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Privacy Notice

Platform Ventures, LLC and its affiliates and subsidiaries (collectively, “Platform” “we”, “us”, “our”) respect your privacy. This Privacy Notice describes the processing of Personal Information (defined below) that is provided, collected, or disclosed in the course of providing our products or services to you (“Services”) and on the websites, applications, or other platforms that link to this Privacy Notice. It also describes rights you may have under applicable laws. Platform utilizes the Services to provide certain investment management, investor reporting, and communication services to you. “Personal Information” means information that uniquely identifies, relates to, describes, or is reasonably capable of being associated with or linked to you.

Personal Information We Collect

1. Personal Information We Collect

  • Business and personal contact information, such as your first and last name, email and mailing addresses, phone number, professional title, and company name.
  • Registration information, such as information that may be related to a service or a webinar or other training opportunity for which you register.
  • Investor information, such as your social security number, custodian information, distribution instructions, and other financial information if you supply such information through our Service.
  • Feedback or correspondence, such as information you provide when you contact us with
    questions, feedback, or otherwise correspond with us.
  • Demographic information, such as your city, state, country of residence, and postal code.
  • Usage information, such as information about how you use the Service and interact with us, including information associated with any content you upload to the websites or otherwise submit to us, and information you provide when you use any interactive features of the Service.
  • Marketing information, such as information including your preferences for receiving communications about our activities, events, and publications, and details about how you engage with our communications.
  • Other information that we may collect that is not specifically listed here but which we will use in accordance with this Privacy Policy or as otherwise disclosed at the time of collection.

2. How We Collect Personal Information

We collect Personal Information:

  • Directly From You – We collect Personal Information that you provide to us, for example, if you choose to contact us, request Services or information from us, or sign up to receive updates.
  • From Third Parties – We may collect Personal Information from third parties including, business partners, subcontractors, advertising networks, analytics providers, and search information providers, who may provide us with Personal Information about you.
  • Through Online Tracking Technologies – We use cookies and similar technologies to collect Personal Information related to activity on our website. For additional information regarding our use of these technologies, see the Cookies and Tracking Technologies section below.

3. Use and Disclosure of Information

Platform may collect, use, share, and otherwise process your Personal Information for a number of purposes, including, but not limited to:

  • To provide our products and Services to you – We collect your Personal Information when you invest with us and collect your Personal Information related to investing in our platforms.
  • To improve our Services – We may send you announcements, updates, security alerts, and support and administrative messages and webinars and other training opportunities. We may use your Personal Information to respond to your requests, questions, and feedback. We analyze use of the Services d to develop new products and services, including by studying user demographics.
  • To send you marketing and promotional communications – We may send you marketing communications as permitted by law. You will have the ability to opt-out of our marketing and promotional communications as described in Your Privacy Rights Section below.
  • To comply with law – We use your Personal Information, as we believe necessary or appropriate to comply with applicable laws, lawful requests, and legal process, such as to respond to subpoenas or requests from government authorities.
  • For compliance, fraud prevention, and safety – As we believe necessary or appropriate, we may use your Personal Information and disclose it to law enforcement, government authorities, and private parties to: (a) protect our, your or others’ rights, privacy, safety, or property (including by making and defending legal claims); (b) enforce the terms and conditions that govern the Service; and (c) protect, investigate, and deter against fraudulent, harmful, unauthorized, unethical or illegal activity.
  • With your consent – In some cases, we may specifically ask for your consent to collect, use, or share your Personal Information, such as when required by law.
  • To create anonymous, aggregated, or de-identified data – We may create anonymous, aggregated, or de-identified data from your Personal Information and other individuals whose Personal Information we collect. We make Personal Information into anonymous, aggregated, or de- identified data by removing or not utilizing information that makes the data personally identifiable to you. We may use this anonymous, aggregated, or de identified data and share it with third parties for our lawful business purposes, including to analyze and improve the Service and to promote our business.

4. International Use of Our Services             

Our Services are hosted in the United States. If you are accessing our Services from outside of the United States, please note that by providing your Personal Information, it is being transferred to, stored, collected, or processed in the United States, where our servers are located and operated.

