Privacy Policy

Last updated September 1, 2026

Contents

This Privacy Policy explains how LATO Tec Inc. (“LATO,” “we,” “us,” or “our”) handles personal data when you use the LATO platform, take part in a LATO research interview, are contacted by us about research participation, or visit our website. It should be read together with our Terms of Service, which govern use of the platform.

Contact: legal@latolabs.io | LATO Tec Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States

Summary

  • LATO is an AI research platform for investors. We handle personal data about four groups of people: our customers, research interview participants, people we contact about research participation, and website visitors. This policy addresses each group separately.
  • Your data is not used to train AI models. Our AI providers are contractually prohibited from using API data for model training.
  • Interview participants give consent before every interview to the AI interviewer, recording, transcription, and sharing of interview content with the sponsoring customer. Consent is logged with a timestamp.
  • All connections are encrypted using HTTPS/TLS. Data at rest is encrypted with AES-256. Our database and backend are hosted in the European Union.
  • We do not sell your data or share it for advertising.
  • You can request deletion of your data at any time by emailing legal@latolabs.io. Deletion is carried out by our team on request.

1. Who we are and how this policy applies

LATO Tec Inc. is a Delaware corporation. LATO is an AI research platform for investors (venture capital, growth equity, and private equity firms). Customers create “studies” in which AI agents conduct voice interviews with human experts and customers, analyze documents, and produce commercial due diligence reports. The LATO Excel add-in, an AI assistant for financial models and spreadsheets, is part of the platform.

Our role. For most of the data described in this policy (customer account data, interview participant data, research outreach data, and website analytics), LATO decides how and why the data is processed and acts as a “controller” under the GDPR. For content that customers bring into their workspaces (uploaded documents, chat content, and data from connected third-party tools), we act as a “processor” on the customer’s documented instructions. Where we act as processor, the customer’s own privacy notices govern that data, and requests concerning it should be directed to the customer; we will assist them in responding.

2. Data we collect

We collect the following types of data:

Personal data. This is information that identifies, relates to, or describes, directly or indirectly, a person as an individual, such as name, email address, telephone number, payment information, etc. The types and categories of personal data we collect or process include: account and contact information (including name, address, email address, and other contact information you provide us); payment information and account history (including information about your subscription, account, transactions, purchases, order history, or discounts); voice recordings; and device information (including your IP address, device identifiers, operating system and version, and browser type).

Statistics or aggregated information. Statistical or aggregated data does not directly identify a specific person, but we may derive non-personal statistical or aggregated data from personal data. For example, we may aggregate personal data to calculate the percentage of users accessing a specific LATO service or feature.

Technical information. Technical information includes information about your internet connection and usage details about your interactions with LATO, such as clickstream information to, through, and from our services (including date and time), products that you view or search for, page response times, download errors, length of your visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), or methods used to browse away from a page.

We collect information from the following types of users:

2.1 Customers (investment professionals)

  • Account information: name, work email address, organization, and role; authentication data, including single sign-on identifiers where your organization uses enterprise SSO through WorkOS. Accounts may be created and removed automatically through your organization’s directory (provisioning and deprovisioning).
  • Workspace content: studies, prompts and chat history, AI responses, uploaded documents (including deal documents and internal materials, which are often confidential), files generated by AI agents, and Excel add-in usage including spreadsheet data read for AI context.
  • Connected integrations: if you connect Gmail, Microsoft 365, Slack, Affinity, Harmonic, or Granola, we access and process data from those accounts on your behalf and only within the scope you authorize. You can disconnect an integration at any time.
  • Agent email: emails sent and received through the platform-operated address agent@latolabs.io as part of agent workflows involving you or your study.
  • Support requests: communications when you contact us for help.

2.2 Interview participants

  • Identity and contact details: for invite-based interviews, your name and email address. Participants who join through a public interview link can take part without identifying themselves.
  • Screener answers and a short professional bio you provide before the interview.
  • Interview content: the audio recording, the full transcript, and the AI-generated summary and analysis of your interview.
  • Biometric data: we process your voice as a biometric identifier only with your separate consent in jurisdictions that treat a voice recording as biometric data. This consent is obtained as part of the consent screen described in Section 4 (see also Section 3).
  • Consent records: a timestamped record of the consents you give before the interview.
  • Channel and payment data: identifiers needed to coordinate your interview with the expert network or survey panel that referred you, or, for direct outreach, the details needed to pay your incentive through our payment provider.

2.3 People we contact about research participation

Before contacting potential interview participants, we collect professional profile data from public sources and partners: LinkedIn profile data (name, title, profile URL), candidate profiles provided by expert networks, and enrichment data (such as role, company, and contact details) obtained through Clay. We also keep records of who was screened and contacted. Section 5 explains this in detail.

2.4 Website visitors

  • Website and product analytics: page views, feature usage, user flows, consent events, and report views, collected through our product analytics provider (hosted in the EU). This includes session replays, a reconstruction of your interactions with the page. IP addresses are hashed and only coarse geolocation is stored; we do not store raw IP addresses. In the EU and UK, analytics run only after you opt in through our cookie banner. The Excel add-in uses our hosting provider’s cookieless analytics (page views and feature usage only).
  • Application monitoring: error logs, performance data, and HTTP request traces via a third-party monitoring provider, used solely for debugging and reliability.

2.5 How we collect your data

From you. We collect information about you when you interact with our services, such as when you create or update an account, subscribe, participate in surveys, sweepstakes, contests, or promotions, or upload or post content to the services, including reviews and media such as audio recordings.

Automatically through our services. As you navigate through and interact with our services, we may use automatic data collection technologies to collect information that may include personal data. Information collected automatically may include usage details, IP addresses, operating system, and browser type, and information collected through cookies and other tracking technologies, including details of your interactions with our services, such as traffic data, location data, logs, and other communication data, and which resources and features of the services you access and use. Using automatic collection technologies helps us to improve our services and to deliver a better and more personalized experience.

The technology we use for this automatic data collection is cookies. A cookie is a small file placed on your device when you interact with the services. You may refuse to accept or disable cookies by activating the appropriate setting on your browser or device. However, if you select this setting, you may be unable to access certain features of the services. In the EU and UK, analytics cookies are set only after you opt in through our cookie banner (see Section 2.4).

To the extent any of these automated technologies are considered a personal data sale, targeted advertising, or profiling under applicable laws, depending on where you live, you may opt out from use of these automated technologies for such uses through our cookie banner or your browser settings. Please note that some features of the services may be unavailable as a result.

From business partners and service providers. We may receive personal data about you from other sources and combine that with information we collect directly from you. For example, we may obtain information about you from service providers that we engage to perform services on our behalf, such as email platform providers, payment processors, promotions services, analytics, security and anti-fraud services.

3. How we use your data

We use information that we collect about you or that you provide to us, including any personal data, for the following:

PurposeDetailsLegal basis (GDPR)
Providing the serviceOperate accounts, workspaces, studies, and the Excel add-in; authenticate sessions, including through enterprise SSOContract performance
AI processingProcess prompts, documents, and interview content through our AI providers to generate responses, analyses, and reportsContract performance (customers); consent (participants)
Research interviewsConduct, record, transcribe, and analyze interviews and deliver interview content to the sponsoring customerConsent
Biometric processingProcess your voice as a biometric identifier, in jurisdictions that treat a voice recording as biometric dataConsent
Participant recruitingIdentify, screen, and contact potential interview participantsLegitimate interest (finding relevant experts); you may object at any time
Incentive payoutsPay incentives to direct-outreach participants through our payment providerContract performance
Support and operationsRespond to support requests; access customer workspaces for support and study operations (every access is recorded in an immutable audit log)Contract performance; legitimate interest (service operations)
AnalyticsMeasure website and product usage to improve the productConsent (EU/UK cookie banner); legitimate interest elsewhere
Debugging and reliabilityUse error logs and performance data to fix issues and improve stabilityLegitimate interest (service reliability)
SecurityAccess controls, audit logging, and abuse preventionLegitimate interest (protecting the service)
Legal complianceMeet regulatory requirements and respond to legal requestsLegal obligation

Providing your account information is necessary to use the service as a customer. If you do not provide it, we cannot create your account or deliver the service.

4. Interview participants

This section applies to you if you take part in a LATO research interview. A short-form version of this information is shown on the consent screen before every interview.

How interviews work

Interviews are browser-based and are conducted by an AI voice agent, not a human interviewer. You will always be told that you are speaking with an AI system before the interview begins. Interviews can take place in any country and any language.

The voice interview runs on infrastructure operated by a third-party voice-AI infrastructure provider, which processes the interview audio and transcripts and retains them under its own terms. Recording takes place on LATO’s own platform for every interview, regardless of recruiting channel, and audio does not reach the network or panel that referred you. Separately, LATO stores its own copy of the recording, the full transcript, the AI-generated summary and analysis, your screener answers, and your short bio.

Before every interview, you are asked to confirm through consent checkboxes that you agree to: (a) being interviewed by an AI agent; (b) the interview being recorded; (c) the interview being transcribed; and (d) the interview content being shared with the sponsoring customer. Your consent is logged with a timestamp. We design our consent process, including obtaining express consent from every participant before recording, to satisfy one-party and all-party recording-consent requirements in the jurisdictions where we operate interviews.

You can withdraw your consent or request deletion of your interview data at any time by emailing legal@latolabs.io (see Section 7). Withdrawal does not affect processing that took place before you withdrew.

Blinding and your identity

Studies are blinded: you are not told which investor is sponsoring the study, and the sponsoring customer is not shown your name (unless you have explicitly consented to the disclosure of your name) or contact details. Customers see interview content (quotes, transcripts, and recordings) and your professional title and employer, but not participant identities. Participants who join through a public interview link can remain effectively anonymous even to us. If we ever propose to share participant identities with customers, we would do so only with your separate, explicit consent given in advance.

Whether your name is disclosed to the sponsoring customer depends on how you were recruited. For direct-outreach experts, your name is shared under the standing name-disclosure consent you gave in the Expert Interview Agreement, unless and until you withdraw it. For every other channel, we disclose your name only if you personally checked the name-disclosure box on the consent screen before your interview, and only where that channel’s own terms do not prohibit the disclosure; where no such consent exists, we do not disclose your name to the sponsoring customer.

How you may be recruited

  • Expert networks: the network invites you, compensates you under its own terms, and invoices LATO. The network shares your candidate profile with us to run the interview.
  • Survey panels (third-party survey panel providers): the panel redirects you to our interview and handles your compensation under its own terms.
  • Direct outreach: we contact you via LinkedIn or email (see Section 5), and pay your incentive through our payment provider, which needs your name, email, and payout details.

How interview content is used

Interview content, including quotes, transcript excerpts, and recordings, is incorporated into research reports delivered to the customer sponsoring the study.

5. If we contacted you about research participation

If you receive an outreach message from us on LinkedIn or by email, it is because we identified you as a potential expert for a research study. This section is the notice required by Article 14 of the GDPR for data we did not collect from you directly.

  • What we hold: your name, professional title, LinkedIn profile URL, employer, and contact details, together with a record of whether you were screened or contacted.
  • Where it came from: your public LinkedIn profile, candidate profiles provided by expert networks, and enrichment services provided by Clay.
  • Why we hold it: our legitimate interest in identifying and contacting experts who are relevant to a specific research study. We do not use this data for advertising, and we do not sell it.
  • How long: if you do not take part in a study, we delete your data 12 months after our last contact with you, or earlier if you object.

We provide this information no later than our first message to you, and in any event within one month of collecting your data. You can object at any time by replying to our message or emailing legal@latolabs.io; we will stop processing your data, and delete our own copies of that data without undue delay, consistent with Section 7.

6. How we share your data

  • Within your organization: workspace content is visible to the members and administrators of your organization’s workspace.
  • With sponsoring customers: interview content (quotes, transcripts, recordings, and your professional title and employer, but not participant identities) is delivered to the customer sponsoring the study, as described in Section 4; your professional title and employer are included where the recruiting channel’s terms and your consent permit it, and withheld where they do not; whether your name is also included depends on your recruiting channel and the consent you personally gave, as described in Section 4.
  • Service providers: the subprocessors described in Section 8, solely to operate the LATO service; they are bound by contractual obligations to keep personal data confidential and use it only for the purposes for which we disclose it to them.
  • Expert networks and survey panels: to coordinate scheduling, screening, and compensation for participants they refer.
  • With the sponsoring customer’s affiliates, co-investors, financing sources, and other professional advisers where you have separately consented to this and only for the categories of information you agreed to share, as described on the consent screen.
  • To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of LATO’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal data held by LATO is among the assets transferred.
  • Legal: where required by law or legal process, including to respond to any government or regulatory request, to protect the rights, property, and safety of our users or third parties.

We do not sell personal data, and we do not share it for cross-context behavioral advertising.

7. Data storage, retention, and deletion

DataStorageRetention
Account informationLATO database (EU)While your account is active
Workspace content and conversation historyLATO database (EU)While your account is active, or until it is deleted at your request
Interview recordings, transcripts, and analysesLATO database (EU)For the life of the related study and thereafter until deletion is requested
Consent recordsLATO database (EU)For as long as the related interview content is retained, plus applicable limitation periods, as evidence of consent
Research outreach (prospect) dataLATO database (EU)12 months after last contact if you do not take part in a study, or earlier if you object
Analytics eventsAnalytics provider (EU)Per our analytics provider’s retention schedule

You can delete study and analysis chats directly in the product, which removes the chat and its messages, and archive other conversations from your workspace view.

For conversation deletion beyond that, and for everything else, including full account deletion and deletion of interview or outreach data, email legal@latolabs.io. Deletion is performed manually by our team on request; we act without undue delay and confirm once deletion of our own copies is complete. Where an expert network, survey panel, or other sourcing partner or subprocessor (see Section 8) holds its own copy of your data under its own terms, we will also forward your deletion request to that party. Deletion does not undo delivery of a finished study to the customer that sponsored it.

