Privacy Policy

This Privacy Policy explains how Concord Deal Platform ("we," "us," "our") collects, uses, and protects your personal information when you use the Concord Deal Platform (the "Platform"). We are committed to safeguarding your data, including the confidential financial information we handle on your behalf.

1. Information We Collect

Information you provide

• Account details: name, email address, broker profile, and authentication data.
• Deal-related data: listings, buyer and seller leads, financial statements, recast projects, CIMs, BOVs, due-diligence items, and uploaded documents.
• Billing details: subscription and invoice records (payment processing is handled by a third-party processor).

Information collected automatically

• Usage data: pages visited, features used, and interaction logs.
• Device data: browser type, operating system, IP address, and approximate location.
• Cookies and similar technologies — see our Cookie Policy.

2. How We Use Your Information

• To operate, maintain, and improve the Platform and its tools.
• To enable brokerage services, deal management, and document workflows.
• To provide support, security monitoring, and fraud prevention.
• To communicate with you about your account, services, and legal notices.
• To comply with legal obligations and enforce our Terms of Service.

3. Confidentiality of Deal & Financial Data

Financial and deal-related information you enter into the Platform is treated as strictly confidential. We do not sell, rent, or trade your personal or deal data. We do not disclose your financial information to third parties except as required to operate the Platform (for example, cloud hosting and storage providers), to comply with law, or with your explicit direction for a specific transaction.

4. Legal Bases for Processing

We process personal information based on one or more of the following: your consent; performance of a contract with you; our legitimate interests in operating and securing the Platform; and compliance with legal obligations.

5. Sharing & Disclosure

We may share your information with:

• Service providers who help operate the Platform (hosting, storage, authentication, email, analytics).
• Licensed brokers and agents participating in a particular deal, when appropriate.
• Law enforcement or regulators when required by law or in response to valid legal process.

We require service providers to agree to confidentiality and data-protection obligations consistent with this policy.

6. Data Retention

We retain your information only as long as necessary for the purposes described in this policy and to comply with legal, accounting, or reporting requirements. Deal and financial records may be retained for a longer period where required by applicable professional record-keeping rules, then securely deleted.

7. Security

We apply industry-standard safeguards, including encryption in transit (TLS), role-level security (RLS) on our database, secure authentication, and access controls. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

8. Your Rights

Depending on your jurisdiction, you may have rights to access, correct, delete, restrict, or port your personal information, and to withdraw consent. To exercise these rights, contact us using the details below.

9. Children's Privacy

The Platform is not directed to individuals under 18, and we do not knowingly collect their personal information.

10. International Transfers

Your information may be transferred to and processed in the United States or other jurisdictions where our service providers operate. By using the Platform, you consent to such transfers.

11. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be posted here with an updated "last updated" date.

12. Contact Us

For privacy questions or to exercise your rights, contact us at: privacy@concordplatform.com.