DealSwirl
Privacy policy
Draft for attorney review before launch. Last updated October 2026.
What we collect
- Account details: name, email, phone, title and organization. If you sign in with LinkedIn or Google, we receive your name, email address and profile photo from them, and nothing else.
- Business information you enter or upload, including financial documents.
- Activity: deals you view, save or request, used to improve recommendations. A seller sees your name, firm and email address only after you ask for access to their deal, along with what you then do with it, such as downloads. Before that, sellers see only anonymous counts.
Financial documents
Tax returns and financial uploads are stored privately and are visible only to you and the deal team members you invite. They are never placed in a data room or shown to buyers unless you choose to upload or share them there. You can delete them at any time. We delete a deal's documents, including its data room, 90 days after the deal is marked closed or withdrawn, or 30 days after a warning if nobody on the deal team has signed in for a year; we email the deal team before either happens. The numbers read from those documents stay until you delete the deal or close your account. Business tax returns can contain Social Security numbers; we don't ask for them and recommend redacting them before uploading.
Automatic reading of financial documents
If you ask us to read a tax return, income statement, balance sheet or bank statement automatically, we take the text out of the PDF on our own servers and remove Social Security numbers, tax ID numbers and bank or account numbers first. Only that cleaned text is sent to our AI provider, Anthropic, which processes it to return the figures and does not use it to train its models. The original file never leaves our private storage. Bank statements also list the people and companies you paid; that text is sent along with the amounts, so choose the statements you are comfortable sharing. If a document is a scan, we recognize its text on our own servers first (OCR) and send only that cleaned text; the page images are never sent. Bank transaction downloads (CSV, QFX or OFX) are handled the same way, with account numbers removed. You review every figure before it is saved, and nothing is shown to buyers unless you publish it.
Who sees your information
Buyers see only what you publish: an anonymous teaser, then confidential details and documents if you approve their request. We use service providers for hosting, email delivery and security, under confidentiality obligations. We do not sell personal information.
We send account and deal-related emails you need. The Dealswirl Digest and other marketing emails are sent only if you opt in, and every one includes an unsubscribe link.
Your choices
You can update your information in Settings, export or delete your data by contacting us, and close your account at any time.
Security
We use encrypted connections, private file storage with every document encrypted with our own key, permission checks on every document, a log of every time a document is opened, added or deleted (visible to the deal team), encrypted backups, optional two-factor login and passkeys, and required two-factor login for staff.