Scope and Acceptance
Equity Check LLC ("Equity Check," "we," "us," or "our") operates the website equitycheck.com and related services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.
By accessing or using our website, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our services.
Information We Collect
Information You Provide Directly:
When you interact with Equity Check, you may provide us with personal information including:
Information Collected Automatically:
When you visit our website, we may automatically collect:
Information from Third Parties:
We may receive information from third-party accredited investor verification services, CRM platforms, and analytics providers in connection with our services.
- Name, email address, phone number, and mailing address.
- Financial information necessary for accredited investor verification, including income documentation, net worth statements, and professional credential information.
- Investment preferences, risk tolerance, and investment history provided during consultations.
- Communications you send to us, including emails and contact form submissions.
- Device and browser information, including IP address, browser type, operating system, and device identifiers.
- Usage data, including pages visited, time spent on pages, referring URLs, and navigation patterns.
- Cookies and similar tracking technologies as described below.
How We Use Your Information
We use the information we collect to:
We do not sell your personal information to third parties. We do not rent, lease, or share your contact information with unaffiliated third parties for their marketing purposes.
- Evaluate and verify your accredited investor status.
- Communicate with you about investment opportunities, including offerings from sponsors we represent.
- Respond to your inquiries and provide requested information.
- Improve our website, services, and user experience.
- Comply with legal and regulatory obligations.
- Protect against fraud, unauthorized access, and other security concerns.
Information Sharing
We may share your information in the following circumstances:
- With Sponsors and Issuers: If you express interest in or commit to a specific investment, we may share relevant information with the sponsor or issuer of that investment to facilitate your participation. This may include your name, contact information, and accredited investor verification status.
- With Service Providers: We work with third-party providers for accredited investor verification, CRM management, email communications, analytics, and website hosting. These providers access your information only to perform services on our behalf and are contractually obligated to protect it.
- For Legal Compliance: We may disclose information when required by law, regulation, legal process, or government request, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
- Business Transfers: In connection with any merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction.
Data Retention
We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Financial information provided for accredited investor verification is retained in accordance with applicable securities regulations and our record-keeping obligations.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. No method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security, but we take commercially reasonable steps to protect your data.
Your Rights
Depending on your jurisdiction, you may have the right to:
To exercise any of these rights, contact us at invest@equitycheck.com.
- Access the personal information we hold about you.
- Request correction of inaccurate information.
- Request deletion of your personal information, subject to legal retention requirements.
- Opt out of marketing communications at any time by clicking the unsubscribe link in any email or contacting us directly.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will delete it promptly.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of our website after changes are posted constitutes your acceptance of the revised policy.