Privacy Policy

1. Who we are

Innexa Inc. is a finance and accounting outsourcing firm headquartered in Los Angeles, California. We provide accounting, financial reporting, and operational support services to investment managers, private equity firms, real estate operators, and related entities. Innexa Inc. is not a licensed public accounting firm and does not provide audit or attest services. Services offered are consultative in nature and tailored to each client’s specific needs.

2. Information we collect

We collect information you provide directly when completing our qualifying intake form or contacting us, including:

• Name, job title, and company name
• Email address and phone number
• Business details such as company type, size, geographic markets, and investment structure
• Operational information such as accounting platforms in use, transaction volumes, and team structure
• Inquiry details such as your goals, timeline, and reasons for reaching out

We may also collect basic technical information automatically when you visit our website, such as your IP address, browser type, and pages visited, through standard web analytics tools.

3. How we use your information

We use the information we collect to:

• Review your inquiry and assess whether Innexa is a good fit for your needs
• Respond to your messages and schedule follow-up conversations
• Deliver services under an engagement agreement
• Maintain internal records for business development and relationship management
• Comply with applicable legal and regulatory obligations
• Improve our website and service offerings

We do not sell, rent, or share your personal information with third parties for marketing or advertising purposes.

4. How we share your information

We do not sell your information. We may share it only in the following limited circumstances:

• Internal team: Innexa team members involved in evaluating or delivering your engagement access your information on a need-to-know basis.
• Service providers: We use trusted third-party software platforms to operate our business. These providers process data on our behalf under confidentiality obligations and may not use your data for any other purpose.
• Legal requirements: We may disclose information if required by law, court order, or governmental authority.
• Business transfers: In the event of a merger or acquisition, your information may be transferred to the successor entity with prior notice to you.

5. Data retention

We retain your information for as long as necessary to fulfill the purposes described in this policy and meet our legal obligations. Intake form submissions from prospects who do not become clients are generally retained for up to three years. Client engagement records are retained for seven years following the end of an engagement, as required for financial and legal compliance. After applicable retention periods, information is securely deleted or anonymized.

6. Security

We implement appropriate technical and organizational measures to protect your information against unauthorized access, disclosure, or loss, including encryption of data in transit, access controls, and secure credential management. No transmission over the internet is 100% secure, and we cannot guarantee absolute security. In the event of a data breach that affects your rights, we will notify you as required by applicable law.

7. Your rights

Depending on your location and applicable law, you may have the right to access, correct, or request deletion of your personal information, or to opt out of certain uses of your data. California residents have additional rights under the CCPA/CPRA, including the right to know, delete, correct, and opt out of the sale of personal information. We do not sell personal information. To exercise any of these rights, please contact us using the information in Section 12 below. We will respond within 45 days as required by applicable law.

8. Cookies

Our website may use cookies to support basic site functionality and analytics. We do not use cookies for targeted advertising or cross-site tracking. You may control cookie settings through your browser at any time, though disabling certain cookies may affect site functionality.

9. Third-party links and platforms

Our website and intake form may link to or be hosted on third-party platforms. These services operate under their own privacy policies, which we encourage you to review before providing information. We are not responsible for the privacy practices of third-party sites.

10. Children’s privacy

Our website and services are intended for business professionals and are not directed at individuals under the age of 18. We do not knowingly collect information from children. If you believe we have done so inadvertently, please contact us and we will promptly delete the information.

11. Changes to this policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the effective date at the top of this page. Your continued use of our website or submission of information following any update constitutes your acceptance of the revised policy.

12. Contact us

If you have questions about this Privacy Policy or would like to exercise your privacy rights, please contact us: