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Privacy Policy

How we collect, use, and protect your information.

Last updated: March 20, 2026

Fiinsyt ("we," "us," or "our") operates the fiinsyt.com website and the Fiinsyt platform (the "Service"). This Privacy Policy describes how we collect, use, disclose, and protect your personal information when you use our Service.

1. Information We Collect

Information You Provide

  • Account information: Name, email address, organization name, role, and contact details when you create an account or request a demo.
  • Financial information: Business financial data, tax returns, bank statements, and other documents you upload to the platform for loan readiness assessment and packaging.
  • Communication data: Messages, form submissions, and correspondence you send to us.
  • Profile data: Professional qualifications, business details, and other information you provide to complete your platform profile.

Information Collected Automatically

  • Usage data: Pages visited, features used, session duration, and interaction patterns within the platform.
  • Device information: Browser type, operating system, device type, and screen resolution.
  • Log data: IP address, access times, referring URLs, and error logs.
  • Cookies and tracking: Session cookies for authentication and analytics cookies for understanding usage patterns.

Information from Third Parties

  • Financial data integrations: With your authorization, we connect to third-party services (such as Plaid, Codat, and iSoftpull) to verify financial information and generate your Fiinsyt Score.
  • Referral information: If you are referred to the platform by a counselor or organization, we may receive your name and contact information from the referring party.

2. How We Use Your Information

  • Provide, maintain, and improve the Fiinsyt platform and its features
  • Generate and maintain your Fiinsyt Score based on the 5 C's of Credit
  • Facilitate loan packaging, matching, and lending processes
  • Enable counselor-borrower workflows and SMART goal tracking
  • Generate compliance reports (TABLE 5, IDIS, AMIS, CRA) for operators and funders
  • Communicate with you about your account, updates, and support requests
  • Generate anonymized benchmarks and aggregate analytics
  • Detect and prevent fraud, abuse, and security incidents
  • Comply with legal obligations and regulatory requirements

3. How We Share Your Information

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

  • Within the platform ecosystem: When you use Deal Flow, your loan packet information is shared with lending partners according to the blind/reveal matching process you consent to.
  • With your organization: If you are a borrower working with a TA provider or counselor, your readiness data is shared with your assigned counselor and their organization.
  • Service providers: We use third-party service providers for hosting, analytics, payment processing, and other operational needs. These providers are contractually bound to protect your data.
  • Compliance and legal: We may disclose information when required by law, regulation, legal process, or governmental request.
  • Aggregated data: We may share anonymized, aggregated data for industry benchmarking and research purposes. This data cannot identify individual users or organizations.

4. Data Security

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

  • Encryption in transit (TLS/SSL) and at rest (AES-256)
  • Role-based access controls and multi-factor authentication
  • Regular security audits and penetration testing
  • SOC 2 Type II compliance (in progress)
  • Automated monitoring and anomaly detection

No method of transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

5. Your Rights

Depending on your jurisdiction, you may have the following rights:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information, subject to legal retention requirements
  • Data portability: Export your data in a machine-readable format (Fiinsyt Portable Packet)
  • Opt-out: Opt out of non-essential communications and marketing

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

6. Cookies

We use cookies for:

  • Essential cookies: Required for authentication, session management, and platform functionality
  • Analytics cookies: Help us understand how visitors use the website (e.g., Cloudflare Web Analytics)

You can manage cookie preferences through your browser settings. Disabling essential cookies may prevent you from using certain platform features.

7. Data Retention

We retain your personal information for as long as your account is active or as needed to provide the Service. After account closure, we retain data for a reasonable period to comply with legal obligations, resolve disputes, and enforce agreements. Borrower financial data is retained in accordance with lending regulations and grant compliance requirements.

8. Children's Privacy

The Fiinsyt platform is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

9. Changes to This Policy

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

10. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

Fiinsyt
Email: privacy@fiinsyt.com
Houston, TX