Legal

Privacy Policy

Effective 1/1/2025   •   Last Updated 1/1/2025

Steelbay Equity Partners LLC (“Steelbay”, “we”, “our”, or “us”) respects your privacy and is committed to protecting your personal and business information. This Privacy Policy explains how we collect, use, process, and protect data when you engage with our website (steelbay.ai), AI-powered agents, automation services, and M&A tools.

1. Information We Collect

Information You Provide

  • Personal identifiers (name, email, phone number)
  • Business identifiers (company name, size, revenue estimate)
  • Uploaded content (e.g. P&Ls, SOPs, CRM exports)
  • Chat, voice, form, or quiz interactions with Steelbay AI agents

Automatically Collected Data

  • IP address, geolocation, device/browser metadata
  • Session behavior, time-on-page, button clicks, quiz completions
  • Voice call logs, AI chat transcripts, document interaction analytics

Third-Party & Public Data

  • Business listings, reviews, and contact data scraped using tools like Apify and SimilarWeb
  • Enrichment via public APIs, Google Maps, Yelp, LinkedIn, and Facebook
  • Social media engagement signals and estimated financials

2. Purpose of Data Collection

  • Evaluate M&A fit based on operational, financial, and reputation indicators
  • Personalize and optimize your experience with our AI agents
  • Generate business insights and due diligence memos
  • Deliver AI-driven outreach, scheduling, and reporting
  • Build proprietary benchmarks such as our Exit Readiness Score™

3. Legal Basis for Processing

  • Contractual necessity (you request an audit or automation)
  • Legitimate business interest (identifying M&A targets)
  • Compliance with legal obligations
  • Consent (e.g. cookie acceptance, opt-in forms)

4. Sharing of Information

We only share data with:

  • Platform providers (e.g., OpenAI, Airtable, Vapi, Calendly, Publer)
  • Developers and internal staff under NDA
  • Legal authorities, when required
  • Acquirers or partners during M&A activity, under confidentiality

We do not sell your personal or business data under any circumstances.

5. International Data Transfer

As we work with global platforms, your data may be transferred outside your country of residence. We ensure safeguards are in place to comply with applicable international data protection laws (e.g., GDPR, CCPA).

6. Security Practices

  • Secure encrypted storage and transmission (TLS/SSL)
  • Role-based access control for internal systems
  • Regular audits of AI data handling practices
  • Logging of all sensitive access activities

7. Data Retention

  • Lead data: 24 months unless otherwise requested
  • Deal documentation: Until engagement ends or legal obligation expires
  • Website analytics: 12 months

8. Your Rights

  • Access, rectify, delete, or export your data
  • Object to automated profiling
  • Revoke consent
  • Request human review of AI decisions

9. Cookie Policy

Steelbay uses cookies for:

  • Session performance and behavior tracking
  • A/B testing and UX optimization
  • Personalization of content and AI responses

You may disable cookies via your browser settings.

10. Children’s Privacy

Our services are not intended for children under 18. We do not knowingly collect data from minors.

11. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Significant updates will be announced via email or website banners.