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Legal

Privacy Policy

Effective September 8, 2026

MonthEnd provides portfolio monitoring and reporting software for private equity teams. This policy explains the information we collect through our website and services, how we use it, and the choices available to you.

Information we collect

When you request a demo, we collect your work email address and the number of portfolio companies you manage. We may infer basic business information, such as a first name and firm name, from the email address you provide.

We may also collect limited technical information needed to operate and protect the website, such as browser information, device information, approximate request timing, and a one-way hashed representation of an IP address for abuse prevention and rate limiting.

If you use the MonthEnd application, the service may process account information, portfolio-company information, financial reporting files, extracted metrics, and other data you choose to upload or enter.

How we use information

We use information to provide and improve MonthEnd, respond to demo requests, communicate with customers and prospects, secure the service, prevent abuse, troubleshoot issues, and comply with legal obligations.

We do not sell personal information.

Service providers

We use third-party infrastructure and service providers to host, secure, analyze, and operate MonthEnd. These providers may process information on our behalf only as needed to provide their services to us.

Data retention and security

We retain information for as long as reasonably necessary for the purposes described above, including to maintain business records, support customers, prevent abuse, and meet legal requirements. We use administrative, technical, and organizational safeguards designed to protect information, but no system can guarantee absolute security.

Your choices

You may ask us to update or delete personal information associated with a demo request or account, subject to legal, security, and recordkeeping requirements. You may also opt out of non-essential marketing communications.

Changes to this policy

We may update this Privacy Policy as MonthEnd evolves. When we make material changes, we will update the effective date on this page.

Contact

For privacy questions or requests, contact MonthEnd through the contact or demo form on our website.