Confidentiality

Your documents stay yours.

Our plain-English commitment for any documents you share for a scan or engagement.

01What this covers

Any P&L, STR report, financial statement, operating data, or other business information you share with Assets Compass for a free scan or paid engagement.

02How documents reach us

We never ask you to upload financials on this website or send them by ordinary email. You can accept our standard confidentiality terms and use our secure upload link, or request a signed NDA first.

03How we use them

  • Only to evaluate your inquiry and prepare the work you requested.
  • Never sold, shared with other clients, or used to market to anyone else.
  • Never shared with a third party without your written permission, unless required by law.

04Who sees them

Access is limited to the review team working on your request, and to service providers who store files on our behalf under confidentiality obligations.

05Returning or deleting

Ask at any time and we will delete your documents, except where we must keep records by law. Email hello@assetscompass.com.

06Need a signed NDA?

Download our mutual NDA (PDF)

Sign and return it to hello@assetscompass.com — we'll reply with your secure upload link.

Or request the NDA by email