TrueQoE Privacy and Confidentiality Policy

1. Scope

This Policy applies to:

• the TrueQoE website;
• the TrueQoE application;
• uploaded financial documents;
• generated reports;
• communications with our team; and
• professional review services offered through the platform.

2. Information We Collect

Depending on how you use TrueQoE, we may collect:

Account Information

• Name
• Email address
• Company name
• Phone number
• Billing information
• Login credentials

Business Information

You may upload information including:

• Profit & Loss Statements
• Balance Sheets
• Cash Flow Statements
• General Ledgers
• Trial Balances
• Tax Returns
• Bank Statements
• Payroll Reports
• Merchant Processor Statements
• Financial Models
• Broker packages (CIMs)
• Purchase offers
• Seller questionnaires
• Owner interview responses
• Supporting documentation

You control what information you upload.

Platform Activity

We may collect information regarding:

• login history
• pages viewed
• reports generated
• uploaded documents
• feature usage
• device information
• browser information
• IP address

This information helps us improve platform performance and security.

3. How We Use Your Information

We use your information to:

• provide financial analysis services;
• generate reports and calculations;
• identify potential financial adjustments;
• organize supporting evidence;
• produce decision-support reports;
• improve platform functionality;
• respond to support requests;
• detect fraud or abuse;
• comply with applicable law.

We do not use your uploaded financial information for advertising purposes.

4. Artificial Intelligence

TrueQoE uses artificial intelligence to assist with:

• extracting information from documents;
• organizing financial information;
• classifying transactions;
• identifying potential adjustments;
• generating summaries;
• drafting explanations.

Material financial calculations are performed using deterministic software logic.

AI-generated content is intended as decision support and may require professional review.

5. Professional Review

If you request a professionally reviewed report, relevant information may be shared with qualified reviewers engaged by Strategic Lever LLC.

These reviewers are contractually obligated to maintain the confidentiality of your information and may use it solely for providing the requested review services.

Professional reviewers do not acquire ownership of your information.

6. Confidentiality

We do not sell your information.

Your uploaded business information is treated as confidential.

Except as described in this Policy, we do not disclose your identifiable financial information to:

• other users;
• competing businesses;
• brokers;
• buyers;
• lenders;
• investors; or
• third parties

without your authorization or unless required by law.

7. How We Share Information

We may share information with trusted service providers that help us operate TrueQoE, including providers of:

• cloud infrastructure;
• secure file storage;
• payment processing;
• authentication;
• communications;
• customer support;
• artificial intelligence processing;
• application monitoring.

These providers receive only the information reasonably necessary to provide their services.

8. De-identified and Aggregated Information

We may use information that has been de-identified or aggregated so that it no longer identifies you or your business to:

• improve our software;
• improve calculation methodologies;
• improve document extraction;
• develop benchmarking;
• improve educational content;
• improve system performance.

We do not publish identifiable customer financial information without your permission.

9. Data Security

We employ commercially reasonable administrative, technical, and physical safeguards designed to protect your information.

These safeguards may include:

• encryption during transmission;
• encryption of stored data;
• role-based access controls;
• authentication controls;
• audit logging;
• secure cloud infrastructure;
• regular software updates.

No method of electronic transmission or storage can be guaranteed to be completely secure.

10. Data Retention

We retain information only as long as reasonably necessary to:

• provide our services;
• maintain your account;
• comply with legal obligations;
• resolve disputes;
• enforce agreements.

Different categories of information may be retained for different periods.

Backups may persist for a limited period after deletion as part of normal disaster recovery processes.

11. Your Rights

Subject to applicable law, you may request to:

• access your information;
• update inaccurate information;
• download your information;
• request deletion of your account;
• request deletion of uploaded documents;
• close your account.

Certain information may be retained where required by law or necessary to protect legal rights.

12. Cookies

TrueQoE uses cookies and similar technologies to:

• authenticate users;
• maintain sessions;
• improve usability;
• understand website performance;
• protect against fraud.

You may configure your browser to refuse cookies, although some platform functionality may be limited.

13. Third-Party Services

TrueQoE integrates with third-party service providers.

Those providers maintain their own privacy policies governing information they receive while providing services to us.

We encourage you to review those policies where appropriate.

14. International Users

If you access TrueQoE from outside the United States, your information may be transferred to and processed in the United States.

15. Children's Privacy

TrueQoE is intended solely for business users.

We do not knowingly collect personal information from children under the age of 13.

16. Changes to this Policy

We may update this Privacy & Confidentiality Policy from time to time.

The Effective Date at the top of this Policy will indicate when revisions become effective.

Material changes will be communicated where required by law.

17. Contact Us