Privacy Policy
Last updated: December 19, 2025
Socratics.ai (“Socratics,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it. This Privacy Policy describes how we collect, use, store, and disclose information in connection with our services.
This Privacy Policy applies to:
Our public website located at https://www.socratics.ai/, which is used for informational purposes, demo requests, early access registrations, and general communications (the “Website”)
Our secure, authenticated application platform, accessible via a separate subdomain, which is available only to authorized users for the purpose of uploading data and generating financial analyses and models (the “Platform”).
The Website and Platform are collectively referred to as the “Services.”
By accessing or using the Services, you acknowledge that you have read and understood this Privacy Policy.
1. Information We Collect
1.1 Information You Provide to Us
We collect information that you voluntarily provide to us.
Website Information:
Name, email address, company name, and role.
Information submitted through demo requests, early access signups, or contact forms
Communications sent to us via email or other channels
Platform Information (Authorized Users Only)
Account information, including name, email address, company, role, and authentication credentials
Content uploaded to the Platform (“User Content”), which may include financial statements, Excel files, PDF documents, identifiers, and other business or financial data
User inputs, annotations, configurations, and validation feedback
Communications and support requests
Billing Information
Subscription and payment details processed by third-party payment processors
Socratics.ai does not store full payment card numbers
1.2 Information We Collect Automatically
When you access or use the Services, we may automatically collect:
IP address, browser type, device type, operating system
Log files, timestamps, system performance metrics, and error reports
Cookies and similar technologies, as described in our Cookie Policy
2. How We Use Information
Provide, operate, and maintain the Services
Authenticate users and manage accounts
Process and analyze User Content within the Platform, including ingesting, classifying, normalizing, validating, and structuring financial data
Generate analytical outputs, including financial models and Excel exports
Enable human-in-the-loop review, validation, and editing
Provide customer support and respond to inquiries
Improve functionality, accuracy, security, and reliability of the Services
Monitor usage, detect and prevent fraud or abuse, and maintain platform security
Communicate service-related notices, updates, and administrative messages
Comply with applicable legal and regulatory obligations
3. Data Sharing and Third Parties
Socratics.ai does not sell or rent personal information.
3.1 Service Providers
We may share information with trusted third-party service providers that perform services on our behalf, such as:
Cloud infrastructure and hosting providers
Monitoring, logging, and error-tracking services
Customer support tools
Payment processors
Service providers are authorized to access information only as necessary to perform services for Socratics.ai and are subject to contractual confidentiality and data protection obligations.
3.2 Legal and Business Requirements
We may disclose information if we reasonably believe disclosure is necessary to:
Comply with applicable laws, regulations, subpoenas, or legal processes
Enforce our agreements or policies
Protect the rights, property, or safety of Socratics.ai, our users, or others
3.3 Business Transfers
If Socratics.ai is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction, subject to appropriate confidentiality protections.
4. AI and Data Use
User Content is not used to train external or third-party artificial intelligence models
User Content may be used internally to improve classification accuracy, validation logic, and platform performance
Automated processing occurs within secure cloud environments
AI-assisted outputs are provided to support analysis and require user review and validation prior to reliance
5. Data Security
We implement reasonable administrative, technical, and organizational safeguards designed to protect information, including:
Secure cloud infrastructure
Encryption of data in transit and, where appropriate, at rest
Role-based access controls and authentication mechanisms
Monitoring, logging, and audit controls
No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
6. Cookies and Tracking Technologies
We use cookies and similar technologies to:
Enable essential platform functionality
Maintain session integrity and security
Understand usage patterns and improve performance
You can manage cookies through your browser settings. Disabling cookies may affect certain features of the Services. Additional details are available in our Cookie Policy.
7. Data Retention and Deletion
We retain personal information and User Content only as long as necessary to:
Provide and maintain the Services
Comply with legal, accounting, or regulatory requirements
Resolve disputes and enforce agreements
Authorized users may delete projects or request account deletion. Data will be deleted within a reasonable period, subject to legal obligations and backup retention practices.
8. Your Privacy Rights
Depending on your location, you may have rights to:
Access personal information we hold about you
Request correction or deletion
Object to or restrict certain processing
Request a copy of your information in a portable format
California residents have additional rights under the CCPA and CPRA. Socratics.ai does not sell personal information.
9. Children’s Privacy
The Services are intended for business and professional use and are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.
10. International Users
If you access the Services from outside the United States, your information may be transferred to and processed in jurisdictions where Socratics.ai or its service providers operate. Where required, appropriate safeguards are used to support such transfers.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be reflected by revising the “Last Updated” date above. Material changes may also be communicated through the Services.
12. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at: support@socratics.ai.