Privacy Policy

Medici & Company ("Medici," "we," "us," or "our") is a Delaware C-Corporation. This Privacy Policy describes how we collect, use, and protect information when you use our website at cosimo.work and our Cosimo platform (collectively, the "Services").

1. Information We Collect

Information You Provide

• Contact information (name, email address, phone number) when you request a discovery call or contact us
• Company and fund information provided during onboarding
• Documents and data you upload to the Cosimo platform

Information Collected Automatically

• Device and browser information (browser type, operating system)
• IP address and approximate location
• Pages visited and interactions with the Services

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain the Services
• Process and deliver fund operations deliverables
• Respond to your inquiries and schedule discovery calls
• Improve and develop the Services
• Send administrative communications related to your account
• Comply with legal obligations

3. Data Segregation and Security

Every client runs on a fully segregated instance. Your documents, fund structures, and LPA terms never leave your environment. Client data is never used to train shared models or made accessible to other clients.

We implement industry-standard technical and organizational security measures, including encryption in transit and at rest, access controls, and regular security assessments.

4. Data Retention

We retain your information for as long as your account is active or as needed to provide you with the Services. When you terminate your engagement, we delete your data from our systems within 90 days, except where retention is required by law.

5. Third-Party Services

We may use third-party service providers to assist in operating the Services (e.g., hosting, analytics). These providers are contractually obligated to protect your information and may only use it to perform services on our behalf.

We do not sell, rent, or share your personal information with third parties for their marketing purposes.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information
• Object to or restrict processing of your information
• Request portability of your data

To exercise any of these rights, contact us at info@medici.ai.

7. Children's Privacy

The Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised effective date.

9. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

Medici & Company
Email: info@medici.ai