Privacy Policy

Last Updated: May 2, 2026

This Privacy Policy explains how RoundReady collects, uses, and protects personal data in connection with its fundraising CRM platform.

RoundReady is designed to support founders and finance teams managing funding and private capital raises. In doing so, the platform may handle sensitive financial and investor-related information. We take this responsibility seriously and are committed to safeguarding all data entrusted to us.

We collect information that you provide directly when using the Service, as well as certain information that is automatically generated through your interaction with the platform.

Information you provide may include your name, email address, and account details, along with investor contact information, notes, communications, fundraising data, and any documents or files uploaded to RoundReady. Because the platform functions as a CRM, this may include personal data relating to third parties, such as investors or partners.

In addition, we automatically collect certain technical information when you use the Service. This may include your IP address, device and browser characteristics, and usage data such as the features you access and how you interact with the platform. This information helps us operate, secure, and improve the Service.

We use the information we collect to provide and operate RoundReady, including managing accounts, enabling core functionality, and supporting fundraising workflows.

Information is also used to authenticate users, maintain platform security, improve product performance, and provide customer support. We may use contact information to communicate important updates, service-related notices, or product changes.

We do not sell personal data.

We may share data with trusted third-party service providers who support the operation of the platform, such as cloud infrastructure providers, analytics services, and communication tools. These providers are permitted to process data only as necessary to perform services on our behalf.

We may also disclose information when required to do so by law or in response to valid legal processes, including to comply with regulatory obligations or protect the rights and integrity of RoundReady and its users.

In the event of a merger, acquisition, or similar transaction, data may be transferred as part of that process, subject to appropriate safeguards.

We do not share investor data for marketing purposes.

We implement industry-standard technical and organizational measures designed to protect personal data. These include safeguards such as encryption in transit, access controls, and the use of secure cloud infrastructure.

While we take reasonable steps to protect data, no system can be guaranteed to be completely secure. Users are responsible for maintaining the confidentiality of their account credentials.

We retain personal data for as long as necessary to provide the Service and fulfill the purposes described in this Policy. This generally includes the duration of your account and a reasonable period thereafter for legal, regulatory, or operational needs.

You may request deletion of your data, subject to any obligations that require us to retain certain information.

Depending on your jurisdiction, you may have rights relating to your personal data, including the ability to access, correct, or delete your information, or to object to certain types of processing.

Requests to exercise these rights may be submitted via [Insert Email], and we will respond in accordance with applicable laws.

As a cloud-based platform, RoundReady may process data in multiple jurisdictions. Where this occurs, we take appropriate steps to ensure that data is protected in accordance with applicable data protection laws.

We use cookies and similar technologies to maintain user sessions, improve functionality, and understand how the Service is used. These technologies help provide a more secure and efficient user experience.

You can manage cookie preferences through your browser settings.

If you choose to connect RoundReady with third-party services, those services may collect or process data according to their own privacy policies. We are not responsible for the data practices of third-party providers.

RoundReady is not intended for individuals under the age of 18, and we do not knowingly collect personal data from children.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When updates are made, the “Last Updated” date will be revised accordingly. Continued use of the Service constitutes acceptance of the updated Policy.

For questions or requests related to this Privacy Policy or our data practices, please contact us at info@roundready.io