Privacy Policy

We collect information you provide directly to us when you create an account, use our financial modeling tools, or contact us for support. This includes your name, email address, and any content you create within our platform.

• Personal identifiers such as your name and email address
• Account credentials and authentication information
• Financial models and calculations you create using our platform
• Communication records when you contact our support team
• Usage data including how you interact with our platform features

We also automatically collect certain information through cookies and similar technologies when you visit our website, including your IP address, browser type, and pages visited.

Your information helps us provide and improve our financial modeling platform. We use it to process your requests, maintain your account security, and enhance our services based on user feedback.

• Providing access to financial modeling tools and features
• Maintaining and securing your account
• Responding to your questions and support requests
• Analyzing platform usage to improve our services
• Sending important updates about our platform or policies

We maintain strict controls over your personal information. We do not sell, trade, or rent your personal information to third parties for marketing purposes. We may share information only in specific circumstances outlined below.

• With service providers who help us operate our platform under strict confidentiality agreements
• When required by law or to respond to legal processes
• To protect our rights, property, or safety, or that of our users
• In connection with a business transaction such as a merger or acquisition
• With your explicit consent for specific purposes

All third-party service providers must agree to keep your information confidential and use it only for the specific services they provide to us.

Under UK data protection law, you have several rights regarding your personal information. You can exercise these rights by contacting us using the information provided at the end of this policy.

• Access - You can request copies of your personal information
• Rectification - You can request correction of inaccurate information
• Erasure - You can request deletion of your personal information
• Restriction - You can request we limit how we use your information
• Data portability - You can request transfer of your information
• Objection - You can object to our processing of your information

We implement comprehensive security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our security practices include both technical and organizational measures.

• Encryption of data in transit and at rest using industry-standard protocols
• Regular security assessments and vulnerability testing
• Access controls limiting who can view your personal information
• Employee training on data protection and privacy practices
• Secure data centers with physical and digital access controls
• Regular backups and disaster recovery procedures

While we strive to protect your information, no method of transmission over the internet is completely secure. We continuously update our security practices to address emerging threats.

We retain your personal information only as long as necessary to provide our services and fulfill the purposes outlined in this privacy policy. Different types of information may be retained for different periods.

• Account information - Retained while your account is active and for 12 months after closure
• Financial models and content - Retained while your account is active or until you delete them
• Support communications - Retained for 24 months to help resolve ongoing issues
• Usage logs - Retained for 12 months for security and improvement purposes
• Marketing communications - Retained until you unsubscribe

As a UK-based service, we primarily process your information within the United Kingdom. However, some of our service providers may be located in other countries with adequate data protection standards.

• All international transfers comply with UK data protection requirements
• We use appropriate safeguards such as standard contractual clauses
• Service providers must meet strict data protection standards
• We regularly review the adequacy of protection in destination countries

We ensure that any international transfer of your personal information maintains the same level of protection as provided under UK law.

We use cookies and similar technologies to enhance your experience on our platform, analyze usage patterns, and provide personalized content. You have control over these technologies through your browser settings.

• Essential cookies - Required for basic platform functionality
• Performance cookies - Help us understand how you use our platform
• Functionality cookies - Remember your preferences and settings
• Analytics cookies - Provide insights into platform usage and improvements

We may update this privacy policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes through email or a prominent notice on our platform.

• Minor updates may be made without prior notice
• Material changes will be communicated at least 30 days in advance
• Continued use of our platform after changes indicates acceptance
• You can review the current version at any time on our website

We encourage you to review this privacy policy regularly to stay informed about how we protect your information.