Disclosures

Effective date: October 17, 2025

Crescendo Consulting provides financial information, products, and services to sophisticated individuals and entities. Your use of our website, materials, tools, and communications is subject to these Disclosures, our Privacy Policy, and our Terms of Use.

1) Not investment, legal, accounting, or tax advice

All content is for informational purposes only. Nothing on this site or in our communications should be construed as investment, legal, accounting, or tax advice. Decisions should be made with advice from your independent advisors who know your facts.

2) Registration status and affiliations

Crescendo Consulting is not a law firm, certified public accounting firm, registered investment adviser, or broker-dealer. We do not provide legal, tax, or investment advice. We do not custody assets. We facilitate introductions to off-market investment opportunities offered under applicable exemptions and coordinate with your existing professional advisors. Any engagement with Crescendo is for information and coordination services only. All investment decisions must be made with the advice of your independent counsel, CPA, and financial advisors who understand your specific circumstances.

3) Off-Market Placements and Exemptions

Opportunities presented through Crescendo are offered under exemptions from registration, including but not limited to Regulation D (506(b) and 506(c)), Regulation S, or similar exemptions under U.S. securities laws or applicable foreign laws. These placements are not registered with the SEC or state securities regulators. Access is limited to accredited investors, qualified purchasers, or other qualified participants as defined by applicable law. Participation requires verification of investor status and execution of subscription documents, which may include representations regarding investment experience, financial sophistication, and ability to bear economic risk.

4) No General Solicitation

Crescendo operates on an invitation-only basis. Access to specific placement details requires qualification, execution of a mutual non-disclosure agreement, and suitability assessment. Information about specific issuers, terms, and investment objectives is provided only to qualified participants under confidentiality restrictions. This website does not constitute general solicitation or advertising of securities. If you are viewing this website, you should have received access through a pre-existing relationship, trusted introduction, or qualification process.

5) Substantial Risks of Private Placements

Private placements carry substantial risk, including potential loss of entire principal. These investments are typically illiquid with no established trading market. Liquidity events may take years or may never occur. Valuations are uncertain and may be based on unaudited financials, management estimates, or comparable company analysis. There is no guarantee of return of capital or investment profit. Early-stage and growth companies may fail entirely. Credit investments may experience default. Structures may be complex with tax implications that vary based on individual circumstances. Conflicts of interest may exist between sponsors, managers, and investors. Thorough due diligence with qualified legal and financial advisors is essential before participation.

6) No Guaranteed Access

Qualification through Crescendo's eligibility process does not guarantee access to any specific investment opportunity. Capacity may be limited. Sponsor selection criteria, timing, regulatory restrictions, and suitability assessments may result in denial of access. Crescendo reserves the right to decline any introduction or participation at its sole discretion.

7) No client relationship from website use

Viewing this site or communicating with us through the site does not create a client relationship. A client relationship is formed only after both parties sign a written agreement that sets the scope, limitations, and fees.

8) No Performance Claims or Projections

Crescendo does not make performance claims, return projections, or guarantee any investment outcomes. Any historical performance information, if mentioned, is for context only and does not predict future results. Investment objectives and constraints are described for informational purposes. Individual results will vary significantly based on market conditions, timing, specific opportunity selection, and participant circumstances. Past performance of any issuer, sponsor, or asset class is not indicative of future performance.

5) Modeling assumptions and limitations

Calculators, tools, or models may rely on user inputs and simplifying assumptions. They may omit state and local rules, AMT, NIIT, QBI, phase-outs, basis adjustments, loss limitations, timing effects, liquidity constraints, and other important variables. Do not use these tools to prepare returns or file documents.

6) Tax circular notice

Any U.S. federal tax information contained in this site or our communications is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties under the Internal Revenue Code. You should seek advice based on your particular circumstances from an independent tax advisor.

7) Risks and suitability

All financial strategies involve risk, including possible loss of principal, illiquidity, changes in tax law, valuation uncertainty, conflicts of interest among parties, counterparty risk, and operational risk. Alternative investments may be speculative, illiquid, and highly risky. Suitability depends on your objectives, timeline, liquidity needs, and risk tolerance.

8) Third-party content and links

Links to third-party sites or materials are provided for convenience. We do not control or endorse third-party content and are not responsible for its accuracy, legality, or security.

9) Fees and compensation

If you engage Crescendo Consulting, fees, costs, and any third-party compensation will be disclosed in your engagement agreement or applicable documents. Fees reduce net returns and should be considered in any comparison.

10) Conflicts of interest

Potential conflicts may arise when recommending third-party products or services. We seek to disclose material conflicts and to act in a manner consistent with the agreed scope of our engagement. You should review all disclosures carefully.

11) No solicitation where prohibited

This site is not a solicitation or offer to buy or sell any security or to provide services in any jurisdiction where such offer or solicitation would be unlawful.

12) Intellectual property

Content on this site is owned by Crescendo Consulting or its licensors. Unauthorized use is prohibited.

13) Changes

We may update these Disclosures at any time. Changes are effective when posted.

Contact: legal@crescendoconsulting.io