Privacy Policy

1. Information We Collect

Information You Provide to Us

We may collect information you voluntarily provide, such as:

• name;
• company name;
• job title;
• email address;
• phone number;
• billing or business contact details;
• information submitted in contact forms, demo requests, support inquiries, surveys, or messages;
• files, comments, or other content you choose to send us.

Information We Collect Automatically

When you use the Site, we and our service providers may automatically collect certain information, such as:

• IP address;
• browser type and version;
• device type and operating system;
• pages viewed and time spent on pages;
• referral URLs;
• approximate geolocation derived from IP address;
• date/time stamps;
• cookie identifiers and similar online identifiers.

Cookies and Similar Technologies

We may use cookies, pixels, analytics tools, and similar technologies to:

• operate and secure the Site;
• understand traffic and usage patterns;
• remember preferences;
• improve performance and user experience;
• support our marketing and communications efforts.

You can control cookies through your browser settings and, where applicable, consent tools on the Site.

2. How We Use Information

We may use information we collect to:

• operate, maintain, and improve the Site;
• respond to inquiries and provide requested information, demos, or services;
• communicate with you about our offerings, updates, events, and relevant business opportunities;
• personalize Site content and user experience;
• monitor, analyze, and improve Site performance, security, and usability;
• detect, prevent, and investigate fraud, abuse, security incidents, and other unlawful activity;
• comply with legal obligations and enforce our agreements.

3. Legal Bases for Processing

If and to the extent applicable under privacy laws such as the GDPR or UK GDPR, we process personal data on the following legal bases:

• your consent;
• performance of a contract or steps taken at your request before entering a contract;
• our legitimate interests, such as operating and improving our Site and marketing our services;
• compliance with legal obligations.

4. How We Share Information

We may share information with:

• service providers that help us host, secure, analyze, operate, market, or support the Site;
• professional advisors such as lawyers, accountants, auditors, and insurers;
• business partners or subcontractors when necessary to respond to your request or provide services;
• government authorities, regulators, law enforcement, or other third parties when required by law or to protect rights, safety, and security;
• a buyer, investor, successor, or other relevant party in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar transaction.

We do not sell personal information for money in the ordinary sense. We also do not knowingly share personal information for cross-context behavioral advertising unless specifically disclosed and enabled.

5. Data Retention

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

• respond to your requests;
• maintain business records;
• comply with legal, tax, accounting, and regulatory obligations;
• resolve disputes and enforce agreements.

Retention periods may vary depending on the nature of the information and the reason we collected it.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no method of transmission over the internet or method of storage is completely secure, and we cannot guarantee absolute security.

The FTC expects companies to align their privacy promises with real security practices and to protect consumer information appropriately.

7. Your Privacy Rights

Depending on where you live, you may have rights regarding your personal information, which can include the right to:

• know whether we collect and use your personal information;
• access or obtain a copy of personal information;
• correct inaccurate personal information;
• delete personal information;
• opt out of certain processing, such as targeted advertising, sale, or profiling where applicable;
• appeal a denial of a privacy-rights request, where required by law;
• not receive discriminatory treatment for exercising applicable privacy rights.

California law provides specific rights for California residents, and California rules require covered businesses to provide certain privacy-policy disclosures and keep them updated. To exercise applicable privacy rights, contact us at: privacy@utilitybi.com We may need to verify your identity before processing certain requests.

8. California Privacy Notice

If you are a California resident, you may have rights under the California Consumer Privacy Act, as amended by the CPRA, including rights to know, delete, correct, and limit certain uses of sensitive personal information, subject to exceptions. California also regulates required privacy disclosures and related notices.

Categories of Personal Information We May Collect

In the preceding 12 months, we may have collected the following categories of personal information:

• identifiers, such as name, email address, IP address, and online identifiers;
• customer records information, such as business contact information;
• commercial information, such as records of interest in our services;
• internet or electronic network activity information, such as browsing activity on the Site;
• geolocation data derived from IP address;
• professional or employment-related information, such as company and job title;
• inferences drawn from the above to help us tailor communications and services.

Sensitive Personal Information

We do not seek to collect sensitive personal information through the Site unless necessary for a lawful business purpose. If we do collect it, we will process it only as permitted by applicable law.

Sale / Sharing

We do not sell personal information for monetary consideration. If our use of cookies or analytics tools is deemed "sharing" or targeted advertising under certain laws, you may have the right to opt out where applicable.

California Requests

California residents may submit privacy requests by contacting us at: privacy@utilitybi.com

9. Other U.S. State Privacy Rights

Residents of certain U.S. states may have privacy rights under applicable state laws. The number of state privacy laws has grown and additional requirements became active in 2026 in some states. Where applicable, you may submit a request to access, delete, correct, or opt out by contacting us at privacy@utilitybi.com.

10. International Visitors

If you access the Site from outside the United States, your information may be transferred to, stored in, and processed in the United States or other countries where our service providers operate. By using the Site, you understand that those jurisdictions may have different data protection laws than your home country.

11. Children's Privacy

The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected such information, we will take appropriate steps to delete it. The FTC maintains specific guidance around children's privacy and related compliance obligations.

12. Third-Party Websites

The Site may link to third-party websites or services. We are not responsible for the privacy, security, or content of those third parties. We encourage you to review their policies before providing information.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post the revised version on this page and update the "Last Updated" date. Where required by law, we will provide additional notice or obtain consent.

14. Contact Us

If you have questions about this Privacy Policy or want to exercise privacy rights, contact us at: