Information We Collect

• Information you provide directly: name, company name, company email, phone number (optional), valuation service requested, additional details you share, and any documents you upload or share with us as part of an engagement (e.g., cap tables, financial statements, articles of incorporation). Information collected automatically: standard website analytics data (e.g., pages visited, browser type, device type, referring site) via cookies or similar technologies. [PLACEHOLDER: confirm specific analytics/cookie tools in use, e.g., Google Analytics, and reference a cookie table if required by applicable law.]
• Information collected automatically: standard website analytics data (e.g., pages visited, browser type, device type, referring site) via cookies or similar technologies. [PLACEHOLDER: confirm specific analytics/cookie tools in use, e.g., Google Analytics, and reference a cookie table if required by applicable law.]

How We Use Your Information

We use the information we collect to schedule and confirm management discussion calls, send calendar invitations, deliver requested valuation and other services, provide sample reports, respond to inquiries, share relevant service updates, and improve our website and services. You may opt out of marketing or service updates at any time.

How We Share Your Information

We do not sell your personal information. We may share information with trusted service providers that support our operations, including scheduling and calendar tools, secure document-sharing platforms, and cloud storage providers. We may also share information with professional advisors when necessary or when required by law or legal process. [PLACEHOLDER: Confirm specific vendors where required.]

Cross-Border Data Transfers

Because val409a operates across multiple countries, including India, Australia, the UAE, the United States, and Switzerland, the information you provide may be accessed, stored, or processed in a country other than your own. [PLACEHOLDER: Confirm the specific safeguards used for international data transfers.]

Data Retention

We retain personal information for as long as reasonably necessary to provide our services and meet applicable legal, tax, accounting, and audit-support requirements. [PLACEHOLDER: Confirm specific retention periods.]

Your Rights

Depending on your location and applicable law, you may have rights to access, correct, or request deletion of your personal information. To exercise these rights, please contact us at [PLACEHOLDER: privacy contact email].

Security

We use administrative, technical, and organizational safeguards designed to protect the information you share with us. Additional information is available on our Security & Data Handling page.

Children’s Privacy

Our services are not directed to individuals under 18, and we do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page along with an updated effective date.

Contact Us

If you have any questions about this Privacy Policy or how we handle personal information, please contact us at info@val409a.com