Privacy Policy - AdvisorIndex

1. Information We Collect

AdvisorIndex collects information you provide directly to us, including:

Business Information: Company name, industry, location, deal size range (for seller matching)
Contact Information: Email address (for results delivery and optional advisor introductions)
Usage Data: Pages visited, features used, and interactions with our platform (via PostHog analytics)

2. How We Use Your Information

We use your information to:

Match your business with relevant M&A advisors based on industry, deal size, and location
Provide access to your personalized match results via a secure, tokenized URL
Improve our platform and matching algorithms
Analyze usage patterns to enhance user experience (anonymized analytics)
Facilitate introductions to advisors if you explicitly request

3. Information Sharing

We do not sell your personal information.

We may share your information with advisors only when:

You explicitly request an introduction through our platform
You choose to contact an advisor directly from your results page

Directory Information: Advisor profiles, deal history, and team information are compiled from public sources (FINRA, SEC, firm websites) and displayed publicly.

4. Data Security

We implement appropriate technical and organizational measures to protect your information:

HTTPS encryption for all data transmission
Tokenized access to seller match results (unique, shareable URLs)
Secure database hosting with access controls
No plaintext storage of sensitive information

5. Cookies and Analytics

We use PostHog for analytics. PostHog may use cookies and similar technologies to collect information about your browsing behavior. This data helps us understand how our platform is used and improve our services.

You can disable analytics by adjusting your browser settings or using browser extensions that block analytics scripts.

6. Data Retention

Seller Leads: Your intake submission and match results are retained for 90 days. After this period, data may be deleted or anonymized.

Analytics Data: Anonymized usage data may be retained indefinitely for analytical purposes.

7. Your Rights

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

Access the personal information we hold about you
Request deletion of your information
Correct inaccurate information
Opt out of communications from us
Export your data (data portability)

To exercise these rights, contact us at contact@advisorindex.co

8. Children's Privacy

Our services are not intended for individuals under the age of 16. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We take appropriate safeguards to ensure your information remains protected in accordance with this privacy policy.

10. California Residents (CCPA)

If you are a California resident, you have specific rights regarding your personal information under the California Consumer Privacy Act (CCPA):

Right to Know: Details about what categories of personal information we collect and how we use it
Right to Delete: Request deletion of your personal information
Right to Opt-Out: Opt out of the sale of your personal information (we do not sell personal information)
Right to Non-Discrimination: No discrimination for exercising your privacy rights

11. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

12. Contact Us

For questions about this privacy policy or your personal information, contact:

AdvisorIndex by MeridianOS
Email: contact@advisorindex.co