Where your information goes, and where it does not
This is the current technical disclosure for ExecSignal's report, company-analysis, strategy, and valuation workflows. It names each commercial service that can receive customer-provided information, business-profile data, payment details, communications, or application telemetry, plus the boundary that keeps one service from becoming a general data destination.
No internal review is recorded for the exact current provider-disclosure contract.
Premium work can be scoped without uploading private documents.
Private files stay private
Application uploads pass through Vercel into a private Supabase bucket. Automated email uses links instead of attachments, OpenAI can receive only a selected reviewed OCR file, and an activated GitHub backup contains only an encrypted archive.
Access is revocable
Customer workstreams use signed, expiring access tokens. Report and document buckets are not public, and admin writes require authenticated same-origin requests.
AI paths are bounded
Controlled synthesis receives one section and allowed claims. Public-site analysis receives public captures. Only the valuation OCR path can receive a selected customer document.
One named purpose for every external service
Status describes this deployed release without exposing credentials. “Not enabled” means the optional pathway does not run; it does not remove the provider from this disclosure.
Official public-data publishers receive only generic industry, geography, and date-range queries. Those research sources and their usage limits are governed in Methodologyand each report's source register; they never receive customer files, contact details, intake answers, report content, or private links.
Provider and status
Purpose and data sent
Document boundary
Retention and control
Provider policy
VercelApplication platform
Application hosting, server execution, delivery, and privacy-aware traffic analyticsHTTPS requests, submitted form and intake data while server code processes it, deployment logs, and consent-permitted page-view events.
Encrypted application transit; no file storage
Application records are stored in Supabase rather than Vercel-managed application storage. Platform logs remain subject to Vercel account settings and terms.Production is served over HTTPS. Uploaded files pass through the application runtime before private Supabase storage; ExecSignal does not place them in Vercel Blob or intentionally log request bodies or file bytes.
Private database and object storageOrders, intake, report versions, QA records, support records, operational evidence, uploaded documents, and generated report artifacts.
Private storage provider
Order-linked intake, reports, uploads, and artifacts are retained for up to 24 months unless deletion is requested or a stated exception applies.Document and report buckets are private. File bytes are downloaded only by server-side service-role workflows; public browser clients never receive the service-role key.
GitHub and GitHub ActionsSource and workflow provider; encrypted backup activation tracked separately
Private source control, deployment workflows, and optional encrypted off-site backup retentionApplication source and workflow metadata. When production backups are activated, an encrypted database and private-storage archive is uploaded as a workflow artifact; GitHub Actions secrets also supply the backup job with bounded production credentials.
Private storage provider
The workflow retains only the encrypted backup artifact for 30 days. Source history, workflow logs, and run metadata remain subject to repository and GitHub account settings.The backup is encrypted with AES-256 before artifact upload, the passphrase is stored separately as a GitHub secret, plaintext exists only on the ephemeral runner, and the repository workflow has read-only contents permission. Backup activation remains a separate provider-verified release gate.
Hosted checkout and payment event reconciliationCheckout email and payment details collected by Stripe, product and industry identifiers, legal-version identifiers, and bounded campaign attribution.
Never receives customer documents
ExecSignal retains Stripe customer, checkout, payment, and event identifiers needed for fulfillment, reconciliation, tax, fraud, and support records.ExecSignal does not receive or store full card numbers and does not send intake answers, report content, or uploaded documents to Stripe.
Transactional intake, delivery, support, and service emailRecipient email, message subject and body, report or order identifiers, and private access links needed for the requested service.
Never receives customer documents
ExecSignal retains provider message IDs and delivery events for fulfillment and troubleshooting. Reports are delivered through private links rather than document attachments.Uploaded documents and report payloads are not attached to provider messages. A private link can be revoked independently of the email.
Google WorkspaceBusiness mailbox routing configured
Business email inboxes for owner-facing customer communicationCopies of sales, support, refund, security, and operational messages sent to role inboxes; sender and recipient metadata; message subjects and bodies; and private links needed for staff follow-up.
Only if a customer directly emails an attachment
Mailbox copies remain subject to the Workspace account's retention and administrator settings. The application separately retains bounded support, interest, provider-message, and delivery records under ExecSignal's retention policy.Automated report delivery uses private links and does not attach reports or uploaded documents. A customer can still choose to email an attachment directly; those files are not automatically imported into the workstream and should instead use the signed private upload path.
OpenAI APIEnabled for valuation OCR, rendered-site analysis
Optional controlled synthesis, rendered-site analysis, and valuation OCRFor synthesis: a limited business profile, one current section, and allowed source-linked claims. For rendered-site analysis: public website captures. For OCR only: the selected private source document and a verification transcript.
Only for reviewed valuation OCR
ExecSignal retains validated structured output, provider response IDs, usage metadata, OCR transcripts, and review evidence in the private workstream. It does not persist a second copy of rendered-site captures.Every request sets store:false. OpenAI states that API inputs and outputs are not used for training by default; standard abuse-monitoring retention may still apply for up to 30 days unless separately approved data controls are verified. ExecSignal does not claim Zero Data Retention. Production OCR fails closed unless this exact disclosure has current approval and remains human-reviewed before reliance.
Optional rendered desktop and mobile capture of public business websitesA bounded set of public website URLs and viewport instructions.
Never receives customer documents
Capture bytes remain in memory for analysis. ExecSignal retains the public URL, viewport, byte count, content hash, and structured observations, not the screenshot itself.The integration is limited to public-business website inspection. Browserless never receives customer intake, financial documents, report content, or private links.
Optional public competitor and traffic-unaware route contextResolved market geography, controlled industry searches, and public business coordinates.
Never receives customer documents
Bounded public place observations can enter source evidence. Routes content is used during generation and is not placed in the persistent source cache.Customer-uploaded documents, private intake notes, and report content are not sent to Google Maps.
Optional point-in-time public search-result observationsA controlled industry phrase and resolved city/state market.
Never receives customer documents
Compact public ranking, domain, listing-name, rating, and count fields are retained for up to 30 days rather than raw result pages.The request excludes the customer business name, street address, intake notes, financial data, uploaded documents, and report content.
The industry report does not require financial documents. A valuation workstream can request them only after purchase and signed customer access.
1
The customer opens a signed, expiring private workstream.
2
The upload is stored in a private Supabase object bucket.
3
Server-side parsers inspect the file first; browser clients never receive storage credentials.
4
If a supported file has no reliable text layer, OpenAI OCR is configured, and this exact disclosure has current approval, that selected file and its verification transcript are submitted with store:false.
5
The OCR discrepancy check and a human transcript decision must pass before valuation analysis can rely on the document.
6
The final report remains in private storage and is delivered through a revocable link.
Application controls enforced by ExecSignal
Private document and report buckets with server-side service-role access
HMAC-signed customer tokens with expiration and revocation
Authenticated admin routes and same-origin write enforcement
Bounded uploads, rate limits, deterministic validation, QA gates, and human release review
Twenty-four-month order-record retention target and customer-requested deletion workflow
Promises we do not make
No blanket zero-retention claim. OpenAI requests use store:false, but standard abuse-monitoring retention may still apply unless separately verified controls are in force.
No certification by implication. Provider SOC 2 reports or security programs do not make ExecSignal itself SOC 2 certified.
No regulated-data promise. Do not submit protected health information, payment-card data, Social Security numbers, or other regulated records unless a written scope explicitly permits it.
No public-data overreach. Public absence is not proof, and website observations are not private company facts.