Privacy Policy
Contents
1. Who We Are
Allocent is operated by Vello Industry SAS ("Allocent," "we," "us," or "our"). We provide investor relations infrastructure technology to public companies ("Clients"), including website visitor identification, shareholder intelligence, investor scoring, investor intent audiences, and managed investor outreach campaigns.
This Privacy Policy covers:
- Information collected when you visit allocent.ai (this website)
- Information collected about investors through our Investor Identification service deployed on Client IR websites
- Information uploaded to our platform by Clients (NOBO and Transfer Agent lists, and contact lists such as roadshow, conference, webinar and CRM lists)
- Information processed in connection with our advertising and email services
2. How Investor Identification Works
Our Investor Identification service is powered in part by a third-party identity resolution provider. When a Client deploys the Allocent pixel on their IR website, our provider's technology matches anonymous visitor sessions to named individuals. Our script and our provider's technology store identifiers in the visitor's browser (first-party cookies and local storage) so that return visits can be recognized and visits can be attributed to the campaign or website that referred them.
We use the same technology on our own website, allocent.ai, to identify business visitors who may be interested in our services, and we record the pages they view, the time they spend on them, and any email address they submit through our forms. On allocent.ai, this identification only runs after you accept it in our cookie banner. If you reject it, or your browser sends a Global Privacy Control signal, it does not run. You can change your choice at any time using the Cookie settings link in the footer of every page.
Opt-out of investor identification: If you wish to opt out of being identified through any website that uses Allocent's Investor Identification service, you may do so at allocent.ai/opt-out. We'll email you a link to confirm; once you do, we delete the information we hold about you and stop identifying you on every browser and device.
Allocent does not sell personal information to third parties.
3. Information We Collect
3.1 Allocent.ai Website Visitors
When you visit allocent.ai, we may collect:
- Browser type, IP address, and device identifiers
- Pages visited and time spent
- Referral source
- Contact information you voluntarily submit (demo request forms, contact forms)
We use this to operate the website, respond to inquiries, and market our services. We do not sell this information.
3.2 Investors Identified on Client Websites
When an Allocent Client deploys our pixel on their IR website, the following may be collected about visitors:
- Name, email address, and professional information (firm, title)
- IP address and browser identifiers
- Pages visited and engagement behavior on the Client's IR website
- Inferred investor type (institutional, HNW, retail)
- How the visitor arrived: the referring website, campaign tags on the link they followed, and whether they came from a search engine, social network or investing app
- Information the visitor submits in forms on the Client's website, such as name, email address, phone number and company, and the kind of request (for example, a meeting or information request)
- Phone numbers, where supplied by the visitor, by the Client, or by a data provider
This data is provided to the Client as part of the Investor Identification service. The Client is the data controller for data collected on their IR website, and Allocent processes that data on the Client's behalf. The underlying identification is performed by our identity resolution provider, which acts as an independent controller (and, under California law, an independent business) with respect to the data it collects through the pixel and in its own records, and handles that data under its own privacy policy.
Opt-out: To opt out of being identified when visiting any website using Allocent's Investor Identification service, use allocent.ai/opt-out.
3.3 NOBO and Transfer Agent Data
Clients may upload NOBO (Non-Objecting Beneficial Owner) lists and Transfer Agent PDFs to our Shareholder Intelligence platform. This data includes shareholder names, share counts, brokerage information, and geographic data.
- Uploaded documents are processed in an isolated environment
- Raw documents are not retained after parsing
- Parsed structured data is stored in the Client's account
- This data is never shared with third parties, including our identity resolution and data providers, or used for any purpose outside the Client's own account
3.4 Contact Lists Uploaded by Clients
Clients may upload lists of people they have met or who have engaged with them, such as roadshow and conference meetings, event and webinar attendees, people who engaged with the Client on LinkedIn, and exports from the Client's CRM. These lists may include names, email addresses, phone numbers, companies, titles, LinkedIn profile links, locations, dates and notes.
- Uploaded lists are used only to match, score and prioritize investors within the uploading Client's own account
- The uploaded file is not stored; the rows are kept in the Client's account so they can be reviewed or undone
- The Client is the data controller for the lists it uploads and is responsible for having the right to share them
- Uploaded lists are never shared with other Clients or used to build products for anyone else
3.5 Verification and Enrichment
To keep records accurate, we check identity details against independent sources. This includes searching for publicly available professional profiles, checking whether email addresses can receive mail, and, when a Client requests it, looking up a phone number. We use data verification providers for these checks. Automated tools, including AI models run by our service providers, help us match records, compare company names and classify job roles. Each record shows the Client how confident we are and where each detail came from, and uncertain matches are reviewed by a person.
3.6 Advertising Data
We may process audience data for campaign targeting via Meta, Google, LinkedIn, and Microsoft Advertising; campaign performance data (impressions, clicks, conversions); and third-party keyword intent signals via our data partner. Ad spend flows directly through each Client's platform accounts. Allocent does not receive or process payment card information for ad spend.
3.7 Email Engagement Data
Where a Client has contracted for email activation services, we process investor contact information enrolled in email sequences, email open rates, click rates, and reply behavior, and sequence performance metrics. Emails are sent via a white-labeled Sales Engagement Platform (SEP) under the Client's domain and brand.
4. How We Use Information
We use the information described above to:
- Provide and operate the Allocent platform
- Generate investor scoring and prioritization for our Clients
- Operate advertising campaigns on behalf of Clients
- Communicate with Clients about their accounts, services, and updates
- Improve, test, and develop our platform
- Comply with legal obligations
6. Your Rights & Opt-Out Options
Cookie Choices on allocent.ai
When you first visit allocent.ai, our cookie banner lets you accept or reject analytics and marketing cookies, which include visitor identification. Nothing beyond essential cookies runs until you accept. You can change your choice at any time using the Cookie settings link in the footer of every page, and we honor Global Privacy Control signals as a rejection.
Opt-Out of Investor Identification
To opt out of being identified by Allocent on any Client IR website, use allocent.ai/opt-out. We'll email you a link to confirm. Once you confirm, we delete the information we hold about you, stop identifying you on every browser and device, and pass your request to our identity resolution data partner.
Access and Deletion Requests
If you have been identified through our Investor Identification service and wish to request access to or deletion of your personal information, contact us at ryan@allocent.ai. We will handle the request for information in our own systems, including records that came from Client-uploaded lists, and forward it to the appropriate data provider.
Unsubscribe from Email
If you receive an investor email sent through an Allocent Client's email sequence, use the unsubscribe link in the email footer to stop receiving messages from that Client.
Digital Advertising Opt-Outs
You may also exercise opt-out rights through the Digital Advertising Alliance or the Network Advertising Initiative opt-out platforms.
7. California Privacy Rights (CCPA)
If you are a California resident, you have the right to know what categories of personal information we have collected about you, request deletion of your personal information, and opt out of the "sale" of your personal information.
Allocent does not sell personal information. However, our identity resolution data partner does engage in the sale of personal information as part of their own data services business. California residents may submit a Do Not Sell request to our partner directly via this form.
To submit a request directly to Allocent regarding any personal information in our own systems, contact us at ryan@allocent.ai. We will respond within 45 days.
8. Data Security
We implement industry-standard security practices including encryption in transit (TLS), access controls, and secure cloud hosting. NOBO and Transfer Agent documents are processed in isolated environments and are not retained in raw form after parsing. No system can guarantee 100% protection from unauthorized access.
9. Data Retention
Investor identification and engagement data is retained for the duration of the Client engagement and for a reasonable period after, unless deletion is requested earlier. NOBO and Transfer Agent document uploads are deleted after parsing. Parsed shareholder data is retained in the Client's account for as long as the account is active. Uploaded contact lists are not stored as files; their rows are retained in the Client's account for the duration of the engagement so they can be reviewed or undone, and are deleted with the account. Website visitor data collected through allocent.ai is retained as needed for the purposes described in this policy.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically. Continued use of our services after changes are posted constitutes acceptance of the updated policy.
11. Contact Us
For questions about this Privacy Policy or your personal information:
- Allocent / Vello Industry SAS
- Email: ryan@allocent.ai
To opt out of investor identification data: allocent.ai/opt-out.