Know what you are sharing.
Understand account access, participant records, public visibility, and the approval boundary.
Participation should be informed. Check the audience and purpose before you publish information or approve outreach.
An account is an access boundary
Your login identifies your account. The participant and investor dashboards provide different views, and backend authorization controls access to stored information. A link to a dashboard is not permission to read another person's record.
Participant setup cards use masked labels. Their purpose is to help a person find the correct setup path without publishing private intake answers or email addresses. A setup code is an access credential: keep it private.
Intake is different from publication
Submitting your details does not automatically publish them in the catalogue. Profile management, listing review, and catalogue visibility are separate steps.
Likewise, an investor expressing interest is a signal, not a completed introduction or permission to disclose every private detail. Review what is being requested and what the platform says will be shared.
Approval stays attached to the action
The outreach model requires approval of a specific recipient and message, with additional operator and policy checks. An approved draft alone is not a guarantee that a message can or will be sent.
Suppression, source, jurisdiction, identity, and operational checks protect the boundary around live sending. The responsible outreach page explains that model in more detail. Research results and generated text must still be reviewed.
Use the dedicated privacy controls
The account privacy area provides data export and request workflows for signed-in users. A submitted request is not the same as a completed deletion or correction; check its status and the privacy policy for the relevant process.
The privacy and security pages describe the broader policies and technical controls. These guides explain how to navigate the product; they do not replace those policies.