Privacy Policy

Last updated: July 2026

Allokate ("Allokate", "we", "us") provides software for lenders and capital teams. This policy explains what information we handle when you visit our website or use our platform, and the choices you have. It applies to the Allokate marketing site and product.

Information we collect

  • Information you provide — such as your name, work email, company, and message when you request a demo or contact us.
  • Product data — data your organization loads into or generates within the platform (e.g. loan, funding-source, and decision records) is processed on your behalf under your instructions.
  • Usage and device data — basic technical information (such as browser type and pages viewed) needed to operate and secure the site.

How we use information

  • To respond to enquiries and provide, maintain, and improve the platform.
  • To secure our systems, prevent abuse, and meet legal and regulatory obligations.
  • To communicate with you about your account, requests, or service updates.

Sharing and disclosure

We do not sell personal information. We share information only with service providers who help us operate (under appropriate confidentiality and data protection terms), when required by law, or with your direction.

Data security

We apply administrative, technical, and organizational safeguards designed to protect information. See our Security overview for more.

Data retention

We retain information for as long as needed to provide the service and for legitimate business or legal purposes, after which it is deleted or anonymized.

Your rights

Depending on your location, you may have rights to access, correct, delete, or port your personal information, or to object to certain processing. To exercise a right, contact us using the details below.

Changes to this policy

We may update this policy from time to time. Material changes will be reflected by the "Last updated" date above.

Contact

Questions about this policy? Get in touch.