-party website.

Accessing third-party websites is at your own discretion and risk.

8. Limitation of Liability

To the fullest extent permitted by law, Phillips Synergy shall not be liable for any loss or damage arising from:

  • Use of or reliance on this website

  • Inability to access the website

  • Errors, omissions, or inaccuracies

  • Decisions made based on website content


This includes indirect, incidental, or consequential losses.

9. Indemnification

You agree to indemnify and hold harmless Phillips Synergy from any claims, liabilities, damages, or expenses arising from your use of this website or violation of these Terms.

10. Governing Law

These Terms shall be governed by and construed in accordance with applicable laws, without regard to conflict of law principles.

11. Changes to These Terms

Phillips Synergy may update these Terms at any time. Continued use of the website constitutes acceptance of the revised Terms.

12. Contact

For questions regarding these Terms, you may contact Phillips Synergy through the website contact form.

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