Legal
Effective Date: July 20, 2026 · Last Updated: July 20, 2026
SearchSync Technologies, Inc. (“Company,” “SearchSync,” “we,” “us,” or “our”) operates SearchSync, an investment portfolio management and tracking platform for the entrepreneurship-through-acquisition (ETA) ecosystem, accessible at https://www.searchsync.com/ (the “Platform” or “Service”). We are committed to protecting the privacy and security of your personal information.
This Privacy Policy describes what information we collect and how we collect it; how we use and share your information; your rights and choices regarding your information; how we protect your information; and how to contact us with privacy questions.
By using SearchSync, you agree to the collection, use, and disclosure of your information as described in this Privacy Policy. If you do not agree with this Privacy Policy, please do not use the Platform. This Privacy Policy applies only to information collected through SearchSync and does not apply to information collected offline or through other channels.
Beta Program note. SearchSync is currently offered through an invitation-only Beta Program. Some privacy processes are still being developed, as described in this Policy. We will update this Policy as our practices mature and before SearchSync becomes generally available.
We collect several types of information from and about users of SearchSync:
When you create a SearchSync account, we collect your full name; email address; phone number; and company or organization name, including any investment vehicles you use (such as LLCs, LPs, or other entities through which you make investments). This information is necessary to create and manage your account, communicate with you, and provide the Service.
When you use SearchSync to track investments, we collect and store investment entity names; entity types (LLC, LP, C-Corp, etc.); investment amounts and dates; ownership percentages; investment performance data you enter or upload; notes and comments you create; and tags and categorizations you apply. This investment tracking data is the core information you provide to use SearchSync's portfolio management features.
You may upload documents to SearchSync, including monthly or quarterly investment updates, board reports and presentations, financial statements and performance reports, operating metrics and key performance indicators, email attachments sent to investment-specific email addresses, and other business documents relevant to your investments.
Important. While we design SearchSync to handle typical investment documents (board reports, financial updates, performance metrics), we cannot control what documents you choose to upload. You should not upload tax returns (personal or business); bank statements; Social Security numbers; documents containing personally identifiable information of third parties without authorization; or highly sensitive personal financial information beyond investment tracking. We process uploaded documents using AI algorithms to extract relevant information and create ledger entries. You control whether AI processing is enabled for each investment.
Each investment in SearchSync may be assigned a custom email address. When you send emails or attachments to one or more of these custom addresses, we collect email content (subject, body, sender information); email attachments (documents, spreadsheets, images); and email metadata (timestamps, sender/recipient information). We process these emails using AI to automatically extract financial data and create ledger entries if you have enabled this feature for that investment.
We automatically collect certain information when you use SearchSync, including:
We collect this information using analytics tools and logging systems to improve the Platform, diagnose technical issues, understand how users interact with features, and enhance user experience.
SearchSync uses cookies and similar tracking technologies:
Third-party services we use (such as Clerk for authentication) may also set cookies. We do not control these third-party cookies and recommend reviewing all applicable third-party privacy policies. Most web browsers automatically accept cookies, but you can modify your browser settings to decline cookies; however, disabling essential cookies may prevent you from using certain features of SearchSync.
We may receive information about you from authentication providers (Clerk) when you log in; email service providers (Google Workspace) when you send emails to investment addresses; and analytics services that provide aggregated demographic or usage information.
We use your information to create and manage your account; authenticate your identity and manage access; process and store your investment data; generate dashboards and reports; enable AI-powered features (ledger entry creation, document processing, chatbot); send investment-specific emails to custom addresses; export your data in requested formats (XLSX, PDF); and provide customer support and respond to your inquiries.
We use AI algorithms and machine learning models to extract data from documents you upload, generate ledger entries automatically, create summaries of investment performance and updates, power the AI chatbot, categorize transactions, and identify patterns to improve accuracy.
Important AI disclosures. We use AI models from third-party providers including Anthropic, accessed both directly and through OpenRouter, which provides access to multiple AI models for natural language processing and document analysis. We utilize proprietary AI orchestration systems and may develop our own models. Your data is NOT used to train third-party commercial AI models. We may use anonymized, aggregated data to train our own internal proprietary models for improving SearchSync features. You can disable AI processing on a per-investment basis at any time.
We use your information to send Service-related notifications (account changes, security alerts, platform updates); respond to support requests and feedback; communicate with Beta Program participants about testing, features, and program updates; and send administrative information required for your participation. During the Beta Program, communication is an essential part of participation, and opting out of these communications may impact your ability to participate.
We analyze usage patterns; identify technical issues, bugs, and performance problems; conduct product research and development; test new features; measure feature adoption; and optimize the user experience. We use analytics services including Google Analytics and other product analytics platforms (such as PostHog) to collect aggregated usage data. These services may use cookies and similar technologies.
We may create anonymized, aggregated data that cannot be used to identify you individually. We use this aggregated data to improve SearchSync features and algorithms, develop industry benchmarks and insights, conduct research on investment trends, create marketing materials and case studies (without identifying specific users), train our internal AI models, and identify common user needs. Aggregated data does not contain personal information and cannot be traced back to individual users.
We use your information to detect and prevent fraud, abuse, and security incidents; monitor for unauthorized access or suspicious activity; conduct security audits and vulnerability assessments; maintain audit logs; investigate potential violations of our Terms of Service; and protect the rights, property, and safety of SearchSync, our users, and the public.
We use your information to comply with applicable laws, regulations, and legal processes; respond to lawful requests from government authorities; enforce our Terms of Service and other agreements; resolve disputes and enforce our rights; and protect against legal liability.
We do not sell your personal information to third parties. We share your information only in the limited circumstances described below.
We share information with third-party service providers who perform services on our behalf:
These service providers have access only to the information necessary to perform their specific functions, are contractually required to protect your information and use it only for the purposes we specify, and cannot use your information for their own purposes or share it with others. Your investment data is NOT used to train third-party commercial AI models. We may use anonymized, aggregated data to train our own proprietary models. Many operational tools we use are self-hosted within our own infrastructure and do not involve third-party data access.
If SearchSync Technologies, Inc. is involved in a merger, acquisition, asset sale, bankruptcy, or other business transaction, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice on the Platform before your information is transferred and becomes subject to a different privacy policy.
We may disclose your information if we believe in good faith that such disclosure is necessary to comply with legal obligations (court orders, subpoenas, warrants, or legal processes); respond to lawful requests from government authorities, law enforcement, or regulatory agencies; enforce our Terms of Service; protect our rights, property, or safety, or those of our users or the public; prevent or investigate fraud, security incidents, or illegal activities; or respond to national security requests in accordance with applicable law. We will notify you of legal requests for your information unless prohibited by law or court order, or if we believe notification would create a risk of harm or obstruct a legal investigation.
We may share your information with third parties when you explicitly consent to such sharing. Before seeking your consent, we will clearly disclose what information will be shared and with whom.
We may share aggregated, anonymized data that cannot identify you individually with business partners for research or analysis, industry organizations for benchmarking, and the public for marketing or educational purposes. This data does not contain personal information and cannot be traced back to individual users.
We implement industry-standard security measures to protect your information:
We maintain daily automated database backups retained for 7 days, database transaction logs retained for 7 days, point-in-time recovery capability, and backups stored in encrypted format. Security and audit logs are retained for up to 400 days depending on log type; application and system logs and access logs are retained for 30–90 days. Retention periods are designed to balance security monitoring, compliance, and storage efficiency.
Important Beta disclosures. We take security seriously and implement the foundational measures described above. However, because SearchSync is in an invitation-only Beta Program, some security processes are still being formalized. We are not currently SOC 2 certified. We are developing our formal incident-response and breach-notification procedures; in the event of a data breach affecting your personal information, we will notify you and applicable authorities as required by applicable law. Security measures continue to be refined throughout the Beta period. No method of transmission over the Internet or electronic storage is 100% secure, and while we strive to protect your information, we cannot guarantee absolute security.
You are responsible for maintaining the confidentiality of your account credentials; using strong, unique passwords; enabling multi-factor authentication (strongly recommended); protecting your devices; not sharing your account with unauthorized individuals; logging out from shared or public devices; and promptly notifying us of any unauthorized access. If you believe your account has been compromised, immediately change your password and contact us at info@searchsync.com.
Active Accounts: We retain your account information and investment data while your account remains active. You can access, modify, or delete your data at any time through the Platform or by contacting us.
Deleted Accounts: When you request account deletion, we delete your User Content within thirty (30) days. Some information may be retained longer if required by law or necessary for legitimate business purposes.
Backups and Logs: Database backups and transaction logs are retained for 7 days before automatic deletion; if your data was included in a backup created before your deletion request, it will be permanently deleted when that backup expires (within 7 days maximum). Logs are retained according to the schedules in Section 4.2.
During the Beta Program, we do not consider the investment data you provide to be “financial records” subject to extended retention requirements under IRS rules or securities regulations, because SearchSync is a testing-stage platform rather than a production financial recordkeeping system; we are not acting as a broker-dealer, investment adviser, or financial institution; and users are responsible for maintaining their own authoritative investment records. You should maintain independent records of all important investment information and not rely solely on SearchSync.
We may retain certain information beyond the timeframes above if required by law (subpoenas, court orders, regulatory requirements); subject to legal hold (pending litigation, investigations, or disputes); necessary to prevent fraud or abuse (limited to data needed for security purposes); aggregated and anonymized (no longer identifying you); or contained in backup systems (automatically deleted when backups expire within 7 days).
While Beta data is intended to persist, SearchSync remains pre-release software. In extraordinary circumstances — such as significant technical failures or architectural changes — we may need to reset portions of, or all of, the Platform, which could result in data loss. We recommend exporting data you wish to retain and maintaining independent records. Do not rely on SearchSync as your only source of investment records during Beta.
You have the right to access the personal information we hold about you. You can view and download your information through the Platform, export investment data on a per-investment basis in XLSX or PDF format, and request a copy of your account information by emailing info@searchsync.com. We will respond to access requests within thirty (30) days and may ask you to verify your identity first.
You can correct inaccurate or incomplete information. Most information can be edited directly in the Platform, including account details, investment data, ledger entries (edit or delete AI-generated entries), and notes. If you cannot correct information yourself, email info@searchsync.com and we will assist you.
You have the right to request deletion of your information by emailing info@searchsync.com. We will delete your User Content within thirty (30) days, subject to the exceptions in Section 5.3. Before requesting deletion, export any data you wish to retain, as deletion is permanent.
You control whether AI processes your investment data on a per-investment basis, and you can have AI enabled for some investments and disabled for others. Disabling AI means you manually enter ledger data instead of automatic extraction. To disable AI processing for an investment, use the settings within that investment's dashboard.
During the Beta Program, communication is an essential component of participation, including testing updates, bug reports, requests for feedback, and important Service notifications. If you do not wish to receive these communications, it may impact your ability to continue participating. If SearchSync launches as a paid service, you will be able to opt out of marketing communications while still receiving essential Service-related notifications.
SearchSync does not respond to “Do Not Track” (DNT) browser signals, because SearchSync is an authenticated, user-based platform (not a public website), usage tracking is essential to providing and improving the Service, and you explicitly agree to data collection when creating an account. By using SearchSync, you consent to the tracking and analytics described in this Privacy Policy.
To exercise any of the rights described above, email info@searchsync.com with the subject line “Privacy Rights Request – [Your Name]” and include your full name and the email associated with your account, the specific right you wish to exercise, and details about your request. We will respond within thirty (30) days and may need to verify your identity first.
SearchSync is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are under 18, do not use SearchSync or provide any personal information to us. If we discover that we have collected information from a child under 18, we will promptly delete it. If you believe we have collected information from a child under 18, contact us immediately at info@searchsync.com. While we do not request information about children, we cannot control what documents you choose to upload; you should not upload documents containing personal information about children or other third parties.
SearchSync is operated from the United States. Your information will be transferred to, and stored and processed in, the United States, where data protection laws may differ from those in your country of residence. By using SearchSync, you consent to the transfer of your information to the United States.
SearchSync is designed for and tested with users in the United States and Canada. While we are not actively blocking access from other countries, users outside the U.S. and Canada may experience features not optimized for their region, data transfer across international borders, and different legal protections than in their home country.
SearchSync is not currently designed to comply with the General Data Protection Regulation (GDPR) or UK data protection laws, and we do not actively target users in the EU or UK. If you are located in the EU or UK, your data will be transferred to and processed in the United States, Standard Contractual Clauses or other GDPR transfer mechanisms are not currently in place, and you may have rights under GDPR that are not fully implemented in this version of SearchSync.
For users in Canada, your information is subject to the Personal Information Protection and Electronic Documents Act (PIPEDA) to the extent applicable. This Privacy Policy is designed to be generally consistent with PIPEDA principles. If you have specific questions about PIPEDA compliance, contact us at info@searchsync.com.
We may update this Privacy Policy from time to time to reflect changes to our information practices, new features, changes in applicable law, feedback, or improvements to clarity. When we make material changes, we will update the “Last Updated” date and send you an email notification to the address associated with your account at least thirty (30) days before changes take effect, unless immediate changes are required for legal or security reasons. For significant changes, we may require you to affirmatively accept the updated Privacy Policy before continuing to use SearchSync. Your continued use after the effective date constitutes acceptance. If you do not agree with any changes, you must stop using SearchSync and may request deletion of your account.
SearchSync may contain links to third-party websites, services, or resources that we do not operate. This Privacy Policy applies only to SearchSync. We are not responsible for the privacy practices of third parties; when you use a third-party site or service, you are subject to that third party's privacy policy and terms. Key third-party services we integrate with have their own privacy policies, including:
We encourage you to review these policies to understand how these services handle your information.
If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, or wish to exercise your privacy rights, contact us at:
SearchSync Technologies, Inc.
Attn: Privacy
9121 Lancaster Highway, Waxhaw, NC 28173, United States
Email: info@searchsync.com (subject line: “Privacy Inquiry”)
We will respond to privacy inquiries within thirty (30) days.
For general support or non-privacy questions, email info@searchsync.com or visit https://www.searchsync.com/. Beta Program participants may be provided access to dedicated support channels during the testing period.
By participating in the SearchSync Beta Program, you acknowledge and understand that the Platform is in a testing stage and data practices are evolving; some privacy processes (such as formal incident response and breach notification) are still being developed; extensive analytics and usage data collection is necessary to improve the Platform; we do not currently hold SOC 2 or other privacy/security certifications; regular communication with participants is necessary; you should regularly export your data as a precaution; and Beta data is intended to persist but is not guaranteed against loss.
We do not sell your personal information. We do not share your information with data brokers or for advertising purposes beyond our own use of advertising cookies on our marketing website (not within the authenticated Platform).
We do not share your personal information with unaffiliated third parties for their own marketing purposes. The only information sharing that occurs is with service providers who help us operate SearchSync (Section 3.1), as required by law (Section 3.3), in connection with business transfers (Section 3.2), and with your explicit consent (Section 3.4).
We rely on you to provide accurate and complete information. You are responsible for ensuring your account information is current, correcting inaccuracies in your investment data, not uploading false or misleading information, and verifying AI-generated information for accuracy. We are not responsible for inaccurate or incomplete information you provide or upload.
SearchSync is not designed to handle protected health information (PHI) under the Health Insurance Portability and Accountability Act (HIPAA). We are not a “business associate” and do not have a business associate agreement in place. Do not upload health information or HIPAA-protected data to SearchSync.
During the Beta Program, SearchSync is not operating as a financial institution, broker-dealer, investment adviser, or other regulated financial entity. Accordingly, we are not subject to Gramm-Leach-Bliley Act (GLBA) requirements at this time, do not provide annual GLBA privacy notices, and are not subject to financial-institution security rules beyond general best practices. This status may change if SearchSync launches as a commercial service with different features or functionality.
Based on SearchSync's current invitation-only Beta operations, we do not currently believe that SearchSync is subject to the California Consumer Privacy Act (CCPA) or California Privacy Rights Act (CPRA). This present understanding reflects factors such as our current Beta operations, our business-to-business focus, and the fact that we do not currently appear to meet the applicable revenue or data-volume thresholds. Our obligations may change as SearchSync's product, user base, or business evolves, or as applicable laws are amended or interpreted, and we will review and update our privacy practices as needed. If you are a California resident and believe CCPA or CPRA applies to your use of SearchSync, please contact us at info@searchsync.com.
A number of U.S. state privacy laws (such as the Virginia VCDPA, Colorado CPA, and Delaware DPDPA) generally apply to “consumer” personal data. SearchSync is designed to collect business and investment data from investors, fund managers, and business operators rather than consumer data. Based on our current Beta operations, user base, and business model, we do not currently believe these state privacy laws apply to our operations. This assessment may change as SearchSync grows or as applicable laws evolve or are interpreted, and we will review and update our privacy practices as needed.
Any disputes arising from or relating to this Privacy Policy are subject to the dispute resolution provisions in our Terms of Service, including governing law and venue in Delaware and limitations on class actions.
By accessing or using SearchSync, you acknowledge that you have read this Privacy Policy, understand it, and agree to be bound by its terms. If you do not agree, you must not use SearchSync and should not create an account. For Beta Program participants, acceptance of this Privacy Policy is a condition of participation, and your continued participation indicates your ongoing acceptance of the practices described herein.
Last Updated: July 20, 2026
Effective Date: July 20, 2026
Version: Beta 1.0
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