Projects and pipeline notes
The matchmaker and CRM run in your browser. Project names, amounts, notes and dates are stored using localStorage on your device. They are not sent to an Okapenny server or an AI provider. Anyone using the same browser profile may be able to see them.
Backups and deletion
You can export a JSON backup or CSV from My pipeline. Keep downloaded backups secure. Remove individual prospects in the pipeline, or clear this site’s browser data to delete the entire local workspace. Clearing site data cannot be undone without a backup.
Hosting and external links
The web host may process normal request information, such as IP address and browser details, to serve and protect the site. This build adds no analytics, advertising scripts or tracking cookies. Funder links open third-party websites with their own privacy practices.