Privacy policy.

This page describes what information HedgeFundAI collects, why, and how long it is kept.

In effect for invited private-beta participants. Undergoing final legal review.

HedgeFundAI is in private beta.

Information we collect

  • Business profile: the basic information you give us about your business (name, industry, contact details, and the plan or service tier you choose).
  • Connector read scopes: the read-only access you grant when you connect a tool (for example, an accounting or email platform), scoped to what that connection needs.
  • Assistant transcripts: your conversations with the in-workspace AI assistant, so it can help you and so we can review quality and safety.
  • Audit events: a record of key actions taken in your workspace (sign-ins, approvals, connector changes), kept for accountability and security.
  • SMS opt-in details: if you choose to receive text messages, the mobile number you provide, the time you gave consent, and the messages you exchange with your HedgeFundAI number. SMS is optional; you can opt out at any time by replying STOP.

Why we collect it

  • Operating your workspace and keeping it available and secure.
  • Billing for the service tier you have chosen.
  • Responding to support requests.
  • Improving the service based on how it is actually used.

Who else sees it

We use a small number of sub-processors to run HedgeFundAI. Each only sees what it needs to do its job:

Microsoft Azure
hosting and infrastructure.
Stripe
payment processing and billing.
OpenAI
assistant draft and chat generation, only when AI assistance is enabled for your workspace.
Twilio
text-message delivery, only if you opt in to SMS.

AI model providers may change; material changes to sub-processors will be notified to beta participants.

How long we keep it

Business profile (intake)
kept while your workspace is active.
Audit events
kept for at least 12 months.
Assistant transcripts
kept for 30 days by default.
Connector secrets
cleared as soon as you revoke a connection.

Your rights

Subject to applicable law, you can ask us to:

  • Access the information we hold about your business.
  • Correct information that is inaccurate or out of date.
  • Delete your information, subject to what we must legally retain.
  • Export your information in a portable format.

To make a request, contact support@hedgefundai.co.

International transfers

This section is being finalized with legal counsel before general availability; the private-beta terms above apply in the meantime.

Changes to this policy

Because this is a private beta, this policy may change. Changes will be posted on this page, and we will notify beta participants directly of any material change.