Privacy policy

Caly helps deal teams schedule private introduction meetings between sellers and buyers. This policy explains what information we handle, why, and the choices you have. We’ve tried to keep it short and readable.

Who this covers

• Coordinators: brokers and deal team members who use Caly on behalf of their firm (our customers).
• Participants: sellers and buyers who receive a private Caly link to share availability, register, or choose times.
• Visitors: people browsing this website or requesting access.

For participant information, our customer (the coordinating firm) decides what is collected and why; Caly processes it on their behalf.

What we collect

• Contact details such as name, work email, firm and time zone.
• Scheduling information: availability and the chosen time, bookings, reschedules and cancellations.
• Listing references and introduction status entered by coordinators, or imported from a connected CRM.
• Data from connected accounts (Zoom, HubSpot) limited to what’s needed, for example meeting links, attendance events and the deals you connect.
• Basic technical data such as IP address, browser type and sign-in times, used for security and rate limiting.

Caly does not record meeting audio or video, and we do not collect financial details of the deals being discussed.

How we use it

• To find shared times, book meetings and send separate private invitations and reminders.
• To show coordinators the status of each listing and introduction, and to log status back to a connected CRM.
• To secure the service, prevent abuse and troubleshoot problems.
• To respond to access requests and support questions.

We don’t sell personal information, and we don’t use it for advertising.

Who we share it with

We share information only with service providers that help us run Caly, such as our hosting provider (Vercel), managed database, email delivery (Resend), and the calendar, video and CRM services you choose to connect, and only as needed to provide the service. When a customer sends us a change request from inside Caly, we use Anthropic (Claude) to draft a fix from their note and GitHub to track the work; screenshots of a firm’s deals stay with the Caly team. We may also disclose information if required by law.

Within Caly, each side of an introduction receives its own invitation. Buyers don’t see seller attendee details, and sellers don’t see buyer attendee details.

Security and retention

We protect data with measures described on our security page, including encryption of connected-account tokens at rest. We keep information for as long as the customer’s account is active or as needed to provide the service, then delete it.

Your choices

You can ask to access, correct or delete your information. Participants may contact the coordinating firm directly or reach us and we’ll work with that firm. Coordinators can disconnect integrations and revoke participant links at any time.

Contact

Questions about privacy? Get in touch through our contact form and we’ll respond promptly.