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IAPD.app Privacy Policy

Effective Date: January 19, 2026

Entity: The California Software Company

Contact: af@thecaliforniasoftwarecompany.com

Website: https://iapd.app

1. Introduction

This Privacy Policy explains how The California Software Company collects, uses, and protects personal and technical data when you use IAPD.app, our web application for Investment Adviser Public Disclosure analysis and AI-assisted workflows.

By using the Service, you agree to this Privacy Policy. If you do not agree, do not use the Service.

2. Information We Collect

We collect the following categories of data:

2.1 Account Information

  • Name, email address, and authentication credentials.
  • Organization or team details (if applicable).

2.2 Usage and Technical Data

  • Application activity logs, feature usage, and analytics.
  • Error and crash reports.
  • Device, operating system, and app version.
  • IP address, browser type, and timestamps.

2.3 Code and Content Data

  • Files, snippets, or metadata you explicitly provide.
  • AI-generated artifacts, specifications, and conversation history.
  • Shared content (such as collaborative documents or sessions).

2.4 Payment Information

Managed by third-party providers (such as Stripe); we do not store payment card numbers.

3. How We Use Your Data

We use collected data to:

  • Provide and operate the Service.
  • Authenticate users and manage accounts.
  • Run AI agents to provide suggestions and insights.
  • Debug and improve the Service.
  • Analyze product usage and adoption.
  • Process payments and subscriptions.
  • Communicate updates, new features, and account-related notices.

We do not sell personal data.

4. Data Transmission and Third-Party Services

To operate IAPD.app, your data may be processed by:

ServicePurposeData SharedPolicy
Anthropic ClaudeAI model inferenceText prompts, selected contentanthropic.com/privacy
Google GeminiAI model inferenceText prompts, selected contentpolicies.google.com/privacy
OpenAI APIAlternative AI inferenceText prompts, selected contentopenai.com/privacy
xAIAI model inferenceText prompts, selected contentx.ai/privacy-policy
Vercel AIAI model routing/inferenceText prompts, selected contentvercel.com/legal/privacy-policy
StripeBilling and paymentsName, email, plan, subscription datastripe.com/privacy
PostHogProduct analyticsUsage metrics, anonymized eventsposthog.com/privacy
SentryError monitoringLogs, error messages, possible snippetssentry.io/privacy

We do not control or assume responsibility for the privacy practices of these providers.

5. Data Retention

  • Account data: retained while your account is active.
  • Code and content data: retained for active sessions and until deleted.
  • Analytics and logs: retained up to 12 months.

You can request deletion of all data by contacting af@thecaliforniasoftwarecompany.com.

6. Data Security

  • Encryption in transit (TLS) and at rest.
  • Role-based access controls.
  • API key and credential encryption.
  • Regular audits and restricted employee access.

However, no system is 100% secure. Use at your own risk and maintain version control backups.

7. User Rights

Depending on your jurisdiction, you may have rights to:

  • Access, correct, or delete your data.
  • Export your conversation history or generated content.
  • Opt out of analytics collection.
  • Withdraw consent or close your account.

Requests can be made to af@thecaliforniasoftwarecompany.com.

8. Cookies and Tracking

IAPD.app uses cookies and similar technologies for session management and analytics. EU users may see a cookie banner or settings modal where required.

9. Data Transfers

Your information may be transferred to and processed in the United States. By using the Service, you consent to this transfer. We rely on standard contractual clauses and equivalent safeguards where required.

10. Children's Privacy

IAPD.app is not intended for children under 13. We do not knowingly collect personal data from minors.

11. Changes to This Policy

We may update this Privacy Policy periodically. If significant changes occur, we will notify users via email or in-app notice. Continued use after updates means you accept the revised policy.

12. Contact Us

For privacy questions, data deletion, or compliance requests:

Email: af@thecaliforniasoftwarecompany.com

The California Software Company

28 Geary St.

Suite 650 PMB 5070

San Francisco, CA 94108

United States