Privacy Policy

Effective Date: October 2025

Deal Process Partners, LLC (“Deal Process Partners”, “we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information.

This Privacy Policy outlines how we collect, use, share, and safeguard your personal data when you interact with us through our website and services, in accordance with applicable privacy laws, including U.S. privacy regulations, the General Data Protection Regulation (GDPR), and other relevant legislation.

1. INFORMATION WE COLLECT
Personal Information

We collect information you voluntarily provide to us, including your:

  • Name
  • Email address
  • Company name
  • Other relevant details when you:
  • – Inquire about our services or request information
  • – Subscribe to updates, newsletters, or marketing communications
  • – Join our investor network or advisory programs

Usage Data

We automatically collect technical data about your interaction with our website, including:

  • IP address, browser type, device identifiers, and usage patterns
  • Cookies and similar tracking technologies

Third-Party Data

We may supplement your information with data from trusted third-party sources such as:

  • Business databases or strategic partners
  • Background check providers (for compliance or due diligence, as needed)

2. HOW WE USE YOUR INFORMATION

We use your data for the following purposes:

Service Delivery – To provide capital advisory, investor relations, or funding-related services

Client Onboarding & Compliance – To conduct due diligence and meet regulatory requirements

Marketing & Communication – To send updates, insights, and deal opportunities (with your consent)

Service Improvement – To analyze usage data and improve offerings

Legal & Security Needs – To comply with laws, resolve disputes, and prevent fraud

3. HOW WE SHARE YOUR INFORMATION

We maintain strict confidentiality and only share information under the following conditions:

With Your Consent – When you explicitly authorize it

With Trusted Vendors – Such as cloud storage, analytics, and compliance partners under binding NDAs

As Required by Law – In response to lawful requests or to protect our legal rights

4. DATA SECURITY

We implement industry-standard security practices, including:

  • Encryption
  • Secure server access
  • Regular audits

No internet transmission is 100% secure. While we strive for high standards, we cannot guarantee absolute protection.

5. INTERNATIONAL DATA TRANSFERS

Your data may be stored or processed in the United States, Canada, or other jurisdictions where our vendors operate. We ensure all cross-border data transfers comply with applicable privacy laws.

6. DATA RETENTION

We only retain personal data as long as necessary for:

  • The purposes outlined in this policy
  • Legal or regulatory compliance

Retention periods may vary by data type and jurisdiction.

7. YOUR PRIVACY RIGHTS

Depending on your location, you may have the right to:

Access & Rectify – Request your data or corrections

Data Portability – Receive your data in a portable format

Withdraw Consent – Opt out of marketing or optional uses

Request Erasure – Ask us to delete your data (subject to exceptions)

Restrict or Object – Limit how your data is processed

To exercise your rights, email us at: info@dealprocesspartners.com

We’ll respond according to legal timelines in your jurisdiction.

8. COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar technologies to enhance your website experience and analyze usage patterns. Cookies are small text files stored on your device that help us understand how you interact with our website.

You can manage cookie preferences through your browser settings. Most browsers allow you to refuse cookies or alert you when cookies are being sent. Please note that some features of our website may not function properly if you disable cookies.

9. UPDATES TO THIS POLICY

  • We may update this Privacy Policy from time to time.
  • Any changes will be posted on this page with an updated effective date.
  • We encourage periodic review.

CONTACT US

For questions or privacy-related concerns, contact:

Email: info@dealprocesspartners.com

Mailing Address:
Deal Process Partners, LLC
301 S McDowell Street Suite 125
Charlotte, NC 28204

CASE STUDY ACCESS

Client case studies are available upon request, subject to confidentiality approval (e.g., board or investment committee sign-off).

© 2025 Deal Process Partners, LLC. All Rights Reserved.