Legal

1. Terms of Use

1. Acceptance
   By using this website (the “Site”), you agree to these Terms of Use and the policies below. If you don’t accept them, please don’t use the Site.
2. Who we are / what we do
   Exceedity provides management consultancy and board-level advisory services (SIC 70229). We are not authorised by the UK Financial Conduct Authority (FCA) and do not provide regulated investment services.
3. No advice
   All Site content is general information only. Nothing on this Site is a financial promotion, investment advice, an offer, invitation, or inducement to engage in investment activity. Where appropriate, founder-requested investor introductions are coordinated alongside FCA-authorised partners.
4. Acceptable use
   Don’t misuse the Site. No unlawful, harmful, defamatory, infringing, or malicious activity; no scraping or automated access beyond normal browsing; no security probing.
5. Third-party links
   Links to third parties (e.g., partners, platforms) are provided for convenience. We’re not responsible for their content or policies.
6. Intellectual property
   All content (text, images, code, trademarks and logos) is owned by Exceedity or our licensors. You may not copy, modify, distribute, or use it commercially without written permission. You may link to public pages so long as the link is fair and not misleading.
7. Liability
   The Site is provided “as is” without warranties. To the maximum extent permitted by law, Exceedity is not liable for indirect or consequential losses. Nothing excludes liability that can’t be excluded by law.
8. Governing law
   These terms are governed by the laws of England & Wales. Courts of England have exclusive jurisdiction.

2. Privacy Policy

1. Data controller
   Exceedity Ltd is the data controller for personal data processed via this Site and our contact forms. Contact: inbox@exceedity.com.
2. What data we collect
   - You provide: name, email, company, role, phone (optional), website/deck URLs, enquiry details, preferences (e.g., partnership vs services).
   - Automatic: IP address, device info, pages viewed, timestamps, referral/UTM, approximate location.
   - From partners (where relevant): analytics, advertising platforms and affiliate networks (e.g., Google, Meta, AWIN, Amazon Ads), scheduling tools, form processors.
3. Why we use it (lawful bases)
   - Respond to enquiries; provide services (contract / legitimate interests).
   - Operate and improve the Site, security and analytics (legitimate interests).
   - Marketing with your consent (or soft opt-in where permitted).Legal compliance (e.g., record-keeping).
4. Sharing
   We use trusted processors for hosting, analytics, email, forms, CRM, task/project tools, and (where applicable) payments. We only share what’s necessary to provide the service and require processors to protect your data.
5. International transfers
   Where data is transferred outside the UK/EEA, we rely on adequacy decisions or standard contractual clauses plus additional safeguards where needed.
6. Retention
   We keep personal data only as long as necessary: enquiries up to 24 months after last contact; client records per engagement plus 6 years for legal/accounting; analytics data per platform defaults unless you request deletion.
7. Your rights
   Under UK GDPR you can access, correct, delete, restrict, object, and port your data, and withdraw consent at any time. Email inbox@exceedity.com with the subject “Data Request”.
8. Complaints
   If unresolved, you can complain to the UK Information Commissioner’s Office (ICO). See the ICO website for details.
9. Security
   We use reasonable technical and organisational measures (encryption in transit, access controls, least-privilege, regular reviews). No system is 100% secure.
10. Outreach to prospective customers — Companies House directors and other business contacts
    If you have received an unsolicited email from us and you did not personally give us your details, this subsection, required by UK GDPR Article 14, tells you where your data came from, why we have it, and how to stop us using it.
    
    Data we hold about you and where it came from:
    - Your name, role, month and year of birth, nationality, occupation, country of residence, and identity verification status - obtained from the UK Companies House public officer register.
    - Your business email address: obtained from Hunter.io's email-discovery service, or entered manually by our operator.
    - A LinkedIn profile URL where one has been confirmed as yours by our operator.
    - Hunter.io verification metadata about your email address (deliverability status, confidence score, fetch date).
    - A record of any outreach we have exchanged with you. We do not hold special-category data, criminal-offence data, or data about children.
    
    Why do we have it?
    To make a single, individually-composed approach about a business tool we believe is relevant to the company you direct, and to keep an accurate record of that approach.
    
    Lawful basis: Legitimate interests under UK GDPR Article 6(1)(f), recognised for direct marketing by Recital 47. Where the company we approach is a corporate subscriber (a UK incorporated entity), Regulation 22 of the Privacy and Electronic Communications Regulations 2003 (PECR) permits B2B marketing email without prior consent, subject to Regulation 23 (sender identification and an easy opt-out - both of which we provide in every email). Our internal balancing test is available on request to inbox@exceedity.com.
    
    Other organisations used for outreach:
    - Hunter Web Services Inc. (Hunter.io, United States) - supplies email addresses. Hunter is a separate controller with its own privacy notice.
    International transfers to Hunter rely on the UK Extension to the EU-US Data Privacy Framework or on the International Data Transfer Agreement/EU Standard Contractual Clauses with appropriate supplementary measures, as covered in our general transfers commitment above.
    
    How long we keep it:
    - If we never make contact: up to 24 months from when we first ingested your data, or until your company's status changes (dissolved, in liquidation, in administration), whichever is sooner.
    - If we exchange correspondence, for the duration of any prospective or actual commercial relationship plus 6 years (UK statutory record-keeping period).
    - If you ask us to stop contacting you, your address goes on our suppression list indefinitely, specifically so we do not re-ingest you. Your absolute right to object. You can tell us to stop at any time, and we will. Under UK GDPR Article 21(2), your right to object to direct marketing is absolute - we don't need a reason, and we don't get to weigh it against anything. The quickest way is to reply to any email we have sent you with "stop", "unsubscribe", or words to that effect. We will action it on the same working day and add your address to our suppression list so we do not contact you again. You can also email inbox@exceedity.com directly. All other rights set out above in this Privacy Policy (access, rectification, erasure, restriction) also apply.
11. Outreach to recruitment candidates — financial professionals we may contact about a job
    Last updated: 14 October 2026
    
    This section is for financial professionals whose details a recruitment firm has given us for a job search, whether or not we have contacted you yet. Exceedity Ltd is a UK company. We approach people about a specific role and, if they are interested, introduce them to the recruitment firm handling it (a firm in the United States). If an introduction leads to a hire, the recruitment firm pays us a fee. We are not the employer, and we are not the recruitment firm. You did not give us your details yourself, so UK data protection law requires us to tell you where we got them, what we do with them and how to make us stop. That law covers how we handle your details wherever you live.
    
    Your right to object (UK GDPR Article 21)
    - You can tell us to stop at any time, for any reason or none, and we will. Reply to any of our emails: "no thanks", "stop", "unsubscribe" or any other reply asking us to stop all count. You can also email inbox@exceedity.com.
    - Your objection is final unless you later ask us to get in touch again.
    - We record your request as soon as we read it, normally the same business day, and we check for replies before sending any further email. Once your request is recorded, our system will not send anything more to any address we hold for you, work or personal. A later directory file that lists you under the same work email or LinkedIn profile will not put you back on our list. We delete the rest of your details within one month (see "How long we keep it").
    
    Who is responsible for your details
    Exceedity Ltd (the "controller"), registered in England and Wales, company number 14683104, Willoughby House, 2 Broad Street, Stamford, PE9 1PB, United Kingdom. Privacy contact: inbox@exceedity.com.
    
    Data held and sources
    The recruitment firm exported your listing from AdvizorPro, a paid directory of financial professionals, under its own subscription, and gave it to us for this search. AdvizorPro is not a public source, although it builds its records partly from public FINRA and SEC registrations. Asking us to stop does not remove you from AdvizorPro; contact AdvizorPro directly for that. We hold:
    - your name, current employer and job title;
    - your work email address and, where the directory lists one, your personal email address;
    - your LinkedIn profile address;
    - for some people, a mobile phone number from the listing, which we do not call or text;
    - the name of the file your details came from, and the original file itself. That file may also contain other details the directory lists about you, such as office or landline numbers, your city and state, and the directory's rating of how likely you are to change jobs. We keep it as our record of what we received, but we do not use those details;
    - our record of contact with you: the emails we sent, your replies, any other contact details you give us, our notes, and your status (for example contacted, put forward to the recruitment firm, or opted out).
    
    We hold no special-category data (such as health, ethnicity or religion), no criminal-offence data and no data about children.
    
    How we contact you
    - By plain-text email only, from an exceedity.com address. We do not call or text you, and we do not message you on LinkedIn.
    - We usually write to your work address. Financial firms usually keep staff email and may review it, so your employer may see our emails and your replies. Where we hold a personal address we may write to that instead, so that your employer does not see our approach. Tell us which you would prefer and we will use only that one.
    - If you do not reply, we send no more than four emails about this role, then stop. If you reply, we stop the follow-ups and simply answer you.
    - Our first email says your details came from a financial-adviser directory. Every email gives our company name, number and postal address, links to this notice and tells you how to opt out.
    
    Purpose and lawful basis
    We use your details only for the search they were given to us for. We also keep a record so we can respect anyone who has asked not to be contacted. We will not contact you about other roles unless you ask us to.
    
