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Privacy Policy

Privacy Policy – SyncPoint

Effective Date: 01/01/2025

SyncPoint (“we,” “our,” or “us”) values and respects the privacy of our clients and visitors. This Privacy Policy explains how we collect, use, store, and protect your personal and business data when you use our website and services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, job title, and company name.
  • Business Information: Investment criteria, deal flow data, portfolio performance data, and related files you provide.
  • Technical Information: IP address, browser type, operating system, and usage data from our website.
  • Third-Party Data: Information obtained from publicly available sources or licensed third-party databases as part of our services.
2. How We Use Your Information

We use your data to:

  • Provide, improve, and customize our services.
  • Process inquiries and provide customer support.
  • Integrate with your systems and deliver automation services.
  • Send service-related communications and updates.
  • Ensure security, prevent fraud, and comply with legal obligations.
3. Data Sharing and Disclosure

We do not sell your personal or business data. We may share information with:

  • Service Providers: Trusted partners who help us operate our services, under strict confidentiality agreements.
  • Legal Authorities: When required by law or legal process.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets.
4. Data Security

We use industry-standard encryption, secure servers, and role-based access controls to protect your data. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce our agreements.

6. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or delete your personal data. Contact us at [Insert Contact Email] to exercise these rights.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to improve your experience and analyze usage. You can manage cookie preferences through your browser settings.

8. Changes to This Privacy Policy

We may update this policy from time to time. Changes will be posted on our website with the updated effective date.

Terms & Conditions

Effective Date: 01/01/2025

These Terms & Conditions (“Terms”) govern your use of the SyncPoint website and services. By accessing or using our services, you agree to these Terms.

1. Services Provided

SyncPoint offers custom AI automation, workflow integration, and related consulting services for Private Equity firms and other B2B clients.

2. Eligibility

You must be at least 18 years old and have the authority to enter into contracts on behalf of your organization.

3. Client Responsibilities
  • Provide accurate and complete information needed to deliver services.
  • Maintain the confidentiality of login credentials.
  • Ensure your use of our services complies with applicable laws and regulations.
4. Intellectual Property

All software, designs, algorithms, and documentation we create remain the property of SyncPoint unless otherwise stated in a written agreement. You are granted a non-exclusive, non-transferable license to use deliverables for internal business purposes only.

5. Payment Terms

All fees must be paid as agreed in your service contract. Late payments may result in service suspension or termination.

6. Confidentiality

Both parties agree to keep all non-public business information confidential, except as required by law or with written consent.

7. Limitation of Liability

SyncPoint is not liable for any indirect, incidental, or consequential damages, including loss of profits or business opportunities, arising from the use or inability to use our services. Our total liability is limited to the amount paid for the service in the 12 months preceding the claim.

8. Termination

Either party may terminate services with written notice. Upon termination, you must cease use of all deliverables and return or delete any proprietary materials.

9. Governing Law

These Terms are governed by and construed in accordance with the laws of [Insert State/Country], without regard to conflict of law principles.

10. Dispute Resolution

Any disputes will be resolved through good-faith negotiations. If unresolved, disputes will be subject to binding arbitration in [Insert Location].

11. Changes to Terms

We may update these Terms periodically. Continued use of our services after changes means you accept the updated Terms.

Data Processing Addendum (DPA)

Effective Date: 01/01/2025

This Data Processing Addendum (“Addendum”) forms part of the Terms & Conditions and governs the processing of personal and business data by SyncPoint (“Processor”) on behalf of the Client (“Controller”) in connection with the provision of services.

1. Definitions
  • “Controller”: The party determining the purposes and means of processing personal data.
  • “Processor”: SyncPoint, which processes personal data on behalf of the Controller.
  • “Personal Data”: Any information relating to an identified or identifiable natural person.
  • “Processing”: Any operation performed on Personal Data, including collection, storage, use, and deletion.
2. Scope of Processing

The Processor will process Personal Data solely for the purposes of providing the services described in the main agreement, and in accordance with the Controller’s documented instructions.

3. Compliance with Law

The Processor shall comply with all applicable data protection laws, including but not limited to:

  • GDPR (General Data Protection Regulation – EU 2016/679)
  • CCPA (California Consumer Privacy Act)
  • Any other applicable privacy regulations in the jurisdictions in which the Controller operates.
4. Confidentiality

The Processor shall ensure that all personnel authorized to process Personal Data are bound by confidentiality obligations.

5. Security Measures

The Processor shall implement appropriate technical and organizational measures to protect Personal Data, including:

  • End-to-end encryption during transmission and storage.
  • Role-based access controls.
  • Regular security audits and vulnerability assessments.
6. Sub-Processor

The Processor may engage sub-processors to assist in providing services, provided that:

  • The sub-processor is bound by equivalent data protection obligations.
  • The Controller is informed in advance of any changes to sub-processors.
7. Data Subject Rights

The Processor shall assist the Controller in fulfilling its obligations to respond to data subject requests, including:

  • Access
  • Rectification
  • Erasure
  • Data portability
  • Objection to processing
8. Data Breach Notification

The Processor will notify the Controller without undue delay upon becoming aware of any Personal Data breach, providing all available information to help the Controller meet legal notification requirements.

9. Data Transfers

If Personal Data is transferred outside the Controller’s jurisdiction, the Processor will ensure adequate safeguards are in place, such as Standard Contractual Clauses or equivalent mechanisms.

10. Data Retention and Deletion

Upon termination of services, the Processor will delete or return all Personal Data to the Controller, unless retention is required by law.

11. Audit Rights

The Controller has the right to request evidence of the Processor’s compliance with this Addendum and applicable data protection laws.

12. Governing Law

This Addendum shall be governed by the same laws and jurisdiction set forth in the main agreement.