Privacy Policy

1. Who We Are

Intake Review is an asynchronous SaaS diagnostic service, part of Alvi Ventures. We deliver written diagnostics to founders and product teams, with no calls and no meetings. Contact: hello@intakereview4500.com.

2. Information We Collect

We collect only information you provide directly when you:

• Complete the free scorecard or the intake form (company name, email, product description, MRR/metrics, and your answers to the diagnostic questions for your chosen tier)
• Email us
• Respond to a post-delivery survey, testimonial request, or referral ask

We do not run third-party tracking analytics or advertising pixels on our diagnostic pages, and we choose the most privacy-preserving option on any cookie or consent prompt.

3. How We Use Your Information

Your data is used exclusively to:

• Generate your diagnostic from the answers you provided
• Deliver your report (Notion workspace and/or PDF) and communicate about your engagement
• Send a short post-delivery sequence (a survey, a testimonial ask, a referral ask); reply "unsubscribe" to stop
• Introduce the next tier or the 90-Day Blueprint where relevant; reply "unsubscribe" to stop
• Issue your invoice

We do not use your data to train AI models. Diagnostic generation uses the Anthropic API; your intake data is processed under Anthropic's standard API terms and is not used to train their models per their data policy.

4. Data Storage

Client records are stored in a private, access-controlled database and in a private Notion workspace accessible only to you and the Intake Review team. We do not store payment card data. Payments run through PayPal, which handles all card information under its own privacy policy.

5. Data Sharing

We never sell, rent, or share your personal data for marketing. Your data is transmitted only to the processors strictly needed to deliver the service:

• Anthropic: AI-powered diagnostic generation (intake answers only)
• Notion: workspace creation and report delivery
• Tally: form submission (data passes through to us)
• PayPal: payment processing
• Email provider: transactional and report-delivery email (TLS-encrypted)

6. Data Retention

We maintain two categories of data with separate retention rules:

Personal data — your name, email address, company name, payment reference, and Notion workspace — is retained only as long as needed to support your engagement and any follow-up. On request, we delete this personal data within 30 days and revoke Notion access. Email hello@intakereview4500.com with subject "Data Deletion Request."

Anonymized business metrics — revenue band, churn rate band, leakage amounts, and category patterns — are permanently retained in our Revenue Intelligence Database after delivery. This data is fully stripped of all identifiers before storage and cannot be linked back to you or your company. Anonymized data is not personal data under GDPR Article 4(1) and is not subject to erasure requests under Article 17.

7. Your Rights

You have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your personal data (name, email, company name, Notion workspace) — fulfilled within 30 days. Note: anonymized, non-identifiable business metrics in the Revenue Intelligence Database are not personal data and are not subject to erasure under GDPR Article 17.
• Opt out of all email at any time (reply "unsubscribe" to any message)

To exercise any of these, contact hello@intakereview4500.com.

8. Security

We take reasonable steps to protect your information: access-controlled storage, private invitation-only Notion workspaces, and TLS-encrypted email. No internet transmission is ever 100% secure, but we protect your data with industry-standard measures.

9. Changes to This Policy

If we make material changes, we'll update the "Last updated" date above. Continued use of the service after a change constitutes acceptance of the updated policy.

10. Contact

Questions? Email hello@intakereview4500.com; we respond within 2 business days.