Privacy Policy

Effective date: May 12, 2026

Who we are

Levelset is operated by Pat Peri and 33 North Group, LLC, based in Raleigh, North Carolina. The platform delivers diagnostic assessments for transformation programs and delivers PDF reports to clients. You can reach us at pperi4@gmail.com.

What we collect

When you use Levelset, we collect the following information:

  • Contact information: your name, email address, company name, and job title, provided during the qualification form.
  • Assessment responses: your answers during the conversational diagnostic interview. These responses are used to generate your report and are processed by Anthropic.
  • Usage data: anonymized analytics about how you navigate the site (pages visited, time on page, funnel stage). This is collected by PostHog.
  • Technical identifiers: a session UUID assigned when your assessment begins. This is used to retrieve your report and is delivered to you by email.

How we use your data

  • To conduct your diagnostic interview and generate your PDF report.
  • To deliver your report via email within 60 seconds of completion.
  • To send transactional emails related to your assessment (delivery confirmation, re-download links).
  • To improve the Levelset methodology and platform over time, using aggregated, anonymized data only.

We do not use your data for advertising, do not sell it to third parties, and do not share it with anyone except the processors listed below.

Third-party processors

The following services process your data as part of delivering Levelset:

Anthropic

Processes your interview responses to generate the diagnostic analysis. Your assessment content is sent to Anthropic's API. Anthropic's privacy policy applies: anthropic.com/privacy.

Resend

Delivers your report by email. Your name, email address, and the PDF attachment are sent to Resend for delivery. Resend's privacy policy applies: resend.com/legal/privacy-policy.

Supabase

Stores your session data, assessment responses, and generated report in a private PostgreSQL database and object storage. Data is encrypted at rest. Supabase's privacy policy applies: supabase.com/privacy.

PostHog

Collects anonymized analytics about site usage. No personally identifiable information is sent to PostHog. PostHog's privacy policy applies: posthog.com/privacy.

Sentry

Captures error reports if the application encounters a technical issue. Sentry receives technical context about errors (stack traces, browser info) but not your assessment content. Sentry's privacy policy applies: sentry.io/privacy.

Data retention

Your session data, assessment responses, and generated PDF are stored in our database indefinitely so you can re-access your report via the link in your delivery email. If you request deletion, we will remove your data within 30 days. Contact us at pperi4@gmail.com to make a deletion request.

Your rights

Depending on your jurisdiction, you may have the following rights:

  • Access: request a copy of the personal data we hold about you.
  • Correction: request that we correct inaccurate data.
  • Deletion: request that we delete your data (subject to legal retention requirements).
  • Portability: request your data in a machine-readable format.
  • CCPA (California residents): you have the right to know what personal information we collect, the right to delete it, and the right to opt out of its sale. We do not sell personal information.

To exercise any of these rights, contact us at pperi4@gmail.com.

Security

All data is transmitted over HTTPS. Data at rest is encrypted in Supabase. Access to production systems is restricted to authorized personnel. We use signed URLs with expiry windows for PDF delivery links. We do not store payment card information (payment is handled by Stripe).

Changes to this policy

We may update this policy as the product evolves. Material changes will be communicated by updating the effective date above. Continued use of the service after changes constitutes acceptance of the updated policy.

Governing law

This privacy policy is governed by the laws of the State of North Carolina, United States, without regard to conflict of law principles.

Contact

Questions or requests regarding this policy should be sent to pperi4@gmail.com.