THE INSTITUTIONAL ARTIFICIAL INTELLIGENCE COMPANY
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  • WHO WE ARE
    • ABOUT US
    • NOT ANOTHER VENDOR
    • THE NEWSROOM
    • CONTACT US
  • INSIGHTS
THE INSTITUTIONAL ARTIFICIAL INTELLIGENCE COMPANY
  • AI CONTROL
  • WHAT WE DO
    • INSTITUTIONAL AI STACK™
    • CONTROL PLANE (OLTAIX™)
    • AI CONTROL (THE OUTCOME)
  • HOW WE DO IT
    • ASSESSMENT
    • SCENARIO PLANNING
    • IMPLEMENTATION
    • ENGAGEMENT
  • WHO WE SERVE
    • ASSET OWNERS
    • ASSET MANAGERS
    • ASSET SERVICERS
    • WEALTH MANAGERS
    • RETIREMENT PROVIDERS
    • PRIVATE EQUITY FIRMS
    • PENSION FUNDS
    • INSURANCE COMPANIES
    • SOVEREIGN WEALTH FUNDS
    • ENDOWMENTS & FOUNDATIONS
    • FAMILY OFFICES
  • WHO WE ARE
    • ABOUT US
    • NOT ANOTHER VENDOR
    • THE NEWSROOM
    • CONTACT US
  • INSIGHTS

Privacy Policy

 



Institutional AI, LLC, a New Hampshire limited liability company ("Institutional AI," "we," "us," or "our"), respects your privacy and is committed to protecting the personal information of visitors to our website at institutionalai.net and any related subdomains (the "Site").

This Privacy Policy explains what information we collect, how we use and protect it, and what rights you have. This Policy is incorporated into, and should be read together with, our Terms of Use and Disclaimer.


By accessing or using the Site, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with any part of it, please discontinue use of the Site.


1. INFORMATION WE COLLECT

Information you provide to us directly.When you contact us, complete a form, request an assessment, or otherwise interact with us, we may collect:

  • Name
  • Email address
  • Phone number
  • Job title or role
  • Institution or company name
  • Country or region
  • Any other information you choose to provide in the message field or attachments


Information we collect automatically.When you access the Site, we and our service providers may automatically collect:

  • IP address and approximate geographic location
  • Browser type and version
  • Device type and operating system
  • Referring website or URL
  • Pages viewed, time spent, and navigation paths
  • Date and time of access
  • Cookies and similar tracking identifiers (see Section 6)


Information we do not collect.We do not knowingly collect:

  • Government-issued identifiers (Social Security numbers, passport numbers, etc.)
  • Payment card information (we do not process payments through the Site)
  • Health or medical information
  • Information from children under 18 (see Section 8)
  • Information from individuals who have not affirmatively engaged with the Site


2. HOW WE USE YOUR INFORMATION

We use the information we collect for legitimate business purposes, including:

  • Operating, maintaining, and improving the Site and its performance;
  • Responding to inquiries, requests, and assessment submissions;
  • Providing information about our services and engagement offerings;
  • Sending communications you have opted into;
  • Analyzing usage patterns to improve user experience and security;
  • Detecting, investigating, and preventing fraudulent or unauthorized activity;
  • Complying with applicable laws, legal processes, and regulatory obligations;
  • Enforcing our Terms of Use and protecting our rights and those of our users.


We do not use Site information to train, fine-tune, or develop artificial intelligence models, and we do not permit third parties to do so using information we collect.


3. LEGAL BASES FOR PROCESSING (GDPR / UK GDPR)

If you are located in the European Economic Area or the United Kingdom, we process your personal data on one or more of the following legal bases:

  • Contract: to provide services or information you have requested;
  • Legitimate interests: to operate, secure, and improve the Site, and to pursue legitimate business interests that are not overridden by your rights;
  • Legal obligation: to comply with applicable law, regulation, or legitimate legal process;
  • Consent: for marketing communications, non-essential cookies, and any other processing where consent is legally required. You may withdraw consent at any time.


4. HOW WE SHARE INFORMATION

We do not sell your personal information. We share personal information only in the following limited circumstances:

Service providers. We engage third parties to perform services on our behalf — including website hosting, analytics, email delivery, form processing, security monitoring, and professional services. These providers access personal information only as necessary to perform their functions and are contractually obligated to protect it.

Legal requirements. We may disclose personal information if we believe in good faith that disclosure is necessary to (a) comply with applicable law, regulation, legal process, or governmental request; (b) enforce our Terms of Use or this Policy; (c) detect, prevent, or address fraud, security, or technical issues; or (d) protect the rights, property, or safety of Institutional AI, LLC, our users, or others.

Business transfers. In the event of a merger, acquisition, financing, reorganization, bankruptcy, or sale of all or part of our business, personal information may be transferred to the successor entity, subject to reasonable efforts to ensure continued protection.

With your consent. We may share your information with third parties when you direct us to do so or have otherwise consented.

