Privacy Policy

Effective Date: August 25, 2026
Last Updated: August 25, 2026

Premonio (“Premonio,” “we,” “us,” or “our“) respects your privacy and is committed to protecting the personal information we collect through our websites, applications, software platforms, products, and services.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit premonio.com, use the Premonio GOALS platform, request a demo, communicate with us, subscribe to our services, or otherwise interact with us.

By using our website or services, you acknowledge that you have read and understood this Privacy Policy.

1. Information We Collect

Depending on how you interact with Premonio, we may collect the following categories of information.

1.1 Information You Provide Directly

We may collect information you voluntarily provide to us, including:

• Name and professional title
• Business email address
• Telephone number
• Company or organization name
• Job title and business information
• Account credentials
• Billing and payment information
• Information submitted through contact, demo, or consultation forms
• Communications and correspondence with Premonio
• Information provided when requesting customer support
• Information provided during onboarding or implementation
• Information contained in files, datasets, or other materials you upload to the platform

1.2 Business and Revenue Data

When customers use Premonio’s software and services, they may provide business information such as:

• Revenue and financial metrics
• Sales and marketing information
• Lead and opportunity data
• Customer relationship management (CRM) information
• Pipeline and conversion information
• Budgets and forecasts
• Goals, targets, and KPIs
• Marketing campaign information
• Sales-stage information
• Plan-versus-actual performance information
• Other business data submitted by an authorized customer

Customer-provided business information may contain personal information relating to employees, prospects, customers, partners, or other individuals.

1.3 Information Collected Automatically

When you visit our website or use our services, we may automatically collect certain technical information, including:

• IP address
• Browser type and version
• Device type
• Operating system
• Approximate location derived from IP address
• Pages and features accessed
• Referring website
• Date and time of activity
• Session and usage information
• Application performance and diagnostic information
• Cookies and similar technologies

1.4 Information From Third-Party Services

If you or your organization connect Premonio to third-party applications or services, we may receive information from those services according to the permissions granted by you or your organization.

These services may include CRM, marketing, analytics, financial, productivity, or other business systems.

You should review the privacy policies of any third-party service you connect to Premonio.

2. How We Use Information

We may use information we collect to:

• Provide, operate, and maintain our services
• Create and manage user accounts
• Provide requested software functionality
• Build and manage go-to-market and revenue plans
• Analyze business and performance data
• Generate forecasts, scenarios, reports, recommendations, and insights
• Provide AI-assisted analysis and recommendations
• Import, process, synchronize, and organize customer data
• Provide customer support
• Process payments and subscriptions
• Communicate with customers and users
• Respond to inquiries and demo requests
• Improve our products and services
• Monitor service performance and security
• Detect and prevent fraud, abuse, and unauthorized access
• Troubleshoot technical problems
• Comply with legal obligations
• Enforce our agreements
• Protect the rights, property, and safety of Premonio, our customers, and others

We may also use aggregated or de-identified information for analytics, research, benchmarking, product improvement, and business planning, provided that such information does not reasonably identify an individual.

3. Customer Data and Business Information

Premonio is designed to help businesses analyze revenue, sales, marketing, financial, and operational information.

When an organization provides data to Premonio, the organization generally determines what information is submitted to the platform and how that information may be used.

If you access Premonio through an organization, your use of the service may be governed by an agreement between Premonio and that organization. In such circumstances, your organization may control your account and may have access to information associated with your use of the service.

If you have questions about how your organization’s data is handled, you should contact your organization.

4. AI and Automated Analysis

Certain Premonio services may use artificial intelligence, machine learning, statistical modeling, predictive analytics, or automated processing to generate insights, recommendations, forecasts, scenarios, reports, or other outputs.

AI-generated or algorithmically generated information may be based on:

• Information supplied by customers
• Information imported from connected systems
• Information generated through use of the platform
• Benchmarks or other reference information
• Other permitted sources

AI-generated outputs may contain errors or inaccuracies and should be reviewed by qualified personnel before being relied upon for significant business, financial, operational, or strategic decisions.

Unless otherwise agreed with a customer, Premonio does not represent that AI-generated outputs are guaranteed to be accurate, complete, or suitable for a particular purpose.

5. Cookies and Similar Technologies

Premonio may use cookies, pixels, local storage, analytics tools, and similar technologies to:

• Keep websites and applications functioning
• Remember preferences
• Understand website traffic
• Measure product usage
• Improve website and application performance
• Maintain security
• Analyze marketing effectiveness

Where required by applicable law, we will provide appropriate choices regarding non-essential cookies and similar technologies.

