1. Who we are
Preside Inc. is the data controller for information collected through this site.
Preside Inc. ("Preside," "we," "us") is a Delaware corporation with a principal place of business in California. We operate this website at presideinsight.com and any subdomains. For the purposes of EU and UK data protection law, we are the controller of personal data collected through the site. For California residents, we are a business under the California Consumer Privacy Act as amended by the CPRA.
If you have questions about this policy, the data controller is reachable at info@PresideInsight.com.
2. Information we collect
Contact details you submit, your wizard answers, and standard server and analytics data.
Information you give us directly
- Contact form submissions: name, email address, organization name, role or seat, employee count or portfolio size, and the free-text message you wrote.
- Path-finder wizard responses: the persona you selected, the challenge you described in your own words, the recommended Initiative, and a copy of the brief we generated and emailed to you.
- Email correspondence: messages you send to info@PresideInsight.com or other Preside addresses.
Information collected automatically
- Server logs: IP address, browser user-agent string, requested URL, referring URL, and timestamp. Collected by our hosting provider for security and operational diagnostics.
- Analytics cookies (if accepted): first-party identifiers, session duration, pages visited, referral source, approximate location at the city or region level. See the cookie declaration for the specific cookies set.
- Marketing cookies (if accepted): identifiers used by HubSpot for visitor stitching across visits and by LinkedIn for ad measurement and audience building. Also enumerated on the cookie declaration page.
Information we do not collect
We do not request government-issued identifiers, financial account numbers, biometric data, or precise geolocation. The wizard does not ask for confidential operational data, vendor contracts, or any information that would make sense to mark "do not disclose" in a normal commercial setting.
3. How we use it
To respond to you, deliver what you asked for, run the site, and at most send relevant follow-ups.
- Respond to inquiries: reply to your message, send the brief you requested, schedule the conversation you asked for.
- Deliver the wizard brief: we send your wizard answers to Anthropic's API to generate the two short narrative paragraphs in your brief, then store the assembled brief in your contact record and email it to you. Anthropic does not train its models on this data per our agreement with them.
- Operate the site: security, fraud prevention, error monitoring, performance measurement.
- Improve the site: aggregate analytics about which pages and Initiatives draw the most interest. Used to inform editorial choices, not to single out individuals.
- Send occasional briefings: only if you opt in by checking the relevant box on a form or by replying to confirm your interest. You can unsubscribe at any time using the link in any email.
- Comply with legal obligations: tax records, contract records, response to lawful requests from government authorities.
We do not use your information to make decisions that produce legal or similarly significant effects on you. We do not sell your information. We do not rent your information. We do not share your information with data brokers.
4. Who we share it with
Only the vendors we need to run the site. Each is bound by its own privacy terms and our contract.
We share information with the service providers ("subprocessors") listed below. Each processes data only on our instructions and only for the purpose stated. Each is independently certified to applicable security standards.
We may also share information with our professional advisors (legal, accounting, insurance) under their professional duty of confidentiality. We will share information if compelled by law, valid legal process, or to protect rights, property, or safety. In the event of a business transaction (merger, acquisition, financing), information may transfer to the successor entity under the same privacy commitments.
5. Cookies and tracking
Three categories. Necessary cookies always on. Analytics and marketing cookies off until you accept.
We use cookies and similar storage to operate the site and, with your consent, to measure how visitors use it and to support marketing.
- Strictly necessary cookies are required to operate the site and to remember your consent choices. These are set without consent because the site cannot function without them.
- Analytics cookies are set only after you accept them. They tell us aggregate things like which pages are read and where visitors come from.
- Marketing cookies are set only after you accept them. They support ad measurement and visitor stitching across sessions.
The full list of cookies, what each one stores, and how long it persists, is on the cookie declaration page. You can change your consent at any time using the "Cookie preferences" link in the footer.
6. Data retention
As long as we have a reason to keep it, then we delete it.
