Privacy Policy

Overview

At Agentic Assets LLC ("we," "us," or "our"), protecting your privacy is fundamental to our mission of ethical AI deployment in commercial real estate. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [www.agenticassets.com] and use our AI-powered services, including our Orbis™ platform and custom AI agent solutions.

As a company founded by PhD researchers committed to responsible AI development, we maintain the highest standards of data protection and transparency. Please read this privacy policy carefully. If you do not agree with these terms, please do not access our website or use our services.

Information We Collect

Personal Information

We collect information that you provide directly to us when you:

• Register for an Orbis™ subscription or consulting services
• Create or modify your user profile
• Request demos or consultations
• Participate in webinars or educational content
• Contact us for support or inquiries

This information may include:

• Professional identifiers: Name, email address, phone number, job title, company role
• Company information: Company name, size, industry sector, commercial real estate focus areas
• Account credentials: Username, encrypted passwords, security preferences
• Billing information: Credit card details, billing address, tax identification numbers
• Professional interests: Property types, market segments, geographic focus areas

Commercial Real Estate Data

Through our Orbis™ platform and custom AI agents, we may process:

• Property data: Valuations, market analyses, property characteristics
• Market research queries: Search terms, analysis requests, report preferences
• Workflow data: Automation preferences, lead generation parameters
• Transaction data: Deal flow information, predictive analytics inputs
• User-generated content: Custom prompts, feedback, analysis requests

Usage and Technical Data

We automatically collect:

• Platform usage: Features accessed, session duration, interaction patterns with Orbis™
• Technical information: IP address, browser type, device information, operating system
• Performance data: Response times, error logs, system performance metrics
• Analytics data: Page views, click-through rates, feature adoption patterns

How We Use Your Information

We use collected information to:

Service Delivery

• Provide access to Orbis™ AI platform and custom agent solutions
• Process commercial real estate analyses and generate insights
• Deliver consulting services and bespoke AI implementations
• Maintain and improve our curated database of industry reports and research

Account Management

• Manage your subscription tiers (Basic $99/month, Advanced $499/month, Enterprise)
• Process payments and billing for consulting and SaaS services
• Provide customer support and technical assistance
• Send service updates, security alerts, and important notices

Research and Development

• Improve our AI algorithms and RAG (Retrieval-Augmented Generation) capabilities
• Enhance our curated database of commercial real estate research
• Develop new features aligned with industry needs
• Conduct academic research (anonymized and aggregated data only)

Compliance and Security

• Ensure compliance with commercial real estate regulations
• Detect and prevent fraudulent activities
• Maintain data security and system integrity
• Fulfill legal obligations and regulatory requirements

Data Storage and Security

Security Measures

As a company serving the commercial real estate industry, we implement enterprise-grade security:

• Encryption: AES-256 encryption for data at rest, TLS 1.3 for data in transit
• Access controls: Multi-factor authentication, role-based access permissions
• Infrastructure: SOC 2 compliant cloud infrastructure with regular security audits
• Monitoring: 24/7 security monitoring and intrusion detection systems
• Backup systems: Redundant data backup with disaster recovery protocols

Data Location

Your data is stored on secure servers in the United States with backup systems in geographically diverse locations. We maintain strict data residency controls and access logs.

Professional Standards

Our security practices meet or exceed standards expected by commercial real estate professionals, including compliance with relevant financial services regulations where applicable.

Data Retention

We retain personal information based on the following principles:

Subscription Data

• Active subscriptions: For the duration of your Orbis™ subscription
• Post-termination: 30 days for data export, then secure deletion
• Billing records: 7 years for tax and accounting compliance

Consulting Projects

• Project data: As specified in individual consulting agreements
• Custom agents: Perpetual access rights as outlined in development contracts
• Research data: Anonymized aggregation for academic research (with explicit consent)

Legal Requirements

We may retain certain information longer if required by:

• Commercial real estate regulations
• Financial services compliance requirements
• Legal proceedings or investigations
• Legitimate business interests with appropriate safeguards

Information Sharing and Disclosure

Service Providers

We may share information with trusted third-party service providers who assist us in:

• Cloud infrastructure: AWS, Microsoft Azure for secure data hosting
• Analytics: Privacy-compliant analytics tools for service improvement
• Payment processing: PCI-compliant payment processors for billing
• Communication: Email service providers for customer communications

Research Partners

With your explicit consent, we may share anonymized, aggregated data with:

• Academic institutions: For commercial real estate research
• Industry associations: For market trend analysis and reporting
• Research organizations: For advancing AI in commercial real estate

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the business, subject to the same privacy protections.

Legal Requirements

We may disclose information when required by:

• Court orders or legal proceedings
• Regulatory investigations or compliance audits
• Law enforcement requests with proper legal authority
• Protection of our rights or prevention of fraud

Third-Party Services and Integrations

Our services may integrate with:

AI and Machine Learning Platforms

• OpenAI: For certain AI capabilities (with data processing agreements)
• Custom ML models: Developed in-house for commercial real estate applications
• Research databases: Academic and industry publication sources

Business Tools

• CRM systems: HubSpot or similar for customer relationship management
• Analytics platforms: Google Analytics (with privacy controls enabled)
• Communication tools: Calendly for scheduling, email platforms for communications

Data Sources

Our Orbis™ platform accesses:

• Industry reports: Professional commercial real estate publications
• Academic research: Peer-reviewed real estate and finance journals
• Market data: Trusted commercial real estate data providers
• Government sources: Public records and regulatory filings

All third-party integrations are subject to strict data processing agreements and privacy controls.

Cookies and Tracking Technologies

Essential Cookies

We use necessary cookies for:

• Authentication: Maintaining secure login sessions
• Preferences: Remembering your platform settings and configurations
• Security: Protecting against fraud and unauthorized access
• Functionality: Enabling core features of the Orbis™ platform

Analytics Cookies

With your consent, we use analytics cookies to:

• Usage patterns: Understand how clients interact with our services
• Performance optimization: Identify areas for improvement
• Feature adoption: Measure effectiveness of new capabilities
• User experience: Enhance platform usability and satisfaction

Marketing Cookies

For marketing purposes, we may use cookies to:

• Content personalization: Deliver relevant commercial real estate insights
• Campaign effectiveness: Measure success of our educational content
• Lead generation: Optimize our consultation and demo processes

You can control cookie preferences through your browser settings, though some functionality may be limited if essential cookies are disabled.

Your Privacy Rights

Access and Control

You have the right to:

• Access: Request copies of personal information we hold about you
• Correction: Update or correct inaccurate personal information
• Deletion: Request deletion of your personal information (subject to retention requirements)
• Portability: Receive your data in a structured, machine-readable format
• Restriction: Limit how we process your personal information

Subscription Management

For Orbis™ and other subscription services:

• Tier changes: Modify your subscription level at any time
• Data export: Download your analysis history and custom configurations
• Account closure: Terminate your account with appropriate notice period

GDPR Rights (European Economic Area Residents)

If you are located in the EEA, you have additional rights under the General Data Protection Regulation:

Legal Basis for Processing

We process your data based on:

• Contract performance: To provide Orbis™ platform and consulting services
• Legitimate interests: For service improvement and business development
• Consent: For marketing communications and optional features
• Legal obligations: For compliance with commercial real estate regulations

Data Protection Officer

For GDPR-related inquiries, contact our Data Protection Officer at: dpo@agenticassets.com

Supervisory Authority

You have the right to lodge complaints with your local data protection authority.

CCPA Rights (California Residents)

Under the California Consumer Privacy Act, you have the right to:

Information Disclosure

• Know what personal information we collect and how it's used
• Understand what third parties receive your information
• Access specific pieces of personal information we've collected

Deletion and Opt-Out

• Request deletion of personal information (with certain exceptions)
• Opt-out of any "sale" of personal information (note: we do not sell personal information)
• Non-discrimination for exercising your CCPA rights

Commercial Real Estate Professional Exemption

Certain B2B communications related to commercial real estate transactions may be exempt from CCPA requirements.

Children's Privacy

Our services are designed exclusively for commercial real estate professionals and business use. We do not knowingly collect information from individuals under 18. If we discover we have collected information from a minor, we will promptly delete it.

International Data Transfers

Global Operations

Your information may be transferred to and processed in countries outside your residence, including the United States. We ensure appropriate safeguards through:

• Adequacy decisions: Transfers to countries with adequate data protection
• Standard contractual clauses: EU-approved data transfer agreements
• Binding corporate rules: Internal data protection standards

Commercial Real Estate Context

We recognize that commercial real estate often involves cross-border transactions and ensure our data transfer practices support these legitimate business needs while maintaining privacy protection.

Changes to This Privacy Policy

Notification Process

We will notify you of significant changes through:

• Email notifications: Sent to your registered email address
• Platform notices: Alerts within the Orbis™ platform
• Website posting: Updated policy posted on our website

Continued Use

Your continued use of our services after changes take effect constitutes acceptance of the updated policy.

Academic and Research Commitments

As a company founded by PhD researchers, we are committed to:

• Transparent research practices: Clear disclosure of any research use of aggregated data
• Academic integrity: Adherence to academic ethical standards in AI development
• Industry advancement: Contributing to the responsible development of AI in commercial real estate
• Peer review: Subjecting our methodologies to academic scrutiny when appropriate

Contact Information

For privacy-related questions or to exercise your rights: