AtlanticM&A

Refund Policy

Last updated: October 28, 2026

This Refund Policy applies to all purchases made through the AtlanticM&A platform operated by Lamb and Flag TopCo Corp ("AtlanticM&A," "we," "us," or "our"), a Wyoming corporation. All payments are processed by Paddle.com Market Limited ("Paddle"), our Merchant of Record.

Where you subscribe through an Order Form signed by you and AtlanticM&A, the Order Form forms part of your agreement with us, and if it conflicts with this Refund Policy, the Order Form prevails for that order.

1. Free Trial

Self-serve sign-ups may start with a 14-day free trial. The trial provides one seat and one active project, and generated downloads unlock on subscription. No payment information is required during the trial. If you do not subscribe before the trial ends, you will not be charged. Subscriptions bought through an Order Form include a trial only if the Order Form says so.

2. Subscription Refunds

2.1 Annual Subscriptions

If you are on an annual subscription and are not satisfied with the Service, you may request a full refund within 30 days of the Start Date of your subscription term or of its renewal date. The Start Date is the first day of the paid subscription term: the start of the billing period on your first invoice for that term, or the Start Date stated in your Order Form. Refund requests made after the 30-day period will be reviewed on a case-by-case basis, and a pro-rata refund may be offered for the unused portion of the subscription term at our discretion.

2.2 Monthly Subscriptions

Monthly subscriptions may be canceled at any time. Cancellation takes effect at the end of the current billing period. We do not provide refunds for partial months. If you believe you have been charged in error, please contact us within 14 days of the charge.

2.3 Plan Upgrades

When you upgrade from one plan to another, the cost difference is prorated for the remainder of your billing period. Upgrade charges are non-refundable, though you may downgrade at the end of your billing period.

2.4 Plan Downgrades

Downgrades take effect at the start of the next billing period. No refund is issued for the difference during the current period, as you retain access to the higher-tier features until the end of the period.

2.5 Setup and Professional Services

Fees for setup work and other professional services, such as project setup, onboarding and training, pay for work delivered and are not refunded under section 2.1. Where an Order Form credits or waives a setup fee, the credit applies only if you keep your subscription beyond the 30-day refund period: if you take a refund under section 2.1, the credited setup fee becomes payable and we deduct it from the refund.

3. Account Hold

Account Hold is available on monthly Independent plans. If you place your Account on hold (Account Hold / Pause Mode), you will be charged the reduced Account Hold rate ($125/month) for each month your Account remains paused. Account Hold charges are non-refundable. You may resume full access at any time, and we strongly encourage customers to use Account Hold instead of canceling to preserve their project data and history.

4. Add-On Refunds

Recurring add-ons bought with your subscription follow the same refund terms as the underlying subscription. These include User Packs, the usage packs for meeting capture, Atlantic Intelligence, translation and Report Centre, Atlantic Deal Value, and Atlantic Earnout, which is priced per earnout. An add-on added part-way through a billing period is charged pro rata for the rest of that period, and that charge is non-refundable.

5. Digital Downloads (Knowledge Hub)

Digital downloads (whitepapers, strategy reviews, and other downloadable content) are delivered electronically and are non-refundable once the download has been accessed or delivered. If you experience a technical issue preventing download, contact us within 7 days and we will resolve the issue or provide a refund.

6. How to Request a Refund

To request a refund, please contact us by one of the following methods:

We aim to process refund requests within 5 business days of receipt. Approved refunds are processed through Paddle and will be returned to the original payment method. Depending on your financial institution, it may take an additional 5–10 business days for the refund to appear on your statement.

7. Currency and Taxes

All prices are listed in United States Dollars (USD). Paddle, as our Merchant of Record, collects applicable taxes (including VAT, sales tax, and GST) at the point of sale. Refunds include any taxes that were originally charged. If you are located outside the United States, refund amounts may vary slightly due to currency exchange rate fluctuations between the time of purchase and refund.

8. Chargebacks

We encourage you to contact us before initiating a chargeback with your bank or card issuer. We are committed to resolving billing disputes promptly and fairly. Filing a chargeback without first contacting us may result in a delay in resolution and potential suspension of your Account while the dispute is under review.

9. Exceptions

We reserve the right to refuse a refund if we reasonably determine that the refund request is fraudulent, abusive, or made in bad faith (for example, repeated purchases and refund requests to circumvent trial limitations).

10. Changes to This Policy

We may update this Refund Policy from time to time. Changes will be posted on this page with a revised "Last updated" date. Material changes will be communicated by email at least 30 days in advance.

11. Contact

Lamb and Flag TopCo Corp
Email: billing@atlanticma.ai
159 N Wolcott St, Ste 133, Casper, WY 82601, United States