Privacy Policy

Details you submit through forms on this website, including your name, email address, telephone number, fund name, approximate fund size, investor count, and any message you write.

Information you or your users enter into the platform in the course of administering a fund, held on behalf of the fund as our client.

Basic technical information generated when you visit the website, such as pages requested and general request metadata used to keep the service reliable and secure.

To respond to your enquiry, arrange a demonstration, and communicate with you about the service.

To provide, maintain, secure, and improve the platform for subscribing funds.

To meet legal, regulatory, and record-retention obligations that apply to us.

We use third-party providers to operate the service, including cloud hosting and database infrastructure and a customer relationship management system used to manage enquiries. These providers process information on our instructions and are bound by their own obligations of confidentiality and security.

We do not sell personal information, and we do not share it with third parties for their own marketing purposes.

Records a manager enters into the platform belong to the fund. We process them to provide the service and do not use them for any unrelated purpose.

Access to fund records is limited to the fund's authorised users and to our personnel where required to support or secure the service.

A fund may request an export of its records at any time during the subscription and before the end of a cancelled paid period.

Enquiry information is retained for as long as needed to respond and to maintain a record of our communications, unless you ask us to delete it.

Fund records are retained for the term of the subscription and for a limited period afterwards to allow for export and to meet our own record-keeping obligations.

We use encryption in transit, encryption at rest on the underlying storage, role-based access controls, and automated backups. No system can be guaranteed absolutely secure, and we do not claim otherwise.

You may ask us to access, correct, or delete personal information we hold about you, and you may unsubscribe from our communications at any time.

To make a request, contact us using the details below. We may need to verify your identity before acting on it.

We may update this policy from time to time. The revision date below indicates when it was last changed, and material changes will be communicated to subscribing funds.