Legal
This policy explains what data we collect, how we use it, and the choices you have when using Fund Flow OS.
Fund Flow OS is committed to protecting user privacy. This summary explains what data we collect, how it's used, how it's protected, and how users can manage their information.
Personal details: Name, email, contact info, business and billing details, login credentials.
Usage data: IP address, browser/device type, pages visited, interactions, crash reports, and cookies for authentication or preferences.
Workspace content: Investor lists, deals, financial data, uploaded documents, and templates created by users.
Fund Flow OS does not sell personal information and does not use private workspace data to train public AI models.
Some features use AI or machine learning to generate insights or recommendations. User-uploaded data is processed only to provide these features and remains private to each workspace. Third-party AI vendors (if used) operate under strict confidentiality and data-protection agreements.
Essential cookies: Enable login and basic functionality.
Analytics cookies: Help improve product performance.
Preference cookies: Remember user settings.
Users may disable cookies, but some features may no longer function correctly.
Fund Flow OS shares information only with:
No personal data is sold or rented.
Operators using Fund Flow OS may send SMS and text messages to their own contacts through the platform. Fund Flow OS records, for each contact, the consent level an operator captured, when it was captured, and a reference to the operator's evidence of that consent. The platform refuses to send to a contact with no recorded consent.
Mobile information, phone numbers, and SMS consent are never shared with or sold to third parties or affiliates for marketing or promotional purposes. Phone numbers are disclosed only to the messaging carriers and service providers required to deliver a message the recipient has consented to receive, and those providers may not use the information for any other purpose. No mobile opt-in data is shared with advertisers or used to train public AI models.
Recipients may opt out at any time by replying STOP to any message, which suppresses all further messages from that operator, or by replying HELP for assistance. Opt-out requests are honored regardless of the consent an operator previously recorded. Message and data rates may apply, and message frequency varies by operator.
When you connect your Google account, Fund Flow OS accesses certain Gmail data in order to provide email synchronization and sending features within your workspace. This may include email metadata (such as sender, recipient, subject, timestamp) and message content for messages that you select or interact with.
Fund Flow OS uses Gmail data only to provide CRM email functionality. We do not sell Gmail data, not share it with advertisers, and not use it to train public AI models.
You can revoke Google access at any time from your Google Account permissions page or by disconnecting Gmail inside Fund Flow OS. You may request deletion of email-related data as outlined in the “User Rights” section.
Data is encrypted in transit and at rest. We use role-based access controls, multi-factor authentication, continuous monitoring, and incident response procedures. While no system is 100% secure, Fund Flow OS actively maintains safeguards and employee training.
User data is retained while the account is active and as required by law. Users may request deletion of their personal data at any time, subject to legal or regulatory retention requirements (such as invoices).
Depending on location, users may:
Requests can be made using the contact information below.
Data may be processed in the U.S. or other regions using legally approved safeguards such as Standard Contractual Clauses.
Fund Flow OS is not intended for users under 18 years old. Any data collected from minors is deleted once identified.
California residents may:
Policy changes will be announced by email or in-app notice. Continued use after notification indicates acceptance of the updated terms.
Email: support@fundflowos.com
If unresolved, users may contact their local data-protection authority.