    Our lawful basis is "legitimate interests" (UK GDPR Article 6(1)(f)). Under UK data protection law (the UK GDPR) we can do this without asking you first, provided our reasons are genuine and your interests do not outweigh them. Our reasons are our interest in earning an introduction fee, the recruitment firm's and the hiring firm's interest in filling the role, and possibly your interest in hearing about a role you may want. Experienced professionals who are not job-hunting can usually be reached only by a direct approach. We have weighed this against your rights and reasonable expectations in a written assessment, which you can request from inbox@exceedity.com. We keep the record of a completed introduction because UK tax law requires it (Article 6(1)(c)).
    
    Who we share it with
    - The recruitment firm already has the listing it gave us. Unless you ask us to introduce you, we tell it nothing more, including whether we have contacted you or what you said. If you ask, we pass your details to it, and it may share them with the hiring firm. Each of them is then responsible for your details under its own privacy notice (each is a separate controller).
    - Service providers that act only on our instructions: Supabase (our database, in Ireland), Gandi (our application server, in France) and Microsoft 365 (our mailboxes, which hold our emails to you and your replies). We send our emails through our own mail server.
    - Our professional advisers (for example our accountants, for the introduction record), and anyone the law requires us to disclose to.
    - No one else. We never share your details with your current employer, and we do not sell them. Any fee we earn depends on a hire, not on passing your details on.
    
    Where your details are stored, and introductions to the US
    Our database and application server are in the EU, which UK law treats as giving adequate protection. Supabase and Microsoft are US companies; any access from outside the UK or EU is covered by "International transfers" above. An introduction means sending your details to the recruitment firm in the United States. We do this only if you explicitly agree when we ask. Before you agree, please note that there are no UK-approved safeguards on this transfer. Once the firm has your details, UK data protection law no longer protects them. US law may give you few or no equivalent rights, so you would rely mainly on the firm's own privacy notice. You can change your mind at any time before we make the introduction.
    
    How long we keep it
    - If we never contact you: until the search ends, and no more than 3 months after we received your details.
    - If you do not reply, or decide not to go further: 12 months after our last contact with you.
    - If you take up an introduction: while that process runs, then 12 months. If it leads to a hire, we keep a record of the introduction (your name, the hiring firm and the dates) for six years after the end of the financial year in which we are paid, as UK tax rules require.
    - If you ask us to stop, or to delete your details: within one month we delete everything except any introduction record we must keep and a do-not-contact entry. That entry holds your email address, your LinkedIn profile address, and when and how you asked. We keep it indefinitely, so that we can keep you off our list if your details reach us again.
    
    Deletion covers our CRM and our mailboxes. Copies in our automatic backups, deleted-mail recovery and mail-server logs are overwritten within 35 days.
    
    Your other rights, and complaints
    - The rights in "Your rights" above apply to you. You can ask for a copy of your details, or ask us to correct, delete or restrict them, by emailing inbox@exceedity.com with the subject "Data Request". (Data portability does not apply, because we do not rely on your consent or on a contract with you.)
    - If you are unhappy with how we have handled your details, please tell us first at inbox@exceedity.com. We will acknowledge your complaint within 30 days. You can also complain to the UK Information Commissioner's Office (ico.org.uk), including from the US.

3. Cookies

Expert execution without the aligned-incentives model. Fixed scope. Clear deliverables. Fast start.

• What we use
  - Essential cookies: required for the Site and forms to function.
  - Analytics cookies, to understand usage and improve performance.
  - Marketing/advertising cookies: to measure campaigns (e.g., Google/Meta) and affiliates (e.g., AWIN).
  - Functional: remember preferences (e.g., form state).
• Consent & control
  On first visit we show a cookie banner. You can Accept all, Reject non-essential, or Manage preferences. You can also clear cookies in your browser.
• Example cookies
  _ga (analytics), _fbp (marketing), awc (affiliate), session cookies (wf_…) needed for Webflow/forms.

4. Services & Partnerships

• Partnerships: board-level, hands-on operator engagements. Fees may be combined with equity and/or deferment to align incentives (not an investment product).
• Services: full-price consulting with fixed scope and deliverables.
• Investor introductions: when requested by founders, we may facilitate introductions via FCA-authorised partners. Founders engage directly with investors. We don’t make public offers or recommendations.

5. Contact & Requests

• General: inbox@exceedity.com
• Data & privacy: inbox@exceedity.com
• Postal: Willoughby House, 2 Broad Street, Stamford, PE9 1PB

6. Copyright Notice & Reuse

7. Accessibility

8. Changes to this page