Privacy Policy

Information We Collect

We collect information directly from you, automatically when you visit our site, and from partners when permitted by law.

• Contact information: name, email address, phone number, and any details you include in communications or forms.
• Investor qualification details: accreditation status, investment preferences, and related information provided during onboarding or verification.
• Transaction and engagement data: deal interest, document downloads, portal activity, and distribution preferences.
• Technical data: IP address, device identifiers, browser type, pages viewed, and referring URLs.
• Security and fraud signals: data used to prevent spam or misuse, including anti-bot verification responses.

How We Use Information

• Provide access to investment opportunities, updates, and investor communications.
• Verify accredited investor status and comply with securities regulations.
• Administer the investor portal, distributions, and reporting workflows.
• Improve our website, analytics, and user experience.
• Protect against fraud, abuse, or unauthorized access.
• Respond to inquiries and send service or marketing communications.

How We Share Information

We do not sell personal information. We may share information with:

• Service providers: hosting, analytics, email delivery, CRM, and investor verification partners.
• Professional advisors: legal, accounting, and compliance professionals as needed.
• Regulatory or legal requests: when required by law, regulation, or valid legal process.
• Business transfers: in connection with mergers, acquisitions, or asset sales.

Cookies and Analytics

We use cookies and similar technologies to operate our site, analyze performance, and secure our forms. You can adjust your browser settings to limit cookies, but some features may not function properly.

Data Retention

We retain information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

Your Choices

• Marketing emails: you may opt out at any time using the unsubscribe link in our emails.
• Access and updates: contact us to request access, correction, or deletion of your information where applicable.
• Jurisdictional rights: depending on where you live, you may have additional rights under local privacy laws.

Security

We maintain administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Children's Privacy

Our services are intended for adults and accredited investors. We do not knowingly collect information from anyone under 18.

Updates to This Policy

We may update this policy from time to time. Material changes will be posted on this page with an updated effective date.

Contact Us

For privacy-related questions or requests, contact us at invest@cresyndicates.com.