- Version 1406.01c
- July 1, 2016
Equidate has a mission to foster safe, secure, trustworthy transactions (the "Transactions") in secondary markets for, and securities that are derivatives of, shares of non-public companies (the "Shares"). Doing so requires a commitment to the privacy of our community.
We collect information from you to:
We collect information by asking you to enter data into forms, by observing your account activity and usage of the Services, by logging your access and activity on the Site, by your uploading of documents, and via third party information providers that among other things provide background checks to verify your identity, creditworthiness, and your eligibility and suitability to participate in Transactions.
If you register or use the Services through a third-party site or application such as Facebook or AngelList, or link your Equidate account to those sites and applications, we may gather information from them.
We may retain or delete your Personal Information according to our internal data retention policies, even after you no longer use the Site and Services or terminate or deactivate your account or your relationship with Equidate, among other things for backup, archival, contract enforcement and dispute resolution, auditing, and regulatory compliance purposes.
Our online software also automatically collects information from your computer, browser, phone, or other devices and software used to access the Services, and log this information in log files. This information includes among other things your device ID, ISP, IP address, user IDs and access tokens for third party sites such as AngelList and LinkedIn, information you have authorized a third party to share, and any information you have made public on those services.
Equidate is committed to maintaining the confidentiality, accuracy, and security of the Equidate Community’s Personal Information, to honor our clients’ integrity, respect the trust the Equidate Community places in us, and for purposes of Compliance.
We protect Personal Information by using software, physical safeguards, and internal procedures, in compliance with the law. This includes using secure servers, encryption, and locked facilities as applicable. We maintain access policies designed to limit access to Personal Information to those who need to know as part of the Services, and education and training for employees on the importance of confidentiality. We have a policy of requiring companies that work with us to protect Personal Information as well.
We ask you to help by taking reasonable precautions to protect your own files, use secure passwords, and generally exercise due care with any sensitive information about yourself or other people.
No security system is completely without risk. If there is a security or data breach affecting your Personal Information, we will attempt to investigate and as appropriate, notify you and take other applicable legal steps. Further, if you become aware that any Personal Information we have appears to be inaccurate, and you are unable to correct it yourself from your user account, you may contact us as described below. You may also contact us anytime if you have questions regarding your personal information, the Services, or any other matter.
Although we sometimes refer to third party affiliates as “we” or part of the Services, please be aware that some of these entities are not under common ownership with, or controlled by, Equidate. All securities transactions (including any solicitation, engagement, brokering, closing, and clearing Transactions) are handled by affiliated broker-dealers. Further, per the terms of the Transactions and other agreements you may enter into, Equidate may setup or contract with third parties to service, pool, and otherwise manage the securities that are the subject of the Transactions.
Like any company, we sometimes need to share information we have collected with third parties. These include:
When you access the Site or Services, we may place cookies, pixel tags, web beacons, page tags, or other data-gathering and transmitting tools or files on your device. These help us recognize you as a user, customize and personalize the Services, study and improve our offerings, collect information about your device and software in order to improve site performance or prevent fraud. Most Internet browsers and other access software is able to disable or remove these cookies, and will contain instructions on how to do so, but doing so could affect your ability to use the Site and Services.
The Equidate site and services are directed at and intended solely for adults. We do not knowingly collect any information from anyone under the age of 18 or allow them to use the Site or Services. If you learn that we may have inadvertently collected any such information please contact us immediately for a resolution.