Privacy Policy

Account information (name, email, password hash), workspace content you enter (entities, investors, cap table entries, documents, expenses, filings), and basic product analytics (pages visited, features used) to improve the product.

To operate the service: rendering your workspace, sending transactional email such as investor invitations and capital call notices, and keeping an audit trail of activity. We use aggregated, de-identified analytics to understand product usage.

We do not sell your data. We do not share workspace contents with service partners (brokers, money managers, auditors) unless you explicitly initiate that workflow — for example, submitting an insurance questionnaire to market.

Your data remains available for as long as your account is active. You can export your full workspace at any time, and you can request deletion of your account and its data by emailing [email protected].

If you are an investor completing onboarding through a sponsor's portal, the information you submit (KYC details, accreditation certification, signatures) is collected on behalf of the sponsor that invited you and is visible to that sponsor's team. Tax identifiers are encrypted at rest.

Questions about this policy: [email protected].