Provision record
LlamaIndex · LlamaIndex Privacy Policy · View original document ↗

Use of investor data for cap table and tax management

Low severity Explicit document language Common · 279 of 352 platforms
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This analysis describes what LlamaIndex's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology

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See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
We use this information primarily to manage investor relations and investments in our company, including by...processing investment transactions, preparing tax returns and other investor-related documents, and managing our cap table.

Excerpt from LlamaIndex's Privacy Policy

Applicable regulations

Colorado AI Act
US-CO
EU AI Act - High Risk Provisions
EU

Provision details

Document information
Document
LlamaIndex Privacy Policy
Entity
LlamaIndex
Document last updated
May 12, 2026
Tracking information
First tracked
July 12, 2026
Last verified
July 12, 2026
Record ID
CA-P-073741
Document ID
CA-D-00807
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
e42d16d6abb5b140aae056270d59334da8b26cc7f0f6272bfe423b389a215acb
Analysis generated
July 12, 2026 14:34 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: LlamaIndex
Document: LlamaIndex Privacy Policy
Record ID: CA-P-073741
Captured: 2026-07-12 14:34:04 UTC
SHA-256: e42d16d6abb5b140…
URL: https://conductatlas.com/platform/llamaindex/llamaindex-privacy-policy/provision/CA-P-073741/use-of-investor-data-for-cap-table-and-tax-management/
Accessed: Aug. 3, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Low
Categories

Other risks in this policy

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Frequently Asked Questions

What does LlamaIndex's Use of investor data for cap table and tax management clause do?

The clause states: “We use this information primarily to manage investor relations and investments in our company, including by...processing investment transactions, preparing tax returns and other investor-related documents, and managing our cap table.”

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 279 platforms. See the full comparison.

Is ConductAtlas affiliated with LlamaIndex?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by LlamaIndex.