Last updated: December 15, 2025
1. Introduction
The Company ("Company", "we", "us", or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard your information when you use our 409A Valuations platform.
2. Information We Collect
Personal Information
- Name and contact information (email, phone, address)
- Company information and job title
- Account credentials and profile information
- Payment and billing information
Company and Financial Data
- Financial statements and accounting records
- Capitalization table and ownership structure
- Business plans and forecasts
- Transaction documents and agreements
- Board materials and corporate documents
Technical Information
- IP addresses and device information
- Browser type and version
- Usage data and analytics
- Cookies and similar tracking technologies
3. How We Use Your Information
The Company uses collected information to:
- Provide and maintain our valuation services
- Process payments and manage accounts
- Communicate with you about services and updates
- Improve our AI models and service quality
- Comply with legal and regulatory requirements
- Protect against fraud and security threats
- Marketing and promotional purposes (with consent)
4. Data Sharing and Disclosure
The Company does not sell personal data. We may share information in these limited circumstances:
- With trusted service providers who assist in our operations
- When required by law or legal process
- To protect our rights, property, or safety
- In connection with a business transaction or reorganization
- With your explicit consent for specific purposes
5. Data Security
The Company implements robust security measures to protect your data:
- End-to-end encryption for data transmission
- Secure cloud storage with access controls
- Regular security audits and monitoring
- Employee training on data protection
- Multi-factor authentication requirements
6. Data Retention
The Company retains personal data only as long as necessary for business purposes or as required by law. Financial and valuation data is typically retained for 7 years to comply with professional standards. Account information is deleted within 90 days of account closure, unless legal obligations require longer retention.
7. Your Privacy Rights
Depending on your location, you may have rights to:
- Access your personal data
- Correct inaccurate information
- Delete your personal data
- Restrict processing of your data
- Data portability
- Object to processing
- Withdraw consent
To exercise these rights, contact us at support@aivaluations.com.
8. Cookies and Tracking
The Company uses cookies and similar technologies to enhance your experience, analyze usage, and provide personalized content. You can control cookie preferences through your browser settings, though some features may not function properly without certain cookies.
9. International Data Transfers
Your data may be transferred and processed in countries other than your residence. The Company ensures appropriate safeguards are in place for international transfers, including standard contractual clauses and adequacy decisions where applicable.
10. Children's Privacy
Our services are not directed to individuals under 18. The Company does not knowingly collect personal information from children. If we become aware of such collection, we will delete the information promptly.
11. Changes to This Policy
The Company may update this Privacy Policy periodically. We will notify you of material changes via email or platform notification. The updated policy will be effective immediately upon posting.
12. Contact Us
For questions about this Privacy Policy or our data practices, please contact info@409a-valuation.com.