Data Retention Policy

Tier1/AI, operated by INS Digital Intelligence LLC

Effective: July 24, 2026
Last updated: July 24, 2026

OVERVIEW

This Data Retention Policy explains how long Tier1/AI keeps your data, what happens when your account closes, and how billing status affects access to your data. It is a plain-language summary of Section 11 of our Privacy Policy. If there is any conflict between this policy and the Privacy Policy, the Privacy Policy controls.

1. WHILE YOUR ACCOUNT IS ACTIVE

We retain your content - investor lists: CRM notes, uploaded documents, briefings, drafts, campaign copy, tasks, and all other data you create or import - for as long as your account is active and your subscription is in good standing.

2. IF YOU MISS AN INVOICE

Investor relations budgets can be lumpy. Fundraising cycles, quarter closes, and cash timing are real. Our billing lifecycle is designed to give Clients time to work through short gaps without losing data or access.

2.1 Days 1 through 14: Grace period.

Your account operates normally. Automated payment reminders begin.

2.2 Day 15: Read-only mode.

If the invoice remains unpaid on day 15, your account is placed in read-only mode. You can still:

• Log in
• View all your data
• Export data
• Access historical briefings, reports, and campaign records

What halts in read-only mode:

• Outbound campaigns and scheduled sends
• Morning briefings
• Radar alerts and background jobs
• All content generation

2.3 Days 15 through 90: Reactivation window.

Automated payment reminders continue. You can pay at any time and your account will fully resume with no data loss. There is no penalty for paying late within this window.

2.4 Day 90: Account closes.

If the invoice remains unpaid on day 90, the account closes and the 90-day retention timeline in Section 3 begins.

3. AFTER ACCOUNT CLOSURE

When your account closes - whether by cancellation, non-payment, or mutual termination - your content is retained for 90 days.

During the 90-day post-closure window:

• You may request a data export in reasonable formats by contacting privacy@tier1ai.io
• Your data is preserved in case you reactivate
• Your account is not accessible for normal use

At the end of the 90-day window:

• Your content is permanently deleted from our production systems
• Backup rotation follows Section 5 below

4. TERMINATION FOR CAUSE

If we terminate your account for cause - for example, for violations of our Terms of Service Section 15.2 (SEC violations, spam, illegal content, platform abuse, false onboarding statements, or market manipulation) - the retention window is shortened to 14 days from the date of termination.

During those 14 days you may request a data export. After 14 days, your data is permanently deleted, subject to backup rotation in Section 5.

Non-payment closure at day 90 follows the 90-day retention window in Section 3, not the 14-day window in this section.

5. BACKUPS

We maintain backup snapshots of production systems for disaster recovery.

Backup retention:

• Backups are retained for 30 days beyond the point at which the corresponding production data is deleted
• Backups are not accessible for normal use
• Backups are used only for disaster-recovery scenarios (data corruption, outage, security incident)
• Backups rotate out on a rolling schedule; after 30 days beyond production deletion, your content is gone from backups as well

6. RECORDS WE RETAIN LONGER

6.1 Billing records.

Retained for 7 years to comply with United States tax and accounting law. Includes invoices, payment records, subscription history, and refund history. Does not include your platform content.

6.2 Security and audit logs.

Retained for 12 months for security investigations, dispute resolution, and abuse detection. Includes login records, admin actions: OAuth grants, and system access logs. Does not include your platform content.

7. AGGREGATED AND DE-IDENTIFIED DATA

As described in our Privacy Policy Section 8, we may retain aggregated and de-identified data indefinitely because it does not identify any individual Client: Investor Contact, company, or message.

Examples: overall send-volume trends, industry benchmark statistics, anonymized engagement patterns.

8. EXPORT REQUESTS

To request a data export at any time - during an active subscription, during the reactivation window, or during a post-closure window - contact privacy@tier1ai.io. We will respond within 30 days.

We deliver exports in reasonable formats. We do not commit to any specific format in advance; we will work with you to provide your data in a form you can use.

9. QUESTIONS

For questions about this Data Retention Policy, contact:

privacy@tier1ai.io

Mailing address:
INS Digital Intelligence LLC
170 Ontario St
Honeoye Falls: NY 14472
United States