Sourcing and Outreach Policy

This policy governs use of TrueValue's enabled business sourcing, target research, enrichment, monitoring and outreach features. It supplements the Terms of Service, Acceptable Use Policy and AI, Valuation and Agent Terms. It does not represent that every source, country, communication channel or automation is supported.

The operator is TrueValue Technologies Ltd, company number 17462580, of 66 Paul Street, London, England, United Kingdom, EC2A 4NA. Contact legal@truevalue.business for source or use concerns and privacy@truevalue.business for personal-data corrections and objections.

Use only sources and access methods permitted by applicable law and relevant licences or terms. Do not bypass access controls, use stolen credentials, ignore binding restrictions or redistribute source material beyond your rights. A public webpage or corporate register is not a blanket licence for any commercial use.

Sourcing information can be incomplete, delayed, estimated or matched to the wrong entity. Preserve relevant provenance, retrieval dates and distinctions between reported and inferred information. Verify important contact details, company identity, status and financial assumptions against appropriate sources before material use.

A sourcing match, buy-box score or directory record does not establish that a company is for sale, a contact welcomes an approach, a figure is audited, or a counterparty is suitable. Do not present estimated revenue, inferred owner willingness or an AI-generated statement as a verified fact.

Customers determine their own outreach purposes and must establish an appropriate lawful basis, provide required privacy information and respect rights. Where TrueValue performs a particular task solely on customer instructions, its DPA applies. Where TrueValue independently creates and maintains a reusable professional-contact database, it has its own controller responsibilities explained in the Privacy Notice.

Business email addresses and professional profiles may be personal information. Public availability is not consent. Minimise data, avoid unnecessary private or sensitive information, and do not infer health, ethnicity, political views or other sensitive traits to target an approach.

Where required privacy information has not already been supplied, arrange timely notice when information is obtained indirectly, including at first communication or disclosure where required. A link buried in a generic website policy is not always enough to inform a newly sourced contact.

Before sending, assess the recipient's location, type, channel, existing relationship and relevant permissions or objections. Rules can differ for companies, sole traders, partnerships and individuals and between email, telephone, messaging and other channels. Do not assume a UK corporate email approach is lawful worldwide.

For UK electronic marketing, corporate subscribers and sole traders or certain partnerships are treated differently. Where consent is required, have valid consent or a genuinely applicable exception; do not use an inapplicable soft opt-in for a bought or scraped list. Identify the sender accurately and provide a valid, easy route to object or unsubscribe.

For live marketing calls, carry out the applicable screening against the Telephone Preference Service, Corporate Telephone Preference Service and your own objections, and comply with any consent and identification requirements. An automated recorded marketing call has distinct permission requirements. Treat a professional-network message according to the actual recipient and channel, not automatically as corporate email.

An acquisition enquiry must be assessed on its actual content and purpose; simply calling a message “research” or “an enquiry” does not automatically take it outside marketing or privacy rules. Foreign outreach requires the relevant local assessment, including applicable anti-spam and privacy obligations.

Respect an objection or withdrawal promptly and stop the affected use where required. Keep only the minimum suppression information needed to prevent recontact and demonstrate compliance. Do not delete an objection and immediately reimport the same person from another source to evade it.

Maintain relevant customer suppression lists and apply them before sending or retrying a task. TrueValue applies its own suppression duties for processing it controls and supports instructed suppression within the agreed customer service. A suppression flag in one independently controlled organisation does not automatically amend every other controller's records; we handle requests according to our role.

Provide a route to report inaccurate source information, mistaken identity, inappropriate disclosure or a misleading listing. We will investigate our own records and processing, refer a customer-controlled matter appropriately and take proportionate corrective action. We do not promise to alter an official register or another publisher's source record ourselves.

An Agent may prepare research and draft communications within its approved scope. External communications require an authorised user's approval of the particular message or clearly identified batch, including recipients, content, attachments and any cost, under the AI, Valuation and Agent Terms. Broad permission to source companies is not permission to make a binding offer or disclose an entire data room.

Do not evade recipient limits, sending controls or approval requirements. Check for duplicate sends and outstanding objections before retries. Paid data purchases, third-party charges and metered services require an approved budget or price; no unlimited spending authority arises from enabling sourcing.

Use proportionate volumes, relevant content and reasonable timing. No policy can guarantee deliverability, a response, a meeting, a lead's intent or a completed acquisition. An email already delivered or information already disclosed cannot reliably be undone by deleting the local task.

Do not disclose a seller's identity, buyer mandate or confidential deal information beyond the authority given. Cross-promotion, a network membership or a related advisory business is not a standing permission to share another customer's pipeline.

We may restrict unlawful, unsafe or materially non-compliant sourcing or outreach under the Terms of Service and Acceptable Use Policy. We will normally explain the issue and opportunity to remedy it, unless urgent legal or security reasons prevent that. Our own supplier, security and controller obligations remain our responsibility.