Privacy Policy

Personal Information We Collect

• Contact information including name, email address, and phone number
• Professional details such as company name, job title, and industry
• Account credentials and security information
• Financial modeling preferences and usage patterns
• Communication records and support interactions

Automatically Collected Information

Our platform automatically collects certain information about your device and usage patterns. This includes IP addresses, browser types, operating systems, and how you interact with our financial modeling tools. We use this information to enhance user experience and maintain platform security.

How We Use Your Information

• Provide and maintain our financial modeling services
• Process transactions and manage your account
• Send important updates about our services and platform changes
• Provide customer support and respond to inquiries
• Improve our platform based on usage analytics
• Ensure platform security and prevent unauthorized access

Data Processing Legal Basis

Information Sharing and Disclosure

We don't sell, trade, or rent your personal information to third parties. However, we may share information in specific circumstances that are essential for providing our services or meeting legal requirements. This includes sharing with trusted service providers who help us operate our platform.

• Service providers who assist with platform operations (hosting, analytics, customer support)
• Legal authorities when required by law or to protect our rights
• Business partners only with your explicit consent
• In case of business transfers, subject to confidentiality requirements

Data Security Measures

We implement comprehensive security measures to protect your information. Our financial modeling platform uses industry-standard encryption, secure data centers, and regular security audits. We maintain strict access controls and monitor our systems continuously for potential threats.

Your Rights and Choices

You have several rights regarding your personal information. These rights help you maintain control over your data and ensure transparency in how we process your information. We're committed to honoring these rights promptly and effectively.

• Access your personal information and receive a copy of your data
• Correct or update inaccurate information in your account
• Delete your account and associated personal information
• Restrict certain types of data processing
• Object to processing based on legitimate interests
• Data portability for information you've provided

Data Retention and Deletion

We retain your information for as long as necessary to provide our services and comply with legal requirements. Account information is typically retained while your account is active and for a reasonable period afterward. Financial modeling data may be retained longer for analytical purposes, but personal identifiers are removed.

When you request account deletion, we remove your personal information within 30 days, though some information may be retained for legal compliance or security purposes. We maintain clear retention schedules and regularly review stored data to ensure we're not keeping information longer than necessary.

International Data Transfers

As an Australian-based company, we primarily process data within Australia. However, some of our service providers may be located in other countries with strong data protection laws. When we transfer data internationally, we ensure appropriate safeguards are in place to protect your information.

Cookies and Tracking Technologies

Our platform uses cookies and similar technologies to enhance your experience and analyze platform usage. These technologies help us remember your preferences, maintain your session, and understand how you interact with our financial modeling tools.

• Essential cookies for platform functionality and security
• Analytics cookies to understand usage patterns and improve services
• Preference cookies to remember your settings
• Performance cookies to optimize platform speed and reliability

Third-Party Services

Our platform integrates with select third-party services to enhance functionality. These integrations are carefully chosen and monitored to ensure they meet our security and privacy standards. We provide clear information about these integrations and how they handle your data.

Privacy by Design

We believe in privacy by design, which means we consider privacy implications throughout the development process. Our financial modeling platform is built with privacy-preserving features, minimal data collection, and user control at its core.

Changes to This Privacy Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you through your account email or platform notifications. We encourage you to review this policy regularly to stay informed about how we protect your information.

Contact Information for Privacy Matters

If you have questions about this privacy policy or how we handle your information, please contact our privacy team. We're committed to addressing your concerns promptly and transparently.