Effective Date: 3/31/2026

Trebuchet Solutions LLC (“Trebuchet,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website https://www.trebuchetsolutions.com (the “Site”) or use our services (the “Services”).

1. Information We Collect

We collect information in the following categories:

A. Information You Provide Directly

• Name, email address, phone number
• Business information (company name, revenue, industry, etc.)
• Financial information you voluntarily provide (bank statements, financial reports, debt schedules, etc.)
• Account login credentials (if applicable)
• Communications (emails, messages, submissions)

B. Financial Data (Including Bank & Transaction Data)

If you use our financial analysis, underwriting, or advisory-related Services, we may collect:

• Bank account transaction data
• Account balances
• Cash flow and revenue data
• Accounts receivable and payable information
• Debt obligations and repayment history

This information may be collected:

• Directly from you
• Through integrations with third-party providers (including Plaid, described below)

C. Automatically Collected Information

When you use our Site, we may automatically collect:

• IP address
• Browser type and device information
• Pages visited and time spent
• Cookies and usage data

2. How We Use Your Information

We use your information to:

• Provide financial analysis, underwriting, and business insights
• Generate reports (e.g., cash flow forecasts, risk assessments, benchmarking, and analytics)
• Facilitate financial transactions, structuring, and negotiations
• Improve our platform, systems, and analytical models
• Communicate with you regarding your account or Services
• Monitor usage, detect fraud, and enhance security
• Comply with legal and regulatory obligations

3. Plaid Integration (Financial Data Access)

We use Plaid Inc. (“Plaid”) to enable secure connections to your financial accounts.

By using our Services and connecting your financial accounts:

• You grant Trebuchet the right, power, and authority to access and retrieve your financial information from your financial institution on your behalf
• You authorize Plaid to access, transmit, and store your financial data
• Your data may include account balances, transaction history, and account details

Your information is transferred, stored, and processed by Plaid in accordance with their privacy policy:
https://plaid.com/legal/

Trebuchet does not receive or store your banking login credentials. Authentication is handled securely by Plaid.

4. How We Share Your Information

We may share your information in the following circumstances:

A. Service Providers

We may share information with third-party vendors that help operate our business, including:

• Cloud hosting providers
• Data processing and analytics services
• Payment processors
• Communication tools

B. Transaction-Related Sharing

At your direction or as necessary to provide Services, we may share relevant information with:

• Lenders and funding providers
• Investors or capital partners
• Financial institutions
• Advisors or counterparties involved in your transaction

C. Legal and Compliance

We may disclose your information:

• To comply with applicable laws, regulations, or legal processes
• To enforce our agreements
• To protect the rights, property, or safety of Trebuchet, our users, or others

5. Derived Data and Analytics

Trebuchet may create anonymized, aggregated, or derived data from the information you provide (“Derived Data”).

Trebuchet retains all rights, title, and interest in:

• Derived Data
• Analytical models
• Benchmarking datasets
• Scoring systems and outputs

Derived Data will not identify you or your business.

6. Data Retention

We retain your information:

• As long as necessary to provide Services
• To comply with legal, tax, and regulatory obligations
• For internal analytics, modeling, and recordkeeping

Certain data may be retained in anonymized or aggregated form for benchmarking and analytical purposes.

7. Data Security

We implement commercially reasonable safeguards, including:

• Encryption of sensitive data in transit
• Secure storage systems
• Access controls and role-based permissions

However, no system is completely secure, and we cannot guarantee absolute security.

8. User Representations and Authorization

By using our Services, you represent and warrant that:

• You have the legal right to provide any data submitted
• You authorize Trebuchet and its service providers (including Plaid) to access such data on your behalf
• All information provided is accurate and complete to the best of your knowledge

9. No Financial, Legal, or Investment Advice

Trebuchet provides analytical tools and insights for informational purposes only.

Trebuchet does not provide legal, tax, investment, or financial advisory services and does not act as a fiduciary.

Any decisions you make based on information provided through the Services are your sole responsibility.

10. Use of Information at Your Own Risk

Any actions or decisions taken based on information, reports, or outputs generated through the Services are made at your own risk.

Trebuchet is not responsible for outcomes resulting from the use of such information.

11. Cookies and Tracking Technologies

We use cookies to:

• Improve user experience
• Store preferences
• Analyze Site usage

You may control cookies through your browser settings.

12. Third-Party Content and Links

Our Site may contain links to third-party websites or embedded content.
We are not responsible for the privacy practices of those third parties.

13. Children’s Privacy

Our Services are not intended for individuals under 18.
We do not knowingly collect personal data from children.

14. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have the right to:

• Request access to personal data we collect
• Request deletion of your personal data (subject to legal exceptions)
• Request information about how your data is used

To exercise these rights, contact us at the email below.

15. Data Processing Location

Your information may be processed and stored in the United States.

16. No Sale of Personal Data

Trebuchet does not sell your personal information.

17. Updates to This Privacy Policy

We may update this Privacy Policy from time to time.
Changes will be posted on this page with an updated effective date.

18. Contact Information

Trebuchet Solutions LLC
4000 Faber Place Drive, Suite 300 Charleston, SC 29405
Email: hello@trebuchetsolutions.com