Privacy Policy

DealForge AI by Adaptive Research

Last Updated: October 2025

DealForge AI is owned and operated by Adaptive LLC DBA Adaptive Research.

This Privacy Policy describes what information we collect from you, how we collect it, how we use it, how we obtain your consent, how long we keep it in our databases and, if necessary, with whom we share it.

Table of Contents
1. General Information

The personal data of users collected and processed through the DealForge AI platform (https://dealforgeai.com) will be under responsibility and in charge of:

3. Types of Data Collected

DealForge AI collects various types of personal and technical data when you interact with the platform:

3.1. Account Information

  • Email address (required for account creation)
  • Full name
  • Phone number (optional, for verification or contact)
  • Company or institution name (optional)
  • Password (stored in encrypted form)
  • Language preferences, time zone, and profile settings
  • Registration date and last activity

3.2. Usage Data

  • Search queries, filters applied, and analysis parameters
  • Companies, investments, or mergers analyzed within the platform
  • Reports generated, opportunities saved, and sales funnel data
  • History of analyses, ratings, annotations, and comments made
  • Interactions with due diligence, matching, reporting features
  • Activity within the account (login date/time, session duration, frequency)
  • Display preferences and content customization

3.3. Technical Data

  • IP address, approximate location, and internet service provider
  • Browser type and version, operating system, and device type
  • Unique device identifiers and necessary technical cookies
  • Server logs, including errors, diagnostics, and system performance
  • Pages visited, features used, and navigation flow
  • Date, time, and duration of access sessions

3.4. Payment Information

Important: DealForge AI does not store credit card information or sensitive financial data. Payments are securely processed through the third-party provider Stripe, in accordance with their security standards. The platform only retains the customer ID assigned by Stripe and records related to subscription management, billing history, plan purchased, and payment status.

3.5. Derived and Analytical Data

  • User behavior and performance metrics within the platform
  • Aggregated and anonymized data used to improve AI models and analysis systems
  • Information collected through analytics tools (such as Google Analytics) to understand usage and optimize functionality
4. How Long We Keep Your Data

DealForge AI retains users' personal and technical data only for as long as necessary to fulfill the purposes for which it was collected, as well as to ensure compliance with applicable contractual, operational, legal, and security obligations.

4.1. Account Information

Data associated with the user profile is retained for as long as the account remains active. If you close your account, we will delete or anonymize the information within a reasonable period of time, unless we need to retain it to: (i) comply with contractual or tax obligations, (ii) resolve disputes, fraud, or pending claims, or (iii) retain anonymized historical records for statistical or security purposes.

4.2. Usage Data

Data related to searches, analyses, generated reports, and user settings is retained for as long as the account remains active to ensure continuity of the user experience. Once the account is deleted or inactive for an extended period, this data is anonymized or progressively deleted.

4.3. Technical Data

Technical logs (IP addresses, device identifiers, browser information) are retained for as long as strictly necessary to ensure platform security, prevent fraud, diagnose technical issues, and perform internal audits. These logs are subsequently deleted or retained in anonymized form.

4.4. Payment Information

We only retain the customer ID assigned by Stripe and records associated with billing and subscription management. This information is retained for as long as the contractual relationship remains in force and for the periods necessary to comply with applicable accounting, tax, or auditing obligations.

4.5. Derived and Analytical Data

Aggregated or anonymized data used for analysis, optimization, and improvement of AI models may be retained indefinitely, to the extent that it does not allow for direct or indirect identification of the user.

5. Purposes of Data Collection

DealForge AI collects and processes your data to provide efficient, secure, and personalized operation of the platform. The purposes of collection are grouped according to the nature of the information:

5.1. Account Information

  • Enable registration and access to the platform (including third-party authentication like Google)
  • Identify the user and keep their session active
  • Manage profile preferences, language, time zone, and personalized settings
  • Administer subscription plans (free, Pro Founder Pass, and Enterprise Founder Pass)
  • Facilitate communication regarding account, service updates, and active subscriptions

5.2. Usage Data

  • Enable the functioning of search, analysis, company valuation, and opportunity matching tools
  • Record queries, filters, saved opportunities, and results to provide a continuous and personalized experience
  • Improve the accuracy of analyses, recommendations, and results provided by AI models
  • Evaluate user behavior to optimize the interface, functionalities, and overall performance
  • Identify usage patterns to improve efficiency and relevance of services offered

5.3. Technical Data

  • Optimize platform performance across different browsers, devices, and operating systems
  • Monitor traffic metrics, load times, and system errors to improve technological infrastructure
  • Detect unusual activity, unauthorized access, or possible misuse of the system
  • Implement security controls and internal audits that protect users' personal data
  • Analyze trends and technical performance for maintenance and continuous improvement

5.4. Payment Information

  • Manage payments and renewals for purchased subscription plans
  • Issue receipts, invoices, and administrative records associated with transactions
  • Keep the user's payment status and active plan up to date
  • Ensure the security and traceability of financial transactions

5.5. Derived and Analytical Data

  • Develop, train, and improve the AI algorithms and analysis models implemented by DealForge AI
  • Evaluate the effectiveness of the system's functionalities and performance
  • Compile internal statistics and metrics to understand platform use and improve design and content
  • Offer a more relevant experience, tailored to the needs and habits of users
  • Maintain the quality, consistency, and accuracy of the results offered
6. How We Share Information

The personal information of our customers and users is an important and fundamental part of our platform. Under no circumstances will we sell or share information with third parties that has not been previously authorized by you.

6.1. Third-Party Service Providers

DealForge AI shares certain data with external providers that support the operation and improvement of the platform. These third parties process the information solely for the specific purposes contracted and under strict security and confidentiality measures.

