Privacy Policy

Jade Partners (“we,” “us,” “our”) provides the Jade Vitality Index™ (JVI™) assessment and Valuation tools. This policy explains what we collect, how we use it, and the choices you have.

Account details you provide (email address, and optionally your name and business name).

Assessment inputs: your answers to the JVI™ questions and any financial figures you enter for a Valuation (revenue, costs, owner compensation, SDE/EBITDA inputs).

Technical data your browser sends automatically (e.g., IP address) used only for security and abuse prevention.

Payment is processed by Stripe. We never see or store your card number.

To generate your JVI™ score, Valuation, and report; to let you save and resume; to email you a secure sign-in link and, if you request it, a resume link; and to provide support.

We may also use your email to send information about Jade Partners’ advisory services. You can unsubscribe from these messages at any time; unsubscribing will not affect the essential service emails you need to use your account, such as sign-in links and receipts.

We do not sell your personal information.

When an assessment is completed, we create a permanently de-identified copy for aggregate benchmarking and research (for example, industry and revenue-range comparisons).

This anonymized dataset contains no information that can identify you or your business — no name, company, email, phone, address, IP, or any identifier that maps back to your record. It cannot be re-linked to you.

In-progress assessments are retained for 90 days from the date you started. At day 75 we email a reminder; at day 90, if still incomplete, the record and all inputs are permanently deleted. This 90-day window is fixed to your original start date and is not extended by saving or resuming.

Completed assessments (your responses, financial inputs, generated report, and contact details) are retained for 180 days from the completion date, then permanently deleted.

You can delete your data at any time — see “Your Choices” below.

Data is encrypted in transit. Access to your information is limited to your own account and to authorized Jade Partners staff on a need-to-know basis. We apply rate limiting and other safeguards to protect against unauthorized access.

We do not sell your personal information, and we do not share it with buyers, business brokers, or advertisers.

Service providers who process data on our behalf: our payment processor (Stripe) handles your email and payment details to complete purchases, and your card number goes directly to Stripe and is never stored by us; our platform provider hosts the database that stores your information and sends our sign-in links, receipts, and notification emails; and an AI service drafts the written summary in your report from your assessment scores and, if you complete one, your estimated value range. We do not send that AI service the underlying financial figures you entered. If you book a call, you provide your details to our scheduling provider (Acuity Scheduling) to arrange the meeting.

Jade Partners staff: our team can access your information on a need-to-know basis to operate the service, respond to enquiries, and deliver any advisory services you purchase, such as a reviewed results analysis, workshop, or engagement.

Legal requirements: we may disclose information if required by law or legal process, for example a subpoena or court order, or where necessary to protect our rights, our users, or the public.

Business transfer: if Jade Partners is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction and will remain subject to this policy.

Each provider may use your information only to perform its service for us, not for its own purposes or marketing.

You may request deletion of your data at any time using the “Delete my data” option in your assessment, or by contacting us. Deletion is permanent and cannot be undone.

Once you submit an assessment, it is final. Scores and results cannot be edited, corrected, or re-scored after submission. Please review your answers carefully before submitting.

Questions about this policy? Email privacy@jadepartners.co.