Legal
Privacy Policy
Effective date: May 6, 2026
At DealSurface, we respect the privacy rights of our users and recognize the importance of protecting the personal information we collect about you. Our Privacy Policy is designed to help you understand what information we collect and how we use and share that information. This Privacy Policy applies to our Websites and Services. By using or accessing the Site or Services, you are accepting the practices described in this Privacy Policy.
As part of our Services, we provide our Customers access to certain information (including Personal Information) regarding companies and their executives. This information is generally publicly available, including on company websites and in public filings. We call this type of Personal Information, "Executive Information" and the persons about whom such information relates, "Executives." If you believe that we may have Executive Information about you and wish to understand how we use and share that information, please see "Executive Information" below. If you are in the EU, please see "Additional Information for European Union Users" below to understand your rights regarding any Executive information we have about you.
Definitions
When we say "we", "us", "our", or "DealSurface", we're referring to DealSurface Inc.
"Websites" means DealSurface's marketing websites (including without limitation dealsurface.com and any successor URLs, mobile or localized versions and related domains and subdomains), and the "Services" means DealSurface's products, web and mobile applications and services, in each case in whatever format they may be offered now or in the future. Services include the DealSurface web application, API routes, and other data integrations. The Websites and Services are collectively referred to herein as the "Offerings."
"Customer" refers to any customer that has entered into an agreement with DealSurface to use DealSurface's services.
"Visitor" refers to anyone accessing the DealSurface marketing properties at dealsurface.com.
"Personal Information" refers to any information which may identify an individual personally, such as first and last name, billing address, email address, job role and employer, telephone number, etc.
Information we collect
Personal Information
Website Visitors
DealSurface marketing websites. When accessing the Websites as a Visitor, you may choose to interact with the Websites in a way that results in you providing Personal Information to DealSurface, such as giving us your name, email address, phone number and company name when contacting us with an enquiry or request to demo DealSurface.
We only collect Personal Information from Visitors that is reasonable or necessary to accomplish the purpose of your interaction with DealSurface as a Visitor. Any Personal Information provided by you as a Visitor to the Site will be used only as described in this Privacy Policy.
Customers of the Services
When registering as a Customer to use the Services, we may require or ask you to provide certain personally identifiable information (these are referred to below as your "Personal Contact Information"). The Personal Contact Information that we require you to provide may include, but is not limited to, the following:
- Full name
- Company name
- Job title
If you are a Customer personally purchasing access to the Services, we will require you to provide financial and billing information, such as billing name and address, and credit card number ("Billing Information"). Your Personal Contact Information and your Billing Information, together with any other information we gather through the Services that may be used to identify, contact, or locate you individually, are collectively referred to herein as your "Personal Information."
The information we collect from a Customer is used only in accordance with the Agreement and this Privacy Policy.
We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send.
Data, Diagnostic & Login Information
You may be able to create, upload, publish, transmit, distribute, display, store or share information, data, text, graphics, video, messages or other materials using our Services (this is collectively referred to below as "Data"). Some of this Data may be stored and maintained on our servers.
We may also collect certain information regarding your Operating System version, hardware, and browser version ("Diagnostic Information"), which helps us identify and resolve technical errors that may occur in the course of using the Services.
Additionally, certain login information may be maintained in a cookie stored locally on your personal computing device (i.e. not on a server) in order to streamline the login process ("Login Information").
Usage and Analytics Information
As a Visitor to the Websites and as a Customer using our Services, we may also collect information through the use of commonly-used information-gathering tools, such as cookies, log files, and Web beacons. Collectively, this information is referred to as "Usage and Analytics Information."
Cookies
We use standard browser cookies to allow DealSurface to remember details of a user session. For example, we may use cookies to make it easier for the user to resume a recent session without re-entering their log-in details. Our Cookie Policy can be viewed here.
You can instruct your browser to refuse all non-essential cookies. However, if you do not accept certain cookies, you may not be able to use some portions of our Service.
Session Replay Technology
We use session replay technology to understand how users interact with DealSurface through analytics, heatmaps, and session replay. Session replay technology helps us identify confusing flows, diagnose usability issues, and improve the Services. We configure session replay technology through our cookie consent controls, including separate controls for analytics cookies and marketing or advertising cookies.