6. How We Share Information

We may disclose information to the following categories of recipients:

Service Providers

We may use third-party companies to provide services such as:

• Cloud hosting
• Data storage
• Payment processing
• Analytics
• Customer support
• Email delivery
• Security
• Authentication
• Software infrastructure
• Data integration
• AI and machine-learning services

These providers may process information on our behalf and are expected to handle information according to applicable contractual and legal requirements.

Business Transfers

If Premonio is involved in a merger, acquisition, financing, restructuring, sale of assets, bankruptcy, or similar transaction, information may be transferred as part of that transaction, subject to applicable law.

Legal Requirements

We may disclose information where reasonably necessary to:

• Comply with applicable law
• Respond to lawful requests
• Protect our rights or property
• Prevent fraud or abuse
• Protect the security of our services
• Protect the safety of individuals

With Your Direction

We may disclose information when you instruct us to do so or otherwise provide authorization.

We do not sell personal information in exchange for monetary consideration.

7. Data Retention

We retain personal information for as long as reasonably necessary to:

• Provide our services
• Maintain customer accounts
• Fulfill contractual obligations
• Comply with legal and accounting requirements
• Resolve disputes
• Enforce agreements
• Prevent fraud and abuse
• Maintain legitimate business records

Customer data may be deleted or returned according to the applicable customer agreement and our technical capabilities.

Certain information may remain in backups for a limited period before being securely overwritten.

8. Data Security

Premonio uses reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no method of transmission or electronic storage is completely secure. We cannot guarantee absolute security.

Customers are responsible for maintaining appropriate security practices for their accounts, including protecting passwords and access credentials and controlling user permissions.

9. International Data Transfers

Premonio and its service providers may process information in countries other than the country in which you reside.

Where applicable law requires safeguards for international transfers, we will use appropriate mechanisms required by applicable law.

10. Your Privacy Rights

Depending on your location and applicable law, you may have rights relating to your personal information, which may include the right to:

• Request access to personal information
• Request correction of inaccurate information
• Request deletion of personal information
• Request restriction of certain processing
• Object to certain processing
• Request portability of certain information
• Withdraw consent where processing is based on consent
• Appeal certain privacy decisions
• Submit a complaint to an applicable data protection authority

These rights may be subject to legal limitations and exceptions.

To exercise applicable privacy rights, contact us using the information provided below.

We may need to verify your identity before completing certain requests.

11. California Privacy Rights

If you are a California resident, California privacy laws may provide additional rights regarding your personal information.

Depending on the circumstances, these rights may include:

• The right to know what personal information is collected, used, or disclosed
• The right to request deletion
• The right to correct inaccurate personal information
• The right to opt out of certain forms of data sharing or processing
• The right to limit certain uses of sensitive personal information where applicable
• The right not to receive discriminatory treatment for exercising applicable privacy rights

Premonio does not knowingly sell personal information as that term is defined under applicable California law.

California residents may submit privacy requests using the contact information below.

12. Children’s Privacy

Premonio’s services are intended for businesses and professional users.

Our services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13.

If you believe that a child has provided personal information to us, please contact us.

13. Third-Party Websites and Services

Our website or services may contain links to third-party websites, applications, or services.

Premonio is not responsible for the privacy practices, security, or content of third parties.

We encourage you to review the privacy policies of third-party services before providing them with personal information.

14. Marketing Communications

We may send business communications, product announcements, newsletters, event invitations, or other marketing communications where permitted by law.

You may unsubscribe from marketing communications by using the unsubscribe mechanism included in the communication or by contacting us.

You may still receive transactional or service-related communications necessary to administer your account.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically.

When we make changes, we will update the “Last Updated” date at the top of this policy. Where required by applicable law, we will provide additional notice.

Your continued use of our services after an updated Privacy Policy becomes effective means that you acknowledge the updated policy.

16. Contact Us

If you have questions, requests, or concerns regarding this Privacy Policy or your personal information, contact:

Premonio
Email: info@premonio.com
Phone: (650) 727-0983
Website: https://premonio.com/

For privacy requests, please include sufficient information for us to understand and process your request.

17. Additional Data Processing Terms

For customers that provide personal information to Premonio for processing on their behalf, additional data-processing terms, security requirements, or a Data Processing Agreement (“DPA”) may apply.

Where a separately executed agreement conflicts with this Privacy Policy regarding customer data processing, the applicable customer agreement or DPA will control to the extent permitted by law.

Important: This Privacy Policy should be reviewed and customized by Premonio’s legal counsel before publication, particularly with respect to the company’s legal entity, data-processing locations, subprocessors, cookie/analytics providers, AI providers, GDPR/UK GDPR obligations, California privacy obligations, retention periods, and applicable data-processing agreements.