QSBS.ai privacy

Privacy for a founder preparation workflow.

This Privacy Policy explains how QSBS.ai may collect, use, process, share, and protect information submitted through the guided interview, discussion brief, analytics, directory, and related site features.

Last updated: July 9, 2026

Start the QSBS Interview Read Terms

Plain-English summary

Submit only what you are comfortable processing through an online preparation tool.

QSBS.ai is built to help founders organize information for a professional conversation. Because the product may process user-provided company, stock, shareholder, transaction, and document facts, users should avoid entering information that should not be shared through the service.

Important rule

Privacy policy first. Professional review still required.

The service can help organize a discussion brief, but it remains Preparation only. Not tax or legal advice. Any output should be reviewed with a qualified professional before it is used for a decision, filing, transaction, or professional engagement.

Information collected

What QSBS.ai may collect.

The exact information collected depends on how you use the site, what you enter, which pages you visit, and which features are active.

Information you provide through the QSBS interview, generated brief flow, contact forms, advisor forms, directory interactions, or other input fields.

Company, shareholder, stock, transaction, document, and open-issue facts that you choose to submit for preparation purposes.

Contact information if you provide it, such as name, email address, firm details, professional profile information, or message content.

Technical and usage information such as device, browser, page path, referral source, timestamps, interaction events, approximate location derived from network data, and diagnostic logs.

Provide, operate, maintain, secure, and improve QSBS.ai pages, interview flows, discussion brief features, directories, and related product experiences.

Generate, format, store temporarily, display, or help you use a QSBS Discussion Brief based on the information you provide.

Understand product usage, page performance, conversion paths, feature issues, abuse patterns, and reliability problems.

Respond to messages, directory inquiries, advisor applications, support requests, professional profile requests, or other communications you initiate.

How information is used

Use is tied to operating the preparation product.

QSBS.ai may use information to provide product features, generate and display brief content, measure page performance, improve flows, respond to requests, and protect the service.

AI processing

AI-assisted features may process submitted information.

The guided interview and discussion brief workflow may use AI and infrastructure providers to organize user-provided facts into a preparation document.

AI-assisted features may send the information you provide, relevant session context, and product instructions to model or infrastructure providers so the requested output can be generated.

Do not submit confidential, highly sensitive, regulated, privileged, or restricted information that should not be processed by an online preparation tool.

Generated discussion brief content depends on user-provided facts and may be incomplete or inaccurate, so it should be reviewed with a qualified professional before use.

QSBS.ai does not provide tax, legal, accounting, investment, or financial advice and does not determine QSBS eligibility.

Sharing

When information may be shared.

Service providers that support hosting, security, analytics, infrastructure, AI processing, email delivery, product operations, or similar business functions.

Professionals, firms, or directory participants only when you intentionally submit a contact request, profile request, advisor application, or similar interaction involving that party.

Authorities, counterparties, or other parties when reasonably needed to comply with law, protect rights, prevent abuse, respond to legal process, or address security and fraud concerns.

Successors or related parties in connection with a business transaction such as a merger, acquisition, financing, restructuring, or asset transfer.

Your choices

Control what you submit.

Review information before submitting it and avoid entering information that should not be shared through the service.

Use browser controls to limit or delete cookies and local storage where supported.

Contact QSBS.ai to request review, correction, deletion, or other handling of information you have provided, subject to legal, security, operational, and backup limits.

Stop using the service if you do not want the information you submit to be processed as described in this Privacy Policy.

Formal policy

Privacy Policy details.

The sections below provide a more complete policy structure for how QSBS.ai may handle information.

1. Scope

What this Privacy Policy covers.

This Privacy Policy explains how QSBS.ai may collect, use, disclose, retain, and protect information related to the website, guided interview, generated discussion brief features, educational pages, directory pages, advisor forms, and related services.

QSBS.ai is designed as a founder preparation platform. The service helps organize facts and questions for review with a qualified professional, but it is not a tax, legal, accounting, financial, or investment advisory service.