Log Files
As is true of most websites, we gather certain information automatically to analyze trends in the aggregate and administer the Services. This information may include your Internet Protocol (IP) address (or the proxy server you use to access the World Wide Web), your browser type, the pages and files you viewed, your operating system, and date/time stamps associated with your usage. Due to Internet communications standards, when you visit or use our websites and Services, We automatically receive the URL of the website from which you came and the website to which you go when you leave our website. This information is used to analyze overall trends, to help us improve the Services, to track and aggregate non-personal information, and to provide the Services. For example, we use IP addresses to monitor the regions from which customers and visitors navigate the Sites. We also collect IP addresses from customers when they log into the Services as part of the "IP Restriction" security feature as well as to maintain audit logs.
Web Beacons
We use web beacons alone or in conjunction with cookies to compile information about your usage of the Services and interaction with emails from us. Web beacons are clear electronic images that can recognize certain types of information on your computer, such as cookies, when you viewed a particular website or Service tied to the web beacon, and a description of a website or Service tied to the web beacon. For example, we may place web beacons in marketing emails that notify us when you click on a link in the email that directs you to one of our websites. We also use web beacons to operate and improve the Services and our email communications.
Geo-Location Information
We do not use GPS technology to collect any information regarding your precise real-time geo-location while using the Services. However, we may use elements of your Usage and Analytics Information (such as your IP address) to determine your generalized location. This information is referred to as "Generalized Geo-Location Information."
Use of Information
We use the information we collect in the following ways:
| Information Collected | Use |
|---|---|
| Personal Contact Information | We use this information to manage your account, to provide the Services, to maintain our customer/visitor lists, to respond to your inquiries or request feedback, for identification and authentication purposes, for service improvement, and to address issues like malicious use of the Services. We may also use Personal Contact Information for limited marketing purposes, namely, to contact you to further discuss your interest in the Services, and to send you information about us. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send. |
| Billing Information | We use Billing Information to manage your account, to provide the Services, and to check the financial qualifications of prospective customers and to collect payment for the Services. We may use a third-party service provider to manage credit card processing. If we do so, such a service provider will not be permitted to store, retain, or use Billing Information except for the sole purpose of credit card processing on our behalf. |
| Data, Diagnostic Information and Login Information | We use this information for the purpose of administering and improving our Services to you. We may also use this information in conjunction with an analytics service to monitor and analyze use of the Services, for the Services' technical administration, and to increase the Services' functionality and user-friendliness. |
| Usage and Analytics Information | We may use your Usage and Analytics Information in conjunction with analytics services such as Microsoft Clarity to monitor and analyze use of the Services, for the Services' technical administration, to increase the Services' functionality and user-friendliness, and to verify users have the authorization needed for the Services to process their requests. We may also use this information to compile reports for enterprise customers analysing DealSurface usage, but limited only to usage by their employees and other users on the enterprise customer's enterprise account. |
Please note that if you are registering for or using the Services as an administrator on behalf of an organization, you may be able to view the activity and/or content associated with your Associated users use of the Services, including, but not limited to, their Personally Identifiable Information.
If we plan to use your Personal Information in the future for any other purposes not identified above, we will only do so after informing you by updating this Privacy Policy. See further the section of this Privacy Policy entitled "Amendment of this Privacy Policy".
Payment Information
When you make a purchase on the Offerings, any credit card information you provide as part of your Payment Information is collected and processed directly by our payment processor Stripe through their Stripe Checkout service. We never receive or store your full credit card information. Stripe commits to complying with the Payment Card Industry Data Security Standard (PCI-DSS) and using industry standard security. Stripe may use your Payment Information in accordance with their own Privacy Policy here: https://stripe.com/us/checkout/legal.
Disclosure of your Information
We will never sell your data to third parties. However, in the course of business, we may hire third-party individuals and organizations to help us improve the Offerings. For example:
- We may share your personal information with third parties including our web host provider, other SaaS providers, such as an email hosting service, payment processors or outside contractors we hire to perform maintenance or assist us in securing our website.