The main services used include:

  • Base44: Database infrastructure and hosting
  • OpenAI: Processing and generating analysis using artificial intelligence
  • Stripe: Secure payment processing and subscription management
  • Google Analytics: Website usage analysis (activated only with your consent)
  • Bright Data: Collection of public data to identify market opportunities

Important: DealForge AI does not sell or exchange personal information with third parties. Any data transfer is limited to the operational purposes of the platform.

6.2. Newsletter and Email Marketing

By providing us with your email address, you consent that we may send you marketing content, newsletters, notifications and information related to our platform. Your email address may be shared with third-party bulk email services for the sole purpose of sending you relevant communications. If you wish to stop receiving communications, you can unsubscribe at any time using the "unsubscribe" option in the emails or by contacting us.

6.3. Business Transfers

In the event that DealForge AI creates, merges with, or is acquired by another entity, your information will most likely be transferred. We will email you or place a prominent notice on our platform before your information becomes subject to another privacy policy.

6.4. Protection of DealForge AI and Others

We release personal information when we believe release is appropriate to comply with the law, enforce or apply our Terms and Conditions and other agreements, or protect the rights, property, or safety of DealForge AI, our users, or others. This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction.

6.5. With Your Consent

Other than as set out above, you will receive notice when personally identifiable information about you might go to third parties, and you will have an opportunity to choose not to share the information.

7. Protecting Your Information

DealForge AI implements industry-standard technical and organizational security measures to protect users' personal and technical data from unauthorized access, loss, alteration, or improper disclosure.

  • Encryption for data transmission (HTTPS/TLS)
  • AES-256 encryption at rest available for Firm-tier workspaces
  • Authentication via Google SSO and email verification, managed by our infrastructure provider (Base44)
  • Role-based access controls and workspace-level permissions (owner, admin, analyst, viewer, compliance)
  • Comprehensive audit logging of all user actions
  • Automated anomaly detection and breach monitoring with admin notification
  • Secure cloud infrastructure (Base44) with redundancy and monitoring

Note: While we strive to protect your data, no system can guarantee absolute security against all threats. We rely on our infrastructure provider (Base44) for platform-level security controls including Google SSO authentication and email verification. Our platform includes automated breach detection that monitors for suspicious activity patterns (unusual login attempts, multi-geographic access, abnormal data access volumes) and notifies administrators and affected users promptly.

8. Data Breach Notifications

In the event of a security breach that compromises the confidentiality of our users' personal data, DealForge AI undertakes to notify those affected in a timely manner. This notification will be made through the means of contact that have been provided by you on our platform. We will take all reasonable measures to protect the information and remedy any situation that jeopardizes the security of your data.

9. International Data Transfer

DealForge AI may transfer users' personal data outside the United States or your country of origin due to the use of hosting, storage, and processing services provided by third parties operating servers located in different countries. These transfers are necessary to ensure the continuous operation of the platform and to provide an efficient user experience.

DealForge AI is committed to ensuring that all international transfers of personal data comply with applicable data protection regulations, including appropriate security measures to safeguard user information. This includes implementing standard contractual clauses, assessing the adequacy of data protection in the receiving country, and complying with applicable privacy standards on third-party services.

By using DealForge AI, you consent to the transfer, storage and processing of your data on servers located outside your country of residence, acknowledging that such transfers are necessary for the operation of the platform.

10. Your Privacy Rights

Users of DealForge AI enjoy a number of rights related to the protection, access, and control of their personal data. These rights may be exercised at any time and at no cost:

  • Right of Access: Request a copy of the personal data that DealForge AI holds about you, along with information about the purpose of the processing and third parties with whom such data has been shared.
  • Right of Rectification: Request the correction of any inaccurate, incomplete, or outdated personal data.
  • Right of Erasure: Request the deletion or erasure of your personal data when it is no longer necessary for the purposes for which it was collected, or when you wish to close your account.
  • Right to Restriction of Processing: Request that DealForge AI restrict the processing of your data in specific circumstances.
  • Right to Object: Object to the processing of your personal data for reasons related to your particular situation.
  • Right to Data Portability: Request to receive your personal data in a structured, commonly used, and machine-readable format.
  • Right to Withdraw Consent: Withdraw your previously given consent to the processing of your data at any time.
  • Right Not to Be Subject to Automated Decisions: Request not to be subject to decisions based solely on automated data processing, including profiling.
Procedure for Exercising Rights:

To exercise any of the above rights, users may send a formal request to our contact email address, specifying the right they wish to exercise and providing sufficient information to verify their identity.

Requests will be answered within a maximum period of 30 calendar days from the date of receipt, unless the complexity or volume of the requests requires a reasonable extension of the deadline.

11. Children's Online Privacy Protection

We comply with the requirements of national and international data protection regulations regarding the protection of personal data of minors. We do not collect any information from children under the age of 13 (minimum age allowed to collect and process information without parental or legal guardian consent). If we become aware that a child under the age of 13 has provided us with personal information, we will take steps to delete such information.

12. Third Parties

Except as otherwise expressly included in this privacy policy, this document addresses only the use and disclosure of information that DealForge AI collects from you. If you disclose your information to third parties, different rules may apply to their use or disclosure of the information. DealForge AI does not control the privacy policies of third parties, and you are subject to the privacy policies of those third parties where applicable. DealForge AI is not responsible for the privacy or security practices of other websites, platforms or services, including those linked from our platform.

13. Changes to Privacy Policy

We reserve the right to change our privacy policy at any time. Changes will be promptly notified to our users through any electronic means and posted on the platform. Your continued use of our platform following such changes will signify your acceptance of the changes.

Contact Us

If you have questions or concerns about this privacy policy and the handling and security of your data, please contact us:

Adaptive Research - DealForge AI

Email: info@adaptiveresearch.co