- Active CRM records: retained for the duration of the business relationship, plus seven years after the last interaction to comply with US tax and audit requirements.
- Closed leads with no engagement: 36 months from last form submission or email correspondence.
- Wizard brief content: retained with the associated contact record on the same schedule above.
- Server logs: 30 days.
- Analytics data: 14 months by default (Google Analytics 4 user-level retention setting).
- Email correspondence: retained on the same schedule as the underlying business relationship.
You can request earlier deletion using the rights described below.
7. Your rights
Ask us to see, correct, export, or delete your information. EU and California residents have additional specific rights.
Rights available to everyone
- Access: request a copy of the personal information we hold about you.
- Correction: ask us to fix information that is inaccurate or incomplete.
- Deletion: ask us to delete your information, subject to legal retention requirements.
- Unsubscribe: opt out of marketing emails using the link in any email or by writing to us.
Additional rights for California residents (CCPA / CPRA)
- Right to know the categories and specific pieces of personal information we have collected, the sources, the purposes, and the categories of third parties we share with.
- Right to delete personal information, subject to enumerated exceptions.
- Right to correct inaccurate personal information.
- Right to opt out of the sale or sharing of personal information. We do not sell personal information. We share marketing cookies with LinkedIn for cross-context behavioral advertising only if you accept marketing cookies; you can revoke that consent at any time.
- Right to limit the use of sensitive personal information. We do not knowingly collect sensitive personal information as defined by the CPRA.
- Right to non-discrimination for exercising any of these rights.
- You may designate an authorized agent to act on your behalf. We will verify the agent's authority before responding.
Additional rights for residents of the EU, UK, and Switzerland
- Right of access, rectification, erasure, restriction of processing, and data portability under Articles 15 to 20 of the UK and EU GDPR.
- Right to object to processing based on our legitimate interests.
- Right to withdraw consent at any time where processing is based on consent.
- Right to lodge a complaint with your national data protection authority. For UK residents, that is the Information Commissioner's Office (ico.org.uk).
To exercise any of these rights, email info@PresideInsight.com. We respond within 30 days of a verified request. If we need more time, we will tell you why and when to expect a substantive response.
8. International transfers
Our vendors are US-based. Data sent to us from outside the US is processed in the US.
Preside operates from the United States. The vendors listed in section 4 process data in the United States. If you submit information from outside the United States, you understand that the information will be transferred to and processed in the United States, which may have data protection laws different from those in your jurisdiction.
For transfers of personal data from the EU, UK, or Switzerland to the United States, we rely on the EU Standard Contractual Clauses, the UK International Data Transfer Agreement, or the relevant Data Privacy Framework certifications of our subprocessors, depending on the specific transfer.
9. Security
Reasonable technical and organizational safeguards, but no perfect system exists.
We use technical and organizational safeguards that are appropriate to the sensitivity of the information we collect. These include encryption in transit (TLS) on all forms and pages, encryption at rest on the database, role-based access controls for staff who handle records, vendor selection criteria that require equivalent safeguards, and routine security review of the hosting and CMS configurations. No system is perfectly secure. If we learn of a breach that materially affects you, we will notify you and the relevant regulators in accordance with applicable law.
10. Children
The site is for business audiences. We do not knowingly collect information from children.
The site is directed to professionals in operating, governance, and investing roles. It is not directed to children under 16. We do not knowingly collect personal information from children under 16. If you believe a child has provided information to us, contact us at info@PresideInsight.com and we will delete it.
11. Changes to this policy
We will update this page when things change. Material changes get a banner.
We may update this policy from time to time. The "Last updated" date at the top of the page reflects the most recent revision. Material changes (changes that meaningfully expand the categories of information we collect, the purposes for which we use it, or the parties we share it with) will be communicated by a notice on the site for at least 30 days following the change and, where required by law, by direct notice to affected individuals.
12. How to reach us
One email address. We respond within 30 days of a verified request.
For privacy-specific inquiries, please put "Privacy request" in the subject line.