Your financial context deserves careful handling.

The information processed by ESOP Value Clarity depends on the features you use. It may include information you provide directly, information generated through your use of the product, and limited technical information needed to operate and secure the service.

• Account information: such as your name, email address and account-related information.
• Equity information: such as option or share quantities, strike price, valuation assumptions, vesting information, dilution assumptions and exit scenarios.
• Compensation information: such as fixed compensation, variable compensation, bonuses, employer contributions and other offer terms you choose to provide.
• Product activity: information associated with calculations, saved analyses and use of product functionality.
• Communications: information you submit through the product contact form or send directly to our contact address.

When you create or use an ESOP Value Clarity account, information such as your name and email address is used to identify your account, authenticate access and provide account-specific features.

ESOP Value Clarity provides calculators and scenario modelling features that use the financial and equity assumptions you enter. Depending on the feature and your account state, calculation inputs and results may be stored so that you can access saved analyses and product history.

Modelled results are estimates based on the information and assumptions supplied to the product. They should not be interpreted as verified company valuations or guaranteed financial outcomes.

When you use document-based Offer Intelligence features, the document is processed so that relevant employment, compensation and equity terms can be identified and presented for your review.

Do not upload documents containing information that is unnecessary for the analysis. You are responsible for ensuring that you are permitted to provide documents and information submitted to the service.

Information may be used as reasonably necessary to:

• provide and operate ESOP Value Clarity;
• authenticate accounts and maintain account-specific functionality;
• perform calculations, scenario modelling and offer analysis requested by you;
• save calculations and confirmed offer information where the product provides saved experiences;
• respond to product enquiries and feedback;
• maintain security, troubleshoot errors and prevent misuse;
• improve product reliability, usability and feature performance.

ESOP Value Clarity relies on technical infrastructure and service providers to operate the application. These may include hosting, database, authentication, payment, communications and other infrastructure providers used by the deployed version of the service.

Providers may process information only to the extent necessary for the relevant service or as otherwise permitted by their terms and applicable law.

Information may be retained for as long as reasonably necessary to provide the service, maintain saved functionality, meet security and operational needs, resolve disputes, enforce applicable terms or satisfy legal obligations.

Product features may allow certain records to be archived or removed. Where a direct deletion control is not available, you may contact us regarding a reasonable request concerning your information.

We use reasonable technical and organisational measures intended to protect the service and information processed through it. However, no website, database, transmission method or storage system can be guaranteed to be completely secure.

Depending on the functionality available to you and applicable law, you may be able to review, update, archive or delete certain information directly through the product.

You may also contact ESOP Value Clarity if you have a privacy-related question or a request concerning personal information associated with your account.

ESOP Value Clarity will continue to evolve. This Privacy Policy may therefore be updated when product features, data practices, infrastructure or legal requirements change.

When this policy is materially revised, the updated version will be published on this page with an updated effective date.