Invenio Protocols Privacy Policy
Last Updated: May 2026
Invenio Protocols ("we," "our," or "us") is committed to protecting the professional data and privacy of our institutional partners, pilot participants, and prospective clients. This Privacy Policy outlines how we collect, process, and safeguard information in strict compliance with the General Data Protection Regulation (GDPR) and emerging European data governance standards.
1. Information We Collect
We only collect professional information directly and voluntarily provided by you through our "Request a Pilot Screen" diagnostic form. This includes:
Individual name and professional email address.
Corporate entity classification (e.g., Boutique M&A Advisory, Lower-Mid-Market PE Fund).
Qualitative operational insights regarding target mapping and workflow inefficiencies.
2. How We Use Your Data
The information collected is used strictly to evaluate your firm's suitability for custom research pilots and to structurally tailor our data retrieval workflows during diagnostic assessments. We do not sell, trade, or distribute your information to third parties, nor do we use submitted workflow data to train generic public models.
3. Data Retention & Security
Your data is securely stored on enterprise-grade infrastructure with strict access controls. We retain professional intake submissions only for as long as necessary to fulfill diagnostic evaluations or maintain ongoing pilot communication.
4. Your GDPR Rights
As an individual based in the European Economic Area (EEA) or United Kingdom, you retain full rights under GDPR to access, rectify, restrict, or request the permanent erasure of your personal and professional data. To exercise these rights, please contact our data oversight endpoint directly at your registered business email.