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  • Information We Collect
  • How We Use Your Information
  • Data Sharing
  • Data Retention
  • Data Security
  • Your Rights
  • Cookies
  • Changes to This Policy
  • Contact Us

Legal

  • Privacy Policy
  • Terms of Service
  • Security
  • Cookie Policy
  • Data Processing Agreement

Privacy Policy

Effective Date: [DRAFT — Date TBD]

This privacy policy is a structural draft. Final legal language will be reviewed by counsel before publication.

Memosa, operated by EquityMultiple, Inc. ("we," "us," or "our"), is committed to protecting the privacy of our users. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our platform.

1. Information We Collect

Account Information

When you create an account, we collect your name, email address, and organizational affiliation. If you sign up via Slack OAuth, we receive your Slack user ID and workspace information.

Deal Documents

You may upload documents including PDFs, spreadsheets, and other files related to commercial real estate transactions. These documents are processed to generate investment memoranda and are stored securely within your workspace.

Usage Data

We collect information about how you interact with Memosa, including pages visited, features used, document edits, and session duration. This data is collected via self-hosted analytics (Matomo) and is not shared with third-party advertising networks.

Technical Data

We automatically collect your IP address, browser type, operating system, and device information for security monitoring and service optimization.

2. How We Use Your Information

  • To provide, maintain, and improve the Memosa platform
  • To process and analyze your uploaded deal documents
  • To generate investment memoranda and related deliverables
  • To facilitate team collaboration on deals
  • To send transactional emails (magic links, invitations, notifications)
  • To improve our AI models and document processing quality
  • To detect and prevent fraud, abuse, and security incidents
  • To comply with legal obligations

3. Data Sharing

We do not sell your personal information. We may share data with:

  • Service providers: Cloud infrastructure (Railway), vector databases (Pinecone), AI model providers (OpenAI, Anthropic) — all under data processing agreements
  • Your organization: Team members within your workspace can access shared deals and documents based on role permissions
  • Legal requirements: When required by law, subpoena, or to protect our rights

4. Data Retention

We retain your account data for as long as your account is active. Deal documents and generated memoranda are retained according to your organization's settings. You may request deletion of your data at any time.

5. Data Security

We implement industry-standard security measures including encryption in transit (TLS 1.2+), encryption at rest, access controls, and regular security audits. For more details, see our Security page.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data
  • Object to or restrict processing of your data
  • Data portability
  • Withdraw consent at any time

To exercise these rights, contact us at privacy@memosa.io.

7. Cookies

We use cookies and similar technologies for essential platform functionality and optional analytics. For details, see our Cookie Policy.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on this page and updating the effective date.

9. Contact Us

For privacy-related inquiries:

  • Email: privacy@memosa.io
  • EquityMultiple, Inc.
  • [Address TBD]
Privacy Policy Terms of Service Security Cookie Policy Data Processing Agreement

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