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Privacy Policy

Last updated: August 11, 2026

Allocate (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website, platform, and services (collectively, the “Services”). Please read it carefully.

1Information We Collect

We collect information you provide directly, information gathered automatically, and data you submit to the marketplace:

  • Account and contact details — name, email address, organization, and credentials you use to sign in.
  • Usage information — IP address, browser and device type, pages visited, and interaction data.
  • Communications — messages you send us and inquiries submitted through our contact form.
  • Deal data — mandates, criteria, documents, and other material you or your agents upload to the marketplace.

Marketplace activity is anonymous by default: your identity is not attached to deal discovery or distribution unless you choose to reveal it.

2How We Use Your Information

We use the information we collect to provide and improve the Services, including to:

  • Operate the marketplace and match deals to configured criteria;
  • Maintain accounts, data rooms, and access permissions;
  • Communicate with you about the Services and respond to inquiries;
  • Analyze usage to improve the platform; and
  • Detect, prevent, and address fraud, abuse, and technical issues.

3Cookies and Similar Technologies

We use cookies and similar technologies for essential functions — such as keeping you signed in and keeping sessions secure — and for basic analytics that help us understand how the Services are used. We do not use advertising trackers. You can control or delete cookies through your browser settings; disabling essential cookies may affect functionality.

4How We Share Your Information

We do not sell your personal information. We share information only in the following circumstances:

  • Service providers — trusted vendors who help operate the platform, bound by contract to protect your information;
  • With your consent — when you choose to reveal your identity or connect with a counterparty;
  • Legal requirements — when disclosure is required by law, regulation, or legal process;
  • Business transfers — in connection with a merger, acquisition, financing, or sale of assets.

5Data Retention

We retain personal information for as long as necessary to provide the Services and fulfill the purposes described in this policy, unless a longer period is required or permitted by law. When information is no longer needed, we securely delete or anonymize it. Data room access permissions are revocable at any time.

6Your Rights

Depending on your location, you may have the right to access, correct, delete, export, or restrict the processing of your personal information, and to object to certain processing. To exercise any of these rights, contact us using the details below. We will respond within a reasonable time and in accordance with applicable law.

7Security

We implement appropriate technical and organizational measures to protect your information, including encryption in transit and at rest, permissioned access controls, and full audit logging on data rooms. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8Contact Us

If you have questions about this Privacy Policy or our data practices, contact us atcontact@allocate.fund or through ourcontact page.