- We may share your personal information when we have a good faith belief that access, use, preservation or disclosure of such information is reasonably necessary to (a) satisfy any applicable law, regulation, legal process or enforceable governmental request, (b) enforce a Customer Agreement, including investigation of potential violations thereof, or (c) protect against imminent harm to our rights, property or safety, or that of our users or the public as required or permitted by law;
- We may share your personal information with third parties (including our service providers and government entities) to detect, prevent, or otherwise address fraud or security or technical issues;
- We may share your personal information with a third party if we have your consent to do so.
We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.
In addition, if we are involved in a merger, acquisition or asset sale, your Personal Information may be transferred. We will provide notice before your Personal Information is transferred and becomes subject to a different Privacy Policy.
Your Controls and Choices
Communication Preferences
If you no longer wish to receive our newsletter and promotional communications, you may opt-out of receiving them by following the instructions included on such communications or on the Offerings. Please note, however, that you may be unable to opt-out of certain service-related communications.
Blocking Cookies
You can remove or block certain cookies using the settings in your browser but the Offerings may cease to function properly if you do so.
Choosing not to share your personal information
Where we need to collect your personal information by law, or to be able to provide the Services to you and you do not provide that information when requested (or you later ask to delete it), we may not be able to provide you with the Services and may need to close your account. We will tell you what information you must provide to receive the Services by designating it as required in the Service or through other appropriate means.
Right to Access, Edit, and Remove Your Information
You have a right to access personal information we hold about you. Whenever you use our Websites or Services, we strive to make sure that the Personal Information is correct. If that information is wrong, we give you ways to update it quickly or to delete it – unless we have to keep that information for legitimate business or legal purposes. When updating your Personal Information, we may ask you to verify your identity before making any changes. We may reject requests that are unreasonably repetitive, require disproportionate technical effort (for example, developing a new system or fundamentally changing an existing practice), risk the privacy of others, or would be extremely impractical (for instance, requests concerning information residing on backup systems). Where we can provide information access and correction, we will do so for free, except where it would require a disproportionate effort. Because we protect information from accidental or malicious destruction, even after information is deleted from DealSurface Services, it may not be immediately deleted from DealSurface's servers.
If you prefer DealSurface to not sell or share your information: Submit a request by emailing us at [email protected].
Security Measures
The security of your personal information is important to us. We maintain a variety of appropriate technical and organizational safeguards to protect your personal information. No method of transmission over the Internet, method of electronic storage or other security methods are one hundred percent secure. Therefore, while we strive to use reasonable efforts to protect your personal information, we cannot guarantee its absolute security.
You are also responsible for helping to protect the security of your Personal Information. For instance, never give out your password, and safeguard your user name, password and personal credentials when you are using the Services, so that other people will not have access to your Personal Information. Furthermore, you are responsible for maintaining the security of any personal computing device on which you utilize the Services.
Changes to the Privacy Policy
We reserve the right to change this Privacy Policy at any time. If we decide to change this Privacy Policy in the future, we will post or provide appropriate notice. Except as explained below, any non-material change (such as clarifications) to this Privacy Policy will become effective on the date the change is posted, and any material changes will become effective 30 days from their posting on dealsurface.com/privacy-policy or via email to your listed email address. Unless stated otherwise, our current Privacy Policy applies to all Personal Information that we have about you and your account. The date on which the latest update was made is indicated at the top of this document. We recommend that you print a copy of this Privacy Policy for your reference and revisit this policy from time to time to ensure you are aware of any changes. Your continued use of the Services signifies your acceptance of any changes.
International Transfer
DealSurface is headquartered in the United States. Your personal information may be transferred for storage and processing to the United States or other locations outside of your state, province, country or other governmental jurisdiction where privacy laws may not be as protective as those in your jurisdiction. By providing your Personal Information through the Services, you consent to such transfer, storage, and processing.
European Union users should read the 'Additional Information for European Union Users' below.
What If I Have Questions or Concerns?
If you have questions or need to contact us about this Privacy Policy, please email us at [email protected].