Grantd Equity Inc. built this platform to help you understand your equity compensation. Some users come to Grantd directly; others are connected through their employer or equity plan administrator, who provides grant and plan data on their behalf. In either case, your personal financial inputs, tax information, and modeling activity remain private to you and are not shared with your employer or plan administrator. If you choose to connect with a financial advisor through Grantd, we will seek your explicit consent before sharing any of your information with them.
This Privacy Policy explains what information we collect, how we use it, with whom we share it, and the rights and choices you have with respect to your information. This policy applies to Grantd For Work. Other Grantd products and services are governed by separate agreements.
Grantd EquityInc. ("Grantd," "we," "us," or "our")is committed to protecting the privacy of employees and equity compensation recipients who use our platform. This Privacy Policy describes how we collect, use, disclose, and protect your personal information when you use Grantd ForWork and related services (the "Services").
By creating an account or using the Services, you agree to the practices described in thisPrivacy Policy. If you do not agree, please do not use the Services.
We collect information in three ways: directly from you when you use the Services; automatically through your use of the platform; and from your employer or equity plan administrator when they make your grant and plan data available to Grantd under our agreement with them.
2.1 Information You Provide Directly
When you create an account or use the Services, you may provide us with the following categories of information:
Identity and contact information: your name, email address, and account credentials.
Equity grant data: grant type, dates, share counts, strike price, vesting schedule, and related information about your equity awards.
Employment information: employer name, job title, and compensation details you choose to enter for modeling purposes.
Tax modeling inputs: financial and tax information you choose to provide during onboarding or for modeling purposes. These inputs are optional -- you may skip any financial question.
Communications:any information you provide when contacting Grantd for support or feedback.
Grantd does not collect Social Security Numbers or government-issued identification numbers. If you choose to connect a brokerage or custodial account to theServices, Grantd may receive account credentials or authorization tokens in connection with that integration, as described in Section 2.3 below. If future platform features require collection of Social Security Numbers or government-issued identification numbers, we will provide a separate disclosure and obtain your explicit consent prior to collection.
2.2 Information Collected Automatically
When you use the Services, we automatically collect:
· Device and browser information: IP address, browser type and version, operating system, and device identifiers;
· Usage data: pages and features accessed, timestamps, session duration, and clickstream data; and
· Cookies and similar technologies: see Section 8.
We use this information to operate and improve the Services, diagnose technical issues, and ensure platform security. We do not link IP addresses to your individual equity grant data.
2.3 Information from Third Parties
If your employer or equity plan administrator shares your grant data with Grantd under a data-sharing arrangement, we may receive equity grant information on your behalf. You will be notified when this occurs, and you may revoke access at anytime.
If you connect a third-party service (such as a brokerage or custodial account) to theServices, you authorize Grantd to access, retrieve, and transmit information from that service on your behalf, including through a data aggregation provider. Grantd's access is limited to retrieving and displaying your account information and does not permit Grantd to initiate trades or transfers on your behalf.
When information is provided by your equity plan administrator or employer, Grantd displays that information as received. Grantd does not independently verify, update, or take responsibility for the accuracy or currency of issuer-provided data, including grant details, trading windows, plan documents, or vesting schedules. The issuer is responsible for ensuring that data provided to Grantdis accurate and current. When information is provided by your equity plan administrator or employer, Grantd displays that information as received. SeeSection 5 (“Not Investment, Tax, or Legal Advice”) of the Terms of Service for Grantd’s full treatment of issuer-provided data, including data accuracy responsibilities.
When Grantd receives grant or plan data from your employer or equity plan administrator under a data-sharing agreement, Grantd processes that data on behalf of and under the instructions of your employer or plan administrator (the "data controller" for that information). Your employer or plan administrator is responsible for the accuracy, completeness, and legal basis for sharing that data with Grantd. If you have questions about the grant data your employer has provided, or wish to correct it, you should contact your employer or equity plan administrator directly.
We use the information we collect for the following purposes:
· Providing the Services: to create and maintain your account, process your equity grant data, run modeling calculations, anddisplay results;
· Personalizing your experience: to save your preferences, grant data, and modeling scenarios between sessions;
· Support and communications: to respond to your inquiries and deliver transactional and account-related notifications;
· Product communications: to send you product updates and educational content about equity compensation -- you may opt out atany time;
· Security and fraud prevention: to detect, prevent, and respond to unauthorized access, security incidents, and abuse;
· Service improvement: to analyze usage patterns, fix bugs, and develop new features;
· Legal compliance: to comply with applicable laws, regulations, and legal process; and
· Derived data: to create anonymized, aggregated data that does not identify you individually, which Grantd uses for product development and research.