5. Security

We use commercially reasonable efforts to protect the confidentiality and security of Personal Information. However, despite these efforts to store Personal Information in a secure environment, we cannot guarantee the security of Personal Information during its transmission or its storage on our systems.

6. Retention

We will retain each category of your Personal Information for as long as necessary to fulfill the purposes described in this Notice otherwise required by applicable laws. Criteria we will use to determine how long we will retain your Personal Information include whether we need your Personal Information to provide you with our Services you have requested; we continue to have a relationship with you; you have requested information or Services from us; we have a legal right or obligation to continue to retain your Personal Information; we have an obligation to a third party that involves your Personal Information; our retention or record keeping policies and obligations dictate that we retain your Personal Information; we have an interest in providing you with Personal Information about our Services; or we have another business purpose for retaining your Personal Information.

7. Cookies and Other Tracking Technologies

We and our service providers may use cookies and similar technologies to collect usage and browser information about how you use our website. We process the information collected through such technologies, which may include or be combined with Personal Information, to help operate certain features of our website, to enhance your experience through personalization, and to help us better understand the features of our website that you and other users are most interested in.

We allow or enable third parties to collect Personal Information in order to provide their interest-based advertising services, and we use Google Ads and other third parties to serve ads for our Services across various websites. To opt-out of this type of advertising by Google, to customize your ad preferences, or to limit Google’s collection or use of your data, visit Google’s Safety Center and Google’s Ad Settings and follow Google’s personalized ad opt-out instructions. Opting out will not affect your use of our Services.

We use analytics services, including Google Analytics, to assist us with analyzing our website traffic. These services utilize cookies and other technologies that collect your Personal Information. To learn more about how Google uses data, visit Google’s Privacy Policy and Google’s page on “How Google uses data when you use our partners’ websites or apps.” You may download the Google Analytics Opt- out Browser Add-on for each web browser you use, but this does not prevent the use of other analytics tools. To learn more about Google Analytics cookies, visit Google Analytics Cookie Usage on Websites.

In addition, most browsers provide you with the ability to block, delete, or disable cookies, and your mobile device may allow you to disable transmission of unique identifiers and location data. If you choose to reject cookies or block device identifiers, some features of our Services may not be available, or some functionality may be limited or unavailable. Please review the help pages of your browser or mobile device for assistance with changing your settings. We do not respond to Do Not Track (“DNT”) signals sent to us by your browser at this time.

8. Third-Party Websites

We are not responsible for the practices employed by any websites or services linked to or from our Services, including the information or content contained within them. We encourage you to investigate and ask questions before disclosing Personal Information to third parties, since any Personal Information disclosed will handled in accordance with the applicable third party’s privacy notice.

9. Children’s Information

The Service is not directed to, nor does Platform knowingly collect information from, children under the age of 13. If you become aware that your child or any child under your care has provided information without your consent, please contact Platform immediately using the contact information provided below.

10. Notice to California Residents

This section applies to our collection and use of Personal Information if you are a resident of California, as required by the California Consumer Privacy Act of 2018 and its implementing regulations, as amended by the California Privacy Rights Act (“CCPA”), where “Personal Information” has the definition set forth in the CCPA.

Platform makes the following disclosures regarding the Personal Information it has collected within the 12-month period preceding the Effective Date of this Privacy Notice:

Sources of Personal Information

We collect Personal Information from the categories of sources detailed in the How We Collect Personal Information section above.

Use of Personal Information

We collect Personal Information for the business and commercial purposes detailed in the How We Use Personal Information section above.

Disclosure of Personal Information

The categories of third parties to whom we disclose Personal Information for a business or commercial purpose or to whom we sell or share Personal Information are summarized in the chart below. We do not knowingly sell or share the Personal Information of minors under the age of 16.

