Privacy Policy

TRIFECTA EQUITY PARTNERS LLC ("we," "our," or "us") is committed to protecting the privacy of our website visitors and prospective investors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit www.trifectaequitypartners.com and any related pages or forms (collectively, the "Site"). Please read this policy carefully. If you disagree with its terms, please discontinue use of the Site.

1. Information We Collect

We collect information you voluntarily provide when you complete forms on our Site, including our Discovery Call Request form, Deal Room Access form, and Free Resource download forms. The information we collect may include:

First name, last name, email address, phone number, Investable capital range, accreditation status, investment goals, Email opt-in status, IP address, browser type, pages visited, time on site (via analytics)

We do not collect sensitive personal information such as Social Security numbers, financial account numbers, or government-issued identification through this Site.

2. How We Use Your Information

We use the information we collect for the following purposes:

- To respond to your inquiries and schedule discovery calls

- To send you educational content, deal announcements, and investor updates you have opted into receiving

- To deliver free resources (guides, ebooks, webinar access) you have requested

- To manage your relationship in our investor CRM (GoHighLevel)

- To comply with legal and regulatory obligations applicable to real estate investment offerings

- To improve our Site and marketing communications based on aggregate usage data

We will not use your information for any purpose materially different from those described above without first obtaining your consent.

3. Email Communications & Your Right to Unsubscribe

In compliance with the CAN-SPAM Act (15 U.S.C. § 7704), all commercial email communications we send will:

- Clearly identify TRIFECTA EQUITY PARTNERS LLC as the sender

- Include our physical mailing address: TRIFECTA EQUITY PARTNERS LLC, 8116 Arlington Blvd., Suite 230, Falls Church, VA 22042

- Include a clear and conspicuous unsubscribe mechanism in every email

- Honor all unsubscribe requests within 10 business days

You may unsubscribe from our email list at any time by clicking the "Unsubscribe" link in any email we send, or by contacting us directly at [email protected]. Unsubscribing from marketing emails does not affect transactional communications related to an active investment relationship.

4. Sharing Your Information

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

Service Providers (e.g. CRM Platform)Investor relationship management and email automationLegal & Compliance AdvisorsVerifying accreditation status for Regulation D offeringsAnalytics ProvidersAggregate, anonymized site usage data onlyLaw Enforcement / Legal ProcessWhen required by law, court order, or to protect our legal rights

4. SMS/Text Message Communications

By providing your phone number and opting in through our website forms, discovery call forms, deal room access forms, free resource forms, or other consent-based forms, you consent to receive SMS/text messages from TRIFECTA EQUITY PARTNERS LLC. These messages may include appointment reminders, discovery call follow-ups, investor education, deal room access updates, event reminders, investment-related updates, and other communications related to your relationship with TRIFECTA EQUITY PARTNERS LLC.

Consent to receive text messages is not a condition of making an investment or purchasing any goods or services. Message frequency may vary based on your interactions with us. Message and data rates may apply.

You may opt out of receiving SMS/text messages at any time by replying STOP to any message we send. After you reply STOP, we may send a final confirmation message to confirm that you have been unsubscribed. You may reply HELP for assistance or contact us directly at [email protected].

We do not sell, rent, or share SMS opt-in consent, phone numbers, or text messaging data with third parties or affiliates for their marketing or promotional purposes.

6. Mobile Information Sharing:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

7. Data Retention:

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, or as required by applicable law. Investor records related to securities offerings may be retained for a minimum of five (5) years in accordance with SEC recordkeeping requirements. You may request deletion of your information at any time (see Section 7 below), subject to any legal retention obligations.

8. Cookies & Tracking Technologies:

Our Site uses standard web analytics tools that may place cookies or similar tracking technologies on your device to collect aggregate, anonymized data about site usage (pages visited, time on site, referral source). We do not use tracking technologies to build individual advertising profiles or sell data to advertisers. You may disable cookies in your browser settings; however, some features of the Site may not function properly if cookies are disabled.

Your Rights & Choices: Depending on your jurisdiction, you may have the following rights regarding your personal information:

- Access: Request a copy of the personal information we hold about you

- Correction: Request correction of inaccurate or incomplete information

- Deletion: Request deletion of your personal information, subject to legal retention requirements

- Opt-Out: Unsubscribe from marketing communications at any time

- Portability: Request your data in a portable, machine-readable format

To exercise any of these rights, contact us at [email protected]. We will respond to all requests within 30 days.

9. Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security and encourage you to use caution when sharing sensitive information online.

10. Investment Disclaimer

Nothing on this Site constitutes an offer to sell or a solicitation of an offer to buy any security. Investment opportunities described on this Site are available only to qualified investors and are subject to the terms of applicable offering documents. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Prospective investors should consult their own legal, tax, and financial advisors before making any investment decision.

11. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. When we make material changes, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically. Your continued use of the Site after any changes constitutes your acceptance of the updated policy.

12. Contact Us

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

TRIFECTA EQUITY PARTNERS LLC

8116 Arlington Blvd., Suite 230, Falls Church, VA 22042

Email: [email protected]

Website: www.trifectaequitypartners.com