Privacy & Cookie Policy

The Gracepoint Group, LLC
422 Larkfield Center, #286
Santa Rosa, CA 95403

In this Privacy Policy, “Gracepoint,” “we,” “us,” and “our” refer to The Gracepoint Group, LLC.

Privacy questions or requests may be sent to:

support@thegracepointgroup.com

This Privacy & Cookie Policy applies to information collected through:

• OpportunityReasoning.com
• The Opportunity Compass™
• The Opportunity Diagnosis™
• Related personalized reports
• Associated email sequences
• Forms, analytics, cookies, and related website features

This policy describes how Gracepoint handles information and also explains certain processing performed by Buildy, the platform used to operate portions of the Opportunity Compass and related systems.

Buildy operates independently under its own Privacy Policy and platform terms.

When you use the Opportunity Compass, you participate in a guided conversation about your circumstances, goals, resources, assets, capabilities, and constraints.

Information you choose to provide may include:

• Your name
• A description of why you are looking for additional opportunities
• Clarifications or additional details about your situation
• Your goals
• Desired amounts or outcomes
• Timing and urgency
• Available hours per week
• Investment comfort level
• Comfort with uncertainty
• Things you do not want to pursue or consider
• Strengths, skills, and experience
• Areas of expertise or subjects you know well
• Whether you own or operate a business
• Business description
• Customer or client information
• Approximate customer counts
• Information about audiences or communities you can reach
• Audience platforms and approximate audience size
• Content you have created
• Professional, personal, or business relationships that may be relevant
• An optional website address
• Other information you voluntarily provide during the conversation

Because portions of the Opportunity Compass allow free-text responses, you control how much detail you provide.

Please do not submit highly sensitive personal information unless it is necessary and you are comfortable having it processed electronically.

The Opportunity Compass creates additional information based on the responses you provide.

This may include:

• An AI-generated summary of your situation
• Your personalized Opportunity Diagnosis™
• An Opportunity Mentorship Report
• Personalized educational or mentorship emails
• Internal summaries
• Notes
• Tags
• Other generated content used to support your assessment and follow-up

Not every original answer is necessarily preserved as a separate database field.

Some information may instead be retained within:

• Generated reports
• Contact notes
• Summaries
• Internal diagnosis records
• Personalized email content

You do not need to provide an email address to complete the initial Opportunity Compass assessment and view your Opportunity Diagnosis on the website.

After your Opportunity Diagnosis is displayed, you may choose to provide your email address.

If you do, we may use it to:

• Send you a copy of your Opportunity Diagnosis
• Generate and send an Opportunity Mentorship Report
• Send personalized educational and mentorship emails
• Send related training information
• Provide information about relevant products, services, or resources
• Maintain your contact record
• Manage your requested email sequence
• Communicate with you about Opportunity Reasoning, the Opportunity Compass, or related Gracepoint offerings

The current mentorship sequence may include an initial personalized message followed by additional educational messages over the following days.

You may unsubscribe from marketing or educational emails using the unsubscribe link provided in those messages.

Gracepoint may use information collected through OpportunityReasoning.com to:

1. Understand your situation, goals, assets, capabilities, preferences, and constraints.
2. Generate your personalized Opportunity Diagnosis.
3. Display your Opportunity Diagnosis on the website.
4. Send your Opportunity Diagnosis if you provide an email address.
5. Generate your Opportunity Mentorship Report.
6. Personalize subsequent educational and mentorship emails.
7. Maintain internal contact and diagnosis records.
8. Trigger requested follow-up email sequences.
9. Understand which campaigns, referrals, or sources brought visitors to the site.
10. Improve the usefulness, operation, and performance of the Opportunity Compass.
11. Troubleshoot technical or operational issues.
12. Maintain security and prevent misuse.
13. Comply with applicable legal obligations.

Your Opportunity Compass responses are not published publicly or made available for other visitors to browse.

The Opportunity Compass uses artificial intelligence and automated systems to analyze information you provide and generate personalized outputs.

Information from your conversation may be processed to:

• Understand your circumstances
• Summarize information you provide
• Identify relevant patterns or considerations
• Generate your Opportunity Diagnosis
• Generate your Opportunity Mentorship Report
• Personalize educational and mentorship emails

The full conversation or relevant portions of it may be transmitted to AI-processing systems as part of generating these outputs.