8. Third-party services (subprocessors)

We share data with the following categories of service providers, solely to operate the LATO service:

  • AI processing (United States): prompts, documents, and interview content processed to generate responses, analyses, and reports. Not used for model training; retained only briefly for safety and abuse prevention, then deleted.
  • AI voice interview infrastructure: interview audio and transcripts, processed and retained under the provider’s own terms.
  • Database, authentication, and file storage (EU): account data, workspace content, and interview data. We control deletion.
  • Backend and website hosting: API requests, session data, and page requests in transit; no independent storage.
  • Enterprise SSO and directory provisioning: authentication and directory data, where your organization uses SSO.
  • Sandboxed code execution and agent workspaces: code and files an agent processes during a task. Sandboxes are destroyed after use; workspaces are archived after inactivity and deleted with the agent.
  • Web search and page retrieval for research agents: the search queries and web addresses an agent requests. No account or conversation data.
  • Platform agent email (agent@latolabs.io): email content sent and received in agent workflows.
  • OAuth sign-in and integration authorization (Google, Microsoft): authentication tokens and basic profile data.
  • Website and product analytics (EU): usage events, hashed IP addresses, coarse geolocation, and session replays, only if you accept analytics in our cookie banner.
  • Application monitoring (EU): error logs and performance traces.
  • Participant incentive payouts (United States): payee name, email, and payout amount for direct-outreach participants.
  • Prospect data enrichment (United States): professional profile data of research prospects.

The current list of these providers by name, with the data each receives, where it processes it, how long it retains it, and its security attestations, is published at latolabs.io/security/subprocessors. We update that page at least 30 days before adding or replacing a provider.

Customer-connected integrations. In addition, data flows to and from services that you or your organization choose to connect: Gmail, Microsoft 365, Slack, Affinity, Harmonic, and Granola. We process data from those accounts on your instructions, within the scope you authorize.

Recruiting partners. Participant data is exchanged with the expert networks and survey panels described in Section 4 to run interviews and handle compensation. These partners act under their own terms for the compensation they provide.

All service providers acting on our behalf are bound by data processing agreements.

9. International data transfers

Our servers and database are hosted in the European Union. Where data is transferred to providers in the United States, including our AI providers, the transfer takes place under Standard Contractual Clauses included in the provider’s data processing agreement and, where the provider is certified, the EU-U.S. Data Privacy Framework. You can request a copy of the relevant safeguards by contacting legal@latolabs.io.

10. Security

We use commercially reasonable administrative, physical, and technical measures designed to protect your personal data from accidental loss or destruction and from unauthorized access, use, alteration, and disclosure. In particular we use the following methods:

  • Encryption in transit: all data transmitted between your browser, the add-in, and our servers uses HTTPS/TLS.
  • Encryption at rest: our database provider encrypts all data at rest using AES-256.
  • Access isolation: row-level security policies ensure users can only access data within their own organization’s workspace; files are stored in isolated per-user paths with time-limited signed URLs.
  • Authentication: secure token-based authentication and enterprise SSO with automated provisioning and deprovisioning.
  • Administrative access: LATO personnel can access customer workspaces only for support and study operations, and every such access is recorded in an immutable audit log.

However, no website, system, electronic storage, or online service is completely secure, and we cannot guarantee the security of your personal data transmitted to, through, using, or in connection with LATO.

11. Your rights

If you are located in the EU, UK, or a similar jurisdiction, you have the following rights with regard to your data:

  • Access: you may confirm whether we process your personal data and access a copy of the personal data we process.
  • Correction of inaccurate data.
  • Deletion: you may request that we delete personal data about you that we maintain, subject to certain exceptions under applicable law.
  • Restriction of processing.
  • Portability: receive your data in a portable format.
  • Objection to processing based on legitimate interests, including research outreach.
  • Withdrawal of consent at any time, without affecting prior processing.
  • Complaint to your data protection authority.

If you are a US resident

Depending on your state, you may have the right to know what personal data we hold about you, to access, correct, or delete it, and to opt out of the sale of personal data, the sharing of personal data for targeted advertising, and certain profiling. We do not sell personal data and do not share it for targeted advertising. We will not discriminate against you for exercising your rights, and where state law provides an appeal right, you may appeal a decision by replying to our response.

To exercise any right, email legal@latolabs.io. We may need to verify your identity before acting on a request. We will respond to rights requests within the time required by applicable law. Authorized agents may submit requests on your behalf where permitted by law. If your data is in a customer’s workspace and we act as processor, we will refer your request to that customer and assist them in responding.

12. Children’s privacy

LATO is a professional service and is not intended for anyone under 16. We do not knowingly collect data from persons younger than 16. If you believe we have collected such information, please contact us at legal@latolabs.io.

13. Changes to this policy

We may update this policy to reflect changes in our practices or legal requirements. We will update the “Last updated” date at the top of this page and, for material changes, give customers and (where practicable) other affected individuals additional notice, for example by email or in the product.

14. Contact information

legal@latolabs.io | LATO Tec Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States