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


5. DATA RETENTION

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Policy, including to:

  • Maintain ongoing communications you have initiated;
  • Comply with legal, tax, accounting, or regulatory requirements;
  • Resolve disputes and enforce agreements;
  • Maintain business records and institutional memory appropriate to our services.


When personal information is no longer required, we will delete, anonymize, or otherwise render it unidentifiable, subject to applicable retention requirements. Contact us if you wish to request deletion of your information (see Section 9).


6. COOKIES AND SIMILAR TECHNOLOGIES

We use cookies, pixel tags, and similar technologies to:

  • Operate essential Site functions;
  • Remember preferences and settings;
  • Measure Site performance and usage;
  • Understand how visitors engage with our content;
  • Secure the Site against fraud and abuse.


Types of cookies we use:

  • Strictly necessary cookies: required for Site operation and security. These cannot be disabled.
  • Analytics cookies: help us understand aggregate usage patterns. Used on a legitimate interests basis, or with consent where required.
  • Functional cookies: remember your preferences.


Most browsers allow you to refuse or delete cookies through browser settings. If you disable cookies, some features of the Site may not function properly. Where legally required, we request your consent before setting non-essential cookies through our cookie notice.


7. DATA SECURITY

We implement reasonable technical, organizational, and administrative safeguards designed to protect personal information against unauthorized access, loss, alteration, or disclosure. These safeguards include, as appropriate, encryption in transit, access controls, authentication requirements, and monitoring.


No internet transmission or electronic storage is completely secure. While we take commercially reasonable steps to protect your information, we cannot guarantee absolute security. You are responsible for safeguarding any credentials you use to access the Site and for the security of devices you use.


If we become aware of a security breach affecting your personal information, we will notify affected individuals and regulators as required by applicable law.


8. CHILDREN'S PRIVACY

The Site is intended for institutional professionals and other adults. It is not directed to, and we do not knowingly collect personal information from, individuals under 18 years of age. If we become aware that we have collected information from a minor without parental consent, we will delete it promptly. A parent or guardian who believes their child has provided information to us should contact us using the details in Section 11.


9. YOUR PRIVACY RIGHTS

Depending on your jurisdiction, you may have some or all of the following rights with respect to your personal information:


Access. You may request a copy of the personal information we hold about you.

Correction. You may request that we correct inaccurate or incomplete information.

Deletion. You may request that we delete your personal information, subject to legal retention requirements.

Restriction. You may request that we limit how we process your information in certain circumstances.

Objection. You may object to processing based on legitimate interests or for direct marketing.

Portability. You may request a copy of your information in a structured, machine-readable format.

Withdrawal of consent. Where we rely on consent, you may withdraw consent at any time without affecting the lawfulness of prior processing.

Non-discrimination. We will not discriminate against you for exercising any of these rights.

Complaint. You may lodge a complaint with a supervisory authority or data protection regulator in your jurisdiction.

California residents (CCPA / CPRA). California residents have rights to know what categories of personal information we collect, use, disclose, and share; to request deletion; to request correction; to opt out of the "sale" or "sharing" of personal information (we do not sell personal information as traditionally defined); and to limit the use of sensitive personal information. You have the right to exercise these rights free from discrimination.

Nevada and other state residents. Residents of Nevada, Colorado, Connecticut, Virginia, Utah, Texas, and other states with comprehensive privacy laws have rights similar to those described above, subject to the specifics of each state's law.

How to exercise your rights. To submit a request, email us at information@institutionalai.net with the subject line "Privacy Request" and indicate the right you wish to exercise. We will verify your identity before processing requests and respond within the timeframe required by applicable law. In limited circumstances, we may decline a request or charge a reasonable fee as permitted by law.

Authorized agents. You may designate an authorized agent to exercise rights on your behalf, subject to verification of the agent's authority.


10. INTERNATIONAL TRANSFERS

Institutional AI, LLC is based in the United States, and personal information we collect is processed in the United States. If you access the Site from outside the United States, your information may be transferred to, stored in, and processed in the United States and other jurisdictions that may have data protection standards different from those of your home country.


Where required by applicable law, we implement appropriate safeguards for such transfers — such as Standard Contractual Clauses or equivalent mechanisms — to protect your personal information. By using the Site, you acknowledge and consent to the transfer of your information to the United States, subject to applicable legal requirements.


11. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or for other operational reasons. When we update the Policy, we will revise the "Last updated" date at the top. Material changes will be communicated through the Site or, where appropriate, by email. Your continued use of the Site after any revision constitutes acceptance of the revised Policy.

12. CONTACT US

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Institutional AI, LLC 

Email: information@institutionalai.netSubject line for privacy requests: "Privacy Request"


© 2026 Institutional AI, LLC. All Rights Reserved. Information provided on this Site is for informational purposes only and does not constitute investment, legal, tax, regulatory, or other professional advice.

    

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