Information We Collect
We collect information you provide directly to us, including:
- Profile Information: Name, email, phone number, LinkedIn profile
- Business Information: Company details, financial data, website URL
- Conversation Data: Voice call recordings, transcripts, and summaries with our AI advisors
- Documents: Financial documents you upload for analysis
- Usage Data: How you interact with our platform and services
How We Use Your Information
- Provide personalised M&A advisory services and recommendations
- Analyse your business for valuation and exit planning purposes
- Connect you with potential buyers through our buyer matching system
- Improve our AI models and service quality
- Send you relevant updates about your exit process
- Comply with legal and regulatory requirements
Data Sharing & Third Parties
We work with trusted partners to provide our services:
- Vapi AI: Powers our voice conversation capabilities
- OpenAI: Provides AI analysis and insights
- Stripe: Processes payments securely
- Supabase: Securely stores your data with encryption
We never sell your personal information and only share data necessary for service delivery.
Data Security
We implement industry-standard security measures including encryption at rest and in transit, secure authentication, and regular security audits. Your data is stored in secure, SOC 2 compliant data centres.
Your Rights
You have the right to:
- Access and download your personal data
- Correct inaccurate information
- Delete your account and associated data
- Opt out of marketing communications
- Port your data to another service
To exercise these rights, visit your Privacy & Data settings or contact us at hello@dealflowagent.com.
Data Retention
We retain your data for as long as your account is active or as needed to provide services. After account deletion, we may retain certain information for legal compliance, fraud prevention, and legitimate business purposes for up to 7 years.
Contact Us
For questions about this Privacy Policy, contact us at:
Email: hello@dealflowagent.com
Address: Based in New York and London
Last updated: January 2024
This policy may be updated periodically. We will notify you of significant changes via email.