Privacy policy

SERIESOS PRIVACY POLICY

Effective Date: June 17, 2026

1. Introduction

SeriesOS ("SeriesOS," "we," "our," or "us") is a founder readiness, investor readiness, and business growth platform designed to help founders prepare for funding opportunities, business development, compliance, and capital readiness.

This Privacy Policy explains how we collect, use, disclose, store, and protect information when you access or use SeriesOS websites, applications, services, assessments, data rooms, reports, communications, and related offerings (collectively, the "Services").

By using SeriesOS, you agree to the practices described in this Privacy Policy.

2. Information We Collect

Account Information

When you register or interact with SeriesOS, we may collect:

  • Name

  • Email address

  • Phone number

  • Company name

  • Job title

  • Business website

  • Social media profiles

  • Login credentials

Founder and Business Information

Users may voluntarily upload or submit:

  • Pitch decks

  • Business plans

  • Financial projections

  • Revenue information

  • Investor presentations

  • Cap tables

  • Compliance documentation

  • Readiness assessments

  • Grant materials

  • Due diligence materials

  • Data room materials

  • Other business-related content

Payment Information

Payments may be processed through third-party payment processors, including Shopify Payments, Airwallex, and other authorized providers.

SeriesOS does not store complete credit card or banking information on its servers.

Communications

We may collect information submitted through:

  • Contact forms

  • Support requests

  • Scheduling tools

  • Email communications

  • Chat messages

  • Readiness consultations

  • Surveys and questionnaires

Usage Information

We may automatically collect:

  • IP address

  • Browser type

  • Device information

  • Operating system

  • Referring websites

  • Login activity

  • Platform usage activity

  • Session information

  • Error logs

  • Security logs

Analytics and Tracking Technologies

SeriesOS may use:

  • Cookies

  • Web beacons

  • Pixels

  • Analytics tools

  • Similar technologies

This may include services such as Google Analytics and other authorized analytics providers.

3. How We Use Information

We may use information to:

  • Provide and operate SeriesOS services

  • Deliver founder readiness assessments

  • Deliver investor readiness assessments

  • Generate reports, scores, recommendations, and insights

  • Process payments

  • Manage user accounts

  • Improve platform functionality

  • Respond to support requests

  • Communicate updates and service information

  • Conduct research and analytics

  • Detect fraud and abuse

  • Protect platform security

  • Comply with legal obligations

4. Artificial Intelligence and Automated Processing

SeriesOS may utilize artificial intelligence, machine learning, automation tools, and algorithmic systems to analyze information submitted by users.

These systems may generate:

  • Readiness assessments

  • Recommendations

  • Reports

  • Scores

  • Summaries

  • Insights

  • Suggested next steps

AI-generated outputs are provided for informational purposes only and do not constitute legal, financial, accounting, tax, regulatory, investment, or professional advice.

Users remain solely responsible for business decisions made using information provided through SeriesOS.

5. Founder Data Rooms and Investor Access

SeriesOS may allow founders to create profiles, readiness reports, data rooms, or other business information repositories.

Founders may choose to share information with:

  • Investors

  • Venture capital firms

  • Angel investors

  • Lenders

  • Grant organizations

  • Strategic partners

  • Advisors

  • Other authorized third parties

Sharing occurs only at the direction of the founder or an authorized account representative.

SeriesOS does not guarantee confidentiality once information has been intentionally shared with a third party by the founder.

Users are responsible for determining which information they choose to disclose through the platform.

6. How We Share Information

SeriesOS does not sell personal information.

We may share information with:

Service Providers

Including providers that assist with:

  • Hosting

  • Infrastructure

  • Analytics

  • Payment processing

  • Security

  • Communications

  • Customer support

Legal Compliance

We may disclose information when required by:

  • Law

  • Court order

  • Government request

  • Regulatory obligation

Business Transfers

If SeriesOS is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar transaction, information may be transferred as part of that transaction.

7. Platform Hosting and Third-Party Services

SeriesOS may operate across multiple websites, subdomains, applications, checkout pages, and technology providers.

This Privacy Policy applies to all SeriesOS Services, including:

  • SeriesOS.com

  • SeriesOS applications

  • Founder readiness services

  • Investor readiness services

  • Data room services

  • Checkout pages

  • Payment pages

  • Related subdomains and applications

SeriesOS may utilize third-party providers including:

  • Render (hosting and infrastructure)

  • Shopify and Shopify Payments

  • Airwallex

  • Google Analytics

  • Email service providers

  • Security providers

  • Cloud storage providers

These providers may process information as necessary to provide services to SeriesOS.

8. Data Security

SeriesOS maintains reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction.

Security measures may include:

  • Encryption in transit

  • Secure hosting environments

  • Access controls

  • Authentication controls

  • Activity logging

  • Security monitoring

  • Incident response procedures

No security system can guarantee absolute protection.

9. Data Retention

SeriesOS retains information only as long as reasonably necessary to:

  • Provide services

  • Maintain records

  • Meet legal obligations

  • Resolve disputes

  • Enforce agreements

  • Maintain security

Retention periods may vary based on data type and legal requirements.

10. California Privacy Rights

California residents may have rights under applicable California privacy laws, including the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA).

Eligible users may request:

  • Access to personal information

  • Correction of inaccurate information

  • Deletion of personal information

  • Information regarding data collection and disclosure practices

Requests may be submitted to:

privacy@seriesos.com

11. Children's Privacy

SeriesOS is not intended for individuals under the age of 18.

We do not knowingly collect personal information from children.

12. Changes to This Privacy Policy

SeriesOS may update this Privacy Policy from time to time.

Updated versions will be posted with a revised effective date.

Continued use of the Services following changes constitutes acceptance of the revised Privacy Policy.

13. Contact Information

For questions regarding this Privacy Policy or privacy-related requests, contact:

SeriesOS Privacy Team
privacy@seriesos.com