valueIQ Privacy Policy

Effective Date: January 19, 2025  |  Last Updated: July 9, 2026

Your privacy is important to us at valueIQ. This Privacy Policy explains how we collect, use, store, and protect your personal information when you sign up for and use valueIQ. By creating an account or otherwise using valueIQ, you agree to the practices described below.

1. Information We Collect

We collect only the information necessary to provide you with valueIQ's services:

  • Account information: your full name, work email address, company, and role or job title.
  • Workspace content: the data you and your team create inside valueIQ, such as deals, value models, business cases, and coaching conversations.
  • Billing information: if you subscribe to a paid plan, billing details are collected and processed by our payment processor, Stripe. valueIQ does not store your full payment card number.
  • Usage and log data: information such as login activity and feature usage, which we use to operate, secure, and improve the service.
  • Analytics cookies: we use Google Tag Manager for website usage analytics (for example, which pages are visited). These analytics are not used for advertising or ad targeting — see Section 2.

2. How We Use Your Information — and What We Don't Do

We use your information only to:

  • Provide, operate, and maintain valueIQ and the features you use
  • Process billing and payments for paid plans
  • Respond to inquiries or support requests you submit
  • Maintain the security, integrity, and reliability of the service
  • Understand aggregate site usage so we can improve valueIQ

Your data is yours. You own the data you put into valueIQ, and you control it. In particular:

  • We do not use your data for advertising, and we do not use it for any purpose other than providing and operating valueIQ for you.
  • We do not sell or rent your data, and we do not share it with third parties for their own marketing purposes.
  • We do not share your data with anyone beyond the limited service-provider and legal circumstances described in Section 3 — and never without your direction. Section 4 describes exactly how this works when you choose to connect an AI assistant to your own account.
  • Our service providers, including the AI vendors named in Section 4, are contractually prohibited from using your data to train their own models or from retaining it for any purpose beyond delivering valueIQ's services to you.

3. Data Sharing and Disclosure

We do not sell or rent your personal information. We may share your data only in these limited circumstances:

  • With trusted service providers who help us operate and provide the service (for example, hosting, billing, and email delivery platforms), and only as needed to perform these services
  • If required by law, regulation, or legal process
  • To protect our rights, property, or safety, or that of our users

Any third-party service providers are required to protect your information in accordance with applicable data protection laws.

4. AI Assistants and the valueIQ MCP Server

valueIQ offers a Model Context Protocol (MCP) connection that lets AI assistants — such as Claude, ChatGPT, Cursor, and others — work directly with your own valueIQ account, at your direction.

  • You decide what connects. Connecting an AI assistant requires you to sign in and explicitly approve that specific tool. We do not send your data to any AI assistant unless you have personally authorized the connection.
  • What it can see. A connected assistant can only read and write the workspace data you already have access to inside valueIQ — for example, your deals, value models, business cases, and coaching conversations. It cannot see anything outside your own account permissions.
  • We do not share your data — and we do not stop you from sharing your own. We do not sell, rent, or hand your data to AI companies for our own purposes. When you choose to connect your own AI assistant, you are directing your own tool to access your own data; we do not block or interfere with that choice, and we do not profit from it. Our AI processors, including model providers, are contractually prohibited from using your data to train their own models or retaining it beyond what's needed to serve your request.
  • You can revoke access anytime. Go to Settings → API Access to disconnect any AI assistant. This immediately invalidates that connection.
  • Credentials are short-lived. Connection tokens expire within an hour and refresh only while the connection stays active; refresh tokens rotate at least every 30 days. We do not log the content of prompts or AI responses, and we do not include personal information in system logs.

Running valueIQ and the MCP connection requires a small number of service providers — Supabase (hosting and database), Vellum (AI orchestration), Resend (email), and Stripe (billing) — who process data only as needed to operate valueIQ and are held to the same protections described in Section 3.

5. Data Security

We use industry-standard security measures to protect your personal information from unauthorized access, loss, misuse, or disclosure. This includes secure storage and encryption where appropriate.

6. Your Rights and Choices

You have the following rights regarding your personal information:

  • Access: You may request a copy of the personal information we hold about you.
  • Correction: You may request corrections to your personal information if it is inaccurate.
  • Deletion: You may request that we delete your information from our systems at any time. If you wish to close your valueIQ account or stop receiving communications, you can contact us and we will promptly remove your data.
  • Objection: You may object to or restrict certain uses of your data.

To exercise any of these rights, please contact us at privacy@valueiq.ai.

7. Data Retention

We retain your information for as long as your valueIQ account is active, and only as long as necessary to provide you the service and communicate with you. Once you close your account or request removal, and we no longer need the information for these purposes, we will delete your information from our systems unless we are required by law to retain it.

8. Children's Privacy

valueIQ is intended for adults. We do not knowingly collect information from children under the age of 18. If you believe a child has provided us with personal information, please contact us so we can remove it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. If we make significant changes, we will notify you by email or by updating this page. Your continued use of valueIQ or continued engagement with our communications after changes are made means you accept those changes.

10. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at privacy@valueiq.ai.

Address:
valueIQ
2619 W. 3rd Avenue
Vancouver, BC V6K 1M4
Canada