Privacy Policy

1. Overview

This Privacy Policy describes how Agentic Assets (“Agentic Assets,” “we,” “us”) handles information in connection with EQUIRE (the “Service”). EQUIRE is a business-to-business platform for commercial real estate teams. For most Customer Content, our customers (the organizations that use EQUIRE) are the controllers of the data and we act as their processor, handling the data on their behalf and under their instructions.

This policy works alongside our Terms of Service.

2. Information we collect

We collect the following categories of information:

• Account information. Name, work email, organization, role, and authentication data when you create or are invited to an account. If you sign in with a third-party provider such as Google, we receive basic profile information from that provider.
• Customer Content. The documents and data you and your team upload to or generate within the Service, such as offering memoranda, rent rolls, financial statements, leases, diligence files, valuation models, and memos, along with the data extracted from them.
• Usage and device data. Log data, IP address, browser and device information, pages viewed, features used, and timestamps, collected to operate, secure, and improve the Service.
• Communications. Information you provide when you contact us, request a demo, or request support.

3. How we use information

We use information to:

• provide, maintain, secure, and improve the Service;
• process Customer Content to deliver features such as extraction, analysis, valuation, and drafting;
• authenticate users and manage accounts and organizations;
• provide support and respond to your requests;
• monitor for, prevent, and address security incidents, fraud, and abuse;
• comply with legal obligations and enforce our agreements; and
• communicate with you about the Service, including service-related and, where permitted, product updates.

We do not sell your personal information, and we do not use Customer Content to advertise to you.

4. Artificial intelligence processing

The Service uses third-party large language models and related AI services to process Customer Content and your instructions and to generate output. When Customer Content is sent to these providers for processing, we configure the integrations so that:

• providers do not use your Customer Content to train their models;
• inputs and outputs are not retained by the provider beyond what is needed to return the result, where a zero- or limited-retention option is available; and
• we send only the data needed to perform the requested task.

AI output may be inaccurate or incomplete and should be independently verified, as described in our Terms of Service.

5. Service providers and sub-processors

We share information with vendors who process it on our behalf to run the Service, under contractual confidentiality and data-protection obligations. Key categories include:

• Cloud hosting and delivery — to host and serve the application (e.g., Vercel).
• Database and authentication — to store account data and Customer Content and manage sign-in (e.g., Supabase).
• AI providers — to process Customer Content for AI features (e.g., Anthropic and other models accessed through the Vercel AI Gateway), under no-training terms.
• Email and communications — to send transactional and account email (e.g., Resend).

We may update our sub-processors as the Service evolves. To request the current list, contact us at admin@agenticassets.ai.

6. How we share information

We share information only as described in this policy, including:

• within your organization, with other authorized members and administrators of your account;
• with the service providers and sub-processors described above;
• in connection with a merger, acquisition, financing, or sale of assets, subject to appropriate confidentiality protections; and
• when required by law, legal process, or to protect the rights, property, or safety of Agentic Assets, our users, or others.

7. Data retention

We retain Customer Content for as long as your account is active or as needed to provide the Service, and as instructed by your organization. We retain account and usage data as needed for the purposes described in this policy and to meet legal, security, and operational requirements. When data is no longer needed, we delete or de-identify it. Backups are purged on a rolling basis.

8. Your choices and rights

Depending on your location and your relationship with us, you may have rights to access, correct, export, or delete personal information, or to object to or restrict certain processing. Because we often act as a processor on behalf of your organization, we may direct certain requests to your organization (the controller), or ask you to submit them through your administrator.

You can update much of your account information within the Service, and your organization administrator can manage member access. To make a privacy request, contact us at admin@agenticassets.ai. Account deletion is available within the Service and removes associated data in accordance with our deletion process.

9. Cookies and similar technologies

We use cookies and similar technologies that are necessary to operate the Service, such as keeping you signed in and maintaining security. We may also use limited analytics to understand and improve how the Service is used. You can control cookies through your browser settings, though disabling necessary cookies may affect functionality.

10. Data location and international transfers

We and our service providers may process and store information in the United States and in other countries where our providers operate. Where information is transferred across borders, we rely on appropriate safeguards as required by applicable law.

11. Security

We use reasonable technical and organizational measures designed to protect information, including access controls, encryption in transit, and tenant isolation. No system is completely secure, and we cannot guarantee absolute security. Please use a strong password, protect your credentials, and notify us promptly of any suspected unauthorized access.

12. Children’s privacy

The Service is intended for business use by adults and is not directed to children under 18. We do not knowingly collect personal information from children.

13. Changes to this policy

We may update this Privacy Policy from time to time. If we make material changes, we will provide reasonable notice, such as by posting the updated policy with a new effective date or by notifying you through the Service. Your continued use of the Service after the changes take effect constitutes acceptance of the updated policy.

14. Contact

For privacy questions or requests, contact us at admin@agenticassets.ai, or write to Agentic Assets, the company that operates EQUIRE.