Information we collect
We collect information you choose to provide, including contact details, firm and role information, portfolio-planning inputs, messages, account details, and information associated with invitations or requests for partner access.
Our site and service providers may also collect basic technical and usage information, such as IP address, browser and device information, pages visited, referral information, and interaction events. Signed-in activity may be associated with an account for security, access administration, and service analytics.
How we use information
We use information to:
- respond to inquiries and develop requested capacity plans;
- provide, administer, and secure partner access;
- send transactional messages, including sign-in, invitation, and account emails;
- understand site and program interest and improve our services; and
- comply with law and protect our users, business, and systems.
Cookies and analytics
We use cookies that support authentication, invitation flows, security, and site preferences. We also use Vercel Analytics and, when configured, PostHog to understand site usage. Browser settings can limit cookies, but blocking essential cookies may prevent sign-in or private-area features from working.
How information is shared
We share information with vendors that help us host the site, operate our database and authentication, deliver email, store files, and provide analytics. We may also disclose information when required by law, to protect rights or safety, or in connection with a financing, reorganization, acquisition, or sale of the business. We do not sell personal information or use it for cross-context behavioral advertising.
Retention and security
We retain information for as long as reasonably needed for the purposes described above, including to maintain business records, resolve disputes, enforce agreements, and meet legal or security needs. We use administrative and technical safeguards appropriate to the information we handle, but no system can be guaranteed completely secure.
Your choices
You may ask to access, correct, or delete personal information you have provided, subject to applicable law and legitimate retention needs. You may also ask questions about this notice through the contact form.
Children and changes
This site is intended for business users and is not directed to children under 18. We may update this notice as our services or practices change; the date above shows the latest revision.