Privacy Policy

1. Who We Are

PlanProspector is a prospecting tool for financial-advisory firms operated by Basic Capital, Inc. (“Basic Capital”, “we”, “us”). This policy describes what we collect through the Service, how we use it, and the choices you have. The Service is built for business use; we do not direct it to consumers or children.

2. Information We Collect

• Account information — name, work email, firm name, and profile details you provide when you request access or set up your workspace.
• Customer Data you upload — book-of-business records, CSV imports, notes, lists, and pipeline entries your firm submits to the Service. This may include business contact information about third parties; you are responsible for having the right to provide it.
• Public filing data — the plan intelligence in the Service is derived from public Form 5500 filings and related regulatory data, which may include names and business contact details of plan sponsors and signers.
• Usage data — log data, device and browser information, and product analytics (pages viewed, features used) collected to operate, secure, and improve the Service.

3. How We Use Information

• to provide, maintain, and improve the Service;
• to authenticate accounts and secure the platform;
• to enrich plan records with contact and firmographic data at your request;
• to understand product usage and prioritize improvements;
• to communicate with you about the Service (support, changes, security notices);
• to comply with law and enforce our Terms of Service.

4. Subprocessors and Sharing

We use a small set of third-party providers to run the Service:

• Vercel — application hosting and delivery
• Supabase — database, authentication, and storage
• LeadIQ — contact enrichment (when you use enrichment features)
• PostHog — product analytics

These providers process data only to deliver their services to us. We may also share information with Basic Capital affiliates, with professional advisors, in connection with a corporate transaction, or where required by law. We do not sell personal information, and we do not share it for cross-context behavioral advertising.

5. Retention

We keep account and Customer Data while your account is active and for a reasonable period afterward for backup, audit, and legal purposes, then delete or de-identify it. Public filing data is retained as part of the Service’s dataset. You can request deletion of your account data at any time.

6. Security

We use industry-standard safeguards, including encryption in transit, access controls, and row-level security isolating each firm’s workspace. No system is perfectly secure; please use a strong, unique password and report any suspected issue to us immediately.

7. Your Choices and Rights

You may access, correct, export, or delete your account information by contacting us. Depending on where you live, you may have additional rights (such as access, deletion, and correction under US state privacy laws). If you appear in our dataset via a public filing or a firm’s uploaded records and want your information removed, contact us and we will review the request.

8. Cookies and Analytics

We use cookies necessary to keep you signed in and first-party analytics to understand product usage. We do not use third-party advertising cookies.

9. Changes

We may update this policy from time to time. Material changes will be posted in the Service with an updated “Last updated” date.

10. Contact

Privacy questions or requests: support@basiccapital.com.