Privacy Policy

Overview

Collateral ("we," "us," or "our") operates the collateral.so website and platform. This Privacy Policy describes how we collect, use, and protect information when you visit our website or use our service.

Information We Collect

We collect information in the following ways:

• Account information: When you sign up or submit a form, we collect your name, email address, and agency name.
• Usage data: We collect information about how you interact with our website and platform, including pages visited, features used, and search queries.
• SMTP credentials: If you connect your email for outreach, we store your SMTP credentials in encrypted form to send emails on your behalf.

Cookies & Tracking

We use cookies and similar tracking technologies to analyze website traffic, measure advertising effectiveness, and improve your experience. These include:

• Analytics: Google Analytics (Google Tag) and PostHog for understanding how visitors use our site.
• Advertising: Meta Pixel and LinkedIn Insight Tag for measuring ad performance and retargeting.
• Essential cookies: Session cookies required for authentication and core platform functionality.

You can control cookies through your browser settings. Disabling non-essential cookies will not affect core platform functionality.

How We Use Your Information

• To provide and maintain the Collateral platform
• To send emails on your behalf through your connected email account
• To communicate with you about your account, updates, and support
• To analyze usage patterns and improve our service
• To measure the effectiveness of our marketing efforts

We Do Not Sell or Share Your Data

We do not sell, rent, or share your personal information with third parties for their marketing purposes. We only share data with service providers who help us operate the platform (e.g., hosting, email delivery, analytics) and who are bound by confidentiality obligations.

Data Accuracy

Business contact information surfaced by Collateral is gathered from publicly available sources and processed using automated tools including AI. While we strive for accuracy, we make no guarantee that any information provided through the platform — including business details, contact names, email addresses, or other data — is accurate, complete, or current. You are responsible for verifying information before acting on it.

Data Security

We use industry-standard security measures to protect your information, including encryption of sensitive credentials at rest. However, no method of transmission or storage is 100% secure.

Data Retention

We retain your account information for as long as your account is active. If you close your account, we will delete your personal information within 30 days, except where retention is required by law.

Changes to This Policy

We may update this policy from time to time. We will notify you of material changes by posting the updated policy on this page with a new "Last updated" date.

Contact

Questions about this policy? Email us at hello@collateral.so.