Privacy Policy

This Privacy Policy explains how Deal Box, Inc. ("Deal Box," "we," "us") handles personal information collected through issuer-direct portals we host and public pages we operate (the "Platform"). This Policy applies to U.S. users and U.S. investors.

• Identifiers & contact: name, email, phone, address.
• Investor qualification & compliance: accreditation attestations/certificates, KYC/AML data (e.g., ID document metadata as processed by third-party providers), signatures, timestamps.
• Portal activity & device data: login events, page views, IP address, user agent, cookie IDs.
• Documents you upload: NDA acknowledgments, subscription packet metadata (not countersigning on your behalf).

• Provide and secure your account (authentication, session management, fraud prevention).
• Operate issuer-direct workflows (accreditation/KYC/AML via third-party providers selected by the issuer).
• Compliance logging, audit trails, and error/abuse detection.
• Site performance, analytics, and service improvement (de-identified/aggregated where possible).

We do not sell personal information.

• Subprocessors/vendors that help us run the Platform (e.g., hosting, email, identity/KYC/AML, accreditation verification, e-signature, workflow).
• The issuing company whose portal you access (issuer-direct model).
• Legal/compliance recipients if required by law, to protect rights, or to investigate abuse.

We do not share for third-party advertising.

The Platform is intended for adults. We do not knowingly collect information from anyone under 18. If you believe a minor has provided data, contact us to delete it.

We use commercially reasonable administrative, technical, and physical safeguards (encryption in transit, restricted access, audit logging). No method is 100% secure.

Portal content and compliance logs are retained for the duration of the raise and for up to 12 months after close, unless a longer period is required by law or the issuer's policies. You may request deletion or export (subject to issuer and legal requirements).

• Account settings and support requests for corrections/deletion.
• Email preferences for non-transactional messages (unsubscribe where offered).

Accreditation, KYC/AML, e-signature, data storage, and similar services are provided by third parties under their own terms and privacy policies.

We may update this Policy; the "Last updated" date reflects the latest change.

hello@dealbox.io | Deal Box, Inc., 2173 Salk Ave, Suite 250, Carlsbad, CA 92008