These pages are not yet effective. The business address, contact channels, and final legal review are outstanding. No acceptance of this draft is requested during signup.
Who Handles Your Information
This draft Privacy Policy describes personal information handled by Syndelo Inc through our website, sponsor workspaces, investor portals, and related APIs. Syndelo manages its own account, billing, support, and security information. When a sponsor uses Syndelo to manage investors, we process those investor records on the sponsor’s behalf and instructions.
A sponsor’s own privacy notice and legal obligations also apply to its collection and use of investor information, including in a branded portal or custom domain. Contact the sponsor about its investment records or decisions. A shared login does not make your information available to every sponsor on Syndelo.
Information We Collect
Account and contact information: name, email, phone number, organization, credentials, authentication settings, memberships, roles, and preferences. Demo requests include your name, work email, company, team type, notes, and any selected plan; we use them to arrange a walkthrough. Information comes from you, your sponsor, authorized teammates, invitations, and connected services.
Investor and transaction records: profiles, addresses, investing entities, funding-source descriptions, institution names and account suffixes, commitments, holdings, contributions, distributions, questionnaires, accreditation status, and documents provided through enabled workflows. Uploaded documents may contain sensitive financial or tax information. Only provide information required for the task.
Billing and service records: subscription details, billing contact and address, payment-provider references, card brand and last four digits, invoices, support messages, and audit events. Stripe’s payment components collect full card details directly when live billing is enabled; Syndelo stores provider references and limited card metadata rather than full card numbers or security codes.
Technical information: IP address, browser and device information, request and error logs, session identifiers, and activity needed to operate and secure the service. Third-party services may collect additional information under their own notices when you use them.
How Information Is Used
We use information to create and authenticate accounts, apply permissions, deliver sponsor and investor workflows, process software billing, communicate about the service, provide support, investigate problems, prevent abuse, and maintain operational and audit records. Sponsors use the records they control to administer their investor relationships and investments.
When an authorized user invokes an AI feature, the relevant instructions and selected context are sent to the configured AI provider to generate a draft or review. Investor-update drafting and compliance review use Anthropic when configured. Review submitted content carefully; do not include sensitive information that is unnecessary for the requested output. AI output is not a verified record or a substitute for professional review.
Retention And Security
Information may be retained while an account or investment relationship is active and as needed for the purpose collected, sponsor instructions, accounting, security, legal recordkeeping, or resolving disputes. Different records may have different retention requirements. Closing access, canceling a subscription, or removing a membership does not automatically erase investment records, audit logs, or backups.
The application includes authentication, permission checks, workspace scoping, and activity records. No service or transmission method is completely secure. Protect your password and recovery codes, and report suspected unauthorized access. Final production retention periods, backup deletion procedures, hosting locations, and vendor arrangements must be confirmed before this policy takes effect.
Your Choices And Privacy Requests
You can review available profile settings and ask your sponsor to correct investor information. Depending on where you live and which laws apply, you may have rights to access, correct, delete, or obtain a copy of personal information, or to limit or opt out of certain processing. Some laws also provide a right to appeal a denied request or to use an authorized agent. These rights are subject to lawful exceptions, including records a sponsor must retain.
For information controlled by your sponsor, contact that sponsor using its established contact channel. For Syndelo-controlled account or billing information, a designated privacy contact and mailing address will be published here before this policy takes effect. Do not send passwords, full account numbers, or sensitive identity documents in an ordinary email request. Identity and authority may need to be verified before a request is fulfilled.
Where applicable, California residents may have rights to know, access, correct, and delete information and to opt out of its sale or sharing for cross-context behavioral advertising. We will not discriminate against someone for exercising applicable privacy rights. This draft does not claim that every state privacy law applies to every user or to Syndelo.
Age And Geographic Scope
Syndelo is intended for adults aged 18 and older and is initially designed for US sponsors and USD workflows. It is not directed to children. If you believe a child has provided information, contact the responsible sponsor or Syndelo’s designated privacy contact once published.
Providers may process information in locations different from your own. Production hosting locations and any required cross-border arrangements must be finalized and reflected here before use outside the intended launch market.
Updates And Contact
Material changes will be communicated through an updated policy and, where appropriate or required, an in-product or email notice. The final policy will display its effective date. We will obtain consent where applicable law requires it rather than treating an updated notice alone as permission for a new use.
The service operator is Syndelo Inc. The business mailing address and privacy contact are pending confirmation. This is a review draft, not a claim that a privacy-request service or a particular legal compliance program is already operational.