Privacy Policy

Scope and Roles

Equitista acts as a service provider for customer workspace data and may act as controller for account and billing operations.

• Customer organizations control workspace content and determine lawful processing instructions.
• Equitista controls data needed for account management, security operations, and legal compliance.
• This policy applies to website visitors, trial users, paid subscribers, and support interactions.

Data We Collect

We collect account, usage, support, and technical telemetry required to provide, secure, and improve the service.

• Identity data: name, business email, company, role, and authentication records.
• Service data: uploaded documents, metadata, report outputs, citations, and workflow events.
• Technical data: IP address, device/browser signals, session logs, and security event traces.

How We Use Data

Data is used to deliver requested services, maintain security, support users, and satisfy legal obligations.

• Operate and improve platform functionality, retrieval quality, and report reliability.
• Detect abuse, prevent unauthorized access, and maintain service integrity.
• Provide customer support, communicate product updates, and enforce contractual terms.

Sharing and Subprocessors

We do not sell personal data. We share data with subprocessors strictly to run the platform and business operations.

• Subprocessors may include infrastructure, storage, monitoring, and customer support providers.
• All subprocessors are contractually bound by confidentiality and data protection obligations.
• Upon request, enterprise customers can obtain a current subprocessors list and notice process.

Security and Retention

We maintain administrative, technical, and organizational controls aligned with B2B security expectations.

• Access controls, least-privilege principles, encrypted transport, and operational logging are enforced.
• Retention periods vary by data category, legal obligations, and customer configuration.
• Upon termination or verified request, data is deleted or returned per contractual commitments.

Your Rights and Contact

Authorized individuals may request access, correction, deletion, or objection rights where legally applicable.

• Requests should be directed to the workspace administrator first for customer-controlled data.
• For Equitista-controlled data, contact us and include sufficient identity and account context.
• For privacy matters, contact developers@equitista.com.

Related legal documents

For legal questions, contact developers@equitista.com.