Refund Policy

This Refund Policy applies to productized engagements, digital deliverables, and advisory services purchased from Upstream Growth LLC through this website or a related order confirmation. It does not replace the Terms of Service, which govern all purchases and are incorporated by reference.

If a separate Statement of Work or order confirmation includes specific refund or cancellation terms, those terms take precedence for that engagement.

Most engagements sold through our Shop are digital services and professional time-based deliverables, including but not limited to strategy playbooks, audits, reviews, recorded sessions, templates, and advisory calls. Once work begins, we allocate capacity and begin producing customized or scheduled output.

Because these services are digital and delivered through professional time, purchases are generally non-refundable once work has begun, except as described in this policy or where required by law.

You may cancel an order for a full refund if we have not yet started work or delivered any materials. To cancel, contact us promptly at partners@upstreamgrowth.com with your order number and the engagement you wish to cancel.

A cancellation is only effective once we confirm it in writing. If we have already begun work, the cancellation will be treated as a cancellation after work has begun, and a prorated refund may apply at our discretion.

Once work has begun, fees are earned in proportion to the work performed and are non-refundable, except where required by law or where we agree otherwise in writing. Work is considered to have begun once we:

• Deliver a kickoff communication, materials, or meeting link;
• Begin research, analysis, or preparation specifically for your engagement;
• Provide access to a digital product, template, or playbook; or
• Schedule or conduct a session with you or your team.

The following are generally non-refundable once delivered or accessed:

• Downloaded or viewed digital products, templates, and playbooks
• Completed advisory sessions, consultations, or audits
• Custom research, analysis, or strategy already delivered to you
• Any third-party costs or fees we incur on your behalf

If we materially fail to deliver an engagement as described and cannot remedy the deficiency within a reasonable period after you notify us in writing, we will issue a prorated refund for the undelivered portion of the engagement. This is your sole and exclusive remedy for a material delivery failure.

A “material failure” means we do not deliver the agreed scope of work at all, or the deliverable is so incomplete or defective that it cannot be used for its stated purpose. It does not include subjective dissatisfaction, differences in expected business outcomes, or minor issues that can be corrected through normal revisions.

To request a refund or report a delivery issue, email us at partners@upstreamgrowth.com with your order number, the date of purchase, and a clear description of the issue.

We will review your request and respond within ten (10) business days. If a refund is approved, we will issue it using the original payment method or another agreed method within ten (10) business days of approval. Depending on your bank or payment provider, it may take additional time for the refund to appear in your account.

Initiating a chargeback or payment dispute without first contacting us in good faith to resolve the issue is a material breach of our Terms of Service and this Refund Policy. If you have a concern, please contact us directly so we can address it quickly and fairly.

We reserve the right to dispute invalid chargebacks, suspend or terminate access to Services for users who abuse payment disputes, and recover any fees or costs incurred as a result.

Nothing in this policy limits any statutory right to a refund that you may have under applicable consumer protection law. Except as required by law, all refunds are granted at the sole discretion of Upstream Growth LLC. We may make exceptions in good faith for unique circumstances, but any such exception does not create a binding obligation for future cases.

We may update this Refund Policy from time to time. The current version is always posted on this page with a “Last updated” date. Changes apply to orders placed after the revised policy is posted. Your continued use of the site or purchase of Services after a change constitutes acceptance of the updated policy.

Upstream Growth LLC · partners@upstreamgrowth.com. For brand acquisitions, write to deals@upstreamgrowth.com, or use the contact page.