Privacy policy
Last updated: May 6, 2025
Purpose and Scope of the Policy
SR Valuation Inc. ("SRV", "we", "us", or "our") operates the https://srvaluation.com website (the "Site"). This Privacy Policy informs you of our practices regarding the collection, use, disclosure, and retention of information, including Personal Data (as defined below) when you use our Site or Services, and the choices you have regarding that data.
Information refers to all information you provide to us when using our services.
Personal Data refers to any information that identifies, or could be reasonably associated with, an individual. Aggregated or anonymized data that cannot be associated with an identifiable individual is not considered Personal Data.
By using the Site, you acknowledge that you have read and understood this Privacy Policy.
1. Types of Data Collected
We may collect the following categories of Information including Personal Data:
- Identifiers and contact information: such as name, company, email, phone number, and billing address.
- Transactional information: including your purchase history, payment method (via third-party processor), and service usage.
- Usage data: including your IP address, browser type/version, pages visited, time spent on pages, referral links, and device information.
- Cookies and tracking data: see Section 4.
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Questionnaire Data: when completing the valuation questionnaire, we collect:
- Basic company identification: name, address, jurisdiction, year of incorporation, number of employees, and legal status, geographic market of operations;
- Governance details: board composition and key management team (names and titles only);
- Sector classification: industry, sub-sector, and detailed product/service offering selections;
- Value chain position classification: such as component integrator, service provider, etc.;
- Funding history: including amount raised per round, round type (e.g., Seed, Series A), date of each funding event, and nature of funding instruments (e.g., equity, SAFE, convertible note);
- Planned future rounds: anticipated date and size of next round;
- Description of the company’s business model, competitors, and market strategy; and
- Uploaded documents (e.g., pitch deck, business plan) containing business-related but potentially identifiable information.
This information is strictly used for the purpose of valuation and is not shared or sold to third parties.
We maintain information in confidence, for a minimal duration of 12 months.
We do not knowingly collect sensitive personal information such as health, race, religion, or biometric data.
2. How We Collect Data
We collect Information through the following means:
- Directly from you: when you fill out forms, request a service, make a purchase, or communicate with us.
- Automatically: through cookies and browser tracking technologies.
- Through our service providers: such as payment processors, hosting services, and analytics platforms.
We collect Personal Data through the following means:
- Directly from you: when you fill out forms, request a service, make a purchase, or communicate with us.
- Through our service providers: such as payment processors.
3. Use of Personal Data
We use your Personal Data for the following purposes:
- To deliver and improve our valuation services
- To process payments and send confirmations
- To respond to your inquiries or service requests
- To analyze usage trends and improve the Site
- To detect and prevent fraud or security issues
- To send updates or marketing communications (if opted-in)
- To comply with legal or regulatory obligations
You may opt-out of marketing emails at any time by clicking the unsubscribe link included in each email.
4. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your browsing experience. Types of cookies include:
- Session Cookies: temporary cookies used for site operation
- Preference Cookies: store user preferences
- Analytics Cookies: collect information on site usage (e.g., Google Analytics)
- Security Cookies: help detect abuse
You can configure your browser to reject cookies. Note that disabling cookies may affect site functionality.
5. Sharing of Data
We may share your data in the following situations:
- With service providers (e.g., Shopify, Stripe, Google Analytics) who support our business operations
- With legal or regulatory authorities if required by law or to protect rights, safety, or property
- With your consent or at your direction
We do not sell or rent your information, including Personal Data, to third parties.
6. Payment Information
Payments on the SRV Site are processed via Stripe or Shopify Payments. SRV does not store or access your full payment card details. These are handled in accordance with PCI-DSS standards. Please review the applicable third-party privacy policies:
- Stripe: https://stripe.com/ca/privacy
- Shopify: https://www.shopify.com/legal/privacy
7. Data Storage and Transfers
Personal Data may be stored in Canada or the United States. Some of our service providers may process data outside of Canada. If data is transferred internationally, it is subject to appropriate contractual and legal safeguards.
8. Data Retention
We retain Personal Data only as long as necessary to fulfill the purposes outlined in this Policy or as required by applicable law. When no longer needed, data is securely deleted or anonymized.
9. Security of Data
We employ administrative, technical, and physical safeguards to protect your Personal Data. Despite our efforts, no system can guarantee absolute security. You are responsible for maintaining the confidentiality of any credentials used to access SRV services.
10. Your Rights
Depending on your location, you may have the right to:
- Access, correct, or delete your Personal Data
- Withdraw consent to processing (where applicable
- Request a copy of your data in portable format
- File a complaint with a data protection authority
To exercise your rights, contact us at: privacy@srvaluation.com
11. Service Providers
We may use the following service providers:
- Shopify: for website hosting and order processing
- Stripe: for secure payments
- Google Analytics: for site usage analytics
These providers are bound by confidentiality and data protection obligations.
12. Third-Party Links
Our Site may include links to third-party websites. We are not responsible for the privacy practices of those websites. Please review their respective privacy policies.
13. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. You are advised to review this page regularly. Your continued use of the Site after changes indicates your acceptance of the revised policy.
14. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact:
Privacy Officer
SR Valuation Inc. : privacy@srvaluation.com