Content last updated: August 12th, 2019
What we collect
We get information about you in a range of ways.
Information You Provide
We may collect your name, postal address, email address, phone number, username, password, demographic information (such as your occupation), social security number, tax ID number, bank account information, investment information, as well as other information you directly give us on the Site.
For customers who have paid software services, we collect your billing details such as credit card information, banking information, and/or billing address.
Information We Get From Others
We may get information, including information that may not otherwise by publicly available, about you from other sources, such as your employer when they issue you options or shares, integrations with PitchBook, Crunchbase, LinkedIn, or other 3rd party software. We may add this to information we get from the Site.
Information Automatically Collected
We may collect information about the devices accessing the Site. Some examples are: type of device, operating system used, application information, unique device identifiers and crash data. The type of information we collect depends on the type of device used and its settings.
We may automatically log information about you and your computer. For example, when visiting the Site, we log your computer operating system type, browser type, browser language, pages you viewed, how long you spent on a page, location, access times and information about your use of and actions on the Site.
Third party data
Raziel may receive data about organizations, industries, Site visitors, marketing campaigns, and other matters related to our business from affiliates, subsidiaries, partners, or others that we use to make our own information better or more useful. This data may be combined with other information we collect and might include aggregate level data.
Use of personal information
We may use personal information as follows:
- We use your personal information to operate, maintain, and improve the Site. This includes the use of other information to support delivery of our services under contract, assist with service request, monitor for errors, remedy security or technical issues, analyze website and application performances.
- We use your personal information to respond to comments and questions, verify permission access, and provide customer service.
- We use your personal information to send information including confirmations, invoices and billing, technical notices, updates, security alerts, and administrative messages.
- We use your personal information to communicate system updates, upcoming events, and other news about products and services offered by us. We may contact you to inform you about important services-related notices, such as privacy and policy update notices or changes in our terms of service. These communications are strictly necessary and you may not opt out of them.
- We use your personal information to link or combine user information with other personal information. An example is when we combine the information a company has provided about their debt and equity holders with the information entered by users of the Site in their personal portfolios to improve the user experience. We may use your personal information in connection with other information to provide analysis and other services to users.
- We use your personal information to protect, investigate, and deter against fraudulent, unauthorized, or illegal activity.
- We use your personal information to provide and deliver products and to service customer requests. An example is when a convertible note holder exercises a conversion option and we may provide notice to the company of such exercise.
Sharing of personal information
Company will not share any of your personal information unless we have a lawful basis to do so. The following are examples of how we might use your personal information:
- We may share information per our customers’ instructions.
- We may share personal information in compliance with any applicable law.
- We may share personal information when we do or negotiate a business deal involving the sale or transfer of all or a part of our business or assets in which a successor or purchaser will be operating a similar business. These deals can include any merger, acquisition, or bankruptcy transaction or proceeding. Any such successor or purchaser (or recipient of information during negotiation or due diligence) will be required to comply with reasonable confidentiality restrictions with respect to personal information.
- We may share personal information for legal, protection, information security, and safety purposes. Examples include enforcing contracts or policies, reporting on security breaches, or assisting with investigating and preventing fraud or security issues.
- We may share customer and user access on the customer’s account. Portfolio managers for the customer, authorized users and other designated representatives may be able to add, modify or restrict access.
- We may share information to comply with laws and regulatory requests. Examples include responding to lawful requests and legal or regulatory processes.
- We may share information with those who need it to do work for us. An example is granting a Raziel employee the necessary access in order to perform his/her duties.
- We may share aggregated or anonymized data. We may disclose or use aggregated or anonymized data for any purpose. An example would be for marketing, analytics or research purposes.
- We will not share personal information with investors of the Company beyond any personal information that such investors are entitled to for customary legitimate business purposes.
- We may share other information with consent with third parties when we have consent to do so. We may engage third party companies or individuals as service providers to process information and support our services. An example would be cloud services for data center colocation and storage services.
- Customers may authorize access to customer data to third parties. An example is when a customer grants its accountants access for tax return preparation.
To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.
To the extent prohibited by applicable law, Raziel does not allow the use of our services and the Site by anyone younger than 18 years old. If you learn that anyone younger than 18 has unlawfully provided us with personal data, please contact us and we will take steps to delete such information.
Information choices and changes
Our marketing emails tell you how to “opt out.” If you opt out, we may still send you non-marketing emails. Non-marketing emails include emails about your accounts and our business dealings with you that are necessary for fulfilling our obligations to our customers.
You may send requests about personal information to our Contact Information below. You can request to change contact choices, opt-out of our sharing with others, and update your personal information.
You can typically remove and reject cookies from the Site with your browser settings. Many browsers are set to accept cookies until you change your settings. If you remove or reject our cookies, it may affect how the Site works for you.
We strive to provide you the tools to update your personal information. If you are unable to correct inaccurate information on your own, you may request our assistance to update such information by contacting firstname.lastname@example.org.