Privacy Policy

We may collect the following types of information when you interact with our site and platform:

• Personal Information: Includes your name, email address, phone number, company affiliation, and any other details you provide through account registration, forms, or contact inquiries.
• Account & Deal Data: Information you enter into the underwriting platform, including deal parameters, financial assumptions, uploaded documents (T-12s, rent rolls), and generated reports.
• Non-Personal Information: Data such as browser type, operating system, IP address, and website usage patterns collected automatically via cookies or analytics tools.
• Usage Analytics: Platform interaction data including pages viewed, features used, session duration, and deal activity to improve our services.

We use the information we collect to:

• Provide, maintain, and improve our underwriting platform and services.
• Process and analyze uploaded financial documents using AI-powered tools.
• Generate underwriting reports and deal analyses on your behalf.
• Respond to inquiries and provide customer support.
• Send updates, platform notifications, or other relevant communications.
• Improve our website and services by analyzing user behavior and usage patterns.
• Comply with legal obligations and enforce our terms.

We do not sell or share your personal information with third parties, except:

• When required by law, regulation, or legal process, or to protect our rights.
• With service providers who assist us in operating the website and platform (e.g., hosting, analytics, AI processing, email delivery), under strict confidentiality agreements.
• In connection with a merger, acquisition, or sale of assets, in which case you will be notified of any change in ownership or control of your personal information.

Your deal data and uploaded documents are treated as confidential and are never shared with other users or third parties for their own purposes.

We use cookies and similar technologies to enhance your experience on our website and platform. Cookies help us track website usage, remember your preferences, and maintain your session state. You can control cookie preferences in your browser settings. Disabling cookies may affect certain platform functionality.

Depending on your location, you may have the right to:

• Access and receive a copy of your personal data.
• Request corrections or deletions of your data.
• Request deletion of your account and associated deal data.
• Opt-out of marketing communications at any time.
• Object to or restrict certain processing of your data.

To exercise any of these rights, please contact us using the information below.

We take reasonable measures to protect your personal information and deal data from unauthorized access, use, or disclosure. This includes encryption of data in transit, secure server infrastructure, and access controls. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

We retain your personal information and deal data for as long as your account is active or as needed to provide you services. If you request account deletion, we will remove your data within 30 days, except where retention is required by law or for legitimate business purposes.

We may update this policy from time to time. Any changes will be posted on this page with an updated effective date, and we encourage you to review it periodically. Continued use of the platform after changes constitutes acceptance of the updated policy.