1. Status of this document

This Data Processing and Vendor Schedule lists processors and infrastructure providers actually used (or configured) for the Ohana Capital platform and CRM. It supports privacy, security, and counsel review of data-processing agreements (DPAs).

Controller: Ohana Capital AG (see Privacy Policy).

Vendor commercial terms and DPAs must be filed internally. Public listing here does not replace signed contracts.

2. Core processing inventory

Provider	Purpose	Categories of data (typical)	Location notes
Supabase	Auth, Postgres database, storage, server functions	Account, profile, KYC files metadata/objects, ledgers, audit	Cloud region per project config
Vercel	Application hosting, edge/serverless delivery, Analytics / Speed Insights (if consented)	Request logs, deployment metadata, performance metrics	Global edge network
Resend	Transactional and CRM email send/receive	Email addresses, message content, delivery events	Per Resend account region
Freshdesk (Freshworks)	Customer support tickets, knowledge base, and support communications	Contact details, ticket/support content, support metadata	Per contracted Freshworks region
Crisp (only when configured and consented)	Optional website customer-support chat and AI-assisted support	Chat content/attachments, authenticated email plus verification signature, session cookie, IP/device and support metadata	Per contracted Crisp workspace configuration and transfer terms
PostHog	Product analytics / session insights (if consented)	Pseudonymous usage events; configured masking for inputs/text	US project configuration in current staging
Upstash Redis	Rate limiting, quote cache, and one-time assistant action nonces	IP/user rate keys, cached market quotes, hashed short-lived nonces; no assistant conversation content	Per Upstash region
Venice AI	Private CRM assistant inference, only after governance approval and feature activation	Minimized and tokenized operator requests/tool results; operational API metadata may be processed	Provider infrastructure and subprocessors subject to DPA/SCC review
Financial Modeling Prep (FMP)	Market data API	Instrument symbols / quote requests (not full KYC dossiers)	Provider infrastructure
Browser local storage	Session / cookie preference persistence	Support-chat and analytics choices, session identifiers	User device

Career applications may use a dedicated storage bucket for resumes. Legacy support-download buckets are not part of the public support model.

3. Subprocessor governance

Before adding a material processor that handles personal data:

1. Complete vendor due diligence (security, location, subprocessors).
2. Execute a DPA / SCCs or equivalent where required.
3. Update this schedule and, if needed, the Privacy Policy.
4. Limit access to least privilege and encrypt in transit.

4. International transfers

Where personal data is transferred outside Switzerland or the EEA, Ohana Capital relies on appropriate safeguards (for example standard contractual clauses, adequacy, or other lawful mechanisms) as documented with the relevant vendor. Exact transfer tools should be confirmed by counsel against current vendor contracts.

5. Security expectations for vendors

Vendors processing personal data are expected to provide:

• Access controls and authentication
• Encryption in transit
• Incident notification commitments
• Deletion / return assistance on contract end
• Subprocessor transparency

Platform-side controls include authenticated APIs, role-based CRM access, private document storage, and audit logging for sensitive reviews.

6. Customer rights routing

Access, deletion, and correction requests follow the Privacy Policy. Operators must not export KYC documents outside approved systems except for legal / compliance necessity.

7. Related documents

• Privacy Policy
• Cookie Policy
• AML and KYC Procedures
• Business Continuity Plan Summary