Privacy Policy

Last updated: June 2025

Last updated: June 2025

Effective Date: June 2025

Concluded, a Value Buddy, Inc. brand (“Concluded,” “we,” “our,” or “us”), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website at https://concluded.com, use our services, or engage with our platform.

By using our site or services, you consent to the practices described in this policy.

1. What We Do

Concluded provides business valuations, acquisition risk insights, and workflow tools for SBA lenders. Our platform helps banks and lending institutions assess small businesses more efficiently and make data-backed lending decisions.

2. Information We Collect

a. Information You Provide

  • Name, email, phone number

  • Company details and role

  • Documents or data uploaded for valuation or analysis

  • Information shared through contact forms or demo requests

b. Information We Collect Automatically

  • Browser type and device

  • IP address

  • Pages visited and session data

  • Referring URLs

c. Client-Submitted Deal Data

For clients using our valuation or risk services, we collect relevant deal materials (e.g., financials, tax returns, business descriptions). This data is used solely for the purpose of preparing requested reports or analysis.

3. Use of AI Technologies

We may use AI-powered tools to assist with tasks like synthesizing publicly available data or enhancing report efficiency. These tools are always used in support of human-reviewed outputs and client-requested services.

4. How We Use Your Information

We use your information to:

  • Deliver our valuation, risk, and workflow services

  • Improve and maintain our platform

  • Respond to inquiries and support requests

  • Communicate service updates or relevant offerings

  • Ensure compliance with applicable SBA requirements

We do not sell or rent your personal information to third parties.

5. Information Sharing

We may share your information with:

  • Service providers who help us operate our platform (e.g., hosting, analytics, CRM)

  • Authorized users within your company

  • Legal or regulatory authorities, if required by law

6. Data Security

We take security seriously. Concluded uses secure cloud infrastructure, encryption, and access controls to protect your information. Our systems are designed in alignment with industry best practices and relevant compliance frameworks.

7. Your Rights

You may request access, correction, or deletion of your personal information by contacting us. You may also opt out of marketing communications at any time.

To submit a request, contact us at: info@concluded.com

8. External Links

Our site may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.

9. Updates to This Policy

We may occasionally update this Privacy Policy. Any material changes will be posted to this page with an updated effective date.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact:

Concluded
A Value Buddy, Inc. brand
info@concluded.com
https://concluded.com