Privacy Policy

This Privacy Policy explains how Coastal Pointe Capital (“Coastal Pointe Capital,” “we,” “us”) collects, uses, and protects information when you visit our website or use the investor portal. Coastal Pointe Capital operates as Coastal Pointe Capital, LLC, located at 4211 W Waters Ave, Tampa, FL 33614.

Information we collect

When you create a portal account or submit a form, we collect the information you provide: your name, email address, phone number, and details related to a prospective investment. We also collect technical information automatically, such as IP address, browser/user-agent, and referring pages, and we record the exact consent text and timestamp shown to you at signup.

How we use your information

• To create and manage your investor portal account.
• To verify identity and accredited-investor status for Regulation D Rule 506(c) offerings.
• To prepare and deliver subscription, account, and tax documents.
• To send account and transactional notifications, and (with your consent) marketing messages.
• To meet legal, regulatory, and compliance obligations.

SMS / text messaging

With your consent, we send account/transactional and marketing SMS messages to the phone number you provide. Message frequency may vary. Message and data rates may apply. Reply HELP for help or STOP to opt out at any time. We do not share your mobile information with third parties or affiliates for their marketing purposes. Text-messaging originator opt-in data is not shared with any third party.

How we share information

We share information with service providers who help us operate (for example, identity/accreditation verification, e-signature, fund administration, payment, CRM, email, and hosting providers), and as required by law. We do not sell your personal information.

Data retention & security

We retain records, including compliance audit records, for as long as required for legal and regulatory purposes. We use reasonable administrative and technical safeguards to protect your information; no method of transmission or storage is completely secure.

Your choices

You may request access to or correction of your information, and you may opt out of marketing messages at any time. Contact us at support@coastalpointecapital.com.

Changes

We may update this policy from time to time. Material changes will be reflected by the “Last updated” date above.