Privacy

What we keep, and why.

Short and plain. Last updated November 2026.

Book a call

The booking form

We receive your name, email, what you need, your message, and your company and phone if you give them. It is emailed to us and a copy is kept on our web host, so a message is not lost if email fails. We use it to answer you and arrange the call. We delete it 12 months after it arrives.

Website check

The website check

We receive the website address, your email, and whether you ticked the box allowing us to email you about the report. We keep your email, the report, score, time, your IP address and the wording of the box, to limit misuse and show what you agreed to. Reports are deleted after 90 days, and the rest of the record after 12 months. To measure speed, the website address (not your email) is sent to Google PageSpeed Insights. Without the tick, you get one email with your report and nothing else.

Scorecard

The scorecard

Your answers are worked out in your browser. Nothing is sent to us.

What we do not do

No selling, no lists, no tracking

We do not sell your information. We share it only as this page describes: with the service providers that run the site and its tools, with Google PageSpeed Insights (the website address only), and, if you use the IR Desk on a client's website and ask to be contacted, with that client company. We do not add you to a mailing list unless you tick a box asking for news. This site uses no analytics, advertising or tracking scripts. The handwriting font is loaded from Google Fonts, so your browser asks Google for it, as on most websites.

Your choices

See it, fix it, delete it

Email philipp@doublevadvisory.ca to see what we hold about you, to correct it, or to have it deleted. For the IR Desk we store no name with a question unless you leave one in the contact box, so tell us the email you used, or the question and the day. A request made through a client's website may also need to go to that client.

IR Desk

The IR Desk assistant

DoubleV Advisory builds and runs the IR Desk, an assistant that answers questions on our preview pages and on the websites of our clients. This applies wherever you see it.

What we record

Each question you type, the answer, the sources shown, the time, the page you were on, any campaign tag in the link (for example from a news release), and any thumbs up or down. Please do not type personal information into the question box. We store no name with a question unless you leave one in the contact box, and there is no account and no tracking cookie.

Your network address

We do not store the address itself. We keep a salted SHA-256 hash of it with each question, and use it to limit how many questions one visitor can ask a day. We treat that hash as personal information.

Your browser

The sidebar stores your language choice in your browser (local storage), and a note that the welcome bubble has been shown and any campaign tag from the link (session storage, cleared when you close the tab). The language choice and the welcome note never leave your device; the campaign tag is sent with your questions, as described above.

Our AI provider

To write an answer, your question, up to two earlier turns of the conversation and the matching passages from the published documents are sent to Anthropic, a US company. Anthropic deletes them within 30 days and does not use them to train its models. It may keep a conversation its safety systems flag for up to 2 years. Voice input uses your browser's speech recognition, so your browser's maker may process the audio as you speak. Nothing is sent to us until you press Send.

If you ask to be contacted

The sidebar has an optional box for your email, and your name if you like. We record your email, name, the last few of your questions, the page you were on, any campaign tag, and whether you ticked the separate news box. On a client's website your request goes to that client company, which answers it and handles it under its own privacy policy. On our demonstration pages it goes to DoubleV Advisory. The news box is unticked by default; if you tick it, we record the wording and the time. Every news email names the sender, gives a mailing address and has an unsubscribe link.

Where it is kept

On our web host, Namecheap, on a server in the United States. Only DoubleV Advisory reads the logs. A client company receives a monthly report of the questions asked and declined on its own website, with no address hash and no contact details.

How long

Questions and answers are kept for 12 months, then deleted. The questions copied into a contact request are deleted after 12 months too. Email addresses are kept until you unsubscribe or ask us to delete them.

What it is not

Answers are generated by AI and can be wrong. They are not investment, financial, legal or tax advice. The assistant does not make forecasts or give guidance. Where a company has published its plans, it may quote them, with their date and a caution.