This statement goes with every proposal. Each line describes how the next engagement is run; if any of it would not hold for your company, we say so before you send anything.
What we ask for, and when
We ask for confidential company information only after a mutual confidentiality agreement is signed — yours or ours. The Public Information Decision Document uses public information only, with every estimate marked as ours.
Once the agreement is signed we send a one-page information request, sized to the review: the plan, the reporting pack and, sometimes, the financing documents; for the Growth and Funding Review, the sales, pricing and retention records as well. It is answered in small batches. Information comes through a named-person upload link or your own file site, never by email.
Who reads it
One named person at Evidmere, named to you in the engagement letter, and no one else at the company. Our software reads it with the public record, under the provider's business terms, which permit no training on your information; we confirm this to you in writing, and we name the provider to you under the confidentiality agreement.
Nothing from one engagement is used in another. Nothing in a review is published, resold or shared with any other client.
Where it is kept, and for how long
In the United Kingdom, in a folder in your company's name. It is kept in the United Kingdom for twelve months after delivery of the final report, then deleted — the originals, the text copies, the outputs and the label key; copies in the cloud service's recycle cycle clear within 93 days of that. Earlier deletion on your written instruction, confirmed within ten working days. The engagement record — the letter, the invoices and the dates — is kept as a business record.
The review, its workbook and the working papers behind every figure are kept for the same period and are available to you on request. Outside your folder, the software's own run records keep no figure or name from your information.
What is removed before the paid review is produced
Before the paid review is produced, what the review does not use is removed: personal details, and the names of employees, customers, suppliers and lenders' contacts, each replaced by a neutral label. The key to the labels stays with us and is never sent with the information. A log says what was removed and why, by category and file, and is yours on request.
What the review needs is not disguised: the company's own name, its sector, its figures, and the buyers and comparable companies it is read against.
What you can hold us to
The confidentiality agreement and our published engagement terms. The engagement letter names the person accountable for the report.
Questions about any of this before you send anything: write to enquiries@evidmere.com and the named person replies.