Privacy Policy

Introduction

Nvestiv Capital Corporation ("Nvestiv," "we," "us," or "our") provides an AI-enabled platform for managing investment workflows, processing documents, analyzing deal materials, and supporting communication between investors, fund managers, advisors, and related participants ("Services").

We recognize the importance of privacy and are committed to handling personal information responsibly and transparently. This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit our website, access our platform, or use our Services.

We may update this Policy periodically to reflect new practices or legal requirements. The "Last Updated" date indicates the most recent changes.

Data Protection Officer

Nvestiv Capital Corporation is headquartered in Toronto, Ontario, Canada. We have appointed a Data Protection Officer ("DPO") to answer questions or handle privacy requests.

Data Protection Officer: Saad Hassan
Nvestiv Capital Corporation
80 Atlantic Ave, 4th Floor
Toronto, Ontario, Canada
M6K 1X9
Email: policy@nvestiv.com

1. Information We Collect

We collect personal information from website visitors, customers, and platform users in the following ways:

1.1 Information You Provide Directly

This includes:

Name, job title, employer
Business contact details (email, phone, office address)
Login credentials (username, password)
Billing or payment information (processed by trusted third-party providers)
Files, documents, contracts, messages, notes, investor lists, and any content uploaded to the platform ("Customer Content")
Deal data, investor criteria, financial documents, onboarding details, and CRM records

1.2 Information Collected Automatically

When you use the Services, we automatically collect:

IP address
Browser type, operating system, device identifiers
Time zones, language preferences
Referring URLs and pages viewed
Log data and activity timestamps
Feature usage patterns
Interaction behavior such as prompts, user actions, and click patterns ("Behavioral Data")

1.3 Information from Third Parties

We may receive information from:

Public sources (e.g., LinkedIn, public company websites)
Email, calendar, or CRM integrations authorized by the user
Service providers assisting with analytics, hosting, or onboarding
Partners supporting Service delivery

We treat all such information in accordance with this Policy.

2. How We Use Personal Information

We use personal information to:

Provide, operate, and maintain the Services
Process Customer Content through AI systems strictly for inference (i.e., generating outputs requested by the user)
Personalize features, insights, summaries, and recommendations
Enhance platform performance, user experience, and reliability
Conduct analytics using Behavioral Data
Communicate with you regarding support, updates, or account notices
Improve security, monitor system integrity, and prevent misuse
Fulfill contractual obligations and comply with applicable law

Nvestiv does not sell personal information.

3. AI Processing and Model Training

3.1 Use of AI Providers

Nvestiv uses enterprise-grade AI inference APIs provided by third-party vendors such as OpenAI, Anthropic, and Google Gemini. Customer Content may be transmitted to these providers solely to generate outputs requested by the user.

3.2 No Training on Customer Content

Nvestiv does not:

Use Customer Content to train or fine-tune any machine learning or AI models
Permit AI providers to use Customer Content for model training
Build internal models trained on Customer Content
Use uploaded files, CRM data, deal documents, investor information, or DataRoom materials for training

All processing of Customer Content is limited to delivering the Services requested by the Customer.

3.3 Use of Behavioral Data

Nvestiv may use aggregated or anonymized Behavioral Data (prompts, clicks, interaction patterns, usage analytics) to:

Improve product performance
Understand user behavior
Enhance reliability and user experience
Develop new features
Maintain security and quality

Behavioral Data does not include the contents of Customer Content and cannot be used to reconstruct sensitive materials.

3.4 Ownership

Customer retains ownership of all Customer Content.
Nvestiv retains ownership of aggregated, anonymized Behavioral Data.

4. Cookies and Tracking Technologies

We use cookies and similar technologies for:

Authentication and session management
Preference retention
Analytics and performance optimization
Platform security

Users may control cookies through browser settings or our Cookie Preferences tool.

5. Sharing of Personal Information

We may share information only under the following circumstances:

5.1 Service Providers

With vendors who support our operations, including:

Cloud infrastructure
AI inference providers
Email sending platforms
Identity verification tools
Analytics providers
Customer support tools

These providers may access personal information solely to perform services on our behalf.

5.2 Legal Compliance

We may disclose information if required to:

Comply with laws, regulations, legal processes, or government requests
Protect Nvestiv's rights, security, or property
Investigate fraud, security threats, or misuse

5.3 Business Transfers

Personal information may be transferred as part of:

A merger
Acquisition
Financing
Sale of assets

5.4 Aggregated and De-Identified Data

We may share aggregated or anonymized data that does not identify any individual.

We do not disclose personal information to third parties for their independent marketing purposes.

6. International Transfers

Nvestiv uses global service providers and infrastructure. As a result, personal information may be transferred to or accessible from countries including the United States, the European Union, and others.

Where required, Nvestiv implements:

Standard Contractual Clauses
Data Processing Agreements
Additional security measures

By using the Services, you acknowledge that cross-border processing may occur.

7. Your Rights

Depending on jurisdiction, you may have rights including:

Access to personal information
Correction of inaccurate information
Deletion ("right to be forgotten")
Restriction of processing
Data portability
Objection to certain processing
Withdrawal of consent
Rights relating to automated decision-making

To exercise these rights, contact:

policy@nvestiv.com

We may verify your identity before processing requests.

8. Data Retention

We retain personal information for:

As long as your account is active
Periods required for legal and regulatory compliance
A reasonable period thereafter for business and archival purposes

Customer Content stored in your workspace remains available until deleted by you or upon account closure.

9. Children's Data

The Services are not directed to children under 16, and we do not knowingly collect information from them. If such data is discovered, it will be deleted promptly.

10. Data Security

Nvestiv employs administrative, technical, and physical safeguards to protect personal information, including:

Encryption at rest and in transit
Access controls and authentication
Secure development practices
Monitoring and audit logging
Incident response protocols

No system is perfectly secure, and users are responsible for protecting their account credentials.

11. Changes to this Policy

Nvestiv may update this Privacy Policy periodically. Updates become effective when posted. Continued use of the Services indicates acceptance of any modifications.

12. Contact Information

For questions about this Privacy Policy or to exercise your privacy rights, contact:

Data Protection Officer
Nvestiv Capital Corporation
80 Atlantic Ave, 4th Floor
Toronto, Ontario, Canada
M6K 1X9
Email: policy@nvestiv.com