Legal

Privacy Policy

Effective Date: January 2026 • Last Updated: August 2026

Introduction

TheAIDealCloser.com (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services to help founders raise capital — including investor profiling, done-for-you marketing, CRM pipeline management, referral coaching, our strategy calls, and free resources such as our Playbook download. By accessing our website, you consent to the practices described in this policy.

2.Information We Collect

Personal information you voluntarily provide, including:

  • Contact Details: Name, email, phone number, company name, and the state where your business is based.
  • Raise & Business Details: Information about your capital raise (such as target amount, entity type, and whether you already have a Private Placement Memorandum), your business description, and industry.
  • Diagnostic & Profiling Responses: Answers you give to our investor-personality quiz or intake questionnaires, used to build your AI-driven investor profile.
  • Communications: Notes from strategy calls, CRM entries, and email or SMS correspondence with our team.
  • Payment Information: Billing details for paid services (processed securely via third-party payment gateways; we do not store full card numbers on our servers).
  • Website Usage Data: IP address, browser type, and behavior on our site, collected automatically.

3.How We Use Your Information

We use your data to:

  • Deliver requested resources, such as our free Playbook download.
  • Schedule and conduct strategy calls and follow-up communications about your raise.
  • Build your AI-driven investor personality profile and personalized outreach scripts as part of our services.
  • Manage your CRM record and coordinate your investor pipeline and referral activity.
  • Send you updates by email or SMS about your raise, our services, or resources you’ve requested.
  • Improve our website, services, and user experience.
  • Comply with legal and regulatory obligations.
  • Prevent fraud, enforce our terms, and protect our legal rights.

4.Sharing Your Information

We share information only as needed to run our services:

  • Service Providers: CRM, email and SMS platforms, scheduling tools, payment processors, and IT or technical support providers who help us deliver our services.
  • Legal Authorities: When required by law, such as a subpoena or court order.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets.

We do not sell your personal information to third-party

5.Cookies and Tracking Technologies

We use cookies and similar technologies to enhance site functionality and personalization, analyze traffic through tools such as Google Analytics, and manage and measure advertising (e.g., Google Ads). You can adjust or disable cookies through your browser settings. Some site features may not function properly if cookies are disabled.

6.Data Retention & Security

We retain personal information only as long as necessary to provide our services, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements. When data is no longer needed, we securely delete or anonymize it.

We implement industry-standard measures — including SSL encryption, firewalls, and access controls — to protect your information. Access to personal data is limited to authorized personnel who need it to perform their duties. However, no method of online transmission or storage is completely secure. Please promptly notify us of any security concerns at info@theaidealcloser.com.

7.Your Privacy Rights

Depending on where you live, you may have the right to:

  • Access, correct, or delete your personal data.
  • Opt out of marketing communications.
  • Request data portability or restrict processing.

To exercise these rights, contact us at info@theaidealcloser.com. We will respond in accordance with applicable law.

8.Children's Privacy

Our services are intended for founders and business owners and are not directed at children. We do not knowingly collect personal information from anyone under the age of 18. If you believe a child has provided us with personal information, please contact us so we can delete it.

9.Third-Party Links

Our website may contain links to third-party sites, including Amazon (for our Playbook listing) and Calendly (for scheduling). We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.

9.Third-Party Links

Our website may contain links to third-party sites, including Amazon (for our Playbook listing) and Calendly (for scheduling). We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.

10.SMS Communications and Consent

We respect your privacy regarding text messaging communications. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign.

We may share your personal data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to:

  • Messaging platform providers
  • Phone carriers
  • Technical service vendors
  • Other vendors assisting in the delivery of text messages

All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

11.Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

12.Contact Us

We respect your privacy regarding text messaging communications. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign.

We may share your personal data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to:

  • Messaging platform providers
  • Phone carriers
  • Technical service vendors
  • Other vendors assisting in the delivery of text messages

All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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