Privacy Policy

01Introduction

ConvertaRise ("ConvertaRise," "we," "us," or "our") respects your privacy and is committed to handling personal information responsibly and transparently. This Privacy Policy describes the types of information we collect, how we use and share it, and the choices and rights available to you.

By using our website or engaging our Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our practices, please do not use our website or provide us with personal information.

02Scope of This Policy

This policy applies to personal information we collect through our website, through inquiries and communications you send us, and in the course of providing our analytics and advisory Services. It does not apply to third-party websites, platforms, or services that we do not control, even where they are referenced or linked from our website.

When we provide Services to a business client, that client may share information with us that relates to its own users or customers. In those situations, the client is generally responsible for that information as the controller, and we handle it on the client's behalf and in accordance with our engagement and applicable law.

03Information We Collect

We collect information in a few different ways:

• Information you provide directly. When you contact us, request a proposal, or complete a form on our website, you may provide details such as your name, company, email address, and the contents of your message or inquiry.
• Information related to engagements. When you become a client, we may collect business contact details, project information, and the data and materials you choose to share with us so that we can perform the Services.
• Usage and technical information. When you visit our website, we may automatically collect technical information such as your browser type, device characteristics, approximate location derived from your IP address, pages viewed, and the dates and times of your visits. This information helps us understand how our website is used and how to improve it.
• Cookies and similar technologies. We and selected providers may use cookies and similar technologies as described in our Cookie Policy.

We do not seek to collect sensitive personal information through our website, and we ask that you do not submit such information to us unless it is specifically required for an engagement and handled under appropriate safeguards.

04How We Use Information

We use the information we collect for purposes that include:

• responding to your inquiries and communicating with you;
• preparing proposals and providing, performing, and improving our Services;
• operating, maintaining, securing, and improving our website;
• analyzing usage trends to understand and enhance the visitor experience;
• managing our business relationships, including invoicing and record-keeping;
• complying with legal obligations and enforcing our terms and agreements;
• protecting against fraud, misuse, and security risks.

We do not sell personal information, and we do not use the personal information you provide through our website to deliver third-party advertising to you.

05Legal Bases for Processing

Where applicable law requires a legal basis for processing personal information, we rely on one or more of the following: your consent; the performance of a contract with you or steps taken at your request before entering into a contract; our legitimate interests in operating and improving our business and website, provided those interests are not overridden by your rights; and compliance with our legal obligations. Where we rely on consent, you may withdraw it at any time, without affecting processing carried out before withdrawal.

06Cookies and Similar Technologies

Our website uses cookies and similar technologies to operate correctly, remember your preferences, and understand how the website is used. For example, a small preference may be stored in your browser to remember whether you have chosen the light or dark appearance of our website. You can control cookies through your browser settings. For more detail about the categories of cookies we use and how to manage them, please see our Cookie Policy.

07How We Share Information

We share personal information only as necessary and as described below:

• Service providers. We may share information with vendors and contractors who perform services on our behalf, such as hosting, analytics, and communication tools, subject to appropriate confidentiality and data-protection obligations.
• Legal and protective reasons. We may disclose information where we believe it is reasonably necessary to comply with the law, respond to lawful requests, enforce our agreements, or protect the rights, property, or safety of ConvertaRise, our clients, or others.
• Business transfers. If we are involved in a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction, subject to standard confidentiality protections.

We do not sell, rent, or trade your personal information to third parties for their own marketing purposes.

08Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, including to provide the Services, maintain business records, resolve disputes, and comply with our legal obligations. When information is no longer required, we take reasonable steps to delete it or to anonymize it so that it can no longer be associated with you. Retention periods vary depending on the type of information and the context in which it was collected.

09How We Protect Information

We maintain administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, and alteration. While we work to safeguard the information entrusted to us, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security. You also play a role in protecting your information by keeping your credentials confidential and contacting us if you believe your information may be at risk.

10International Data Transfers

We are based in the United States, and the information we collect may be processed and stored in the United States or in other countries where we or our service providers operate. These countries may have data-protection laws that differ from those in your jurisdiction. Where required, we take steps to ensure that appropriate safeguards are in place for transfers of personal information.

11Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information. These may include the right to:

• request access to the personal information we hold about you;
• request correction of inaccurate or incomplete information;
• request deletion of your personal information, subject to certain exceptions;
• object to or request restriction of certain processing;
• request a copy of certain information in a portable format;
• withdraw consent where processing is based on consent.

To exercise any of these rights, please contact us using the details at the end of this policy. We will respond in accordance with applicable law and may need to verify your identity before acting on your request. You will not be subject to discriminatory treatment for exercising your privacy rights.

12Children's Privacy

Our website and Services are intended for businesses and adults and are not directed to children. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take reasonable steps to delete it.

13Third-Party Links and Platforms

Our website may contain references or links to third-party websites and platforms. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any third-party services you use, as this policy applies only to ConvertaRise.

14Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make changes, we will post the revised policy on this page. Your continued use of our website after the revised policy takes effect indicates your acceptance of the changes. We encourage you to review this page periodically.