NextRock Advisors – Stratifier Privacy Policy

Effective Date: 7/1/2026 · Last Updated: 7/1/2026

This Privacy Policy explains how NextRock Advisors, LLC (“NextRock Advisors,” “we,” “us,” or “our”) collects, uses, stores, and protects information when you (“Client,” “you,” or “your”) access or use Stratifier, our software-as-a-service platform (“Service”). By using the Service, you agree to the practices described in this Privacy Policy.

1. Information We Collect

1.1 Information You Provide

We collect information you voluntarily submit when using the Service, including:

  • Business information, operational data, and strategic inputs
  • Uploaded documents, notes, or datasets
  • Account information such as name, email address, and organization
  • Payment information (processed securely by third-party providers)

1.2 Automatically Collected Information

When you access the Service, we may automatically collect:

  • Device and browser information
  • IP address and general location
  • Usage data, including pages viewed, features used, and timestamps
  • Log files and diagnostic information

1.3 AI-Related Data Processing

Stratifier uses artificial intelligence to analyze your inputs and generate insights. To enable this functionality, your data may be:

  • Processed by AI models
  • Temporarily stored for computation
  • Used to improve accuracy, performance, and user experience

Your data is not sold, shared, or used to train public AI models.

2. How We Use Your Information

We use collected information to:

  • Provide, operate, and maintain the Service
  • Generate insights, recommendations, and advisory outputs
  • Improve platform performance and user experience
  • Communicate with you about updates, support, or account matters
  • Ensure security, prevent misuse, and enforce our Terms of Service
  • Comply with legal obligations

3. How We Share Information

We may share information only in the following circumstances:

3.1 Service Providers

We may share data with trusted third-party vendors who assist with:

  • Hosting and infrastructure
  • Payment processing
  • Customer support
  • AI computation
  • Security and monitoring

These providers are contractually obligated to protect your data.

3.2 Legal Requirements

We may disclose information if required to:

  • Comply with applicable laws or regulations
  • Respond to lawful requests from authorities
  • Protect the rights, property, or safety of NextRock Advisors or others

3.3 Business Transfers

If NextRock Advisors undergoes a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.

4. Data Security

We implement administrative, technical, and physical safeguards to protect your information, including:

  • Encrypted data transmission
  • Secure hosting environments
  • Access controls and authentication
  • Monitoring for unauthorized activity

However, no system is completely secure. You acknowledge that you provide information at your own risk.

5. Data Retention

We retain your information for as long as necessary to:

  • Provide the Service
  • Fulfill contractual obligations
  • Comply with legal requirements
  • Resolve disputes and enforce agreements

You may request deletion of your data, subject to legal and operational limitations.

5a. Confidentiality

Separate from privacy law obligations, NextRock Advisors, its employees, its Certified Stratifier consultants, and its Service Provider partners are contractually bound to protect your non-public business information and the Outputs generated for you. Client data is never used to train third-party, shared, or foundation AI models. These two-way obligations are set out in Section 7 (Mutual Confidentiality) of the Terms of Service.

6. Your Rights and Choices

Depending on your jurisdiction, you may have rights to:

  • Access your personal information
  • Correct inaccurate information
  • Request deletion
  • Restrict or object to processing
  • Export your data

Requests can be submitted to the contact information below.

7. Children’s Privacy

The Service is not intended for individuals under 18. We do not knowingly collect information from minors.

8. International Data Transfers

If you access the Service from outside the United States, your information may be transferred to and processed in the U.S. or other locations where our service providers operate.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Material changes will be communicated through the platform or via email. Continued use of the Service after changes take effect constitutes acceptance of the updated policy.

10. Contact Information

For questions or requests related to this Privacy Policy, please contact:

NextRock Advisors, LLC
Jamie Jansen
jamiejansen@nextrockadvisors.com