Orbis Research Platform – Privacy Policy

Effective Date: November 23, 2025

1. Introduction

This Privacy Policy explains how Agentic Assets, LLC ("Agentic Assets", "we", "us", or "our") collects, uses, discloses, and protects information about you when you use the Orbis AI research platform, including its website, applications, and related services (collectively, the "Platform").

By using Orbis, you agree to the practices described in this Privacy Policy. If you do not agree with this Policy, you should not access or use the Platform.

2. Scope and Relationship to the Terms and Conditions

This Privacy Policy applies to information we collect about users of the Platform, including account holders, trial users, and institutional users.

This Privacy Policy supplements the Orbis Platform Terms and Conditions (the "Terms"). In case of a conflict between this Privacy Policy and the Terms, the Terms govern your use of the Platform, while this Privacy Policy governs how we handle your personal information.

3. Who We Are

Orbis is owned and operated by:

Agentic Assets is the entity responsible for your personal information when you use the Platform.

4. Information We Collect

We collect the following categories of information:

4.1 Account and Subscription Information

• Identification and contact details, such as your name, email address, institutional affiliation, and similar information you provide when registering for an account or updating your profile.
• Subscription and billing information, such as the type of subscription plan, billing address, and limited payment-related information. Payment card details are processed by our third-party payment processors and are not stored in full by us.

4.2 Usage Data and Technical Information

• Log and usage information about how you access and use the Platform, including access dates and times, pages viewed, features used, approximate location based on IP address, device identifiers, and other system-level information.
• Information about your interactions with Orbis features, such as the types of queries you make, clickstream data, performance metrics, error reports, and diagnostic information.

4.3 User Content and AI-Generated Content

• "User Content" includes the prompts, questions, instructions, documents, or other materials you upload or input into Orbis.
• "AI-Generated Content" includes the outputs produced by Orbis in response to your queries, such as summaries, answers, analyses, and reports.

We store your User Content and associated AI-Generated Content as part of your user history so that you can review and reuse prior sessions and so that we can operate and improve the Platform. We do not publicly display your raw prompts or uploaded content to other users, and we do not sell your User Content to third parties.

4.4 Communications

If you contact us (for example, for support, feedback, or account questions), we collect the content of your communications and any contact details you provide.

4.5 Information from Third Parties

If you access Orbis through an institutional subscription or single sign-on, we may receive limited information from your institution or authentication provider (such as your name, email address, or affiliation) to enable and manage your access.

5. How We Use Your Information

We use the information described above for the following purposes:

• Providing and operating the Platform, including authenticating you, delivering content, processing subscriptions and payments, and maintaining your user history.
• Improving and developing the Platform, including monitoring performance, analyzing usage patterns, troubleshooting issues, enhancing our AI models, and adding new features. We may use User Content and AI-Generated Content in aggregated or de-identified form to improve Orbis.
• Personalizing your experience, such as tailoring content, remembering your preferences, and suggesting relevant features or workflows.
• Communicating with you, including sending administrative messages about your account or subscription, responding to inquiries, and providing updates about service changes or security notices. We will not use personally identifiable information from your prompts for marketing purposes without your consent.
• Ensuring security and preventing misuse of the Platform, including detecting, preventing, and responding to fraud, abuse, security incidents, and other harmful activity.
• Complying with legal obligations, resolving disputes, enforcing our Terms, and protecting the rights, property, and safety of Agentic Assets, our users, and others.

6. Legal Bases for Processing (EEA/UK and Similar Jurisdictions)

Where applicable data protection laws require a legal basis for processing your personal information (for example, in the European Economic Area, the United Kingdom, and similar jurisdictions), we rely on the following legal bases:

• Contractual necessity: to provide the Platform and fulfill our contract with you (for example, to create and manage your account and deliver the services you subscribe to).
• Legitimate interests: to operate, secure, and improve the Platform, to communicate with you about non-marketing matters, and to protect our rights, subject to your rights and interests.
• Legal obligations: to comply with applicable laws, regulations, and legal processes.
• Consent: where required by law, for example for certain marketing communications or optional cookies. You may withdraw your consent at any time, without affecting the lawfulness of processing before withdrawal.

