Corporate Diligence Specialists Privacy Policy
Effective Date: January 30, 2026
Corporate Diligence Specialists, LLC (“we” or “CDS”) respects privacy and recognizes the importance of protecting personal information. This Privacy Policy (“Policy”) describes how CDS collects, uses, shares, and protects information when you interact with our website https://www.cds-dd.com/ (the “Site”) and through our interactions with individuals by email, telephone or other means.
Please note that this policy does not apply to personal information we may receive and use at the direction of our clients when performing financial diligence services. Such use is governed by the terms of our engagement with our clients.
1. The Information We Collect
A. Personal Information You Provide or Make Available
For the purposes of this Policy, “personal information” is any information that identifies, relates to, or can be used to contact a particular individual. The types of personal information we collect and receive about you include the following categories.
· Contact information: First name, last name, employer, employment position, business mailing address, business email address, and business telephone number.
· Customer support information: Copies of any communications or inquiries you submit to us, including customer support requests, through email, calls, or other means.
· Device, usage, location, and preference information: Details regarding how and when you use our Site, including the device used to connect to our Site, your IP address and device identifier, the frequency and duration of your usage, the pages you view, and information about your interaction with our Sites. We will also collect information regarding the location of your device, should you allow your device to provide it when visiting our Site.
· Marketing information: Details regarding informational or promotional materials you may have requested or received from us, the services in which you are interested, and information on your communication preferences.
· Transactional data: Details about your or your company’s transactions with us, including payment details, relevant billing addresses, payments received, transaction history, and other information relating to the services performed for your company.
We collect this information when you access, use, or navigate our website, fill in forms on our website, request information, communicate with us (including by phone, email, or otherwise), or otherwise provide us with personal information.
Please note that we may aggregate or anonymize the foregoing types of data such that they are no longer capable of identifying you, in which case they are no longer considered “personal information.”
B. Automatically Collected Personal Information
Like most website operators, we use various technologies to collect certain types of information about the users of our Site. Please note that the vendors that supply us the pixels, tags, web beacons, cookies, and the other tracking technologies discussed below collect your personal information simultaneously with our collection of such information.
The technologies we use on our website may include the following.
· Cookies: Cookies are small text files that can be used by websites to make a user’s experience more efficient. Our website uses different types of cookies to, among other things, automatically recognize you when you return to our website, store information regarding your preferences, and analyze traffic to our website. Please note that where cookies are essential to the operation of our website, if disabled, you may not be able to enjoy certain features of the website. For further information about cookies, including how to refuse cookies, please visit www.allaboutcookies.org. We do not honor “Do Not Track” signals.
· Log Files and Device Identifiers. We use log files to track actions occurring on our website and to collect data about visitors, including IP address, browser type, Internet service provider, referring/exit pages, date/time stamps, and device identifiers. This information is used for security purposes and to detect and prevent fraud.
The information collected through these technologies may be combined with personal information or aggregated with other information we technologically or manually collect about or from you. We may share information about your use of our website with our advertising and analytics partners, who may combine it with other information that you previously provided to them.
Please remember that if you do choose to disable cookies or similar technologies, you may find that certain sections of our Site do not work properly. Our Site does not honor “Do Not Track” signals.
C. Personal Information from Other Sources
We may obtain both personal and non-personal information about you from business partners, suppliers, and other third parties and add it to other information we have collected. We, and the third parties we engage, may combine information we collect from you with information obtained from other sources. This helps us improve the information’s overall accuracy and completeness and also helps us better tailor our interactions with you.
2. How We Use Your Information
We use the information we collect from you for the following purposes, to:
· Provide our Site to you;
· Respond to your requests for updates, comments, and questions;
· Negotiate, enter into, and manage our business relationship and agreements with your company, including to provide financial diligence services;
· Communicate with you, including about our services, agreements with your company, and other issues.
· Notify you with updates regarding our services and to inform you about important changes to this Policy;
· Manage, operate, and improve the Site, including our understanding of our Site users and the effectiveness of our marketing, and diagnose or fix technology problems;
· Conduct audits, recordkeeping, and updating and expanding our organizational activities;
· Comply with legal requirements and industry standards, detect, investigate, and prevent activities that may violate our policies or be fraudulent or illegal, and protect the rights of CDS, you, or others; and
· For any other purposes described when we collect your personal information or to which you otherwise consent.
