Privacy
Allocatie means you only hear about funds that fit. Tell us once, by voice, what you’re looking for and what you’re not doing, and a fund only reaches you when it fits. Managers see nothing about you until you say yes to a specific fund, and it’s free for allocators. How it works.
Who we are. Allocatie is run by Allocatie, which is the data controller. Contact: hello@allocatie.com.
Postal address. Allocatie, 1272 S Governors Ave, Ste C POB 1072, Dover, DE 19904, United States.
If we emailed you first
We got your name, title and work email from the source our first email names. We contacted you once, with one follow-up, on the basis of our legitimate interest in offering allocators a way to only hear about funds that fit. Reply STOP to any email and we will not contact you again.
What we collect
Your name, title, work email and institution; what you tell us by voice, as a transcript; and a structured card made only from your own words. When you talk to Allocatie you are speaking with an AI assistant. The conversation is recorded and transcribed with your consent so we can build that card. We do not keep the audio.
When your personal link is opened, we note the time, the type of browser and the country, so we can tell email security scanners apart from people. We don’t keep your IP address.
If you ask us to call you, we use the number you type for that one call only. We keep a record that you agreed to the call (the time, the wording you agreed to, and a one-way scrambled form of the number), never the number itself.
Who sees it
No manager sees anything about you until you say yes to a specific introduction. Until then, managers only ever see totals across at least five allocators, never one allocator on their own. What you tell us you’re not doing is only used to filter. We never sell your data or share it as a list.
Services we use
Supabase (database, hosted in Frankfurt), Vercel (hosting, and an anonymous count of page visits with no cookies, which never sees your personal link), ElevenLabs (the voice assistant and transcription), Telnyx (the phone line for calls you ask for), Anthropic (turning your words into a card), Instantly (our first email to you), Resend (emails after you engage). We also use PostHog, hosted in the EU, to count anonymously how people move through our pages and to record how the pages are used, with anything you type, your words, your name and your email hidden: it sets no cookies and never receives what you say, your name or your email. Some of these process data outside the EU under standard contractual clauses.
How long
We delete the transcript 30 days after we send you the read-back, leaving the card and the quotes it was built from. The card is deleted twelve months after your last update, or sooner if you ask. If you reply STOP we delete your card and transcript and keep only your email address on a suppression list, so we never contact you again.
Your rights
You can ask for a copy of your data, a correction, or deletion at any time at hello@allocatie.com. The controller is established in Ireland, so the EU GDPR applies wherever you are, and you can complain to the Data Protection Commission (Ireland). If you are in the UK, the UK GDPR also applies, and you can complain to the Information Commissioner’s Office.
No fees
Allocatie never charges allocators.