Refund Policy
What Sofrito owes you back, and exactly how it is worked out.
Nothing below is decided case by case. Every credit and refund comes from one schedule, applied per location and per 30-day period, and the worked examples show the arithmetic.
1. The Profit Leak Guarantee
For every eligible operating period and every covered location, Sofrito either identifies a real profit leak — a specific, evidence-backed source of lost revenue, avoidable cost, or margin erosion, together with a practical next step — or refunds that location’s applicable period fee for that period.
This guarantees a supported finding and a next step. It is not a promise of a dollar amount of savings, of improved profit, or of any other business outcome.
The first seven onboarding days are excluded. Period one is assessed only over its operating portion; periods two and three are assessed over their full operating periods.
2. Missed report credits
A scheduled report that Sofrito fails to deliver by 10:00 AM in the service timezone carries a credit. The report count is fixed per period, and the credit is fixed per location tier.
| Period | Scheduled reports | $149 location | $119 location |
|---|---|---|---|
| Period one | 4 | $37.25 | $29.75 |
| Period two | 4 | $37.25 | $29.75 |
| Period three | 4 | $37.25 | $29.75 |
| Cohort total | 12 |
A report is not missed when Sofrito delivers on time but the records you supplied were incomplete. In that case the report states what was missing and what it blocked. Missing records limit a conclusion; they are not a delivery failure.
3. How credits and the guarantee interact
Missed-report credits and a Profit Leak Guarantee refund can both arise in the same period. Combined, they never exceed that location’s applicable period fee — $149, or $119 for locations four through ten. There is no double recovery for the same period and the same location.
Worked example. A $149 location misses two reports in period two ($37.25 × 2 = $74.50) and also receives no qualifying profit-leak finding for that period. The guarantee would refund $149, but the combined cap applies — so the total for that location and period is $149: the $74.50 already credited, plus $74.50 more.
4. Participation termination refunds
Founding Access requires the business to supply the agreed records each week by the stated deadlines and to participate for the full 90 days. If the business does not, Sofrito may terminate participation. A written warning identifies the missed obligation and gives a reasonable opportunity to correct it. A named person at Sofrito reviews the record before any termination or refund. Future installments are then cancelled, and Sofrito retains only the value of scheduled reports actually delivered.
Every delivered report, including a recap, is one quarter of that location’s applicable period fee: $37.25 at the $149 tier and $29.75 at the $119 tier. Earned credits and guarantee refunds remain payable. Refunds or credits already issued are counted once.
| Period | $149 location | $119 location |
|---|---|---|
| Period one (÷ 4) | $37.25 | $29.75 |
| Period two (÷ 4) | $37.25 | $29.75 |
| Period three (÷ 4) | $37.25 | $29.75 |
Paid-in-full example. A single $149 location paid $447 and received three reports before participation termination.
Retained service value is 3 × $37.25 = $111.75. The refund entitlement is $335.25 before prior reimbursements, and future installments are cancelled.
Installment example. If only the first $149 installment was paid and the same three reports were delivered, the refund entitlement is $37.25 before prior reimbursements.
At the $119 tier, three reports retain $89.25. The equivalent entitlements are $267.75 after $357 paid in full or $29.75 after only the first $119 installment.
Termination and refund processing are never automatic. Declining to enroll in the first place is not a breach; this rule applies only after an agreement is signed and the cohort has started.
This rule is separate from, and does not remove, the Profit Leak Guarantee. A guarantee refund already earned is not taken back by a later termination.
5. Voluntary cancellation
The cohort runs for 90 days and cannot be paused. If you voluntarily cancel after service starts, Sofrito retains the first period fee for each covered location plus one quarter of that location’s period fee for each scheduled report delivered in periods two and three. Sofrito returns the unused paid balance and cancels future installments. Earned credits and guarantee refunds remain payable, and previous reimbursements are counted once.
Worked example. One $149 location paid $447 and received two period-two reports before voluntary cancellation. Sofrito retains $149 + (2 × $37.25) = $223.50, leaving $223.50 of unused paid balance. Earned remedies are added, subject to each location-period cap and the overall zero-to-money-paid limit; prior successful reimbursements are then deducted once.
Every settlement shows money received, retained service value, earned remedies, previous reimbursements, the remaining refund, and canceled installments. The calculation cannot create a new charge or a negative refund. Remaining refund equals the greater of zero and the lesser of money paid or unused paid balance plus distinct earned remedies, minus prior successful reimbursements. A missed-report credit and the Profit Leak Guarantee are distinct entitlements, but their combined value is capped at one period fee for the same location and period.
6. How to request a refund or credit
Write to hello@trysofrito.com or use the contact form and choose the Billing topic. Tell us the location, the period, and what happened. You do not need to give a reason for a cancellation request, and asking will not affect the service you receive in the meantime.
7. Timing and method
An approved credit or refund is returned to the original payment method through the payment provider. Sofrito confirms the amount and the reason in writing before processing it. How quickly it appears on a statement is set by your bank or card issuer, not by Sofrito.
8. What is not refundable
The seven onboarding days are paid service, not a trial, and are not separately refundable — they are covered by the period-one fee and are excluded from guarantees and missed-report credits. Work already delivered and accepted is not refundable outside the rules above.
Where this page and a signed document disagree, the signed Order Summary and the documents it incorporates control. See the Terms of Service.