Categories of Personal Information We Collect
Categories of Recipients to Whom We Disclose Personal Information for a Business or Commercial Purpose
Categories of Third Parties to Whom We Sell or Share Personal Information
Affiliates and subsidiaries
Service providers
Business partners
Third parties for legal, security, and safety purposes
Third parties in connection with a corporate transaction
Other entities to which you have consented to the disclosure
Third-party marketers
Analytics providers
Other third parties that set cookies and other online tracking technologies on our website
Commercial Information
Service Providers
We do not sell or share this category of Personal Information
Internet or other similar network
Service Providers
Third-party marketers
Analytics providers
Other third parties that set cookies and other online tracking technologies on our website
Inferences drawn from other
Personal Information
Service Providers
We do not sell or share this category of Personal Information
Sensitive Personal Information
Service Providers
We do not sell or share this category of Personal Information
Other California Privacy Rights

Under California Civil Code Section 1798.83, individual customers who reside in California and who have an existing business relationship with us may request information about our disclosure of certain categories of Personal Information to third parties for the third parties’ direct marketing purposes, if any. To make such a request, please contact us using the information in the Contact Us section below. Please be aware that not all information sharing is covered by these California privacy rights requirements and only information on covered sharing will be included in our response. This request may be made no more than once per calendar year.

11. Your Privacy Rights and How to Exercise Them

Depending on where you live, you may have the following rights with respect to your Personal Information under applicable data protection laws:

  • Access – You may have the right to know what Personal Information we have collected about you and to access such data.
  • Data portability – You may have the right to receive a copy of your information in a portable and readily usable format.
  • Deletion – You may have the right to delete your Personal Information that we have obtained, subject to certain exceptions.
  • Correction – You may have the right to correct inaccuracies in your Personal Information.
  • Opt out of certain processing – You may have the right to: (a) opt out of the processing of your Personal Information for purposes of targeted advertising, (b) opt out of the sale or sharing of your Personal Information; (c) limit the use of your Sensitive Personal Information (if applicable), and (d) opt out of the processing of your Personal Information for profiling in furtherance of decisions that produce legal or similarly significant effect concerning you.

To opt out of marketing emails, please email us at privacy@platformv.com by following the instructions included in the email or text correspondence. Please note that, even if you unsubscribe from certain correspondence, we may still need to contact you with important transactional or administrative information, as permitted by law. Additionally, if you withdraw your consent or object to processing of your Personal Information, or if you choose not to provide certain Personal Information, we may be unable to provide some or all of our Services to you.

To exercise any of the privacy rights afforded to you under applicable data protection laws, please submit a request to us by one of the following methods:

You may also initiate any opt outs by broadcasting an Opt-Out Preference Signal, such as the Global Privacy Control (GPC). We honor Opt-Out Preference Signals, including GPC. If you choose to use an Opt-Out Preference Signal, you will need to turn it on for each supported browser or browser extension you use.

You will not be discriminated against in any way by virtue of your exercise of the rights listed in this Privacy Notice which means we will not deny goods or Services to you, provide different prices or rates for goods or Services to you, or provide a different level or quality of goods or Services to you. Only you, or an authorized agent that you authorize to act on your behalf, may make a request related to your Personal Information. You may also make a request on behalf of your minor child.

We must verify your identity before fulfilling your requests, and if we cannot verify your identity, we may request additional information from you. If you are an authorized agent making a request on behalf of another person, we will also need to verify your identity, which may require proof of your written authorization or evidence of a power of attorney. We endeavor to respond to requests within the time period required by applicable law. If we require more time, we will inform you of the reason and extension period in writing.

We do not charge a fee to process or respond to your requests unless they are excessive or repetitive. If we determine that a request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request. We may deny certain requests, or only fulfill some in part, as permitted or required by law. If you are not satisfied with the resolution of your request and you are afforded a right to appeal such decision, you will be notified of our appeal process in our response to your request.

12. Changes to this Privacy Notice

Please note that we may modify or update this Privacy Notice from time to time, so please review it periodically. We will provide you notice if material changes are made. Unless otherwise indicated, any changes to this Privacy Notice will apply immediately upon posting to our websites.

13. Contact Information

Please direct any questions or comments about this Privacy Notice or privacy practices to privacy@platformv.com. You may also write to us via postal mail at:

Platform Ventures, LLC
1511 Baltimore Avenue, Suite 300
Kansas City, MO 64108
Attn: Legal Department


Your online identifiers and activity on our website is being collected through cookies to enhance our website functionality and for marketing purposes. This information will not be sold; however, it may be shared with third parties for cross-context behavioral advertising. Please click Do Not Share My Personal Information to opt out. If you require assistance in accessing this notice, please contact us at privacy@platformv.com. For more information about our practices with respect to Personal Information, please see our Privacy Notice.