Privacy Policy

1. Introduction

AllocatorBase ("we," "us," "our," or "Company") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, and interact with our platform.

Please read this Privacy Policy carefully. If you do not agree with our policies and practices, please do not use our services. By accessing and using AllocatorBase, you acknowledge that you have read, understood, and agree to be bound by all the terms of this Privacy Policy.

2. Information We Collect

2.1 Information You Provide Directly

We collect information you provide directly, including:

• Account registration information (name, email, company, phone number)
• Contact information when you submit inquiries or request demos
• Payment information (processed securely through third-party payment processors)
• Communications you send us (emails, support tickets, feedback)
• Data you upload or input into our platform (allocator lists, pipeline data, etc.)

2.2 Information Collected Automatically

When you visit our website or use our services, we automatically collect certain information:

• Log data (IP address, browser type, operating system, pages visited, time spent)
• Device information (device type, unique identifiers, mobile network information)
• Cookies and similar tracking technologies
• Usage analytics (features accessed, actions taken within the platform)

2.3 Information from Third Parties

We may receive information about you from third parties, including: publicly available data sources (SEC filings, business databases), HubSpot or other CRM platforms you authorize to connect, and analytics providers.

3. How We Use Your Information

We use the information we collect for the following purposes:

• Providing and improving our services
• Creating and managing your account
• Processing transactions and sending related information
• Sending marketing communications (with your consent)
• Responding to your inquiries and providing customer support
• Analyzing usage patterns to improve user experience
• Detecting and preventing fraud or security issues
• Complying with legal obligations

4. Data Storage and Security

We implement industry-standard security measures to protect your information, including encryption, secure servers, and access controls. However, no method of transmission over the internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

Your data is stored on secure servers located in the United States. We retain your information for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.

5. Third-Party Sharing

We do not sell your personal information. We may share your information with:

• Service providers: Third parties who assist us in operating our website and providing services (hosting, analytics, payment processing)
• CRM integrations: If you authorize it, we share data with HubSpot, Salesforce, or other CRM platforms you use
• Legal requirements: When required by law or to protect our rights and safety
• Business transfers: In the event of merger, acquisition, or asset sale

We require all third parties to maintain the confidentiality and security of your information and to use it only for the purposes we specify.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience, remember your preferences, and analyze usage patterns. You can control cookie preferences through your browser settings. However, disabling cookies may affect the functionality of our platform.

We use analytics tools (such as Google Analytics) to understand how users interact with our site. These tools may collect information about your browsing activity across multiple sites.

7. Your Rights and Choices

Depending on your location, you may have the following rights:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information (subject to legal obligations)
• Opt-out: Opt out of marketing communications at any time
• Data portability: Request your data in a portable format

To exercise any of these rights, contact us at [email protected].

8. HubSpot Data Processing

If you authorize AllocatorBase to integrate with HubSpot, we process your data in accordance with HubSpot's Data Processing Agreement. Your data may be transferred to HubSpot's servers for CRM management, contact enrichment, and pipeline tracking. HubSpot is responsible for the security and privacy of data stored in their systems.

You can revoke HubSpot integration at any time through your account settings, which will stop data synchronization but will not delete data already stored in HubSpot.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information and terminate the child's account.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the updated Privacy Policy on our website and updating the "Last updated" date. Your continued use of our services after such changes constitutes your acceptance of the updated Privacy Policy.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at: