CaptableHero
CaptableHero

Privacy Policy

Last Updated: October 20, 2025


1. Introduction

Welcome to CaptableHero ("we," "our," or "us"). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our cap table management platform.

2. Information We Collect

Personal Information: When you register for an account, we collect your name, email address, phone number, and password. For shareholders, we may also collect address, tax identification information, and banking details for distributions.

Share Ownership Information: We collect and maintain records of share ownership, certificates, distributions, and related cap table data.

Usage Information: We automatically collect information about your device, including IP address, browser type, operating system, access times, and pages viewed.

Communications: With your consent, we collect information when you communicate with us via SMS, email, or other channels.

3. How We Use Your Information
We use your information to:
  • Create and manage your account
  • Process share transactions and distributions
  • Provide customer support and respond to inquiries
  • Send important notifications about your account and shares
  • Verify your identity and prevent fraud
  • Comply with legal obligations and tax reporting requirements
  • Improve our services and develop new features
  • Send you marketing communications (with your consent)
4. SMS Communications

By providing your phone number and consenting to SMS updates, you agree to receive text messages from CaptableHero for:

  • Account verification and two-factor authentication
  • Important account notifications and security alerts
  • Distribution and payment notifications
  • Service updates and announcements

Message and data rates may apply. You can opt-out at any time by replying STOP to any text message or updating your preferences in your account settings.

5. Information Sharing and Disclosure

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

  • Service Providers: Third-party vendors who help us operate our platform (e.g., Twilio for SMS, AWS for hosting)
  • Legal Compliance: When required by law, court order, or government request
  • Company Administrators: Your share ownership information may be visible to company administrators
  • Other Shareholders: Limited information may be shared with other shareholders as required for company operations
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
6. Data Security

We implement industry-standard security measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Two-factor authentication for account access
  • Regular security audits and monitoring
  • Restricted access to personal information on a need-to-know basis
  • Secure backup and disaster recovery procedures

However, no method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you services. We may retain certain information for longer periods as required by law, for tax and accounting purposes, or to resolve disputes.

Financial and ownership records are retained in accordance with applicable securities laws and regulations, typically for at least 7 years.

8. Your Rights and Choices
You have the right to:
  • Access: Request a copy of your personal information
  • Correction: Update or correct inaccurate information
  • Deletion: Request deletion of your information (subject to legal retention requirements)
  • Opt-Out: Unsubscribe from marketing communications
  • Data Portability: Request a copy of your data in a machine-readable format
  • Withdraw Consent: Withdraw consent for SMS communications at any time

To exercise these rights, please contact us at privacy@captablehero.com

9. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and maintained on servers located outside of your state, province, country, or other governmental jurisdiction. By using our services, you consent to the transfer of your information to the United States and other countries.

11. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our platform and store certain information. You can instruct your browser to refuse all cookies or indicate when a cookie is being sent.

12. Third-Party Links

Our platform may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

14. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete your information, and the right to opt-out of the sale of your information. We do not sell personal information.

15. Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us: