Portal Privacy Notice

This notice explains how Investorrelations.agency handles information in the client portal, data room and online sign-up. It supplements our main Privacy Policy.

1. What we collect

Company and contact details, offering terms, questionnaire answers, uploaded documents, messages, NDA signatures, data-room viewing activity (who opened which document and for how long), and sign-in records including IP address.

2. AI-assisted document review

To speed up our first-pass checks, the text of documents you upload may be sent to a third-party AI provider (currently xAI) for an automated completeness and consistency review. The provider processes the text to return results to us; we do not authorise it to use your documents to train models. Findings are internal to our team and are reviewed by a person before any request reaches you. AI review is not legal advice and does not assess legal compliance.

Your choice: you can opt out of AI-assisted review at any time by emailing info@investorrelations.agency. If you opt out, your documents are checked with rule-based tools on our own server and reviewed manually.

3. Readiness checker and CRM

Your answers are used to produce your score and report and are cross-checked against public SEC EDGAR records. We add you to our CRM only if you tick the separate CRM consent box.

4. Payments

Card payments are processed by Stripe. We do not store card numbers.

5. Sharing

Data-room documents are shared only with reviewers from FINRA-registered U.S. broker-dealers whom you or we approve, after they sign the confidentiality agreement. We do not sell personal information.

6. Security and retention

Data is encrypted in transit, stored on servers in the EU (Germany), backed up nightly and kept for the engagement plus any period required by law.

7. Contact

info@investorrelations.agency · 14 Wall Street, New York, NY 10005