Buildy Platform Processing

The Opportunity Compass is built and operated in part using services provided by Buildy.

Buildy states in its Privacy Policy that information processed through its platform may be used to:

• Operate its products and services
• Evaluate performance
• Improve existing products and systems
• Develop new products and services
• Conduct research
• Train and improve artificial intelligence systems
• Perform analytics
• Maintain security
• Prevent fraud and abuse
• Support other lawful business purposes

Buildy states that this processing may include user inputs, prompts, conversations, AI outputs, customer and end-user interactions, generated content, project data, and other information processed through the platform.

Buildy may also use third-party AI, technology, hosting, infrastructure, analytics, communications, security, and service providers to support its platform.

These platform-level practices are controlled by Buildy rather than directly by Gracepoint and are subject to Buildy’s Privacy Policy, applicable agreements, and applicable law.

When you provide your email address, information associated with your Opportunity Compass session may be stored in one or more internal systems.

Contact Record

The contact system may contain:

• Your first name
• Email address
• Contact or lead status
• Tags indicating Opportunity Compass participation
• Tags relating to information you provided, such as business ownership
• Tags containing campaign-source information
• Notes summarizing your assessment responses
• Your complete Opportunity Diagnosis

The contact record may also be used to trigger and manage your email sequence.

Diagnosis Record

An internal diagnosis record may include:

• Name
• Email address
• Goals
• Desired amounts or outcomes
• Timing
• Available time
• Urgency
• Investment preferences
• Comfort with uncertainty
• Exclusions or things you do not want to pursue
• Strengths
• Expertise
• Business information
• Customer information
• Audience information
• Content information
• Relationship or connection information
• Story summary
• Opportunity Diagnosis
• Opportunity Mentorship Report
• The latest stored follow-up email
• Campaign-tracking information

The optional website address may be stored together with business-description information rather than as a separate field.

Repeat assessments may create additional diagnosis records while updating an existing contact record.

The full set of information provided during your Opportunity Compass conversation may be used to generate your Opportunity Diagnosis.

The Opportunity Diagnosis may be:

• Displayed to you on the website
• Stored in the internal diagnosis record
• Added to your contact notes
• Sent to you by email if you choose to provide an email address

The Opportunity Diagnosis may contain or reflect information you provided during the assessment.

If you provide your email address, we may use information from your assessment to generate a personalized Opportunity Mentorship Report.

This report may use information including:

• Your goals
• Your constraints
• Your experience
• Your assets
• Your expertise
• Business information
• Customer information
• Audience information
• Content information
• Relationship information
• Your Opportunity Diagnosis
• Other stored diagnosis details

An internal review copy may be stored in the diagnosis record.

The version stored internally and the version delivered through a managed email system may sometimes differ because they may be generated through separate processes.

If you opt in by providing your email address, the current sequence may include an immediate personalized mentorship message followed by additional personalized educational messages.

Later emails may use information such as:

• Your original assessment information
• Your goals and constraints
• Your Opportunity Diagnosis
• Your Opportunity Mentorship Report
• Previous stored email context
• Your current position within the sequence

AI systems may be used to generate individualized content.

The internal Opportunity Compass record currently stores only the latest generated follow-up email rather than a complete history of every email generated or sent.

Additional email-delivery records may be maintained by Buildy or its communications providers according to their own systems and retention practices.

When you visit OpportunityReasoning.com, certain technical information may be collected automatically.

This may include:

• IP address
• Browser type
• Device type
• Operating system
• Pages accessed
• Features used
• Date and time of access
• Referring website
• Referring advertisement
• Search terms
• Usage information
• Session information
• Error logs
• Approximate location
• Security or fraud-prevention information

This information may be collected through cookies, analytics tools, server logs, tracking technologies, or platform services.

Buildy also states that it and its service providers may collect technical and usage information automatically when end users interact with services created or operated using Buildy.

If you arrive through an advertisement, article, email, social post, partner link, search result, or other campaign, the web address may contain tracking information.

