Privacy Policy

Last updated:

1. Information We Collect

1.1 Personal Information

We collect the following types of personal information:

• Account Information: Email address, name, company affiliation, job title
• Profile Data: Phone number, timezone preferences, date format preferences
• Authentication Data: Password hashes, two-factor authentication settings
• Communication Data: Email correspondence, support tickets, feedback

1.2 Cap Table and Financial Data

We collect and process cap table information including:

• Company Data: Company names, incorporation details, authorized shares
• Stakeholder Information: Names, shareholdings, option grants, vesting schedules
• Financial Data: Share prices, valuations, financing round details
• Transaction Records: Equity transfers, option exercises, conversions
• Scenario Models: Exit scenarios, waterfall calculations, dilution analyses

1.3 Technical Information

• Usage Data: Pages visited, features used, time spent on platform
• Device Information: IP address, browser type, operating system
• Cookies and Tracking: Session cookies, analytics cookies, preference cookies
• Log Data: Access logs, error logs, security logs

2. How We Use Your Information

2.1 Service Provision

• Provide and maintain our cap table management platform
• Process and store your cap table data securely
• Calculate ownership percentages, dilution, and waterfall distributions
• Generate reports and visualizations
• Enable collaboration and sharing features

2.2 Platform Improvement

• Analyze usage patterns to improve our services
• Develop new features and functionality
• Optimize platform performance and reliability
• Conduct research and analytics on cap table trends

2.3 Communication

• Send service-related notifications and updates
• Provide customer support and technical assistance
• Send marketing communications (with your consent)
• Notify you of changes to our terms or policies

3. Data Rights and Ownership

3.1 License Grant

You hereby grant us the right to:

• Store and process your data on our servers
• Use your data to provide and improve our services
• Create anonymized and aggregated datasets for research and analytics
• Share aggregated, non-personally identifiable data with third parties
• Use your data to train machine learning models and algorithms
• Retain your data indefinitely, even after account termination

3.2 Research and Analytics

We may use your cap table data (in anonymized form) for:

• Market research and trend analysis
• Benchmarking studies and industry reports
• Product development and feature enhancement
• Academic research partnerships

4. Data Sharing and Disclosure

4.1 Service Providers

We may share your information with trusted third-party service providers:

• Cloud Hosting: Amazon Web Services (AWS) for data storage and processing
• Payment Processing: Stripe for subscription billing
• Analytics: Google Analytics for usage analysis
• Email Services: Amazon SES for transactional emails
• Support Tools: Customer support and help desk platforms

4.2 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

4.3 Legal Requirements

We may disclose your information when required by law or to:

• Comply with legal process or government requests
• Protect our rights, property, or safety
• Investigate potential violations of our terms
• Prevent fraud or security breaches

5. Data Security

5.1 Security Measures

• Encryption: Data encrypted in transit (TLS 1.3) and at rest (AES-256)
• Access Controls: Role-based access control and multi-factor authentication
• Infrastructure: SOC 2 compliant cloud infrastructure
• Monitoring: 24/7 security monitoring and incident response
• Backups: Regular encrypted backups with geographic redundancy

5.2 Data Retention

We retain your data indefinitely to:

• Maintain historical cap table records
• Provide ongoing access to your data
• Support audit and compliance requirements
• Enable platform improvements and research

6. Your Rights and Choices

6.1 Account Management

• Access: View and download your account data
• Correction: Update incorrect or outdated information
• Preferences: Manage email and notification settings

6.2 Data Portability

You can export your cap table data in common formats (Excel, CSV, PDF) through our platform.

6.3 Marketing Communications

You can opt out of marketing emails by:

• Clicking the unsubscribe link in our emails
• Updating your preferences in your account settings
• Contacting our support team

7. Cookies and Tracking

7.1 Cookie Usage

We use cookies for:

• Essential Cookies: Authentication, security, basic functionality
• Performance Cookies: Analytics, usage tracking, error monitoring
• Preference Cookies: User settings, language, timezone

7.2 Third-Party Analytics

We use Google Analytics to understand how users interact with our platform. Google Analytics may track your activity across different websites.

8. International Data Transfers

Your data may be processed in the United States and other countries where our service providers operate. By using our platform, you consent to such transfers.

9. Children's Privacy

Our platform is not intended for users under 16 years of age. We do not knowingly collect personal information from children under 16.

10. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes by:

• Posting the updated policy on our website
• Sending email notification to registered users
• Displaying prominent notices in our platform

11. Contact Information

For questions about this Privacy Policy or our privacy practices, contact us:

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