PRIVACY POLICY

EFFECTIVE DATE: 09/01/2023

InvestorBase values your privacy.

In this Privacy Policy (“Policy”), we describe how we collect, use, and disclose information that we obtain about users of our website, InvestorBase.com (the “Site”), and the services available through our Site (“Services”). By visiting the Site or otherwise using our Services, you agree that your information will be handled as described in this Policy. Your use of our Services, and any dispute over privacy, is subject to this Policy and our Terms of Use, including its applicable limitations on damages and the resolution of disputes. Our Terms of Use are incorporated by reference into this Policy.

• Collection of Information

  We collect information directly from you, from non-affiliated entities, and by automated means as set out below. The type of information that we collect from you depends on your particular interaction with our Services or with our Site, but generally includes the below information.

  1. Registration

     You will need to register an account in order to access our Services. We collect information from you when you create an account, such as your name, email address, phone number, and market you operate in.

  2. Activity

     We collect information about your activities on the Site, such as the pages you view, as well as your activities in the Services.

  3. Communications

     We maintain records related to user support and customer service related requests, including the nature of the request, name and contact information of the requestor, and information related to the resolution of the request. Also, you can sign up to receive our newsletter, updates, marketing, and other information we think may interest you by providing your email address.

  4. Usage Data

     We automatically collect information such as the following about your use of our Site and Services through cookies, local storage, analytics tools and other technologies, such as: IP address, browser type, device type, domain name, the website that led you to our Services, the website to which you go after leaving our Services, the dates and times you access our Services and perform certain activities; device name and model; operating system type, name, and version; the length of time that you are using our Services, and the links you click and your other activities within the Services (“Usage Data”). We may combine Usage Data with other information that we have collected about you, including your personal information. We may combine Usage Data with other information that we have collected about you. Please see the section “Analytics and Tracking” below for more information.

• Use of Information

  We use your information, including personal information, for the following purposes:

  1. Providing and Improving Our Services

     To provide and maintain our Site and Services; to improve our Site and Services; to develop new features or services; to process your donations or transactions; to perform technical operations, such as updating software; and for other customer service and support purposes.

  2. Marketing and Communications

     To communicate with you about your use of or interest in our Services and/or Site via email, including to send you updates; to respond to your inquiries; to provide you with news and newsletters, special offers, promotions, and other information we think may interest you; and for other informational, marketing, or promotional purposes. Please see the “Your Choices” section for more information about how to change your communications preferences.

  3. Research and Analytics

     To better understand how users access and use our Services, and for other research and analytical purposes, such as to evaluate and improve our services and operations and to develop additional products, Services and features.

  4. Protecting Rights and Interests

     To protect the safety, rights, property, or security of InvestorBase, the Services, any third party, or the general public; to detect, prevent, or otherwise address fraud, security, or technical issues; to prevent or stop activity that we consider to be, or to pose a risk of being, an illegal, unethical, or legally actionable activity; to use as evidence in litigation; and to enforce this Policy or our Terms of Use.

  5. Legal Compliance

     To comply with applicable legal or regulatory obligations, including as part of a judicial proceeding; to respond to a subpoena, warrant, court order, or other legal process; or as part of an investigation or request, whether formal or informal, from law enforcement or a governmental authority.

  6. General Business Operations

     Where appropriate for the administration of our general business, accounting, recordkeeping and legal functions. As part of our routine business administration, such as employee training, compliance auditing and similar internal activities.

• Disclosure of Information

  In general, we may share your information, including personal information, as follows:

  1. Users

     For users that access the Services through an enterprise account, the administrator and others as directed by the relevant enterprise client, may have access to any of your account data, usage data, bulk data and other data associated with your use of the Services.

  2. Affiliates

     We may disclose the information we collect from you to our affiliates or subsidiaries; however, if we do so, their use and disclosure of your personal information will be subject to this Policy.

  3. Service Providers

     We may disclose the information we collect from you to vendors, service providers, contractors, or agents who perform functions on our behalf. For example, we may disclose your information to third-party service providers to process payments on our behalf.

  4. Third-Party Marketing

     We may send you information about companies that we think you may be interested in. We may partner with other companies to send you joint marketing materials.

  5. Business Transfers

     If we are acquired by or merged with another company, if some or all of our assets are transferred to another company, or as part of a bankruptcy proceeding, we may transfer the information we have collected from you to the other company.

  6. Protecting Rights and Interests

     We may disclose your information to protect the safety, rights, property, or security of InvestorBase, the Services, any third party, or the general public; to detect, prevent, or otherwise address fraud, security, or technical issues; to prevent or stop activity which we, in our sole discretion, may consider to be, or to pose a risk of being, an illegal, unethical, or legally actionable activity; to use as evidence in litigation; and to enforce this Policy or Terms of Use.

  7. Legal Compliance

     We may disclose your information to comply with applicable legal or regulatory obligations, including as part of a judicial proceeding; in response to a subpoena, warrant, court order, or other legal process; or as part of an investigation or request, whether formal or informal, from law enforcement or a government official.

  8. Aggregate and De-Identified Information

     We may share aggregate or de-identified information about users with third parties for research, compliance, or other purposes.

• Analytics and Tracking

  We and our third-party service providers use cookies, pixels, java script, and other tracking mechanisms to track information about your use of our Site. We may combine this information with other personal information we collect from you (and our third-party service providers may do so on our behalf).

  1. Cookies

     Cookies are alphanumeric identifiers that we transfer to your device's hard drive through the Services for record-keeping purposes. Some cookies allow us to make it easier for you to navigate our Services, while others allow us to track your activities in our Services. Most web browsers automatically accept cookies, but if you prefer, you can edit your browser options to block them in the future. The Help portion of the toolbar on most browsers will tell you how to prevent your computer from accepting new cookies, how to have the browser notify you when you receive a new cookie or how to disable cookies altogether.

  2. Clear GIFs, pixel tags and other technologies

     Clear GIFs are tiny graphics with a unique identifier, similar in function to cookies. In contrast to cookies, which are stored on your computer's hard drive, clear GIFs are embedded invisibly on web pages. We may use clear GIFs (a.k.a. web beacons, web bugs or pixel tags), in connection with our Site to, among other things, track the activities of Site visitors, help us manage content, and compile statistics about Site usage. We and our third-party service providers also use clear GIFs in HTML emails to our customers, to help us track email response rates, identify when our emails are viewed, and track whether our emails are forwarded.

  3. Third-Party Analytics

     We may use non-affiliated analytics companies, for example Google Analytics (see privacy policy and opt-out), to evaluate use of our Services. We use these tools to help us understand use of, and to improve, our Services, performance, ad campaigns, and user experiences. These entities may use cookies and other tracking technologies, such as web beacons or local storage objects (LSOs), to perform their services.

  4. Do-Not-Track

     Currently, our systems do not recognize browser “do-not-track” requests. You may, however, disable certain tracking as discussed in this section (e.g., by disabling cookies).

• Interest-based Advertising

  In order to display more relevant advertising on our Services, to manage our advertising on third- party sites and online services and to measure and improve our ads and marketing efforts, we may work with third-party ad companies, ad exchanges, channel partners, measurement services and ad networks. These third parties may use cookies, web beacons or other tracking technologies to collect information about your use of the Services and your activities across other websites and online services, which they may associate with cookies and persistent identifiers, in order to provide you with more relevant advertising or other content on our Services and other websites or services, and to measure the performance of such advertising. Their activities and your choices regarding their use of your information is subject to and set out in their own policies.

  1. Custom Audiences and Matching

     We may disclose certain information (such as your email address) with third parties—such as Facebook (more information on Facebook Custom Audience here or see above) so that we can better target ads and content to our Users, and others with similar interests on these third parties' platforms or networks (“Custom Audiences”). We may also work with third party ad networks and marketing platforms that enable us and other participants to target ads to Custom Audiences submitted by us and others. As noted above, you may also control how Facebook and other third parties display certain ads to you, as explained further in their respective privacy policies.

  2. More Info and Choices

     You can also obtain more information about targeted advertising and how to opt-out of interest-based ads by many third-party ad networks at: www.aboutads.info/choices (Digital Advertising Alliance). Opting out of participating ad networks does not opt you out of being served advertising. You may continue to receive generic or “contextual” ads on our Services. You may also continue to receive targeted ads on other websites, from companies that do not participate in the above programs. Please note, that many opt-out mechanisms are cookie based; so, if you delete cookies, block cookies or use another device, your opt-out will no longer be effective.

• Third-Party Sites and Services

  Our Services may contain links to third-party websites. Any access to and use of such linked websites is not governed by this Policy, but instead is governed by the privacy policies of those third-party websites. We are not responsible for the information practices of such third-party websites.

• Security

  We have implemented safeguards to protect the personal information (including applicable donor information) we collect from loss, misuse, and unauthorized access, disclosure, alteration, and destruction. Please be aware that despite our best efforts, no data security measures can guarantee 100% security. You should take steps to protect against unauthorized access to your password, phone, and computer by, among other things, signing off after using a shared device.

• Your Choices

  We may send periodic promotional emails to you. You may opt out of such communications by following the opt-out instructions contained in the email or emailing us at support@investorbase.com. Please note that it may take up to ten (10) business days for us to process opt out requests. If you opt out of receiving promotional emails about recommendations or other information we think may interest you, we may still send you emails about your account or any Services you have requested or received from us. We retain certain information about you as required by law or as permitted by law for business purposes. For example, if you request that we delete your information, but we believe that you have violated Terms of Service, we may retain information about you in order to attempt to resolve the issue before deleting it.

• Children

  Our Site and Services are not designed for children under 13, and we do not intentionally collect information on our Site and Services from those we actually know are under 13. If we discover that a child under 13 has provided us with personal information, we will delete such information from our systems.

• Changes to this Policy

  This Policy is current as of the Effective Date set forth above. We may change this Policy from time to time, so please be sure to check back periodically. We will post any changes to this Policy on our Site. If we make any changes to this Policy that materially affect our practices with regard to the personal information we have previously collected from you, we will endeavor to provide you with notice in advance of such change, such as via email or prominent notice on the Site.

• Contact Us

  If you have questions about the privacy aspects of our Site or Services or would like to make a complaint, please contact us at support@investorbase.com or 525 King Street Suite B, Charleston, SC 29403.