Privacy Policy

Draft pending legal review.

What we collect

Contact details you give us (name, email, business name); business information you enter or upload (financial figures, statements and answers about how your business runs); your activity in the app (logins, tasks completed, re-valuations); and our communications with you, including emails, replies and questions.

How we use it

To prepare your valuation, plan and weekly reports; to send you emails about your account and our service; to answer your questions; and to improve our service. We use software and AI tools, operated by us and our service providers, to analyze your information and draft reports and messages.

We store communications

We keep records of emails, replies, questions and account activity so we can support you and improve the service. When we study results across clients, we remove names and identifying details first.

What we never do

We never sell your data. We do not publish your name, business or results without your separate written permission.

Service providers

We use trusted providers to run the service, including our valuation platform, payment processor, email provider, hosting and AI providers. They may process your information only to provide services to us.

Your choices

You can unsubscribe from marketing emails anytime using the link in any email. You can ask us to access, correct or delete your information by emailing info@gregorygroupcompanies.com.