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Privacy Policy

Last updated: March 2026

1. Introduction

CREPilot (“CREPilot,” “we,” “us,” or “our”) respects the privacy of our users, prospective users, and visitors to our platform at getcrepilot.com (the “Platform”). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit the Portal, communicate with us, or participate in our investment opportunities.

2. Information We Collect

We may collect information about you in a variety of ways, including:

Personal Information

When you register for the Portal, express interest in a deal, sign a confidentiality agreement, or otherwise interact with our services, we may collect personal information such as:

  • Full name, email address, and phone number
  • Company or entity name
  • Accredited investor status and investor type
  • Investment preferences and target allocation amounts
  • IP address and browser user agent (collected upon agreement execution)

Usage Information

We automatically collect certain information when you access the Portal, including:

  • Pages and deal materials viewed, and time of access
  • Document downloads and interaction patterns
  • Interest expressions and communication history
  • Device type, browser type, and operating system

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide access to investment opportunities and deal materials
  • To verify accredited investor status and regulatory compliance
  • To communicate with you regarding deals, updates, and inquiries
  • To personalize your experience on the Portal
  • To improve our services, content, and user experience
  • To enforce confidentiality agreements and protect proprietary information
  • To comply with legal obligations and regulatory requirements
  • To send administrative emails, notifications, and investment updates

4. Disclosure of Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

  • Service Providers: We may share information with trusted third-party vendors who assist us in operating the Portal, processing communications, or managing our business, subject to confidentiality obligations.
  • Legal Requirements: We may disclose information if required by law, subpoena, or other legal process, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
  • Co-Investors and Partners: With your consent, we may share relevant information with co-investment partners, lenders, or other parties involved in a specific transaction.

5. Data Security

We implement commercially reasonable administrative, technical, and physical security measures to protect the personal information we collect. These measures include encrypted data transmission, secure database storage, access controls, and regular security reviews. However, no electronic transmission or storage system is completely secure, and we cannot guarantee absolute security.

Confidential deal documents served through the Portal are watermarked with recipient identifying information to discourage unauthorized redistribution and maintain institutional-grade security practices.

6. Cookies and Tracking

The Portal uses essential cookies to maintain your authenticated session and remember your preferences. We do not use third-party advertising cookies or cross-site tracking technologies. Specifically:

  • Session Cookies: Used to authenticate your identity and maintain your login session.
  • Activity Logging: We log portal activity (deal views, document access, interest expressions) to provide you with a personalized experience and to support our investor relations operations.

7. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

  • Access and review the personal information we hold about you
  • Request correction of inaccurate or incomplete information
  • Request deletion of your personal information, subject to legal retention requirements
  • Opt out of marketing communications at any time
  • Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us using the information provided below.

8. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you services, comply with our legal obligations, resolve disputes, and enforce our agreements. Activity logs and transaction records may be retained for regulatory compliance purposes for a minimum of seven (7) years.

9. Third-Party Links

The Portal may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:

CREPilot

Email: hello@getcrepilot.com

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