Privacy Policy

CIFIS (“we,” “our,” “the Platform”) operates the Capital Access Intelligence Platform, including CAPS Lite™, Funder Intelligence™, Opportunity Radar™, Ask CIFIS™, and Saved Pipeline™. This policy applies to all visitors, applicants to our pilot program, and authorized users of the Platform.

• Account information. Name, email, organization, and role you provide when invited to the Platform.
• Organization profile. Mission, focus areas, beneficiary populations, geographies, programs, budgets, and similar fields you enter to power readiness scoring and funder matching.
• Usage data. Pages viewed, features used, queries asked of Ask CIFIS™, and saved pipeline activity, used to operate and improve the Platform.
• Technical data. IP address, browser, device, and basic telemetry used for security, abuse prevention, and reliability.
• Pilot applications. Information submitted through public request-access forms.

• Operate the Platform and the modules listed above.
• Generate readiness scores, funder fit shortlists, opportunity matches, and explainable briefings for your organization.
• Authenticate users and enforce tenant isolation between organizations.
• Improve product quality, prevent abuse, and meet legal obligations.
• Communicate with you about your account, pilot status, and material changes.

CIFIS uses row-level security so that each organization can only read and write its own records. Funder catalog and opportunity data is shared across tenants in read-only form. See our Security & Trust page for details.

We do not sell personal information. We share data only with service providers necessary to run the Platform (hosting, database, authentication, AI inference), under contract, and only as needed to deliver the service. We may disclose information when required by law.

Ask CIFIS™ and related features send prompts and grounded context to AI providers to generate responses. We do not allow customer data to be used to train third-party foundation models. See our AI Disclosure.

We retain organization data while your account is active and for a reasonable period afterward to support audit and recovery. You may request deletion of your organization's records by contacting us.

• Access, correct, or export your organization's profile data from the Platform.
• Request deletion of your account by contacting your organization admin or CIFIS support.
• Opt out of non-essential communications.

Questions about this policy? Reach us at /contact.