Privacy Policy

Overview

AdviseAI ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This policy describes how we collect, use, and safeguard information when you visit advisere.ai or engage with our services.

Information We Collect

We collect information you voluntarily provide, including:

• Contact information (name, email, phone number, company)
• Professional details (firm type, team size, asset classes, current tools)
• Messages and communications submitted through our contact form
• Email addresses submitted through our newsletter signup

We may also maintain professional contact information obtained through prior business communications, referrals, public professional sources, and AdviseAI outreach.

When a personalized AdviseAI outreach link is requested, we record an operational link-load event associated with the outreach contact, campaign, and message occurrence. This record may include the request time, intended page, coarse location, browser or automation classification, and scanner indicators. It does not set a browser analytics cookie, and a request may come from an email-security scanner, forwarded link, automated system, or shared device rather than the named recipient.

With your permission, we also collect website analytics such as pages visited, referral source, clicks, and interaction data through cookies and similar technologies. When you follow a link associated with AdviseAI outreach or provide your contact information, we may connect permitted website activity with an existing contact or company record.

How We Use Your Information

• To respond to your inquiries and schedule consultations
• To assess how our services may be relevant to your firm
• To send occasional insights and updates (only if you opt in)
• To conduct and measure relevant business-to-business outreach
• To improve our website and services
• To understand website and campaign engagement and prioritize appropriate follow-up

We do not sell, rent, or trade your personal information to third parties.

Data Sharing

We may share your information with trusted service providers who assist in operating our website and conducting our business, including PostHog for analytics, subject to confidentiality obligations. We will also disclose information if required by law or to protect our legal rights.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. All data transmitted through our website is encrypted via TLS/SSL. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Confidentiality

We understand the sensitive nature of commercial real estate transactions and business operations. Information shared during advisory engagements is treated as confidential. Non-disclosure agreements are available upon request prior to any substantive discussion.

Cookies

Requesting a personalized outreach link creates the limited server-side link-load record described above before any browser analytics choice. With your permission, our website then uses cookies and local storage for PostHog product analytics. These technologies may recognize future visits from the same browser and associate permitted activity with a contact or company record. Automated email-security systems, forwarded links, and shared devices can affect attribution, so these signals may not prove that a particular person performed an action. You can change your analytics preference below, limit cookies through your browser settings, or contact us to request deletion of analytics associated with you.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at hello@advisere.ai. We will respond to requests within 30 days.

Changes to This Policy

We may update this policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of our website after changes constitutes acceptance of the revised policy.

Contact

Questions about this policy? Contact us at hello@advisere.ai.