Privacy Policy

Last Updated: October 28, 2025

Your privacy and data security are our top priorities.
This policy explains how DealSheets.ai processes, protects, and deletes the information you provide when using our service.

1. Data Processing

DealSheets.ai processes PDF documents to extract financial data and generate structured Excel workbooks.

All processing is performed in real time on our servers when you submit a file.

We Process:

  • PDF files you upload for extraction
  • Tables and financial data extracted from your documents
  • Optional labels or inputs you provide for multi-file consolidation

We do not use your files for training AI models or any secondary purposes.

2. Data Storage and Retention

We minimize data storage and maintain a strict deletion policy.

  • Temporary Storage Only: Uploaded PDFs and generated Excel files are stored only during processing.
  • Automatic Deletion: Files are deleted automatically after download or after a short timeout if not retrieved.
  • No Long-Term Retention: We do not maintain backups or archives of user-uploaded data.
  • No Accounts or Tracking: We do not collect personal accounts, login data, or usage analytics.

3. Personal Information

We do not collect or store personally identifiable information unless you voluntarily submit it through the contact form.

Information provided via the contact form (such as name, company, and email) is used solely to respond to your inquiry and is not shared with any third party.

4. Security Measures

We use industry-standard security protocols to protect your data:

  • All data transmission uses HTTPS encryption
  • Files are processed in secure, isolated environments
  • Automated cleanup processes remove temporary files after processing
  • No third parties have access to uploaded documents or generated outputs

5. Your Rights and Control

Since we do not store your data long-term, there is no retained information to delete or modify.

You maintain full ownership of all uploaded content and control when and what files are submitted for processing.

6. Professional Use

DealSheets.ai is designed for use by investment banking, private equity, and financial professionals.

We understand the confidentiality requirements of deal-related documents and operate with that standard of care.

Recommendation:
For highly sensitive or regulated materials, review your organization's data handling policies before using any cloud-based extraction service.

7. Policy Updates

We may update this Privacy Policy periodically.

All revisions will be posted on this page with an updated effective date.

Continued use of the platform after updates indicates your acceptance of the revised policy.

8. Contact

If you have questions about this Privacy Policy or our data handling practices, please reach out through the contact form on our website.

We do not provide a public email address to ensure all inquiries are routed securely through our form system.