Portal Privacy Notice

We collect information you provide, such as your name, email address, phone number, mailing address, organization or entity details, signing capacity, participation preferences, capital-readiness information, and OBIG-affiliation assertion.

We also create authentication, agreement, signature, download, email-delivery, administrator-review, security, and audit records. These records can include verification timestamps, IP address, device or browser information, session activity, document versions and hashes, and portal communications.

We use information to authenticate users, administer onboarding, prepare and retain agreements, evaluate access, support acquisition matching, communicate about the portal, protect the service, investigate misuse, maintain audit records, and meet contractual or legal obligations.

We do not sell, rent, or trade portal personal information, and we do not use it for targeted advertising.

We disclose information only as reasonably needed to Enduring Equity personnel, professional advisers, affiliation reviewers, and service providers that support hosting, databases, authentication, email, document storage, security, and administration. Principal providers currently include Vercel, Neon, Resend, Vercel Blob, and Google Drive or Google Workspace.

For OBIG affiliation review, we share only your name, email address, and claimed OBIG affiliation with OBIG's designated reviewer, solely to verify that affiliation. The reviewer does not approve investments, verify accredited status under applicable securities law, accept applicants for Enduring Equity, or provide investment or legal advice.

Providers may process information in other U.S. states or countries under their own infrastructure and contractual safeguards. We may also disclose information when required by law, to protect rights or security, or in connection with a legitimate business reorganization.

We retain executed agreements, document versions and hashes, acceptance evidence, and material audit records for as long as reasonably needed to administer the relationship, enforce rights, meet legal obligations, maintain security, or resolve disputes. Denied or abandoned applications and routine technical logs are kept for shorter periods when they are no longer needed.

We aim to delete unnecessary source verification material once the verification result and required evidence can be preserved without it. Legal holds, fraud prevention, security incidents, contractual duties, and legal-record requirements can require longer retention even after a deletion request.

You may ask to access, correct, delete, or receive a portable copy of personal information, or appeal a privacy-request decision, where applicable. We may need to verify your identity and may retain information that is reasonably necessary for contracts, security, fraud prevention, legal compliance, or legal claims.

You may request a paper copy of an agreement or withdraw consent to future electronic records by contacting us. Withdrawal does not affect records already signed and may prevent us from providing portal access electronically.

We use reasonable administrative, technical, and physical safeguards appropriate to the information we maintain. No system can guarantee absolute security. Please contact us promptly if you believe your account or information may have been compromised.

We may update this notice as the portal, vendors, or legal obligations change. The effective date shown here identifies the current version, and material changes will be presented through the portal or another appropriate communication.