Privacy Policy
This Privacy Policy describes how Deal Intelligence LLC collects, uses, discloses, and retains personal data in connection with the Services.
Deal Intelligence LLC ("Deal Intelligence," "we," "us," or "our") is a California limited liability company. This Policy applies to the Deal Intelligence REST API, the Clay integration, the Slack routing service, the web application, and the Deal Intelligence connector for Claude and other MCP/AI clients (collectively, the "Services").
Deal Intelligence acts as a data controller with respect to account data and Activity Data, and as a data processor with respect to Customer Data submitted to the Services. Inquiries may be directed to privacy@dealintelligence.io.
Definitions
Information we collect
Account and identity data. When an Authorized User registers (by email and password or by Google single sign-on), our identity provider processes the user's name, business email address, company, and authentication credentials.
Configuration data. The Customer's list of target accounts and list of competitors, provided during onboarding.
Activity Data. Verified activities describing buyers at a Customer's accounts engaging the Customer's competitors, comprising buyer name, job title, employer, Social URL, the competitor involved, event type, timestamp, and a confidence score. This constitutes business-contact information relating to individuals acting in a professional capacity, processed for the purpose of business-to-business sales intelligence.
Usage and technical data. API keys, IP address and device identifiers, browser type, request and access logs, timestamps, and API usage patterns.
Cookies. The web application uses cookies, as described in Section 7. The REST API and the connector for Claude do not use cookies.
How we use information
Deal Intelligence processes Personal Data to:
- detect and deliver verified competitor activity at the accounts a Customer identifies;
- deliver results through the surface a Customer selects, including the REST API, the connector for Claude, Clay, webhooks, or Slack;
- authenticate users, maintain the security of the platform, provide support, and administer billing; and
- improve detection quality using aggregated and de-identified data.
Deal Intelligence relies on the following legal bases, depending on the processing activity:
| Activity | Legal basis | Retention |
|---|---|---|
| B2B competitor-activity intelligence | Legitimate interest | 24 months for active leads |
| Administration of a Customer account | Contract | Contract term, plus up to 7 years for legal and tax records |
| Security and access logging | Legal obligation | 90 days |
| Marketing communications | Consent | Until consent is withdrawn |
Marketing consent may be withdrawn at any time by using the unsubscribe link in any marketing email, by changing account settings, or by contacting us.
Disclosure of information
Deal Intelligence does not sell Personal Data. Personal Data is disclosed only as described in this Section.
Sub-processors
Deal Intelligence engages a limited number of Sub-processors to process Customer Data on its behalf in order to operate the Services:
| Sub-processor | Purpose |
|---|---|
| Amazon Web Services | Cloud hosting and storage (United States, us-east-1) |
| PropelAuth | Authentication and identity management |
Deal Intelligence provides 30 days' notice before adding a Sub-processor, and a Customer may object.
Customer-connected integrations
Integrations are controlled by the Customer. When a Customer connects an integration, data is transferred to or from that integration at the Customer's direction and is governed by the Customer's agreement with the relevant provider rather than by this Policy:
- CRM systems (Salesforce or HubSpot): pipeline records are accessed at the time of a request and are not retained by Deal Intelligence.
- Slack: applicable only where a Customer enables Slack routing.
- AI clients (Anthropic's Claude, or any MCP or REST client): when a query is made through the connector or API, the matching results are returned to the client the Customer has connected.
Legal disclosure and change of control
Deal Intelligence may disclose Personal Data where required by law, and to a successor entity in connection with a merger or acquisition, subject to notice.
Data security
Deal Intelligence maintains administrative, technical, and organizational measures designed to protect Personal Data appropriate to the risk, including encryption of data in transit and at rest, network access controls, role-based access and multi-factor authentication, audit logging, and breach-detection procedures with a 72-hour notification target where required under applicable law.
Deal Intelligence maintains a SOC 2 Type I program. Reports are available at trust.dealintelligence.io.
Data retention
Deal Intelligence retains Personal Data for the periods set out below, after which the data is returned or deleted in accordance with applicable law and the relevant Customer agreement:
| Data | Retention period |
|---|---|
| Competitor-activity intelligence (active leads) | 24 months |
| Security and access logs | 90 days |
| Account and billing records | Contract term, plus up to 7 years for legal and tax records; other Customer Data returned or deleted within 30 days of termination |
| Marketing data | Until consent is withdrawn |
Cookies
The web application uses cookies. The REST API and the connector for Claude do not. The categories of cookies used are set out below.
| Type | Purpose | Duration | Opt-out |
|---|---|---|---|
| Essential | Authentication and security | Session | Not available |
| Functional | Preference retention | 30 days | Account settings |
| Analytics | Usage statistics | 90 days | Account settings |
| Performance | Content-delivery optimization | 7 days | Account settings |
Non-essential cookies may be managed in account settings or in the browser.
Your rights
Subject to applicable law, including the GDPR and the CCPA, data subjects may exercise the rights to access, correct, delete, restrict or object to the processing of, and port their Personal Data, to withdraw consent, and to opt out of any sale of Personal Data. The exercise of these rights does not affect the service provided or the price charged.
Requests may be submitted to privacy@dealintelligence.io. Deal Intelligence verifies each request and responds within the period required by applicable law, with an operational target of 10 business days. An individual who appears in Activity Data may use the same address to access or remove their information.
International transfers
Deal Intelligence's infrastructure is located in the United States (us-east-1). Where Deal Intelligence processes Personal Data of individuals in the European Union or the United Kingdom, it relies on the Standard Contractual Clauses together with the measures described in Section 5.
Children
The Services are intended for business use only. They are not directed to, and Deal Intelligence does not knowingly collect Personal Data from, any individual under 16 years of age.
Changes to this Policy
Deal Intelligence may update this Policy from time to time and will revise the "Last updated" date accordingly. Material changes will be communicated to active Customers. Continued use of the Services after an update constitutes acceptance of the revised Policy.
Governing law and severability
This Privacy Policy is governed by the laws of the State of California, United States, without regard to its conflict of laws principles, except where the data protection laws of the data subject's jurisdiction provide otherwise.
If any provision of this Privacy Policy is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect, and the invalid or unenforceable provision shall be modified to the minimum extent necessary to make it valid and enforceable.
This Privacy Policy is incorporated by reference into, and forms part of, any Master Subscription Agreement, Data Processing Addendum, or other written agreement between Deal Intelligence and a Customer. In the event of a conflict between this Privacy Policy and such an agreement, the terms of that agreement prevail with respect to the matter in conflict.
Contact
Deal Intelligence LLC
Privacy inquiries: privacy@dealintelligence.io
Security and compliance: trust.dealintelligence.io
Last updated June 3, 2026.
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