This may include values identifying:

• Source
• Medium
• Campaign
• Content
• Search term or keyword

We may use this information to understand:

• How visitors found OpportunityReasoning.com
• Which campaigns produce engagement
• Which sources generate completed assessments
• Which marketing efforts result in email opt-ins

If you provide an email address, some campaign information may be stored with your contact or diagnosis record.

OpportunityReasoning.com may use cookies, pixels, local storage, tags, analytics tools, and similar technologies.

These technologies may be used to:

• Operate the website
• Maintain necessary functionality
• Remember preferences
• Measure website usage
• Understand visitor behavior
• Identify referral sources
• Track campaign performance
• Measure conversions
• Improve the website
• Support marketing activities where applicable

Necessary Cookies

These support essential website functions and may be required for the site to operate correctly.

Functional Cookies

These may remember choices or preferences and improve usability.

Analytics Cookies

These may help us understand how visitors use the site, including pages viewed, actions taken, and navigation behavior.

Advertising or Marketing Cookies

Where used and permitted, these may help measure advertising effectiveness, attribute traffic sources, or support marketing activities.

The specific cookies and technologies used may change as the website and underlying services evolve.

Where required, we use a cookie-consent system that allows visitors to accept, reject, or manage non-essential cookies.

You may revisit your cookie preferences through the cookie settings control available on the website.

You may also manage cookies through your browser settings. Blocking certain cookies may affect website functionality.

Gracepoint may provide information to service providers when reasonably necessary to operate OpportunityReasoning.com and deliver requested services.

These may include providers supporting:

• Website hosting
• Database storage
• Artificial intelligence processing
• Contact management
• Email delivery
• Automated workflows
• Analytics
• Event tracking
• Security
• Infrastructure

We may also disclose information when reasonably necessary to:

• Comply with applicable law
• Respond to lawful legal process
• Protect our rights or property
• Protect users or others
• Investigate fraud, abuse, misuse, or security incidents
• Complete a merger, acquisition, restructuring, financing, or transfer of relevant business assets

We do not publish individual Opportunity Compass responses or make them available for other visitors to browse.

Because OpportunityReasoning.com uses Buildy to operate portions of the Opportunity Compass, information submitted through the site may also be processed by Buildy and organizations that provide services to Buildy.

Buildy states that information may be disclosed to or processed by parties including:

• Employees and contractors
• Affiliates
• Service providers
• Hosting providers
• Infrastructure providers
• AI providers
• Analytics providers
• Communications providers
• Security providers
• Marketing or advertising providers
• Vendors, partners, and other entities involved in operating or improving Buildy’s services

Buildy’s Privacy Policy provides broader detail regarding its own disclosure practices.

Gracepoint does not control the internal operations, service-provider relationships, or independent data practices of Buildy.

Gracepoint does not sell personal information as a standalone list for monetary compensation.

However, privacy laws in some jurisdictions use broader definitions of terms such as “sale,” “sharing,” or “targeted advertising.”

Certain cookies, analytics tools, advertising technologies, referral systems, or platform-level activities may fall within those definitions depending on applicable law.

Buildy states that certain advertising, analytics, affiliate, referral, cookie, tracking, partnership, and marketing activities may constitute “sale,” “sharing,” or “targeted advertising” under some privacy laws.

Where applicable law requires notice, consent, or opt-out rights, we will provide those rights as applicable to our operations.

Cookie and tracking choices may also be available through the website’s cookie-consent controls.

Gracepoint does not currently maintain an automatic deletion schedule for Opportunity Compass diagnosis and contact records.

As a result, information associated with an assessment may remain in our systems until:

• It is manually deleted
• The associated project or system is removed
• A retention policy is adopted and applied
• Deletion is required by applicable law

We may retain information when reasonably necessary for:

• Operating the service
• Recordkeeping
• Security
• Fraud prevention
• Legal compliance
• Resolving disputes
• Protecting legal rights

Buildy Retention

Buildy states that information processed through its platform may be retained for as long as Buildy considers necessary, useful, appropriate, or advisable for business, operational, analytical, training, security, legal, compliance, archival, dispute-resolution, and other purposes.

Buildy further states that information may remain in:

• Databases
• Servers
• Backups
• Logs
• Archives
• Analytics systems
• AI systems
• Security or fraud-prevention systems
• Business records
• Service-provider systems

even after an account becomes inactive, is terminated, or is deleted, and that information may not always be capable of complete removal.

Where applicable law requires deletion or limits retention, Buildy states that it will comply to the extent required by law.

Gracepoint uses reasonable administrative and technical measures intended to protect information from unauthorized access, loss, misuse, alteration, or disclosure.

Buildy also states that it uses technical and organizational safeguards that may include:

• Encryption
• Access controls
• Authentication
• Secure storage
• Monitoring
• Logging
• Employee and contractor access restrictions
• Security reviews

However, no website, database, email platform, AI system, transmission method, or storage system can be guaranteed to be completely secure.

You should avoid providing information through the Opportunity Compass that you would not be comfortable having processed and stored electronically.

Depending on your location and applicable law, you may have rights concerning personal information maintained about you.

These rights may include the ability to:

• Request access to personal information
• Request correction
• Request deletion
• Request information about how personal information is used
• Request portability or export where applicable
• Object to or restrict certain processing where applicable
• Opt out of certain communications
• Exercise rights relating to certain sales, sharing, or targeted advertising where applicable

OpportunityReasoning.com does not currently provide a visitor-facing privacy dashboard.

Requests concerning information controlled by Gracepoint may be submitted to:

support@thegracepointgroup.com

We may need to verify your identity before completing certain requests.

Some information may be retained where permitted or required by law.

Because Buildy independently processes information through its platform, certain requests concerning information controlled or retained by Buildy may also be subject to Buildy’s own privacy-rights procedures.

Buildy states that privacy requests may be submitted to help@buildy.ai.

Gracepoint is located in California.

California residents may have privacy rights under applicable California law.

Depending on which laws apply and the information involved, these rights may include:

• The right to know what personal information has been collected
• The right to request access
• The right to request correction
• The right to request deletion
• The right to receive information about categories of personal information disclosed
• The right to opt out of certain sales or sharing where applicable
• The right to limit certain uses where applicable
• The right not to be unlawfully discriminated against for exercising privacy rights

Requests concerning Gracepoint-controlled information may be submitted to:

support@thegracepointgroup.com

Applicable rights depend on the circumstances and whether particular statutory requirements apply.

You may unsubscribe from promotional or educational emails using the unsubscribe link provided in those messages.

Unsubscribing from marketing or educational communications does not necessarily prevent us from sending communications that are:

• Transactional
• Administrative
• Security-related
• Legally required
• Necessary to respond to a request you initiated

OpportunityReasoning.com may link to or recommend third-party:

• Websites
• Training programs
• Software
• Products
• Services
• Books
• Educational resources
• Professionals or providers

These third parties operate independently and maintain their own privacy practices.

Gracepoint is not responsible for the privacy, security, or data practices of third-party websites or services you choose to use.

We encourage you to review their policies before providing personal information.

Gracepoint primarily operates in the United States.

Information you provide may be processed in the United States or other jurisdictions where Buildy or its service providers maintain operations.

Buildy states that information processed through its platform may be stored, transferred, or processed in any country where Buildy, its affiliates, contractors, partners, or service providers operate.

Privacy protections in those jurisdictions may differ from those in your place of residence.

Where applicable law imposes additional requirements concerning international transfers, those requirements will apply as required.

OpportunityReasoning.com and the Opportunity Compass are intended for adults and are not directed to individuals under 18.

We do not knowingly solicit personal information from children through the Opportunity Compass.

If you believe a child has submitted personal information through the site, please contact us so we can review the matter.

Buildy separately states that users of its services must be at least 18 years old.

We may update this Privacy & Cookie Policy as:

• OpportunityReasoning.com evolves
• The Opportunity Compass changes
• Our technology providers change
• Data practices change
• Applicable legal requirements change

When we update the policy, we will revise the “Last Updated” date at the top of the page.

Material changes may also be communicated through the website or other appropriate means.

For privacy questions, requests, or concerns relating to OpportunityReasoning.com or Gracepoint-controlled information, contact:

The Gracepoint Group, LLC
422 Larkfield Center, #286
Santa Rosa, CA 95403

Email: support@thegracepointgroup.com
Phone: 707-527-3141