Privacy Policy

Effective November 12, 2026

This policy explains how Deike & Associates LLC, doing business as Prosper ("Prosper," "we," "us"), collects, uses and protects information when you use the Finance Function Scorecard at scorecard.prospercfo.com.

What we collect

As you take the scorecard

• Your answers to the scorecard's yes-or-no statements.
• Optional questions about your business: your role, industry, annual revenue range, net profit range, finance and accounting spend range, highest-ranking finance title, finance team size, accounting system, how your margin compares to your industry, and whether you're planning a sale or transition. You can skip any of these.
• Your answer to the optional follow-up question on your results.

When you see your results

• Your name, company name and email address.
• Whether you checked "Send me Jay's monthly email."

If you ask to talk with Jay

• Optionally, your phone number and a note about what's on your mind.

Automatically

• The link that brought you to the scorecard (for example, a QR code at an event or a link on LinkedIn), the type of device you're using, and when you started and finished.
• Your answers are saved as you go, including if you stop before finishing.
• Our hosting provider keeps standard server logs, such as IP address and browser type, for security and troubleshooting.

Cookies and similar technology

• Saving your progress. A small cookie and your browser's storage keep your place and your results on this device, so you can pick up where you left off. They're needed for the scorecard to work and aren't used for tracking.
• Your cookie choice. We remember whether you accepted or declined cookies.
• Analytics, only if you accept. We use Google Analytics, through Google Tag Manager, to understand how the scorecard is used, such as how many people start and finish and which links bring them. Analytics never receives your name, email, company or individual answers. If you decline, no analytics cookies are set and no Google scripts load.
• We don't use advertising cookies.

You can change your choice anytime with the "Cookie settings" link at the bottom of every page.

How we use your information

• To calculate and show your results.
• To follow up with you personally about your results. When you finish the scorecard, someone from Prosper's team, often Jay Dotson, may reach out by email or phone to talk through what you told us.
• To schedule a conversation with Jay when you ask for one, and to send you a confirmation when you do.
• To send Jay's monthly email, only if you opted in.
• To improve the scorecard, and to produce anonymous, combined benchmarks (for example, the average result for businesses your size). Combined benchmarks never identify you or your company.

Who sees your information

• Prosper's team. A small group at Prosper (Jay Dotson, Cameron Deike, the team member who coordinates Jay's calendar, and the people who run the scorecard) can see your submission so they can follow up and prepare for a conversation with you. Access requires a signed-in account, and every change is logged.
• Service providers that help us run the scorecard, under agreements that limit how they can use your information:
  • Lovable Cloud (built on Supabase), for hosting, our database and sending email.
  • HubSpot, our customer relationship system, where we store your contact details and results so our team can follow up.
  • Google Analytics, for usage statistics, only if you accept cookies.
• Never:
  • We don't sell or rent your information.
  • We don't share your answers with the organization that hosted an event where you heard Jay, or with your peer group or its chair.

Emails and calls you may receive

• A personal follow-up from Prosper's team about your results.
• If you ask to talk with Jay, a confirmation email, then a reply from Jay's team to find a time.
• If you opted in, Jay's monthly email. Every issue has an unsubscribe link.
• We won't add you to other marketing emails without your permission. If you'd rather not hear from us, reply to any message or email jay@prospercfo.com and we'll stop.

How long we keep it

We keep your submission for 24 months after your last activity, then delete it. If you become a Prosper client, it becomes part of your client record. Unfinished scorecards with no contact details are deleted after 90 days. You can ask us to delete your information sooner at any time.

Your choices and rights

• See, correct or delete your information. Email jay@prospercfo.com. We'll respond within 30 days.
• Stop follow-up. Reply to any message from us or email jay@prospercfo.com.
• Unsubscribe from Jay's monthly email with the link in any issue.
• Analytics. Change your cookie choice anytime with "Cookie settings."
• Depending on where you live, you may have additional rights under local law. Contact us and we'll help.

Security

Your information is stored in a database that isn't open to the public. Only our servers and signed-in members of Prosper's team can reach it, and access is logged. Information sent to and from the scorecard is encrypted in transit. No system is perfectly secure, but we take reasonable steps to protect your information.

Children

The scorecard is for business owners and leaders. It isn't directed to anyone under 18, and we don't knowingly collect their information.

Changes to this policy

If we change this policy, we'll update the effective date above. If a change affects how we use information we've already collected, we'll note it on the scorecard.

Contact

Deike & Associates LLC (Prosper)
3616 Far West Blvd, Ste 117-453
Austin, TX 78731
jay@prospercfo.com