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Advisory Agreement

Terms of Advisory

Last Updated: October 2026

1. Engagement Terms

By scheduling a consultation, submitting transaction documentation, or enrolling in advisory programs with UpStatus Capital, you represent that all information submitted is accurate, complete, and lawful.

2. Advisory Boundaries

UpStatus Capital acts as a boutique advisory firm. Advisory opinions, deal reviews, and strategic roadmaps do not constitute formal lending commitments until formal commitment letters and loan documents are executed by underwriting institutions.

3. Jurisdiction

These terms are governed by and construed in accordance with the laws of the State of North Carolina.