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Privacy Policy
How Alerce Capital handles personal data in the website contact form and the Alerce Bridge app.
Last updated: November 4, 2026
01
Scope
This policy applies to the website contact form and the Alerce Bridge mobile app (iOS and Android) of Alerce Gestão de Recursos de Terceiros Ltda. (“Alerce Capital”).
Alerce Bridge is an internal tool for Alerce staff. Access requires an account issued by Alerce; there is no public sign-up.
For the website's security, our servers automatically record, in short-retention access logs, the IP address and browser (user agent) of every request; these records are used only to detect and investigate abuse.
02
Website contact form
Why: to respond to your enquiry and present Alerce Capital's funds.
What data: what you enter in the form (name, email, investor type, product of interest and message). For security we also log the IP address and browser used to submit.
Where it goes: the data is stored on the Alerce website's server. Your enquiry is emailed to the investor relations team and forwarded to Alerce's internal CRM. The IP address and browser data are not sent to the CRM.
How long: after 120 days, we erase the IP address and browser data on every enquiry and delete enquiries flagged as spam. Other enquiries are kept while there is a relationship or commercial interest, or until you ask us to delete them using the contact below.
Your rights: you can ask to access, correct or delete your data at any time (Brazilian LGPD, art. 18).
Contact: investors@alerce.capital. Data controller: Alerce Capital.
03
What the app does
The app shows dashboards for the funds Alerce manages. Authorized staff can also edit CRM records (clients, prospects and interactions) and approve or deny operational agent actions.
Data entered in the app is sent to Alerce's own servers over encrypted connections (HTTPS). The only exception is the AI assistant described in the next section, and only after you accept it.
04
AI assistant
The app (and the web version of Bridge) has an optional assistant that answers by text or voice. It uses Claude, an artificial-intelligence model by Anthropic, PBC (United States), acting as a processor on Alerce's behalf.
Before first use, the app shows what is sent and asks for your permission. Without it, nothing is sent to Anthropic.
What is sent: your request (the typed text or the transcript of your voice) and the Bridge data needed to answer it — for example NAV, positions and, for users with CRM access, client names. E-mail addresses, phone numbers, CPF/CNPJ, addresses and dates of birth are removed before sending.
Voice: speech is transcribed on the device. If the device cannot transcribe offline, the speech is sent to Apple's or Google's dictation service, as with the keyboard. Audio is never sent to Alerce or Anthropic.
Retention: Alerce deletes the conversation within 24 hours and keeps no transcripts — only usage counts. If you report an answer, the question and the answer go to the Alerce team as a support ticket.
How to turn it off: Settings → AI assistant (app) or in the assistant panel (web). Turning it off applies to your account on every device and also disables the Siri shortcuts.
05
Data stored on your device
The app stores on the device: login session tokens (in the system's secure storage, such as the Keychain), cached fund data, your preferences and — if notifications are enabled — the device's push token.
Biometric unlock (Face ID or fingerprint) is handled entirely by the operating system. The app never receives biometric data.
06
Push notifications
Notifications are opt-in and carry operational alerts only (for example, an approval pending). You can turn them off in the app's settings or in the operating system.
So that alerts reach your device, the push token is stored on Alerce's server, linked to the staff user's account. It is removed on logout or when the device is revoked.
07
Diagnostics
The app may send crash and performance diagnostics to Sentry, a crash-reporting service, so that we can fix defects. These diagnostics are not used to identify you or for advertising, and there is no tracking across apps or websites.
08
Use and sharing
The app shows no ads. Alerce does not sell personal data or share it with third parties for marketing, and no data from the app is used for any purpose other than operating the tool.
Data sent to the AI assistant is processed by Anthropic only to produce the answer, on Alerce's behalf (section 04).
09
Retention and your rights
Data is kept while the staff account is active.
Under Brazil's General Data Protection Law (Lei 13.709/2018 — LGPD), you may request access to, correction of or deletion of your data through the contact below.