We may use and share information in an aggregated or de-identified manner at our discretion, including for research, analysis, modeling, and improvement of our Site.
3. How We Share Your Information
We may share your personal information with the following types of third parties or in the following circumstances.
· Vendors, and Service Providers. We may share information with service providers, contractors, and other third parties that we believe need the information to assist CDS with its business, such as vendors that host or support the operation of our Site and Platform, analytics providers that allow us to understand usage of our Site, and professional advisors that perform accounting, auditing, tax, legal, and other professional services.
· Merger, sale, or other asset transfers. We reserve the right to transfer to another entity or its affiliates or service providers some or all information about you in connection with, or during negotiations of, any merger, acquisition, sale of assets, joint venture, change in ownership control, assignment, transfer, financing transaction or other disposition of all or any portion of our organization (including in connection with any bankruptcy or similar proceedings). We cannot promise that an acquiring party or the merged entity will have the same privacy practices or treat your information the same as described in this Policy.
· Legal. We share information where necessary to comply with applicable law, to respond to requests from law enforcement agencies or other government authorities or third parties, as permitted by law and without your consent when it is necessary to protect our customers, employees, or property; to enforce our contracts; in emergency situations; or to enforce our rights under our policies.
· Other. We reserve the right to transfer your personal information to any other third parties that we disclose to you at the time we receive your information.
4. How We Protect and Store Your Information
We use a combination of physical, technical, and administrative safeguards to protect the information we collect through the Site. While we use these precautions to safeguard your information, we cannot guarantee the security of the networks, systems, servers, devices, and databases we operate or that are operated on our behalf.
5. Our Retention of Your Information
We will only retain your personal information for as long as reasonably necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements. We may retain your personal information for a longer period in the event of a complaint, if we reasonably believe there is a prospect of litigation in respect to our relationship with you, or as may be required by applicable law.
6. Your Choices Regarding Your Personal Information
A. Cookies and Similar Technologies
Depending on your browser or device, you may have the option to set the browser to accept all cookies, reject all cookies, notify you when a cookie is set, or delete cookies. Each browser and device are different, so we recommend you evaluate the tools and settings available in your browser or device, as well as any available instructions for the same. Please note that if you disable or delete cookies, you may not be able to access or use certain features of our website.
The National Advertising Initiative also makes resources available to assist consumers in opt-out of certain tailored online ads, which you can access at https://optout.networkadvertising.org/?c=1.
B. Updating Your Information
We take reasonable steps to keep your personal information accurate and complete. You can access or update your personal information, including contact or account information, by contacting us using the details provided us in the section below titled “How to Contact Us.”
C. Declining to Provide Information
You can choose not to provide us with information we may request, but that may result in you being unable to use certain features of our website or mobile application, request information about our services, or initiate other transactions with us.
7. No Use by Children
We do not knowingly or intentionally gather personal information about children who are under the age of 13. If a child has provided us with personal information, a parent or guardian of that child may contact us at cgerlach@cds-dd.com to have the information deleted from our records. If we learn that we have inadvertently collected the personal information of a child under 13, or equivalent minimum age depending on jurisdiction, we will take steps to delete the information as soon as possible and cease the use of that information in accordance with applicable law.
8. Links to Unaffiliated Third-Party Websites
The Site may contain links to unaffiliated third-party websites. This Policy does not apply to the practices of such other websites, and we are not responsible for the actions and privacy policies of the third parties that operate or interact with those websites.
9. How to Contact Us
If you have questions about this Policy or if you would like to make a suggestion about our privacy practices, please contact us using the following information.
Email: cgerlach@cds-dd.com
Address: 529 Commercial Street SF, CA 94111
10. Privacy Rights
Certain jurisdictions have specific legal requirements and grant privacy rights with respect to personal information. To the extent these legal requirements apply to us, we will comply with any requests you submit to exercise rights available under those laws. If you are seeking to exercise your rights under a law of a specific jurisdiction, please contact us using the How to Contact Us section above.
11. Updates to this Privacy Policy
Our Policy may change from time to time. We will post any privacy policy changes on this page and, if the changes are material, we may provide a more prominent notice (including email notification of privacy notice changes) for a reasonable period of time. Nevertheless, you should review this Policy from time to time to be sure you are aware of the most recent version.