Privacy Notice

Effective May 14, 2026
Straight talk on how we use and protect your data when you interact with our website or engage our services.

1. What Personal Information We Collect from You

We collect information in four ways.

Information you provide directly. This may include your name, email address, phone number, company name, role, website, location, meeting details, newsletter signups, scorecard responses, Workplan inquiries, form submissions, and messages you send us.

Business and diagnostic information. If you complete a scorecard, request a Workplan, schedule a diagnostic conversation, participate in The Shop Diagnostic, or upload materials to a secure folder we provide, we may collect business information you choose to share. This may include financial indicators, revenue range, lead sources, bid activity, pipeline information, job-level information, customer concentration, operational issues, exit-readiness information, and related business context. If you sign a non-disclosure agreement, engagement agreement, statement of work, or other written confidentiality instrument with us, that agreement also governs the information covered by it.

Automatically collected information. We may collect information through cookies, pixels, tags, analytics tools, and similar technologies, such as IP address, browser type, device information, pages viewed, referring URLs, session activity, form interactions, advertising or campaign identifiers, and approximate location.

Information from service providers, partners, or public sources. We may receive limited information from scheduling tools, customer relationship management platforms, newsletter platforms, analytics providers, advertising platforms, or publicly available business sources.

2. Why We Use your Data and When It Matters

We use information to:

(1) respond to inquiries and meeting requests;

(2) send newsletters or updates where permitted;

(3) operate scorecards, diagnostic forms, and Workplan intake;

(4) prepare for and conduct diagnostic conversations, including The Shop Diagnostic;

(5) manage secure-folder intake and document review;

(6) maintain customer relationship management records;

(7) improve site performance, scorecards, tools, content, and user experience;

(8) measure advertising, campaign, referral, and attribution performance;

(9) prevent fraud, misuse, scraping, unauthorized access, or security incidents;

(10) comply with legal obligations and enforce our agreements; and

(11) develop industry benchmarks, research products, methodology improvements, scorecard calibration, operational analytics, advisory frameworks, industry research and benchmark reports, and related business tools using aggregated, anonymized, or de-identified information as described below.

Our processing may be based on contract performance, legitimate interests, consent, legal obligations, or other lawful bases where applicable.

Business and Diagnostic Information‍

If you share business or diagnostic information with us through a scorecard, Workplan inquiry, diagnostic conversation, The Shop Diagnostic, secure folder, or similar process, we use that information to evaluate fit, respond to your inquiry, prepare for conversations, conduct diagnostic review, operate our advisory process, maintain records, and improve our tools and methods.

If that information is shared under a signed nondisclosure agreement, engagement agreement, statement of work, or other written confidentiality instrument, that agreement also governs the covered information.

We may use aggregated, anonymized, or de-identified information derived from client and prospect engagements to develop industry benchmarks, research products, methodology improvements, scorecard calibration, operational analytics, advisory frameworks, industry research and benchmark reports, and related business tools. We do not use this information in a way that identifies any client, prospect, affiliate, customer, employee, vendor, project, address, transaction counterparty, or specific business record, and we do not disclose raw confidential business information through this use.

3. How We Protect your Data and Keep It Secure

We use industry-standard safeguards, including: (1) TLS encryption for data transmission, (2) Encryption at rest for stored data, (3) Role-based access controls for sensitive information, (4) Regular reviews of infrastructure and vendor security. We aim to protect your data from loss, misuse, or unauthorized access, though no system can guarantee absolute security.

For materials shared through secure folders or diagnostic intake, we use reasonable administrative, technical, and access-control measures designed to limit access to personnel and service providers who need the information for the relevant business purpose. We maintain confidential business materials separately from general marketing, public content, artificial intelligence or machine learning training inputs, and public research workflows.

4. How Long We Hold on to your Information

Retention periods. We keep information only as long as reasonably necessary for the purposes described in this Notice, unless a longer period is required or permitted by law, contract, dispute-resolution needs, insurance, audit, tax, security, or legitimate business recordkeeping.

General inquiries and meeting records may be retained for up to five years.

Newsletter-only records may be removed after two years of inactivity or earlier if you unsubscribe.

Scorecard responses, Workplan inquiries, diagnostic notes, and customer relationship management records maybe retained for up to five years unless a signed agreement, legal obligation, or business recordkeeping need requires a different period.

Secure-folder materials are handled under the applicable nondisclosure agreement, engagement agreement, folder instructions, or written confidentiality terms. They may be returned, deleted, archived, or access-restricted as provided in those documents.

