PRIVACY POLICY

InvestorGrid

Last Updated: February 2026

1. Who We Are

InvestorGrid is a software platform operated by Soto Web Studios LLC, a Georgia limited liability company ("Company," "we," "us," or "our").

This Privacy Policy explains how we collect, use, share, and protect information in connection with your use of InvestorGrid (the "Service").

2. Information We Collect

2.1 Information You Provide

We collect information you provide directly to us, including:

  • Name, email address, and organization details
  • Account credentials
  • Uploaded CSV files or datasets
  • Prospect or contact data uploaded by users

2.2 Information Collected Automatically

When you use the Service, we may automatically collect limited technical information, including:

  • Authentication session cookies
  • IP address
  • Basic usage metadata necessary to operate and secure the Service

We do not collect analytics, behavioral tracking data, or advertising identifiers.

3. Cookies

InvestorGrid uses essential cookies only, including session cookies required for authentication, security, and core functionality.

These cookies:

  • Are strictly necessary to operate the Service
  • Cannot be disabled
  • Do not require consent under applicable cookie laws

InvestorGrid does not use analytics cookies or advertising cookies.

4. How We Use Information

We use collected information solely to:

  • Operate, maintain, and secure the Service
  • Authenticate users and manage accounts
  • Process enrichment, scoring, and AI-assisted analysis
  • Facilitate email delivery at the user's direction
  • Improve platform functionality and performance

We do not use personal data for advertising or marketing purposes unrelated to the Service.

5. AI & Automated Processing

InvestorGrid uses automated systems and artificial intelligence to:

  • Score prospects
  • Analyze replies and engagement signals
  • Generate insights and draft content

These systems:

  • Do not produce legally binding decisions
  • Do not replace user judgment
  • May generate outputs that are inaccurate, incomplete, or outdated

Users remain solely responsible for decisions made using AI-generated outputs.

6. Data Sharing

InvestorGrid may share information only as necessary to operate, secure, and improve the Service, and only in accordance with this Privacy Policy.

6.1 Service Providers

We may share information with trusted third-party service providers that assist us in operating the Service, including:

  • Cloud hosting and infrastructure providers
  • Email delivery and messaging providers
  • Payment processors (e.g., Stripe)
  • Security and authentication providers

These providers are authorized to process information solely to perform services on our behalf and are subject to confidentiality and data protection obligations.

6.2 Third-Party Data & Enrichment Services

InvestorGrid may integrate with third-party data or enrichment providers at the direction of users. Information obtained through such services is processed solely to provide enrichment, analysis, scoring, or related functionality within the Service.

InvestorGrid does not independently source, control, or verify the accuracy, legality, or consent status of third-party data.

6.3 User-Provided and Prospect Contact Data

InvestorGrid processes prospect and contact information uploaded by users or accessed through third-party integrations solely at the user's direction.

InvestorGrid:

  • Does not independently determine the purposes for which such contact data is used
  • Does not verify the accuracy, consent status, or permissibility of such data
  • Does not assume responsibility for the legality of user outreach

Users remain solely responsible for determining whether and how contact data may be used in compliance with applicable laws.

6.4 No Sale of Personal Data

InvestorGrid does not sell personal data and does not share personal data for targeted advertising purposes.

6.5 Legal and Business Transfers

We may disclose information if required to do so by law, regulation, or legal process, or in connection with a merger, acquisition, restructuring, or sale of assets, provided that any successor entity remains bound by this Privacy Policy or provides equivalent protections.

7. Data Retention

We retain information for as long as necessary to:

  • Provide the Service
  • Comply with legal obligations
  • Resolve disputes
  • Enforce our agreements

Data may be retained until deletion is requested by the user, subject to legal or operational requirements. Backup copies may persist for a limited period after deletion.

8. Your Rights

Depending on your location, you may have the right to:

  • Access personal information associated with your account
  • Request correction or deletion of information
  • Restrict or object to certain processing

Requests may be submitted to:

We may require verification before responding to requests.

9. Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect information processed through the Service.

However, no system is completely secure, and we cannot guarantee absolute security.

10. International Users

InvestorGrid is operated from the United States. If you access the Service from outside the United States, you acknowledge that your information may be processed and stored in the United States or other jurisdictions.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Continued use of the Service after changes become effective constitutes acceptance of the revised policy.

12. Contact Us

Soto Web Studios LLC

📍 Alpharetta, Georgia

📧 support@investorgrid.ai