2. Information collected

Information you provide and information collected automatically.

We may collect information you choose to provide, including interview answers, company facts, shareholder facts, transaction details, document notes, contact details, advisor application information, professional profile information, and messages sent through the site.

We may also collect technical, analytics, security, and usage information automatically when you access QSBS.ai, including pages viewed, interaction events, browser information, device information, IP-derived network information, timestamps, errors, and diagnostic logs.

3. How information is used

Service operation, product improvement, and security.

We may use information to provide the service, generate and display discussion brief content, maintain site functionality, measure product usage, improve user experience, diagnose errors, protect against misuse, respond to messages, and manage directory or advisor-related interactions.

We may also use aggregated, de-identified, or non-personal information to understand product patterns, improve educational content, prioritize features, and evaluate site performance.

4. AI-assisted processing

Information may be processed by AI and infrastructure providers.

When you use AI-assisted features, information you submit may be processed by model providers, hosting providers, infrastructure providers, or other service providers involved in generating, securing, routing, or displaying the requested output.

You are responsible for deciding what information is appropriate to submit. Do not enter confidential, highly sensitive, privileged, regulated, or restricted information unless you are comfortable with it being processed by an online preparation tool and its service providers.

5. Cookies, analytics, and local storage

Site measurement and browser-based storage.

QSBS.ai may use cookies, analytics scripts, local storage, session storage, logs, or similar technologies to remember interface state, measure traffic, understand feature usage, diagnose issues, and protect the site from abuse.

You can use browser settings to block, limit, or delete cookies and local storage, but some site features may not work as intended if these technologies are disabled.

6. Sharing and disclosure

Limited sharing for service, security, legal, and user-initiated purposes.

We may share information with service providers that help operate QSBS.ai, including providers for hosting, security, analytics, AI processing, email, infrastructure, monitoring, and other product operations.

We may also disclose information when you intentionally direct us to do so, when needed for directory or advisor interactions you initiate, when required by law, when needed to protect rights and security, or as part of a business transaction.

7. Third-party links and professionals

External services are not controlled by QSBS.ai.

QSBS.ai may link to professional profiles, firms, tools, publications, directories, external resources, or third-party websites. Those third parties may have their own privacy practices, terms, engagement processes, and data handling rules.

Users are responsible for reviewing third-party policies and deciding whether to contact, engage, or share information with any professional, firm, publisher, or external service.

8. Retention

Information may be retained as needed.

We may retain information for as long as reasonably needed to provide the service, support product functionality, comply with legal obligations, resolve disputes, maintain security, enforce terms, preserve backups, and improve product reliability.

Some information may be deleted, aggregated, de-identified, or retained in logs and backups according to operational, security, legal, or technical needs.

9. Security

Reasonable safeguards, no absolute security.

QSBS.ai uses reasonable administrative, technical, and operational safeguards intended to protect information. However, no online service, transmission method, storage system, or security measure can be completely secure.

You should avoid submitting information that would create unacceptable risk if viewed, processed, stored, transmitted, or disclosed through an online service.

10. Your choices

Review what you submit and contact us for requests.

You can choose what information to submit, use browser controls for cookies and local storage, and stop using QSBS.ai if you do not agree with this Privacy Policy.

You may contact QSBS.ai to request access, correction, deletion, or other handling of information you have provided, subject to identity verification, legal requirements, security needs, operational limits, backups, and applicable exceptions.

11. Changes

This Privacy Policy may be updated.

QSBS.ai may update this Privacy Policy from time to time. The updated version will be posted on this page with a new last-updated date.

Continued use of QSBS.ai after updates means you accept the revised Privacy Policy.

Final reminder

Use QSBS.ai carefully and keep professional review in the loop.

Submit only appropriate information, review generated materials carefully, and use the discussion brief as a preparation document for a qualified professional conversation.

Related policies