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Privacy Notice
How DEALWISE collects, uses, shares and protects personal data, written in plain language.
We keep this short and specific. DEALWISE is a business-to-business platform: we collect very little personal data, we never sell it, and the investment data our clients hold in the platform belongs to them.
Who this notice applies to
This Privacy Notice explains how DEALWISE ("DEALWISE", "we", "us") collects, uses, shares and protects personal data. It applies to:
- visitors to this website, including anyone who uses the live chat, subscribes to updates or submits a demo or enquiry form;
- representatives of institutions that evaluate, purchase or use the DEALWISE platform;
- prospective employees, suppliers and partners who correspond with us.
It does not describe how our clients use the DEALWISE platform to process their own data. Where an institution licenses DEALWISE, that institution is the controller of the investment data held in its tenant and DEALWISE acts as a processor on its documented instructions. Section 8 explains the difference.
What personal data we collect
We deliberately collect as little as possible. Depending on how you interact with us, this may include:
- Contact details: name, work email address, organisation, job title and country.
- Enquiry content: the message you send us through a form, the live chat or by email, including anything you volunteer within it.
- Evaluation and account data: for named users of a demonstration or client environment: username, role, authentication events and activity logs.
- Technical data: IP address, browser and device type, referring page and pages viewed, collected in aggregate to keep the site secure and to understand which content is useful.
- Correspondence records: a record of meetings, calls and emails relating to a commercial relationship.
We do not knowingly collect special category data, and we ask that you do not include sensitive personal information in free-text fields or the live chat.
Why we use it, and our lawful basis
| Purpose | Personal data used | Lawful basis |
|---|---|---|
| Responding to enquiries and demo requests | Contact details, enquiry content | Legitimate interests; steps prior to entering a contract |
| Providing and supporting the platform | Account data, correspondence | Performance of a contract |
| Securing our systems and preventing abuse | Technical data, authentication logs | Legitimate interests; legal obligation |
| Sending product and industry updates | Name, work email | Consent, withdrawable at any time |
| Meeting legal, tax and audit obligations | Contract and billing records | Legal obligation |
We do not sell personal data, we do not use it to train third-party models, and we do not carry out automated decision-making that produces legal or similarly significant effects.
Live chat
The assistant on this website answers questions using a published knowledge base about the DEALWISE platform. Conversations may be retained so that we can improve the answers and follow up if you ask us to.
Please do not share confidential information in the chat. Do not enter deal terms, counterparty names, personal data about third parties or credentials. If a question requires confidential detail, email [email protected] so we can respond through an appropriate channel.
Cookies and analytics
This website is designed to work without advertising or cross-site tracking cookies. We use:
- Strictly necessary cookies: required for security, load balancing and to remember your preferences within a session. These cannot be switched off.
- Analytics: privacy-respecting, aggregated measurement of page views and referrers, with IP addresses truncated. Where consent is required in your jurisdiction, analytics is only enabled after you give it.
You can clear or block cookies in your browser settings. Doing so may affect parts of the site that rely on session state.
Who we share it with
We share personal data only where it is necessary, and only with recipients bound by confidentiality and data protection obligations:
- Service providers: cloud hosting, email delivery, customer relationship management and support tooling, engaged as processors under written contract.
- Professional advisers: auditors, lawyers and accountants, where required.
- Authorities: where we are legally obliged to disclose, and after review of the validity and scope of the request.
- Corporate transactions: a prospective acquirer or successor entity, subject to equivalent protections.
We maintain a current register of sub-processors, which is available to clients and prospective clients on request.
International transfers
Client platform data is hosted in the region selected by that client. Where personal data relating to our own business is transferred outside its country of origin, we rely on recognised transfer mechanisms such as adequacy decisions and Standard Contractual Clauses, together with supplementary technical measures including encryption in transit and at rest.
Controller and processor roles
DEALWISE as controller. For website visitors, enquiries, marketing and our own business administration, DEALWISE determines the purposes and means of processing and is the controller.
DEALWISE as processor. For the investment, deal, asset and user data an institution holds in its DEALWISE tenant, the institution is the controller. We process that data only on documented instructions, under a data processing agreement that covers confidentiality, security measures, sub-processing, assistance with data subject requests, breach notification and deletion or return on termination.
How long we keep it
- Enquiries that do not become a relationship: up to 24 months from last contact.
- Client contract and billing records: for the term of the agreement plus the period required by applicable law, typically seven years.
- Marketing subscriptions: until you unsubscribe, plus a suppression record so we do not contact you again in error.
- Security and audit logs: generally 12 months, longer where an investigation requires it.
- Client platform data: deleted or returned in accordance with the client's instructions on termination.
Your rights
Subject to the law that applies to you, you may have the right to:
- access the personal data we hold about you and receive a copy;
- have inaccurate data corrected, or incomplete data completed;
- have data erased where we no longer have a lawful basis to keep it;
- restrict or object to processing based on legitimate interests;
- receive your data in a portable, machine-readable format;
- withdraw consent at any time, without affecting processing carried out beforehand;
- complain to your local supervisory authority.
To exercise any of these rights, email [email protected]. We respond within one month and will tell you promptly if we need longer because a request is complex. We never charge a fee for a reasonable request.
How we protect it
Personal data is protected by the same controls we apply to client investment data: encryption in transit and at rest, role-based access on a least-privilege model, multi-factor authentication for administrative access, logging and monitoring, secure development practices and tested backup and recovery. Our Security page describes the programme in detail.
Changes to this notice
We review this notice at least annually and whenever our processing changes materially. The effective date at the top of this page always reflects the current version. Where a change materially affects you, we will notify you by email or a prominent notice on this site before it takes effect. Superseded versions are retained and available on request.
Contact us
Questions, requests and complaints about privacy should be sent to [email protected], marked for the attention of the Data Protection Lead. We take every enquiry seriously and will always tell you what we have done in response.
This document is provided for information. It is a template prepared for the DEALWISE website and should be reviewed by qualified legal counsel in your jurisdiction before it is relied upon commercially. Questions may be sent to [email protected].