Privacy Policy
Last updated: September 2026 · Effective date: September 2026
1. Scope — Two Kinds of Data
This Privacy Policy explains how Acquify Co. ("Acquify," "we") — the trading name of Acquify LLC, a Puerto Rico limited liability company — handles personal information in two distinct roles:
As a business (data controller): personal information of website visitors, prospects, and Acquify's clients' authorized contacts — covered in full below.
As a service provider (data processor): business and personal information a client shares with Acquify, or that Acquify's systems process, while delivering Services to that client ("Client Data") — for example, a mortgage client's applicant records inside a system Acquify installed. Client Data is governed by the Master Services Agreement/Order Form and Data Processing Addendum between Acquify and that client, not by this Policy. If you are an individual whose information an Acquify client processed using a system Acquify built, please contact that business directly — Acquify does not control that relationship.
2. Information We Collect
We collect two general kinds of information:
Information you provide to us. This includes what you submit through our website opt-in/application form, by booking a diagnostic call, or by emailing us — for example, your name and contact details, information about your business, and anything else you choose to share with us, including during a diagnostic, roadmap, or ongoing Partnership (this becomes Client Data under Section 1 once an Order Form is signed). The specific information we ask for on our forms may change over time as we refine how we qualify inquiries, so we describe it here in general terms rather than as a fixed list. With your knowledge, calls may also be recorded and transcribed for accuracy and internal reference — we announce this at the start of a call.
Information we collect automatically. When you visit our website, we automatically collect technical and usage data — such as your IP address, browser type, pages visited, referrer, and time on site — through cookies, analytics tags, and advertising pixels. See our Cookie Policy for the full list and how to control them.
We also process payment information directly through our payment processor (Stripe); Acquify does not store your full card or bank account numbers.
3. How AI Is Used in Our Own Process
We use AI and large-language-model tools (including commercial/business-tier services such as Anthropic's Claude) to help draft communications, analyze information you share, and prepare diagnostic and roadmap materials. Information you share with us may be processed by these tools under their business-tier terms, which limit — but for most providers do not eliminate — short-term retention for abuse-monitoring purposes. We do not use consumer-tier AI tools for your information, and we do not permit these providers to use your information to train their public models. A person at Acquify reviews AI-assisted material before it is sent to you.
4. How We Use Information
To respond to inquiries and schedule calls; qualify inquiries and follow up for sales purposes related to an inquiry you initiated; qualify and deliver diagnostics, roadmaps, and Services; administer billing; send Service-related communications; with your consent, send marketing updates by email or SMS (Section 5); serve and measure advertising, including retargeting, where you have not opted out (see Cookie Policy); and analyze and improve our website and Services, including using aggregated, de-identified information (see Terms of Service Section 6.5).
5. Email & Text Message (SMS) Communications
When you submit our website opt-in/application form, you agree to receive communications from Acquify related to your inquiry — by both email and SMS (text message) — including confirmations, appointment reminders, and marketing updates about our services. This is disclosed on the form itself at the point you submit it. You'll typically receive an immediate confirmation by both email and SMS, and ongoing messages from us afterward by both channels.
Opt-out. You can opt out of SMS at any time by replying STOP to any message. You can opt out of marketing email using the unsubscribe link in any marketing email, or by emailing legal@acquify.co. Opting out of marketing messages does not stop service-related messages tied to an active engagement or a call you've booked (for example, a reminder for a call you scheduled), where those are reasonably necessary to deliver our Services.
Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. We do not share your phone number with third parties for their own marketing purposes.
6. Sharing & Service Providers
We do not sell or share personal information for cross-context behavioral advertising, except as described for advertising/retargeting cookies in our Cookie Policy, which do not involve the sale of personal information for money. We share information with service providers who process it on our behalf, under confidentiality and security obligations, including: CRM and pipeline-management providers, to manage inquiries and client relationships and send SMS/email (Section 5); scheduling and calendar providers, to book and manage calls; video conferencing and AI meeting recording/transcription providers, to record, transcribe, and summarize calls; email and communications providers, for correspondence; payment processors, to administer billing and subscriptions; document, workspace, and project-management tools, for internal delivery and collaboration; cloud hosting and database infrastructure, to store and operate Acquify's own systems; AI and large-language-model providers, for drafting, analysis, and automation (Section 3); and analytics and advertising providers, to understand website usage and measure advertising (see Cookie Policy).
We disclose the current named providers in each category on request, and we do not add a new provider that will handle a client's regulated Client Data without updating that client's Data Processing Addendum first.
We may also disclose information where required by law, to protect our rights or safety, or in connection with a merger, acquisition, or sale of assets, subject to this Policy continuing to apply.
7. Cookies & Tracking Technologies
Our website uses cookies and similar technologies for functionality, analytics, and advertising (including retargeting). The full inventory of categories, the specific technologies we use, how long each persists, and how to control them is set out in our separate Cookie Policy, which forms part of this Privacy Policy by reference.
8. Data Retention
Inquiry/contact information: retained while you remain a prospect or client, and for a reasonable period afterward; deleted or anonymized after 24 months of inactivity unless you are an active client.
Meeting recordings & transcripts: 90 days, unless part of an active engagement record or you request earlier deletion.
Marketing communications data (email and SMS): until you unsubscribe or opt out.
SMS consent records: retained as described in Section 5.2.
Billing and invoice records: retained per applicable tax and accounting record-keeping requirements (typically up to 7 years).
Client Data processed under an engagement: governed by the applicable Data Processing Addendum; by default, deleted or returned within 30 days of engagement termination, except where a legal or contractual retention obligation applies.
9. Data Security
We apply administrative, technical, and organizational safeguards appropriate to the sensitivity of the information we hold, including access controls, encryption in transit, and multi-factor authentication on our own systems. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. If we become aware of a security incident affecting your personal information, we will notify you without undue delay and consistent with applicable law.
10. Your Rights
Depending on your location, you may have rights under applicable law to access, correct, delete, or receive a copy of your personal information, to opt out of marketing (by email unsubscribe or SMS STOP, per Section 5), and to control cookies (per our Cookie Policy, including via the Global Privacy Control signal). To exercise a right, email legal@acquify.co. We will verify your request and respond within the time required by applicable law.
11. Cross-Border Processing
Acquify and its service providers operate primarily in the United States and Puerto Rico. Acquify's client base is limited to Puerto Rico and the United States. Where a service provider processes information outside that footprint, we take reasonable steps to ensure it remains protected consistent with this Policy.
12. Children's Privacy
Our website and Services are directed to businesses and are not intended for individuals under 18. We do not knowingly collect personal information from children.
13. Regulated-Industry Clients
Acquify serves clients in regulated sectors. Where Acquify processes a client's customer data as a service provider, that client — not Acquify — is responsible for its own regulatory notices and obligations to its customers (for example, under GLBA). This Policy does not substitute for that client's own privacy notice.
14. Changes to This Policy
We may update this Policy from time to time. Material changes will be posted here with a new "Last updated" date; where required by law, we will provide additional notice.
15. Contact Us
Questions or requests regarding this Policy: legal@acquify.co · 939-305-3802 · Puerto Rico.