· AI-assisted features: if you use the equity assistant chatbot, to process your queries and generate responses using AI services as described in Section 4.
We do not use your equity grant data or financial modeling inputs to make investment recommendations, and we do not share individual user data with your employer without your explicit consent.
Grantd does not sell, rent, or trade your personal information to third parties for their own marketing or commercial purposes.
We share information only in the following limited circumstances:
4.1 Service Providers
We engage third-party vendors to help operate the Services, including cloud infrastructure providers, analytics tools, email delivery services, and customer support software. These parties access your information only to perform specific functions on our behalf and are contractually prohibited from using it for any other purpose.
We engage service providers across the following categories:
· Authentication and identity management services that manage your account credentials and login sessions.
· Error monitoring services that capture technical error information, including your user identifier, to help us identify and fix platform issues.
· Feature management services used to control which platform features are available to you.
If you use AI-assisted features, your queries and relevant account context may be processed by third-party AI service providers and logged by AI observability platforms under data processing agreements with Grantd. This data is not used to train third-party AI models. You may choose not to use AI-assisted features if you do not wish your data to be processed in this manner.
4.2 Affiliated Companies
We may share information within the Grantd corporate family, subject to this Privacy Policy and applicable law. This includes Grantd Wealth Inc., an SEC-registered investment adviser and affiliate of Grantd Equity Inc. (“Grantd Wealth”). If you choose to become an advisory client of Grantd Wealth, that relationship is separate from this Policy and is governed by Grantd Wealth’s own advisory agreement, Form ADV, Form CRS, and privacy notice, which will be provided to you before any advisory relationship begins.
4.3 Legal Requirements and Safety
We may disclose information when we believe in good faith that disclosure is necessary to: (a) comply with applicable law, regulation, legal process, or governmental request; (b) protect the rights, property, or safety of Grantd, our users, or the public; or (c) enforce the Terms of Service.
4.4 Business Transfers
If Grantd is involved in a merger, acquisition, financing, or sale of all or substantially all of its assets, your information may be transferred as part of that transaction. We will provide notice before your information is transferred and becomes subject to a different privacy policy.
4.5 With Your Explicit Consent
We may share your information in other circumstances with your prior written consent, including if you choose to share your modeling data with a financial advisor through the platform.
4.6 Employer Data Firewall
Grantd does not share your individual equity modeling activity, financial inputs, or platform usage with your employer. If your employer accesses aggregate, anonymized data about platform usage (for example, overall employee adoption metrics), no information that identifies you individually is included.
We implement administrative, technical, and physical security measures designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
· Encryption of data at rest using industry-standard encryption;
· Encryption of data in transit using industry-standard protocols;
· Role-based access controls limiting employee access to personal data on a need-to-know basis;
· Regular security assessments and vulnerability testing; and
· Multi-factor authentication requirements for internal systems.
No method of electronic transmission or storage is completely secure. We cannot guarantee the absolute security of your information. In the event of a data security breach involving your personal information, we will notify you within seventy-two (72) hours of becoming aware of the breach, or as otherwise required by applicable law.
We retain your personal information for as long as your account is active or as needed to provide the Services. If you delete your account, we will delete or anonymize your personal information within thirty (30) days of your request, except where we believe in good faith that we are permitted or required to retain it for legal, regulatory, audit, or dispute-resolution purposes.
Equity grant data and modeling outputs you have saved will be deleted upon account deletion. Anonymized, aggregated Derived Data may be retained indefinitely as it does not identify you individually.
Access and Portability. You may access the equity grant data and profile information stored in your account at anytime through account settings. You may request an export of your personal data by contacting notices@grantdequity.com.
Correction. You may update or correct your personal information at any time through account settings. For data you cannot edit yourself, contact notices@grantdequity.com.
Deletion. You may request deletion of your account and associated personal data by contactingnotices@grantdequity.com. We will process your request within thirty (30) days, subject to information we believe in good faith we are permitted or required to retain under applicable law.
Marketing Opt-Out. You may opt out of marketing emails at any time by clicking "unsubscribe" in any marketing email. You will continue to receive transactional and account-related emails.
Revoke Third-Party Access. If you have authorized your employer to share grant data or connected a third-party service, you may revoke that authorization at any time through account settings or by contacting us.
To exercise any of these rights, contact us at notices@grantdequity.com. We will verify your identity before processing any request and will respond within thirty (30)days or as otherwise required by applicable law.
We use cookies and similar technologies to operate and improve the Services:
Strictly Necessary Cookies. Required for core functions such as authentication and security. These cannot be disabled without impairing your ability to use the Services.
Analytics Cookies. Help us understand how users interact with the Services, which features are most used, and where errors occur.
Preference Cookies. Remember your settings, preferences, and saved configurations between sessions.
We do not use cookies or tracking technologies for cross-site behavioral advertising. You can control or disable cookies through your browser settings, noting that disabling strictly necessary cookies will impair platform functionality. Our Services do not currently respond to browser "Do Not Track" signals.
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), provides you with the following rights:
· Right to Know: to request disclosure of the categories and specific pieces of personal information we have collected, the categories of sources, our business purposes, and the categories of third parties with whom we share it;
· Right to Delete: to request deletion of personal information we have collected, subject to certain exceptions;
· Right to Correct: to request correction of inaccurate personal information;
· Right to Opt Out of Sale or Sharing: Grantd does not sell your personal information and does not share it for cross-context behavioral advertising;
· Right to Limit Use of Sensitive PersonalInformation: we do not use sensitive personal information for purposes beyond those permitted under applicable law; and
· Right to Non-Discrimination: we will not discriminate against you for exercising your privacy rights.
To submit aCalifornia privacy rights request, contact us at notices@grantdequity.com. We will verify your identity before processing your request. You may designate an authorized agent to make requests on your behalf. We will respond within forty-five (45) days, with one permissible forty-five (45) day extension if reasonably necessary.
If you are a Colorado resident, the Colorado Privacy Act (CPA) provides you with rights to access, correct, delete, and obtain a portable copy of your personal data. You also have the right to opt out of:
· The processing of your personal data for targeted advertising;
· The sale of your personal data; and
· Profiling in furtherance of decisions that produce legal or similarly significant effects concerning you.
Grantd does not engage in targeted advertising, sale of personal data, or consequential profiling as described above. To exercise your Colorado rights, contact us at [PRIVACY EMAIL].
Residents of Virginia (VCDPA), Texas (TDPSA), Connecticut (CTDPA), and other states with enacted consumer data privacy laws may have rights similar to those described in Sections 9 and 10. To submit a request under your state's privacy law, contact us at notices@grantdequity.com and identify your state of residence.
This Section applies to residents of any U.S. state that has enacted a comprehensive consumer privacy law not separately addressed elsewhere in this Policy, whether such law is in effect as of the date of this Policy or becomes effective after that date. If any provision of this Policy conflicts with the requirements of an applicable state privacy law, the applicable law will control solely to the extent of the conflict.
The Services are not directed to individuals under the age of thirteen (13), and we do not knowingly collect personal information from minors. If we become aware that we have collected personal information from a person under 18 years of age, we will take prompt steps to delete that information. Contact us at notices@grantdequity.com if you believe we have inadvertently collected information from a minor.
We may update this Privacy Policy from time to time. We will notify you of material changes by:
· Updating the "Last Updated" date at the top of this policy; and
· Sending an email notification at least fourteen(14) days before material changes take effect to the address associated with your account.
Your continued use of the Services after the effective date of any updated Privacy Policy constitutes your acceptance of the changes.
If you are located in the European Union, European Economic Area, or United Kingdom, this section applies to you in addition to the rest of this Privacy Policy. Grantd Equity Inc. is the data controller for personal data processed through Grantd For Work.
We process your personal data on the following legal bases: performance of a contract (to provide the Services you have requested); legitimate interests (to operate, secure, and improve the platform, where those interests are not overridden by your rights); compliance with legal obligations; and, where required, your consent.
If you are located in the EU, EEA, or UK, you have the following rights under the General Data Protection Regulation (GDPR) or applicable national law:
· Right to rectification -- to correct inaccurate or incomplete personal data.
· Right of access -- to obtain a copy of the personal data we hold about you.
· Right to erasure ("right to be forgotten") -- to request deletion of your personal data.
· Right to data portability -- to receive your data in a structured, machine-readable format.
· Right to restrict processing in certain circumstances.
· Right to object to processing based on legitimate interests.
· Right to lodge a complaint with your local data protection authority.
Your personal information is stored and processed in the United States. If you are located in the EU, EEA, or UK, your data is transferred to the US under standard contractual clauses approved by the European Commission, or another appropriate transfer mechanism under applicable law.
For questions about this section or to exercise your EU/EEA data subject rights, contact us at notices@grantdequity.com.
For questions, concerns, or to exercise your privacy rights, please contact our Privacy Team:
Grantd Equity Inc.
Attn: Privacy Team
1700 Lincoln St. 46th Floor
Denver, CO, 80203
Email: notices@grantdequity.com
We aim to respond to all privacy inquiries within thirty (30) days. If you are not satisfied with our response, you may have the right to lodge a complaint with the applicable state attorney general's office or other regulatory authority.
