Privacy Policy

Stage Investor Network privacy policy

Revised: 12/14/2018
About This Policy

This privacy policy ("Policy") describes how Stage Investor Network ("Stage" or "we" or "us" or "our") uses information it collects on the websites where the Policy is posted, including (collectively, "Website"). It also applies to emails we send. This Policy does not apply to our use of employee or job applicant information. It also does not apply to information we collect offline.
Please read this Policy carefully. By using the Website, you acknowledge and agree that you consent to this Policy. If you do not agree to be bound by this Policy, please exit the Website now.

Personal Information We Collect
We may collect the categories of personal information described below:
Contact Information: We collect information that personally identifies you, such as your name, address, phone number, email address, user name and password, and other personally identifiable information that you choose to provide us in connection with our Website, such as the information that you choose to include in your Stage Investor Network profile or account.
Due Diligence Analyst Account Information: If you create a Due Diligence Analyst account, we may additionally collect information, such as CRD#, firm name, firm address, firm AUM, and investor type.
Investment Manager Account Information: If you create an Investment Manager account, we may additionally collect information, such as bank information required for ACH transfers or payment card information and any information that you provide about your company, such as firm name, firm address, and user role in your firm or company.
Website and Usage Information: We may collect certain information automatically through your use of the Website. This may include information about the device you are using, such as hardware model, operating system, application version number, browser information, and IP addresses. Browser information might include the general region or area from which you access our Website. We may also collect browsing information, such as which pages of the Website that you access, the frequency of access, the websites you visit when you leave the Website, and what websites you came from.
Google Analytics: This Website uses Google Analytics, a web analytics service provided by Google, Inc. ("Google"). Google Analytics uses cookies to help us analyze use of the Website. Information generated by cookies about your use of the Website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the Website, compiling reports on Website activity, and providing other services relating to Website activity and Internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google's behalf. Google will not associate your IP address with any other data held by Google. By using this Website, you consent to the processing of data about you by Google in the manner and for the purposes set out above. For information about how to opt out of having your information used by Google, visit .

How We Collect Personal Information
We may collect personal information in the following ways:
Directly: We collect information directly from you, for example when you create your account. We also may collect any information that you provide when communicating with us or otherwise when using our Website or the services we provide through the Website, such as your questions, comments, or feedback.
Passively: We collect information passively through the use of cookies (a small text file placed on your computer to identify your computer and web browser) and other similar technologies. You can reset your web browser to refuse all cookies or to indicate when a cookie is being sent, however, certain features of the Website may not work if you delete or disable cookies. Some of our service providers may use their own cookies or other tracking technologies in connection with the services they perform on our behalf.
From third parties: We may collect information from third parties including our service providers.
By combining information: We combine information we obtain from different sources. For example, we may aggregate information that we collect about you through your different accounts.

How We Use Personal Information
We may use personal information for the following purposes:
To provide services: We use personal information in order to provide you with our services and to fulfill our contractual obligations to you. For example, we use your personal information to maintain your account.
To answer your questions and respond to your requests: We use personal information to communicate with you about our Website or services. We may also use your personal information to send you account updates or other communications regarding your account or to inform you of any changes to our Website or services. For example, we may use your contact information to send you a link to a blog you request or to help you use the Website.
To send you information we think you will want: For example, we might send you an invitation to an event we think you might want to attend. We might also send you information about a legal update in which we think you might be interested.
To maintain and improve the Website: We analyze how our users interact with our Website in order to maintain and improve it. We also use information that we collect to diagnose any problems with our Website and to improve the user experience. For example, we might use the information that we collect to understand what content people view and find most interesting.
For specific purposes: You may be asked to provide information for a specific purpose. For example, we may request that you fill out a survey to provide us with feedback on our technical support. We will only use the information that you provide for the purpose for which you provided it to us.
When We Share Information
We may share personal information with the following categories of third parties:
With service providers who do things on our behalf: We may share information with service providers that help us perform Website functions and administer our services. For example, we will share information with a service provider who sends emails out for us or who helps us operate and provide services through the Website.
With other users of the Website and other third parties: Users of the Website and others may have the option to purchase statistical or aggregated information that does not directly identify you or any specific person, but may be derived from your personal information. This may include information about the users who visit their pages such as the pages they visited and how long they viewed those pages.
With related entities: We may share personal information and other information with businesses controlling, controlled by, or under common control with Stage. If Stage is merged, acquired, or sold, or in the event of a transfer of some or all of our assets, we may disclose or transfer personal information and other information in connection with such a transaction.
If we think we have to in order to comply with the law or enforce our rights: We will share information where we are legally required to do so or to establish, protect, or exercise our legal rights, such as in response to court orders or legal process; to defend against legal claims or demands; or to comply with the requirements of any mandatory applicable law. This includes cooperating with law enforcement when we think it is appropriate.
If we believe it is necessary to prevent harm: We may share information if we believe it is necessary in order to detect, investigate, prevent, or take action against illegal activities, fraud, or situations involving potential threats to the rights, property, or personal safety of any person.
With your consent: We may request your permission to share your personal information for a specific purpose. We will notify you and request consent before you provide the personal information or before the personal information you have already provided is shared for such purpose.
As otherwise legally permitted or as we may notify you: We may share information with third parties for our legitimate business purposes, to the extent permitted by law.

You Have Certain Choices
Marketing Emails: You can opt-out of marketing emails by following the instructions in the message we send. We may also give you choices about other emails you receive from us.

Managing Your Information Preferences: You can review, correct, update, or change your information or opt out of receiving certain emails by changing the relevant settings in your account. You are able to opt out of receiving marketing emails from us, however, you cannot opt out of receiving all emails from us, such as emails about the status of your account. If you have questions or concerns regarding this Policy, please email us at

Be Careful When You Share Information with Others: Please be aware that whenever you share information on any public area of the Website, that information may be accessed by others. In addition, please remember that when you share information in any other communications with third parties, that information may be passed along or made public by others. This means that anyone with access to such information can potentially use it for any purpose, including sending unsolicited communications.
Information Is Stored in the United States
Information you provide to us or on the Website is stored in the United States. If you are located outside of the United States, be aware that information you submit will be transferred to the United States, and you consent to this transfer. You understand that the United States may not provide the same level of protections as the laws in your country.

We Use Standard Security Measures
The security of your personal information is important to us. We maintain reasonable physical, technical, and administrative security measures to protect and limit access to your personal information. However, no method of transmission over the Internet or electronic storage technology is 100% secure. While we strive to use industry standard measures to protect your personal information, we cannot guarantee its absolute security. We encourage you to share personal information with caution.

Our Website May Have Third Party Links and Content
The Website may have links to and frame third-party content. We do not control that content or the third party's privacy practices. You are subject to the policies of those third-party websites, where applicable. We encourage you to read their privacy policies to understand how they use your information.

Browser Do Not Track
The Website is not currently configured to respond to "Do Not Track" signals sent by Internet browsers.

Children's Privacy
The Website is not intended for use by children. We do not knowingly collect personal information from children under the age of 13 years. Please contact us if you believe we may have unknowingly collected information about a child under 13, and we will take immediate steps to delete any such personal information.

You Can Contact Us
If you have questions about this Policy you can email us at You can also contact us if you want to know what information we have or want us to take you off of our lists. To reach us by mail send your requests and questions to: IT Director, Stage Investor Network, LLC, 925 W Lancaster Ave., Suite 220, Bryn Mawr, PA 19010.

We May Update This Policy
We may update this Policy from time to time. We will notify you of changes as may be required by law. The updated Policy will be posted on our Website and any changes will be effective as of the date of posting or any stated effective date. Your continued use of the Website following updates to the Policy constitutes your agreement to the updated Policy.

Copyright © 2018 Stage Investor Network, LLC. All Rights Reserved.