Privacy Policy

This policy explains how Plansera AI (“Plansera AI”, “we”, “us”) collects, uses, and protects information when you use our website and our E-2 treaty-investor business plan service (the “Service”). By using the Service you agree to this policy.

Information we collect

• Account information — your name and email, handled through our authentication provider when you sign up or sign in.
• Payment information — processed by our payment provider (Stripe). We do not store full card numbers; we receive limited details such as a payment confirmation and the last four digits.
• Content you provide — the business and applicant details you enter, and any documents you upload (for example bank statements, leases, and formation papers) so we can prepare your business plan.
• Usage data — standard analytics such as pages viewed and device/browser information, collected to operate and improve the Service.

How we use your information

• To provide the Service — running the intake, reading your documents, checking E-2 eligibility, and generating your business plan.
• To process payments and provide support.
• To operate, secure, and improve the Service.
• To comply with legal obligations.

We do not sell your personal information. We do not use your uploaded documents to train third-party foundation models.

Service providers

We share information with vendors who process it on our behalf to run the Service, including authentication, payment processing (Stripe), cloud storage, AI processing for document understanding and drafting, and analytics. These providers are permitted to use the information only to perform services for us.

Data retention & security

We retain your information for as long as your account is active or as needed to provide the Service and meet legal requirements, after which we delete or anonymize it. We use industry-standard measures to protect your data in transit and at rest; no method of transmission or storage is completely secure.

Your rights

Depending on where you live, you may have the right to access, correct, export, or delete your personal information, or to object to or restrict certain processing. To make a request, contact us at the address below.

Cookies & analytics

We use cookies and similar technologies for authentication, security, and analytics. You can control cookies through your browser settings; disabling some cookies may affect how the Service works.

Contact

Questions or privacy requests: [email protected].