Privacy Policy
Last updated May 26, 2026.
Account and billing information
Diligenca collects names, firm details, work emails, plan selections, billing events, and support messages needed to operate advisor accounts and report credits.
Search queries and report history
Entity searches, match decisions, generated report metadata, scores, and export history are stored so advisors can reopen prior diligence and keep a repeatable paper trail.
Advisor notes saved inside reports
Notes entered into a report are treated as user content and are associated with the firm account that created them. Advisors control whether those notes appear in exports.
Usage analytics for match quality
We review aggregate workflow events such as failed matches, source refresh timing, and report completion steps to improve entity matching and source coverage.
Retention and deletion controls
Firms may request deletion of account records and report history, subject to billing, legal, and security retention obligations. Exported PDFs retained by the advisor remain outside Diligenca's control.