Aggregated and de-identified use. We may retain and use information derived from client and prospect engagements in aggregated, anonymized, or de-identified form to develop industry benchmarks, research products, methodology improvements, scorecard calibration, operational analytics, advisory frameworks, industry research and benchmark reports, and related business tools.

We will not use this information in a way that identifies any client, prospect, affiliate, customer, employee, vendor, project, address, transaction counterparty, or specific business record, and we will not disclose raw confidential business information through this use.

Aggregated, anonymized, or de-identified information that does not reasonably identify a person, company, customer, employee, vendor, project, or transaction counterparty may be retained indefinitely for benchmarking, research, analytics, methodology improvement, and business operations.

When information is no longer needed, we delete, anonymize, archive, or restrict access to it as appropriate.

5. How Cookies and Tracking Tools Work on our Site

We use cookies, pixels, tags, analytics tools, and similar technologies to operate the site, remember settings, understand site usage, measure performance, improve user experience, attribute campaigns, and, where applicable, support marketing or advertising.

Cookie categories. We may use:

(1) strictly necessary cookies that enable core site functionality and remember privacy preferences;

(2) analytics and performance cookies that help us understand site usage and improve the site; and

(3) marketing, advertising, and attribution cookies that may be used to measure campaigns, support remarketing, or understand referral activity.

Your choices. In most U.S. jurisdictions, analytics, performance, marketing, advertising, and attribution tools may be active unless you opt out through Cookie Settings, your browser settings, or a recognized opt-out preference signal.

Where law requires prior consent, including for many visitors from the European Economic Area, the United Kingdom, or Switzerland, we will request consent before using non-essential cookies.

You can adjust your preferences at any time by clicking Cookie Settings in our website footer.

We honor legally recognized opt-out preference signals, such as Global Privacy Control, where required by applicable law.

A current list of cookie categories or cookies in use may be available through the Privacy Choices panel.

6. Who We Share Data with and Why

We may share information with service providers and vendors that help us operate the business, including website hosting, analytics, cookie management, customer relationship management, email, scheduling, secure storage, document management, e-signature, advertising measurement, security, automation, and professional advisory providers.

We may also share information when required by law, to protect rights or safety, to enforce agreements, in connection with a business transfer, or with your consent.

Service providers are expected to use information only for the servicesthey provide to us and to protect it appropriately.

7. What Happens if your Data Crosses Borders

Some of our service providers store or process data outside the U.S. We ensure adequate safeguards are in place (e.g., Standard Contractual Clauses) to protect your rights and ensure lawful cross-border data handling.

8. What Rights you Have Over your Own Data

If you are a resident of California, Colorado, Connecticut, Virginia, Utah, Texas, Oregon, or another state with a comprehensive consumer privacy law, you may have additional privacy rights where that law applies. Depending on where you live and whether a particular privacy law applies to TradeSworn, you may have rights to access, correct, delete, or receive a copy of your personal information; opt out of sale, sharing, targeted advertising, or certain profiling; withdraw consent; limit certain uses of sensitive personal information; designate an authorized agent; appeal a decision we make about your request; or be free from retaliation for exercising your rights.

To exercise a privacy right, email privacy@tradesworn.com or use Cookie Settings in our website footer where applicable. We may verify your identity before acting on arequest.

Do Not Sell or Share / Targeted Advertising. TradeSworn does not sell personal information for money. However, some privacy laws define“sale,” “sharing,” or “targeted advertising” broadly enough to include certain advertising, analytics, retargeting, or cross-context tracking activities.

You may opt out of sale, sharing, targeted advertising, or similar tracking by using Cookie Settings, by enabling a recognized opt-out preference signal such as Global Privacy Control, or by contacting privacy@tradesworn.com.

If you opt out, we will take steps designed to stop applicable sale, sharing, targeted advertising, or similar tracking for that browser, device, or user profile where required by law.

We generally respond within 30 days where required, though some laws allow a longer period or an extension. If we deny a request and applicable law gives you appeal rights, we will explain how to appeal.

9. Our Policy on Collecting Data from Kids

We do not knowingly collect personal data from anyone under age 16. If we become aware that such data has been collected, we delete it promptly.

10. How We'll Notify you When Our Terms Change

This Privacy Notice may change from time to time. We will post updates on this page and notify you when changes are material.

11. How to Contact Us with Questions or Requests

Have questions or want to exercise your rights? Email: privacy@tradesworn.com

12. How to File Complaints or Contact Regulators

If applicable law gives you the right to complain to a privacy regulator, you may contact the relevant state Attorney General, data protection authority, or other privacy regulator in your jurisdiction.

Your Data, Your Rights, Our Job.

Privacy Notice

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