Privacy Policy

Information we collect

• Contact information — name, email, phone number, company.
• Account information — sign-in email and authentication details for team accounts (passwords are handled by our authentication provider and are never visible to us).
• Real-estate transaction details — property address, contract prices, closing dates, deal structure and related numbers you provide.
• Uploaded documents — contracts, addenda, proof of funds, title and settlement documents and other files you choose to upload.
• Identity and entity information — when provided, such as entity documents or identification requested for verification.
• Title / escrow information — title company, closing contacts and closing details.
• Funding information — funding requests, capital provider responses, conditions and closing confirmations.
• Device, session and security information — IP address, browser and device type, timestamps and activity records used for security and audit trails (for example, when a document is viewed or an authorization is signed).
• Marketing attribution — where applicable, the campaign, source or referral link that brought you to the site.
• Communications — emails and messages exchanged with Deal Desk or, within a Funder Room, between Deal Desk and a selected capital provider.
• Capital partner information — for capital providers: company details, funding criteria, pricing and authorization records.

Why we collect it and how we use it

• To review a transaction and assess whether it may qualify for funding.
• To verify transaction details, documents and parties.
• To match a transaction with a suitable capital provider and coordinate closing.
• To communicate with you about your submission, documents and closing.
• To keep the platform secure, prevent fraud and maintain audit records.
• To understand which marketing channels are working.

Sharing with capital providers and transaction parties

To review and fund a transaction, relevant transaction information and documents may be shared with a capital provider selected for that specific transaction, and with transaction parties such as the title or escrow company. Capital providers only see the transactions and documents explicitly shared with them. We do not sell personal information.

Document storage and security

Uploaded documents are stored privately. They are not published at public web addresses; access is through short-lived, permission-checked links. We use access controls, encrypted connections and activity logging. No system is perfectly secure, and we cannot guarantee absolute security.

The installable Deal Desk app does not store copies of documents, deal details or admin data on your device for offline use.

Data retention

Draft — requires business / legal review before final publication

We keep information for as long as needed to review, fund and close a transaction, and afterwards where reasonably required for legal, contractual, accounting, audit, dispute or fraud-prevention purposes. Specific retention periods are still being finalized.

Account and deletion requests

You can request deletion of your account and personal information. See Account deletion for how requests work and what may need to be retained.

Your choices

Draft — requires business / legal review before final publication

Depending on where you live, you may have rights to access, correct or delete your information, or to object to certain uses. Contact us to make a request.

Contact

Privacy questions: sam@flexspacepro.com