Privacy Policy

Effective Date: September 15, 2026
Last Updated: September 15, 2026

Pinnacle Business Guides (“Pinnacle,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information in connection with our websites, applications, meeting software, customer portals, integrations, support services, and related services that link to this Privacy Policy (collectively, the “Service”).

This Privacy Policy is intended for users of our Service, including customers, administrators, meeting participants, invited users, website visitors, and business contacts.

Important Notice for Business Customer Data

Pinnacle provides software and services to business customers. In many cases, we process information on behalf of those customers, including information about their employees, contractors, meeting participants, clients, or other authorized users.

When we process information on behalf of a business customer, that customer is generally responsible for determining how the information is collected, used, retained, and shared. In those situations, Pinnacle acts as a service provider or processor, and our processing may be governed by our agreement with that customer. If you have questions about information that your employer, organization, or another Pinnacle customer has submitted to the Service, please contact that organization directly.

This distinction is also used in the competitor policies you provided, which separate their own website/service data from information processed on behalf of business customers.

1. Information We Collect

We collect information in several ways.

A. Information You Provide to Us

Depending on how you use the Service, you may provide:

Contact information, such as name, business email address, phone number, company name, job title, and mailing address.
Account information, such as username, password, organization affiliation, user role, permissions, and account settings.
Profile information, such as department, manager, team, start date, profile photo, and preferences.
Meeting and collaboration content, such as agendas, notes, action items, decisions, comments, tasks, goals, scorecards, metrics, attachments, messages, recordings, transcripts, summaries, and other content submitted to or generated through the Service.
Calendar and scheduling information, such as meeting titles, dates, times, attendees, availability, invitations, and connected calendar metadata.
Billing and transaction information, such as subscription plan, invoices, billing contact information, payment status, and purchase history. Payment card details may be collected and processed by third-party payment processors, and Pinnacle does not intend to store full payment card numbers.
Support and communication information, such as messages you send to us, support tickets, feedback, survey responses, chat communications, and records of our interactions with you.
Marketing information, such as communication preferences, event registrations, demo requests, and interactions with our marketing emails or website.

B. Information Collected Automatically

When you use the Service, we, our service providers, and our business partners may automatically collect:

Device information, such as IP address, device type, operating system, browser type, browser language, device identifiers, and general location derived from IP address.
Usage information, such as pages viewed, features used, buttons clicked, search queries, navigation paths, access times, session duration, referring URLs, and performance data.
Log and security information, such as login timestamps, authentication events, error reports, system activity, audit logs, and information used to detect fraud, abuse, unauthorized access, or security incidents.
Cookie and tracking information, as described below.

The competitor policies you provided include similar categories, such as device data, usage data, communication interaction data, cookies, analytics tools, and platform usage information.

C. Information from Third Parties and Integrations

We may receive information from third parties, including:

Your employer or organization.
Other users who invite you to the Service or add you to meetings.
Identity providers and single sign-on services.
Calendar, email, video conferencing, productivity, CRM, task management, or collaboration tools that you or your organization connect to the Service.
Payment processors.
Analytics, marketing, and customer support providers.
Publicly available business sources.

When you choose to connect a third-party integration, we may receive information from that service based on your permissions, account settings, and the integration’s functionality.

2. How We Use Information

We use information for the following purposes.

A. To Provide and Operate the Service

We use information to:

Create, manage, and secure user accounts.
Provide meeting management, agenda, note-taking, task, summary, follow-up, collaboration, reporting, and related software features.
Enable scheduling, reminders, invitations, notifications, and integrations.
Authenticate users and manage permissions.
Process transactions and administer subscriptions.
Provide customer support and respond to requests.
Maintain service reliability, availability, and performance.

B. To Improve and Develop the Service

We may use information to:

Understand how users interact with the Service.
Troubleshoot issues and fix bugs.
Analyze usage trends.
Improve usability, workflows, features, and customer experience.
Develop new products, services, and features.
Create aggregated, de-identified, or anonymized data that does not reasonably identify an individual.

C. To Communicate with You

We may use information to send:

Administrative messages.
Product updates.
Security notices.
Support responses.
Billing notices.
Meeting reminders or notifications.
Marketing communications, where permitted by law.
Surveys, event invitations, or promotional messages.

You may opt out of marketing communications, but you may still receive transactional or service-related messages.

D. For Security, Compliance, and Protection

We may use information to:

Protect the Service, our customers, users, and the public.
Detect, investigate, and prevent fraud, abuse, cyberattacks, unauthorized access, identity theft, or other harmful activity.
Enforce our agreements, policies, and terms.
Comply with legal obligations.
Respond to lawful requests, subpoenas, court orders, or government inquiries.
Establish, exercise, or defend legal claims.

3. Meeting Content, Recordings, Transcripts, and AI Features

Because Pinnacle’s product is meeting software, the Service may process meeting-related content such as agendas, notes, chat messages, action items, decisions, attachments, recordings, transcripts, and summaries.

Depending on your organization’s configuration and your permissions, the Service may include artificial intelligence or machine learning features, such as:

Meeting summaries.
Action item suggestions.
Follow-up drafts.
Insights or recommendations.
Search, organization, or productivity assistance.
Automated extraction of decisions, tasks, metrics, or discussion topics.

Unless otherwise stated in a customer agreement or product-specific notice:

We use meeting content to provide and improve the Service.
AI-generated outputs may be incomplete, inaccurate, or require human review.
AI features are intended to assist users and should not replace human judgment.
Your organization may control whether certain AI features are enabled.

4. Cookies and Similar Technologies

We and our service providers may use cookies, pixels, local storage, web beacons, software development kits, and similar technologies to:

Keep you signed in.
Remember preferences.
Enable security features.
Understand website and product usage.
Measure marketing campaign effectiveness.
Improve performance and functionality.
Analyze traffic and user behavior.

You may control cookies through your browser settings. Where required by applicable law (including for EU/UK users), we provide a cookie consent mechanism allowing you to accept or decline non-essential cookies. We honor Do Not Track (DNT) and Global Privacy Control (GPC) signals where required by law. If you disable cookies, some parts of the Service may not function properly.

5. How We Share Information

We may share information as described below.

A. With Service Providers

We may share information with vendors and service providers that help us operate our business and provide the Service, such as providers of:

Cloud hosting and infrastructure.
Data storage.
Security and monitoring.
Payment processing.
Your Pinnacle Guide
Customer support.
Email delivery.
Analytics.
Product usage analysis.
Marketing automation.
Identity and authentication.
AI or machine learning functionality.
Calendar, communication, and productivity integrations.

These service providers are authorized to use information only as needed to provide services to us or as otherwise permitted by contract and law.

B. With Your Organization and Other Users

If you use the Service through an organization, your information and activity may be visible to that organization and its authorized users, such as administrators, managers, meeting owners, or team members.

For example, other users may be able to view your profile, meeting participation, comments, tasks, action items, notes, messages, or other content you submit to shared workspaces or meetings.

C. With Third-Party Integrations

If you or your organization enables an integration with a third-party service, we may share information with that third party as necessary to provide the integration. Your use of third-party integrations may be governed by the third party’s own terms and privacy policy.

D. With Payment Processors

Payment information may be processed by third-party payment processors. Pinnacle does not intend to store full payment card information. Payment processors may use payment information in accordance with their own privacy policies.

E. For Legal, Security, and Compliance Reasons

We may disclose information if we believe it is necessary or appropriate to:

Comply with applicable law.
Respond to lawful requests.
Protect rights, privacy, safety, or property.
Investigate fraud, abuse, or security incidents.
Enforce our agreements and policies.
Protect against legal liability.

F. In Business Transfers

We may disclose or transfer information in connection with a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar business transaction.

G. Aggregated or De-Identified Data

We may use and share aggregated, de-identified, or anonymized information for business, analytics, benchmarking, research, and product improvement purposes, provided it does not reasonably identify an individual.

6. Data Retention

We retain information for as long as necessary to provide the Service, comply with legal obligations, resolve disputes, enforce agreements, maintain security, and fulfill the purposes described in this Privacy Policy.

Retention periods may vary depending on:

The type of information.
Customer settings.
Contractual requirements.
Legal obligations.
Backup and disaster recovery practices.
Whether the information is part of customer-controlled content.

If your information is processed on behalf of a Pinnacle customer, that customer may control deletion, retention, export, and access settings.

7. Your Choices

Depending on your location and relationship with Pinnacle, you may have choices regarding your information.

Account Information

You may be able to access, correct, update, or delete certain account information through the Service. You may also contact us using the information below.

Marketing Communications

You may opt out of marketing emails by following the unsubscribe instructions in those emails. You may still receive transactional, administrative, billing, or security-related messages.

Cookies

You may control cookies through your browser settings or, where available, through our cookie preference tools.

Third-Party Integrations

You may be able to disconnect integrations through your account settings or through the relevant third-party service. Disconnecting an integration may not delete information already processed by Pinnacle or the third party.

8. Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information.

These may include the right to:

Access personal information.
Correct inaccurate personal information.
Delete personal information.
Obtain a portable copy of personal information.
Restrict or object to certain processing.
Opt out of certain disclosures, sales, sharing, targeted advertising, or profiling.
Withdraw consent where processing is based on consent.
Limit the use of sensitive personal information, where applicable.
Appeal a denied privacy request, where required by law.

To exercise rights, contact us at:

Email: Navigator@Pinnacle.Guide
Phone: (952) 856-0640

We may need to verify your identity before responding. If your information is controlled by one of our business customers, we may direct you to that customer or assist the customer in responding to your request.

9. California Privacy Notice

If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, may provide you with additional rights.

Categories of Personal Information We May Collect

In the past 12 months, we may have collected the following categories of personal information:

Identifiers, such as name, email address, IP address, account ID, and online identifiers.
Customer records information, such as billing contact information.
Commercial information, such as subscription history and transaction records.
Internet or electronic network activity, such as usage data, log data, and interactions with the Service.
Geolocation information, generally limited to approximate location derived from IP address.
Professional or employment-related information, such as company, job title, department, or role.
Audio, visual, or electronic information, if meetings, recordings, transcripts, or support interactions are enabled.
Inferences drawn from usage activity, such as product preferences or feature engagement.

Sources of Personal Information

We collect personal information from you, your organization, other users, third-party integrations, service providers, and automatically through the Service.

Purposes for Collection

We collect and use personal information for the purposes described in this Privacy Policy, including providing the Service, account administration, support, analytics, security, legal compliance, marketing, and product improvement.

Disclosure of Personal Information

We may disclose personal information to service providers, business customers, authorized users, integrations, payment processors, professional advisors, legal authorities, and parties involved in business transfers.

Sale or Sharing of Personal Information

Pinnacle does not sell personal information for money. Pinnacle does not knowingly sell or share personal information of individuals under 16.

Depending on how our website uses advertising or analytics technologies, some disclosures may be considered “sharing” under California law. California residents may opt out of such sharing by contacting Navigator@Pinnacle.Guide or by using any opt-out mechanism on our website.

Sensitive Personal Information

Pinnacle does not seek to collect sensitive personal information unless necessary to provide the Service, comply with law, or where you or your organization choose to submit it. Please avoid submitting sensitive information in meeting content unless necessary.

10. US State Privacy Rights

In addition to California, residents of Virginia, Colorado, Connecticut, Texas, and other states with comprehensive privacy laws have rights to access, correct, delete, and port their personal information, and to opt out of targeted advertising and profiling. We honor privacy requests from residents of all US states with applicable privacy laws. Contact Navigator@Pinnacle.Guide. Response time: generally 45–60 days.

11. GDPR / EEA, UK, and Swiss Privacy Rights

Data Controller: For information processed on our own behalf, Pinnacle acts as data controller. For information processed on behalf of a business customer, that customer is the data controller and Pinnacle acts as a data processor under a Data Processing Addendum.

Lawful Bases: Contract performance; legitimate interests; legal obligations; consent (withdrawable at any time).

International Transfers: We use Standard Contractual Clauses (SCCs) and the UK International Data Transfer Addendum to protect data transferred from the EEA or UK.

Supervisory Authority: EEA and UK residents may lodge a complaint with their national supervisory authority. See https://edpb.europa.eu.

Data Processing Addendum: Customers subject to GDPR or UK GDPR may request our standard DPA at Navigator@Pinnacle.Guide.

12. Children’s Data

The Service is intended for business users aged 18 and over. We do not knowingly collect personal information from children under 13. If we become aware of such collection, we will promptly delete it. Contact Navigator@Pinnacle.Guide if you believe we may have collected information from a child.

13. Pinnacle Guide Services

Pinnacle Guides are Pinnacle-employed or Pinnacle-contracted business advisors bound by confidentiality obligations. Where engaged, a Guide may access Customer Data only as necessary to provide advisory services. Contact Navigator@Pinnacle.Guide with questions about Guide data access.

14. Security

We use administrative, technical, and physical safeguards designed to protect information. These safeguards may include access controls, encryption in transit (TLS 1.2+) and at rest, monitoring, authentication, logging, vendor review, and security policies.

However, no method of transmission or storage is completely secure. We cannot guarantee absolute security.

15. Authorized Support Access

To provide support, troubleshoot issues, investigate bugs, maintain service quality, or protect the Service, authorized Pinnacle personnel may access customer accounts or data when necessary.

Such access is intended to be limited to personnel with a business need and subject to confidentiality, security, and access control requirements

16. Third-Party Websites and Services

The Service may contain links to third-party websites, applications, services, or integrations. We do not control third-party privacy practices. Your use of third-party services is governed by their own terms and privacy policies.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we may notify you by posting the updated policy, updating the “Last Updated” date, sending an email, or providing notice through the Service.

Your continued use of the Service after an updated Privacy Policy becomes effective means you acknowledge the updated policy.

18. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at:

Pinnacle Business Guides
Email: Navigator@Pinnacle.Guide
Phone: (952) 856-0640