Compliance & diligence
The short version
| Question | Answer |
|---|---|
| Who owns the data? | LikeFolio. The collection pipeline and derived scores are proprietary and fully owned — no third-party panel resale, no redistribution restrictions on our side. |
| MNPI posture | Inputs are aggregated public consumer signals; no insider, employee, or non-public corporate sources. A written MNPI policy and per-source lineage memos are part of the DDQ pack. |
| Consumer privacy | Signals are de-identified and aggregated to company level before scoring; no personal records are licensed or delivered. CCPA posture documented (de-identified/aggregated). |
| History integrity | Append-only point-in-time vintages with external checksum manifests and a written no-restatement policy; pre-freeze history explicitly labeled reconstructed. Details. |
| Description accuracy | Every claim about derivation and history carries the provenance label matching practice — reviewed against the SEC's data-vendor enforcement standard (In re App Annie). |
| Delivery security | Keyed API with org allowlists, HMAC-signed webhooks, marketplace delivery via Snowflake/AWS rails. SOC 2 program in progress; report available under NDA when issued. |
For brokerages
The embed kit ships with FINRA 2210-reviewed fair-and-balanced score presentations, Rule 2214-style methodology and limitations disclosures, hypothetical-performance labeling on all event receipts, and independence language. Your principal review starts from our kit, not from scratch.
Request the pack
The standing diligence pack (FISD-format DDQ, lineage memos, MNPI and privacy policies, MSA) is available on request — book time with Landon or email [email protected].