Privacy Policy | Futureproof

Privacy Policy

Last Updated: October 1, 2025

Futureproof Ops, Inc. (“Futureproof,” “we,” “us,” or “our”) operates the Futureproof platform. This Privacy Policy explains how we collect, use, share, and protect your information when you use our services.

Contact: privacy@runfutureproof.com | 644 Holly Springs Rd, STE 80, Holly Springs, NC 27540, USA

1. Information We Collect

Information You Provide

Account Information:

Financial Data:

Communications:

Information We Collect Automatically

Usage Information:

Cookies and Similar Technologies: We use cookies, pixels, and similar technologies to collect usage data and improve the Services. See Section 8 for details.

Information from Third Parties

Bank Connection Services: When you connect bank accounts through Plaid, we receive transaction data, account balances, and account details from your financial institutions.

CRM and HRIS Integrations: If you connect CRM or HRIS systems through the Services, we may receive:

These integrations are facilitated through Unified.to, our API integration partner. The data we access depends on the permissions you grant and the integrations you enable.

Other Sources: We may receive information from service providers who help us operate the Services (e.g., payment processors, analytics providers).

2. How We Use Your Information

Provide the Services:

Improve the Services:

Communicate with You:

Business Operations:

Marketing (with your consent):

You can opt-out of marketing communications by clicking “unsubscribe” in any email or contacting privacy@runfutureproof.com.

3. AI Training and Product Improvement

During Your Active Subscription

We use your financial data (in de-identified, anonymized, and aggregated form) to train our AI models and improve the Services for all users.

What This Means:

Example: When you categorize a “Stripe” transaction as “Payment Processing,” our AI learns this pattern to suggest the same for other SaaS companies. We never share your actual amounts, company name, or other identifying details.

After You Cancel Your Subscription

When you cancel, you have 30 days to export your data. After that:

What We Retain:

What We Delete Immediately:

What “Anonymized” Means:

Your Options:

  1. Opt-Out of AI Training: Email privacy@runfutureproof.com with subject “Opt-Out of AI Training” to exclude your data from future AI model training
  2. Request Complete Deletion: Email privacy@runfutureproof.com with subject “Data Deletion Request” to have your data deleted (typically within 90 days, except data required by law)

Automatic Deletion Timeline:

Actual deletion timing may vary based on system processes and backup retention schedules.

For complete details, see Section 10.

4. How We Share Information

We never sell your personal information.

We share information only in the following circumstances:

Service Providers

We share data with third-party companies that help us operate the Services:

These providers are contractually required to protect your data and use it only for the purposes we specify.

Your Direction

Data Room: When you share documents through the data room, they're accessible to the investors, advisors, or other recipients you designate. We don't monitor or review shared content.

Third-Party Users: When you grant access to accountants, bookkeepers, or other professionals, they can view and use your data according to the permissions you set.

Connected Systems: When you connect CRM or HRIS systems, we access data from those systems according to the permissions you grant. Your use of those systems is governed by their respective privacy policies.

Business Transfers

If Futureproof is involved in a merger, acquisition, or sale of assets, your data may be transferred to the acquiring entity. We will notify you before your data is transferred and becomes subject to a different privacy policy.

Legal Requirements

We may disclose information to:

With Your Consent

We may share information in other contexts with your explicit consent.

5. Bank Connections and Financial Data

How Bank Connections Work

The Services allow you to connect bank accounts and credit cards through third-party financial data aggregation services (primarily Plaid Technologies, Inc.).

When you connect an account:

Third-Party Privacy Policies:

Please review the privacy policies of Plaid and Unified.to to understand how your credentials and data are handled.

When You Disconnect a Bank Account

What Stops:

What Remains:

Why We Retain Historical Data:

Deleting Historical Bank Data

To delete historical transaction data from a disconnected account, email privacy@runfutureproof.com with a deletion request. We will inform you of the implications—including gaps in financial records and potential tax compliance issues—before processing.

