How we handle
your information

This page explains what information we collect, what we do with it, and what we do not do with it. No jargon, no ambiguity.

What we collect

When you submit the intake form, we receive the following:

• Your name, email address, job title, and company name
• Your company's stage, sector, funding type, and team size
• Your AI spend figures by category (API, SaaS, infrastructure, other)
• The AI tools and models your company uses
• The workflows you described in the open text fields
• Your stated goals for the engagement
• Notes from the diagnostic call, taken by us

We do not collect payment information through the intake form. We do not run analytics or tracking scripts on this page.

All information gathered is stored securely within the organisation and is accessible only to the auditor assigned to your engagement. You can download a copy of your own responses at any time using the button on the confirmation screen. No data passes through any third-party analytics or advertising platform.

What we use it for

Your information is used for one purpose: producing your audit report.

• Your spend figures, workflow descriptions, and company context are used to calculate findings, recoverable amounts, and projections
• Your contact details are used to deliver the report and to follow up if we need clarification
• Your call notes and form submission are combined to compute findings. AI tools assist our workflow to ensure accurate data processing and to produce the written sections of the report within 48 hours. Before any data enters that workflow, all identifiable fields (your name, company name, email, and job title) are stripped and replaced with neutral placeholders. The AI assistance works only from spend figures, workflow descriptions, sector, and stage. It has no access to who you are.

Nothing is repurposed for marketing, benchmarking databases, or any other secondary use without your explicit agreement.

Who sees it

Your submission is seen only by the auditor working on your engagement. We do not share your data with third parties for any commercial purpose. We do not sell it. We do not pass it to data brokers or analytics platforms.

AI tools assist our internal workflow in two specific ways:

• Processing your spend figures and workflow inputs to ensure the calculations in your report are accurate and consistent
• Producing the written sections of the report from those computed results, so that a precisely worded financial document can be delivered within 48 hours

In both cases, all identifiable information is removed before it enters the workflow. The AI assistance operates on spend figures, workflow descriptions, sector, and stage only. Your name, company name, email, and job title are replaced with neutral placeholders and are never passed through. Your engagement data is not used to train any AI model. If you have compliance requirements that restrict AI-assisted processing of financial data, please raise this on the diagnostic call before submitting the form.

How long we keep it

• Your intake data and report are retained for 12 months from the date of submission, in case you want to revisit findings or run a follow-up engagement to measure improvement
• After 12 months, all personally identifiable information is deleted
• Anonymised spend ranges may be retained for sector benchmarking, with all identifying fields removed
• You can request deletion of your data at any time by emailing us. We will confirm within 5 working days.

Security

All submission data is stored securely within the organisation. We do not operate a public-facing database for client submissions. The report is delivered as an HTML file via email attachment.

If you have specific security or compliance requirements, please mention them on the diagnostic call. We will confirm the engagement workflow is compatible before proceeding.

Your rights

Questions

If anything here is unclear, or if you have a question this page does not answer, email us directly. We will respond within one business day.