Privacy Policy

Effective Date: September 23, 2026

PrimeDNA and PrimeCommand are brands and products operated by Prime Advisors, LLC (“Prime Advisors,” “we,” “us,” or “our”).

Prime Advisors provides software and intelligence services, including PrimeCommand, designed to help organizations analyze governed business information and support executive decision-making.

This Privacy Policy explains how we collect, use, store, and protect information when customers and authorized users access PrimeCommand and related PrimeDNA services.

1. Information We Collect

We may collect information provided directly by customers and authorized users, including:

• name, email address, organization, and user account information;
• organization configuration, preferences, permissions, and settings;
• information entered into PrimeCommand;
• documents and other materials uploaded by authorized users;
• financial, operational, project, people, capacity, strategic, and decision-related information provided by the customer or obtained from authorized external connections;
• support requests and communications; and
• technical information such as login activity, application events, device/browser information, audit records, and system logs.

PrimeCommand does not require customers to provide unnecessary sensitive personal information such as Social Security numbers, personal medical information, or consumer payment-card data as part of normal use.

2. Connected Applications and External Systems

Customers may authorize PrimeCommand to connect to third-party systems such as accounting, financial, project-management, or other business applications.

External system connections are designed to be read-only unless expressly stated otherwise.

For supported read-only connectors, PrimeCommand may retrieve information from the connected system for purposes such as:

• financial analysis;
• reporting;
• normalization;
• reconciliation;
• executive intelligence;
• alerts;
• historical analysis; and
• decision support.

PrimeCommand does not use its read-only connectors to create, modify, delete, post, or otherwise change records in the connected source system.

Third-party applications remain subject to their own privacy policies and terms.

3. QuickBooks Online

If a customer authorizes a connection to QuickBooks Online, PrimeCommand may access accounting information made available through the authorized QuickBooks connection.

PrimeCommand uses QuickBooks information to provide functions such as financial intelligence, synchronization, normalization, reconciliation, reporting, and related analysis.

PrimeCommand does not use its QuickBooks Online connector to write changes back to QuickBooks.

Authorization credentials and access tokens are handled server-side and are not exposed to end users through the PrimeCommand interface.

4. How We Use Information

We may use customer information to:

• provide and operate PrimeCommand;
• generate governed business intelligence;
• analyze financial and operational information;
• answer authorized user questions through Lane | PrimeCommand Intelligence;
• support decision, project, strategic, financial, and organizational workflows;
• maintain audit history and data provenance;
• synchronize authorized external data sources;
• secure, troubleshoot, maintain, and improve the service;
• provide customer support;
• communicate regarding the service; and
• comply with legal obligations.

We do not sell customer data.

We do not allow advertisers to access customer data through PrimeCommand.

5. Customer Data Ownership

Customers retain ownership of the business information, documents, records, and other data they provide to PrimeCommand or authorize PrimeCommand to retrieve from external systems.

Prime Advisors receives only the rights necessary to host, process, analyze, secure, and otherwise use that information to provide the service.

We do not claim ownership of customer business data.

6. Aggregated and De-Identified Information

We may develop benchmarking and analytical capabilities using information that has been aggregated and de-identified.

Such information must be processed in a manner designed to prevent disclosure of an individual customer's underlying records.

Where benchmarking functionality is enabled, we intend to use privacy safeguards such as:

• minimum cohort sizes;
• aggregation thresholds;
• normalized metrics;
• exclusion of directly identifying customer information; and
• separation of benchmark outputs from individual customer tenant data.

PrimeCommand users may receive benchmark results or aggregated insights, but not another customer's underlying records.

We will not use benchmarking functionality to expose identifiable confidential information belonging to another customer.

7. Lane and Artificial Intelligence

PrimeCommand includes artificial-intelligence-assisted features, including Lane | PrimeCommand Intelligence.

Lane may use governed PrimeCommand information to explain, summarize, compare, and analyze customer-authorized data.

Lane is designed to operate within the permissions and data available to the requesting user.

AI-generated information may contain errors or incomplete interpretations. Customers remain responsible for business, accounting, financial, legal, employment, investment, and other decisions made using the service.

PrimeCommand does not replace professional judgment.

8. Data Isolation and Access Controls

PrimeCommand is designed to separate customer organizations and restrict access according to user permissions.

Customer data is scoped to the applicable organization and user authorization.

We use controls such as:

• authentication;
• role-based permissions;
• organization-level data isolation;
• audit logging;
• controlled external integrations;
• encrypted credential storage; and
• server-side secret management.

9. Support Access

Authorized Prime Advisors personnel may access customer environments when necessary to provide support, investigate technical issues, protect the service, or fulfill customer-authorized support requests.

We intend to use least-privilege access and auditable support processes.

Personnel are not permitted to use customer information for unrelated purposes.

10. Data Security

We use administrative, technical, and organizational safeguards designed to protect customer information.

These safeguards may include encryption, access controls, secure credential handling, tenant isolation, logging, backups, monitoring, and controlled production access.

No internet-based service can guarantee absolute security.

11. Data Retention

We may retain customer information for as long as necessary to:

• provide the service;
• maintain governed history and audit records;
• comply with contractual or legal requirements;
• resolve disputes; and
• maintain security and operational continuity.

Following termination, customer data may be retained for a limited period in backups or records where reasonably required by law, security, audit, or contractual obligations.

12. Service Providers

We may use third-party infrastructure and technology providers to operate the service, including providers of:

• cloud hosting;
• databases;
• email delivery;
• authentication;
• artificial intelligence;
• monitoring; and
• connected business-system APIs.

Such providers receive access only as necessary to provide their respective services.

We do not sell customer information to these providers.

13. Children

PrimeCommand is a business service and is not intended for children under 18.

14. Changes to This Policy

We may update this Privacy Policy as the service evolves or legal requirements change.

Material changes will be reflected by updating the effective date and, where appropriate, providing additional notice.

15. Contact

Questions regarding this Privacy Policy may be directed to:

Prime Advisors, LLC
Operator of PrimeDNA and PrimeCommand
Email: info@primedna.ai
Website: https://primedna.ai