Short version: Apart from the site analytics described in section 2, we collect only the information you give us on the scorecard and intake form. We use it solely to deliver your diagnostic. We never sell it or share it for marketing. Anonymized business metrics (no names, no identifiers) are permanently retained to power industry benchmarks — this is how peer comparisons in every report become more accurate over time. Reply "unsubscribe" to any email to stop all messages instantly.
1. Who We Are
Intake Review Ltd (UK Company No. 17258465, registered office 71-75 Shelton Street, London WC2H 9JQ) provides asynchronous revenue diagnostics and is 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 also collect website usage data with Google Analytics 4 and Microsoft Clarity: pages viewed, clicks and scrolling, device type, approximate location, and Clarity session recordings. We use it only to improve the site, and we do not run advertising pixels. Visitors in the UK and Europe are asked for consent before either tool loads, and anyone can change that choice with the “Analytics settings” link in the site footer.
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 ongoing monitoring 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. Card payments run through Stripe and bank transfers through Wise; each handles payment 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)
- Azure OpenAI (Microsoft): AI-assisted analysis and personalisation within the diagnostic pipeline (intake answers only)
- Notion: workspace creation and report delivery
- Tally: form submission (data passes through to us)
- Stripe: card payment processing
- Wise: bank-transfer payment processing
- Reoon: email verification to confirm deliverability of your report (email address only)
- Apify: lead research and enrichment (business domain and company name only; used only during outreach, not during an active engagement)
- Google (Google Analytics 4) and Microsoft (Clarity): website usage analytics (never your intake answers)
- Cloudflare: website hosting and security
- 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 anonymised benchmark dataset 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.
Anonymised benchmark dataset. Every diagnostic contributes anonymized business metrics to our growing benchmark dataset — no names, no emails, no company identifiers, ever. As the dataset grows, peer comparisons become more accurate: your report will say "companies in your ARR band typically see $X/yr in recoverable leakage" with increasing statistical confidence. This is the same model used by every major data company: your identity is always protected; your anonymized patterns make the network smarter for every future client. Future editions of our published benchmark, the Revenue Leak Index, will draw on this data once the sample is large enough to report responsibly.
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 anonymised benchmark dataset 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.
California residents (CCPA/CPRA). If you are a California resident, you have the right to know what personal information we collect and how we use it, to request access to or deletion of that information, to correct inaccurate information, and to opt out of any “sale” or “sharing” of personal information. We do not sell or share your personal information, and we do not use it for cross-context behavioural advertising. We will not discriminate against you for exercising any of these rights. To make a request, email 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.