This Privacy Policy describes how Workview LLC (“Workview,” “we,” “us,” or “our”) collects, uses, discloses, and protects personal information when you visit our website at ibank.finance, use our application at app.ibank.finance, or otherwise interact with iBank (collectively, the “Service”).
iBank is a business-to-business software platform for investment banking and M&A workflows. This policy applies to information we process as a data controller. When we process data on behalf of a customer organization, we act as a data processor and our handling of that data is governed by our customer agreement and applicable data processing terms.
1. Information we collect
We collect information in the following categories:
Account and contact information
When you register, request a demo, or contact us, we may collect your name, work email address, phone number, job title, company name, and other information you provide.
Customer content and deal data
When you use iBank, you or your organization may upload or connect content such as financial models, filings, virtual data room documents, diligence materials, notes, and other business information (“Customer Content”). This may include information about third parties contained in deal materials.
Integration data
If you connect third-party services (for example, Google Drive or other cloud storage providers), we receive information necessary to authenticate the connection, synchronize documents, and provide the Service. We access only the files and metadata required for the features you enable.
Usage and technical information
We automatically collect information such as IP address, browser type, device identifiers, operating system, pages viewed, features used, timestamps, referral URLs, and diagnostic logs. We use cookies and similar technologies as described below.
Communications
If you contact support, participate in onboarding, or communicate with us, we retain those communications and related metadata.
2. How we use information
We use the information we collect to:
- Provide, operate, maintain, and improve the Service
- Authenticate users and manage accounts
- Process, index, analyze, and generate outputs from Customer Content using our software and AI systems
- Enable integrations with third-party platforms you authorize
- Provide customer support, onboarding, and training
- Send service-related notices, security alerts, and administrative messages
- Monitor usage, troubleshoot issues, and protect against fraud, abuse, and security threats
- Comply with legal obligations and enforce our agreements
- Analyze aggregated or de-identified usage trends to improve product performance
We do not use Customer Content to train general-purpose AI models available to other customers unless expressly permitted in writing by your organization or as otherwise disclosed at the time of collection.
3. Legal bases for processing (EEA, UK, and Switzerland)
Where applicable law requires a legal basis, we rely on:
- Contract: to provide the Service and perform our agreement with you or your organization
- Legitimate interests: to secure the Service, prevent abuse, improve functionality, and communicate about the Service, balanced against your rights
- Consent: where required for certain cookies, marketing communications, or optional integrations
- Legal obligation: where we must retain or disclose information to comply with law
4. How we share information
We may share information with:
- Service providers and subprocessors that host infrastructure, provide analytics, authentication, email delivery, customer support tools, and AI inference services, subject to contractual confidentiality and security obligations
- Integration partners you authorize, such as cloud storage providers
- Your organization, when you use iBank through a company account
- Professional advisers, such as lawyers, auditors, and insurers, under confidentiality duties
- Authorities, when required by law, court order, or to protect rights, safety, and security
- Business transferees, in connection with a merger, acquisition, financing, or sale of assets, subject to this policy or equivalent protections
We do not sell personal information. We do not share personal information for cross-context behavioral advertising.
5. International data transfers
Workview is based in the United States and may process information in the United States and other countries where we or our service providers operate. Where required, we use appropriate safeguards for international transfers, such as Standard Contractual Clauses or equivalent mechanisms.
6. Data retention
We retain personal information for as long as necessary to provide the Service, fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Customer Content retention is generally controlled by your organization's account settings and contract terms. When data is deleted, we may retain backups for a limited period before secure deletion, unless law requires longer retention.
7. Security
We implement administrative, technical, and organizational measures designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. These measures may include encryption in transit, access controls, logging, and vendor security reviews. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8. Your rights and choices
Depending on your location, you may have rights to:
- Access, correct, or delete personal information
- Object to or restrict certain processing
- Data portability
- Withdraw consent where processing is based on consent
- Lodge a complaint with a supervisory authority
If you use iBank through an employer or client, many requests relating to account or deal data should be directed to your organization, which controls the relevant workspace. We will assist our customers in responding to such requests as required by contract and law.
To exercise rights directly with us, contact contact@ibank.finance. We may need to verify your identity before responding.
9. Cookies and similar technologies
We use essential cookies to operate the Service, remember preferences, and maintain sessions. We may also use analytics cookies to understand how the Service is used. Where required by law, we obtain consent before placing non-essential cookies. You can manage cookies through your browser settings, though some features may not function properly if essential cookies are disabled.
10. Children
The Service is intended for business use and is not directed to individuals under 18. We do not knowingly collect personal information from children.
11. Third-party links and services
The Service may link to third-party websites or services, including demo request forms and cloud storage providers. Their privacy practices are governed by their own policies, not this one.
12. Changes to this policy
We may update this Privacy Policy from time to time. If we make material changes, we will post the updated policy on this page and update the “Last updated” date. Where required, we will provide additional notice.
13. Contact us
Workview LLC
New York · London
Email: contact@ibank.finance