PlanBridge Investor Data Room

Privacy Policy

Last Updated: February 02, 2026

Welcome to the PlanBridge Investor Data Room (the “Site”), operated by PlanBridge, LLC (“PlanBridge,” “we,” “us,” or “our”). This Site provides invited users with controlled access to confidential business information for evaluation and due diligence purposes.

PlanBridge, LLC respects your privacy and is committed to protecting the information collected through the PlanBridge Investor Data Room.

1. Information We Collect

We may collect the following:

Account Information

  • Name

  • Email address

  • Organization

  • User role

Usage Data

  • Login timestamps

  • Pages and documents accessed

  • IP address and device metadata

Uploaded Content

  • NDA documents

  • Files you upload to your private folder

2. How Information Is Used

We use collected information to:

  • Provide and secure access to the Site

  • Enforce confidentiality and access controls

  • Process NDA execution

  • Maintain audit logs

  • Communicate regarding diligence or inquiries

3. Storage & Security

  • Documents are stored securely using encrypted cloud infrastructure (AWS S3)

  • Access is restricted by user role and authentication

  • Data is encrypted in transit and at rest where applicable

4. Sharing of Information

We do not sell or rent your information.

Information may be shared only:

  • With authorized PlanBridge personnel

  • With service providers (e.g., Adobe Sign) strictly for functionality

  • When required by law

5. Cookies & Tracking

The Site may use:

  • Essential session cookies

  • Security and performance monitoring tools

No advertising or third-party tracking cookies are used.

6. Data Retention

We retain information:

  • For the duration of your access

  • As required for legal, audit, or compliance purposes

You may request deletion of your account, subject to legal retention requirements.

7. Your Rights

Depending on jurisdiction, you may have rights to:

  • Access your personal data

  • Request correction

  • Request deletion (where permitted)

Requests may be submitted to privacy@planbridge.com.

8. External Services

This Site integrates with third-party services such as:

  • Adobe Sign (for NDA execution)

  • AWS (for hosting and storage)

Each provider operates under its own privacy practices.

9. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be reflected by the “Last Updated” date.

10. Contact

For privacy-related questions:
privacy@planbridge.com