7. How We Share Your Information

We do not sell your personal information or your User Content. We may share information in the following limited circumstances:

• Service providers and subprocessors: with trusted third-party vendors who perform services on our behalf, such as hosting, infrastructure, analytics, customer support, and payment processing. These providers are bound by contractual obligations to protect your information and use it only for the services they provide to us.
• Institutional subscribers: if you access Orbis through an institution (for example, a university or firm), we may share limited information with that institution as needed to administer your access, comply with institutional policies, or provide usage reporting in aggregated or de-identified form.
• Business transfers: in connection with a merger, acquisition, financing, or sale of all or a portion of our assets. In such cases, your information may be transferred as part of the transaction, subject to appropriate safeguards and continued protection consistent with this Privacy Policy.
• Legal and safety: when we believe disclosure is reasonably necessary to comply with applicable law, regulation, legal process, or governmental request; to enforce our Terms; or to protect the rights, property, or safety of Agentic Assets, our users, or others.
• Aggregated or de-identified information: we may share aggregated or de-identified information that cannot reasonably be used to identify you, for example to describe usage trends or demonstrate the performance of the Platform.

We do not share the content of your specific research queries or prompts with other users, and we do not make them public.

8. International Data Transfers

Orbis is operated from the United States, and your information may be stored and processed in the U.S. and other countries where we or our service providers maintain facilities.

If you are located outside the United States, note that data protection laws in these jurisdictions may differ from those in your home country. Where required by applicable law, we implement appropriate safeguards (such as contractual protections) to ensure that any international transfers of personal information provide adequate protection.

9. Data Retention

We retain personal information for as long as necessary to provide the Platform, manage our relationship with you, and fulfil the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law (for example, for tax, accounting, fraud prevention, or legal compliance purposes).

When your account is closed, we may delete, anonymize, or aggregate your personal information. Certain data (such as security logs, billing records, and usage logs without personal identifiers) may be retained for a longer period where we have a legitimate business need or legal obligation to do so, in accordance with our data retention practices and applicable law.

10. Security

We implement commercially reasonable technical and organizational measures designed to protect your information against unauthorized access, loss, misuse, or disclosure, including encryption in transit, access controls, and periodic security reviews. However, no system can be guaranteed to be completely secure, and we cannot promise absolute security. You are responsible for maintaining the confidentiality of your account credentials and for promptly notifying us of any suspected unauthorized access to your account.

11. Your Choices and Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information. Subject to applicable law, these may include:

• The right to access your personal information and receive information about how we process it.
• The right to correct incomplete or inaccurate personal information.
• The right to request deletion of your personal information, subject to certain exceptions.
• The right to restrict or object to certain processing, including processing based on legitimate interests.
• The right to data portability, where technically feasible.
• The right to withdraw consent where processing is based on consent.

You may be able to exercise some of these rights directly through your account settings (for example, by updating your profile information or deleting certain content). You can also request access, correction, or deletion of your personal information by contacting us using the details below. We will respond to your request as required by applicable law. Note that we may need to retain certain information for legal, security, or operational reasons, as described above.

You may opt out of non-essential marketing communications by following the unsubscribe instructions in those communications or by contacting us.

12. Cookies and Similar Technologies

We and our service providers may use cookies and similar technologies (such as local storage or pixels) to operate the Platform, remember your preferences, analyze usage, and enhance your experience.

You can manage cookies through your browser settings and, where available, through cookie controls on the Platform. If you disable certain cookies, some features of Orbis may not function properly.

13. Children's Privacy

The Platform is intended for users who are at least 18 years old (or the age of majority in their jurisdiction). We do not knowingly collect personal information from children under 18. If we learn that a child under 18 has provided us with personal information, we will take reasonable steps to delete it. If you believe that a child has provided us with personal information in violation of this Policy, please contact us.

14. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will provide notice, for example by updating the effective date at the top of the Policy and, where appropriate, by sending an email or posting a notice on the Platform.

Your continued use of Orbis after any changes become effective means that you accept the revised Privacy Policy. If you do not agree with the changes, you should stop using the Platform and, if applicable, cancel your subscription.

15. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, or if you wish to exercise your privacy rights, please contact us at:

Email: admin@agenticassets.ai