Terms of Use

Terms of Use and Legal Information

By accessing this site, you signify your agreement with and understanding of the following Terms of Use and Legal Information pertaining to both this site and any material in it.

Ownership of Site and Trademarks

Overlock Capital LLC (“Overlock Capital”) owns and maintains this site. You are granted a non-exclusive, non-transferable, revocable license to access and use overlockcapital.com strictly in accordance with these terms of use. As a condition of your use of the site, you warrant to Overlock Capital that you will not use the site for any purpose that is unlawful or prohibited by these Terms. You may not use the site in any manner which could damage, disable, overburden, or impair the site or interfere with any other party’s use and enjoyment of the site. You may not obtain or attempt to obtain any materials or information through any means not intentionally made available or provided for through the site.

All content included as part of the site, such as text, graphics, logos, images, as well as the compilation thereof, and any software used on the site, is the property of Overlock Capital or its suppliers and protected by copyright and other laws that protect intellectual property and proprietary rights. You agree to observe and abide by all copyright and other proprietary notices, legends or other restrictions contained in any such content and will not make any changes thereto.

You will not modify, publish, transmit, reverse engineer, participate in the transfer or sale, create derivative works, or in any way exploit any of the content, in whole or in part, found on the site. Overlock Capital content is not for resale. Your use of the site does not entitle you to make any unauthorized use of any protected content, and in particular you will not delete or alter any proprietary rights or attribution notices in any content. You will use protected content solely for your personal use, and will make no other use of the content without the express written permission of Overlock Capital and the copyright owner. You agree that you do not acquire any ownership rights in any protected content. We do not grant you any licenses, express or implied, to the intellectual property of Overlock Capital or our licensors except as expressly authorized by these Terms.

No Offer of Securities—Disclosure of Interests

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment fund managed by Overlock Capital. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular fund. Access to information about the funds is limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, qualified purchasers within the meaning in the Investment Company Act of 1940 or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

Case Studies

Case studies are intended to provide examples of the types of transactions Overlock Capital pursues and do not represent all investments made by Overlock Capital or the outcomes achieved. Investment rationales and other considerations are based on Overlock Capital’s internal analysis and views as of the date of the investment commitment and will not be updated. References to a particular investment should not be considered a recommendation of any security or investment. There can be no assurance that Overlock Capital will be able to invest in similar opportunities in the future or that the investment shown is or will be successful.

No Reliance

While Overlock Capital uses reasonable efforts to update the information on this site, it makes no representations or warranties as to the accuracy, reliability or completeness of any information at this site. Any contents at this site are subject to change without notice.

Material to be Consulted in its Entirety

All materials in this site are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, disclosures or hedge clauses apply to any partial document or material in the same manner as they do to the whole and will be deemed incorporated in the portion of any material or document that you consult or download.

Linked Sites

Overlock Capital has not reviewed any of the sites linked to this site and is not responsible for the content of off-site pages or any other site linked or linking to the site. Your linking to any off-site pages, including those provided in any linked news articles or other sites is at your own risk. References to Overlock Capital that are contained on any website, article or social media post should not be considered as a recommendation of or by Overlock Capital.

No Warranty

The materials in this site are provided “as is” without warranty of any kind, either express or implied, to the fullest extent permissible pursuant to applicable law. Overlock Capital further assumes no responsibility for, and makes no warranties that functions contained at this site will be uninterrupted or error-free, that defects will be corrected, or that the site or the server that makes it available will be free of viruses or other harmful components. Overlock Capital shall not be liable for any damages, viruses, or services, repairs or corrections that must be performed on your computer or other property on account of your accessing or using this site. Please note that some jurisdictions do not allow the exclusion of implied warranties, so some or all of the above exclusions may not apply to you.

International Users

The site is controlled, operated and administered by Overlock Capital from our offices within the United States. If you access the site from a location outside the United States, you are responsible for compliance with all local laws. You agree that you will not use the Overlock Capital content accessed through the site in any country or in any manner prohibited by any applicable laws, restrictions or regulations.

Indemnification

You agree to indemnify, defend and hold harmless Overlock Capital, its officers, directors, employees, agents and third parties, for any losses, costs, liabilities and expenses (including reasonable attorney’s fees) relating to or arising out of your use of or inability to use the site or services, any user postings made by you, your violation of any terms of this Agreement or your violation of any rights of a third party, or your violation of any applicable laws, rules or regulations. Overlock Capital reserves the right, at its own cost, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will fully cooperate with Overlock Capital in asserting any available defenses.

Effective as of September 5, 2023