Privacy Policy

When you acquire a Sharpe Group, Inc. publication or subscribe to SAGE, we collect the name, email address, and organization details you provide, together with the access code issued to you and the record of when it was redeemed. This information identifies your account, delivers what you have licensed, and lets us respond to support requests.

If you contact us directly, we retain that correspondence so we can follow up on your request.

For each purchase we retain a record of what was bought, the amount and currency, the date, the resulting entitlements, and the identifiers Stripe returns for the transaction and subscription.

Card numbers and other payment credentials are entered directly with Stripe and are never received or stored on Sharpe Group, Inc. systems.

If you complete the AI Operations Audit, we store the answers you provide. These include your company name, contact name, email address, an optional phone number, your role, portfolio type and size, primary goals, software platforms in use, estimated manual workload, how leasing is handled, current AI usage, operational bottlenecks, automation candidates, timeline, and preferred delivery format.

We use these answers to produce and deliver your audit result, and to follow up with you about it. Completing the audit is voluntary.

When you use SAGE as a logged-in subscriber (Owner Companion mode), your questions and SAGE’s answers are stored so you can view your own conversation history.

When you use SAGE without an account (public or product mode), your questions and SAGE’s answers are not stored as content — only basic operational information (whether the request was allowed, a timestamp, and technical request metadata) is logged for security monitoring.

While reading this site you may be invited to leave your name and email address to receive new Sharpe Group Insights as they are published. Providing these details is entirely optional — the invitation can be declined or dismissed, and all site content remains fully readable either way.

If you supply them, we store your name, email address, the page you were reading, the referring website, any campaign parameters in the link you arrived through, and the wording of the consent you agreed to. We use these details to send you Insights and to contact you about Sharpe Group, Inc.’s publications and services. You can unsubscribe at any time using the link in any email, or by contacting us at the address below.

A mobile number field is offered and is always optional. We will only ever call or text you if you supplied a number and separately ticked the box consenting to phone contact; agreeing to receive Insights by email does not grant permission to contact you by phone.

When you sign in, redeem an access code, or send a request to SAGE, our servers record technical details of that request — the IP address it came from, the browser user-agent string, a timestamp, and the outcome. We use these records to keep accounts secure, to investigate suspected misuse, and to enforce plan limits.

We do not use analytics or advertising services, and we do not track your browsing across other websites.

Sharpe Group, Inc. relies on the following providers to operate the platform. Each receives only the information needed to perform its specific function.

• OpenAI — processes SAGE queries.
• Stripe — payment processing and recurring billing.
• Resend — transactional email delivery.
• Hetzner — hosting and data storage, in Ashburn, Virginia, USA.

OpenAI does not use data submitted through the API to train its models by default under its business API terms. OpenAI may temporarily retain API interactions for safety and operational purposes in accordance with its API data usage policies.

SAGE conversation history may remain available while the subscription is active and for up to 90 days after cancellation, subject to limited legal, security, billing, backup, or compliance requirements.

Account, purchase, and billing records are retained for as long as needed to administer your license and to meet our accounting and legal obligations.

To request access to, correction of, or deletion of your information, contact support@sharpe-group.com.

This site sets two cookies, both necessary: one that keeps a logged-in Owner Portal session working, and one that records the choice you make on the consent banner so you are not asked again. No analytics or advertising cookies are installed.

This site also stores a small marker in your browser’s local storage recording whether you have already seen or dismissed the Insights sign-up invitation. Local storage is not a cookie — that marker stays on your device and is not transmitted to us. See our Cookie Policy for full detail and how consent would be handled for anything added later.

Sharpe Group, Inc. is based in the United States, and the platform is hosted and operated there. If you access this site or acquire a license from outside the United States, the information described in this policy is transferred to, stored in, and processed in the United States, where data protection law may differ from the law of your own country.

By using this site or providing your information, you understand that it will be handled as set out in this policy. If you are located outside the United States and wish to exercise a right available to you under local law — including access, correction, or deletion — contact support@sharpe-group.com and we will respond to the extent that law applies.