Important: Deletion is permanent and cannot be undone.

6. Data Room and Document Sharing

How the Data Room Works

The data room feature allows you to securely share pitch decks, financial statements, and other documents with investors, advisors, and stakeholders.

You Control Access:

Our Role:

When You Delete or Revoke Access:

7. Third-Party Access

You may grant access to your Account to accountants, bookkeepers, tax preparers, or other financial professionals.

When you grant access:

We don't:

You should:

8. Cookies and Tracking Technologies

We use cookies, pixels, web beacons, and similar technologies to:

Types of Cookies We Use:

Your Choices:

Browser Settings: Most browsers allow you to control cookies through settings. Note that blocking essential cookies may prevent use of some features.

Opt-Out Tools:

Do Not Track: We don't currently respond to “Do Not Track” browser signals, but you can use the opt-out tools above.

9. Data Security

We implement industry-standard security measures to protect your information:

However, no system is completely secure. We cannot guarantee absolute security and are not liable for unauthorized access or security incidents beyond our reasonable control.

Your Responsibility:

10. Data Retention and Deletion

During Active Use

We retain your data for as long as your Account is active and as necessary to provide the Services.

After Disconnecting Bank Accounts

When you disconnect a bank account, we retain historical transaction data as part of your bookkeeping records unless you request deletion.

After Disconnecting CRM or HRIS Systems

When you disconnect CRM or HRIS integrations, we stop importing new data but retain historical data previously imported for forecasting and reporting purposes unless you request deletion.

After Account Cancellation

First 30 Days:

Immediately Upon Cancellation:

After 30 Days:

After Approximately 1 Year:

After Approximately 7 Years:

Note on Timing: Actual deletion timing may vary based on system processes, backup rotation schedules, and technical constraints. Data in disaster recovery backups is typically deleted within 180 days but may persist longer due to backup retention schedules.

Legal and Regulatory Retention

We may retain certain data longer as required by:

Beta Features

Data created using Beta Features may be lost, corrupted, or deleted if features are modified or discontinued. You are responsible for backing up important data from Beta Features.

Our Commitment

While we strive to meet the timelines outlined above, actual deletion may vary based on technical and operational constraints, backup procedures, and system architecture. We will always comply with applicable legal retention requirements and data protection regulations.

11. Your Privacy Rights

Depending on your location, you may have the following rights:

Access and Portability:

Correction:

Deletion:

Restriction and Objection:

Opt-Out of AI Training:

Withdraw Consent:

How to Exercise Your Rights

Email privacy@runfutureproof.com with your request. Include:

We will typically respond within 30 days (or as required by applicable law). We may need to verify your identity before processing certain requests. Response times may vary based on the complexity of the request and volume of requests received.

California Residents (CCPA)

Under the California Consumer Privacy Act, you have additional rights:

European Residents (GDPR)

If you are in the European Economic Area, UK, or Switzerland, you have additional rights under GDPR:

12. International Data Transfers

Futureproof is based in the United States. If you are located outside the U.S., your information will be transferred to and processed in the United States.

Data Protection: We take appropriate safeguards to protect your information when transferred internationally, including:

By using our Services, you consent to the transfer of your information to the United States and other countries where we or our service providers operate.

13. Children's Privacy

Our Services are not intended for individuals under 18 years old. We do not knowingly collect personal information from minors under 18.

If we become aware that we have collected data from a person under 18, we will take steps to delete it promptly. If you believe we have collected information from a minor, please contact privacy@runfutureproof.com.

14. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors.

When We Make Changes:

Your Continued Use: Your continued use of the Services after changes become effective means you accept the updated Privacy Policy.

Review Regularly: We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

15. Contact Us

If you have questions about this Privacy Policy or want to exercise your privacy rights, contact us:

Futureproof Ops, Inc.

644 Holly Springs Rd, STE 80

Holly Springs, NC 27540, USA

Email: privacy@runfutureproof.com