Privacy Policy
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Last Updated: November 5, 2025
1. Information We Collect
A. Information You Provide Directly
- Name, email address, mailing address, and phone number
- Investment profile information (e.g., net worth, income range, investment experience)
- Identification details for compliance with Know Your Customer (“KYC”) and Anti-Money Laundering (“AML”) laws, including government-issued ID and tax identification number
- Banking details for funding and disbursement purposes
B. Financial & Compliance Data
- Bank account information for transactions
- Proof of accredited investor status as required under Regulation D Rule 506(c)
- Compliance documentation required by law
C. Information Collected Automatically
- IP address, browser type, device type, operating system, and access times
- Cookies or similar technologies for functionality, analytics, and security purposes
D. Information from Third Parties
- Compliance service providers
- Public databases or government records
- Investment partners or affiliates involved in processing your application
2. How We Use Your Information
- Provide and operate the Services, including processing investments
- Communicate with you about your account, investments, and updates
- Conduct compliance checks and meet legal obligations
- Improve Site functionality and user experience
- Send promotional or educational content (you may opt out at any time)
- Protect against fraud, unauthorized transactions, and misuse of our Services
3. How We Share Your Information
We do not sell your information to third parties. We may share information:
- With service providers who assist in operations, compliance, and payment processing
- As required by law, court order, or regulatory authority
- In connection with a corporate transaction such as a merger, acquisition, or reorganization
- In aggregated or anonymized form for reporting purposes
4. Data Security
We implement commercially reasonable measures to safeguard your information. While we take precautions, no system is completely secure, and we cannot guarantee the absolute security of your information.
5. Cookies & Tracking
We use cookies and similar technologies for Site performance, analytics, and personalization. You can manage cookie preferences through your browser settings; however, disabling cookies may affect Site functionality.
6. Your Rights
- Request a copy of your personal information
- Update or correct your data
- Request deletion of your information, subject to legal retention requirements
- Opt out of marketing communications
7. International Users
Our Site and servers are located in the United States. By using our Site, you consent to the transfer and processing of your data in the United States.
8. Children’s Privacy
Our Site is not intended for individuals under the age of 18, and we do not knowingly collect information from such individuals.
9. Changes to this Policy
We may update this Privacy Policy from time to time. Changes will be posted with a revised “Last Updated” date. Your continued use of the Site constitutes acceptance of the updated policy.