Privacy Policy

Your Reserve Fund (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through our website and the Private Capital System Letter, how we use it, and the choices you have. This policy applies to visitors and individuals who submit forms on our Site.

Information We Collect

We collect information you voluntarily provide when you interact with our Site, such as when you request a guide, download a playbook, or complete an assessment. This may include:

• Contact details — name, email address, and phone number;
• Business & financial context — information you share in an assessment, such as business stage, cash flow range, or goals; and
• Usage data — pages visited, referring URLs, browser type, and approximate location, collected automatically through cookies and similar technologies.

We do not collect sensitive financial account numbers, Social Security numbers, or medical information through the Site. Insurance underwriting information, when required, is collected separately through secure, authorized channels.

How We Use Information

We use the information we collect to:

• Deliver requested guides, playbooks, and resources;
• Respond to inquiries and provide educational content about private capital strategies;
• Contact you with the consent you provided, including by phone, text, or email;
• Improve our content, Site performance, and user experience;
• Comply with legal obligations and protect against fraud.

Legal Basis for Processing

We process personal information based on your consent, our legitimate interest in providing educational services and improving the Site, and to comply with legal obligations. You may withdraw consent at any time without affecting the lawfulness of processing carried out before withdrawal.

Cookies & Tracking Technologies

We use cookies and similar technologies to operate the Site, remember preferences, measure traffic, and deliver relevant content. Analytics and advertising partners may also set cookies to understand how visitors use the Site and to show relevant ads. You can control cookies through your browser settings; disabling them may limit some Site functionality.

This site is not a part of the Facebook™ website or Meta Platforms, Inc. Additionally, this site is not endorsed by Facebook™ in any way. FACEBOOK™ is a trademark of META PLATFORMS, INC. Where we use Meta advertising services, Meta and its partners may use cookies and similar technologies to measure ad performance and deliver relevant ads in accordance with Meta’s policies.

Advertising & Analytics Partners

We may work with third-party advertising and analytics providers, including Meta (Facebook) and similar platforms, to measure the effectiveness of our educational content and to show our resources to people who may find them relevant. These providers may collect information about your activity on this and other sites to provide analytics and personalized advertising. Each provider offers its own opt-out tools, and you can learn more at the provider’s website.

How We Share Information

We do not sell your personal information. We may share information with:

• Service providers who help us operate the Site or deliver communications, under appropriate confidentiality obligations;
• Advertising & analytics partners as described above;
• Affiliates and licensed representatives who may contact you regarding the services you inquired about; and
• Authorities when required by law or to protect rights, safety, or property.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy, to comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your information at any time, subject to legal retention requirements.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Privacy Choices

Depending on your location, you may have the right to access, correct, delete, or restrict the use of your personal information, to object to processing, and to withdraw consent. To exercise any of these rights, or to opt out of marketing communications, contact us at editor@yourreservefund.com. You may also opt out of text messages by replying “STOP” to any message.

You may also opt out of interest-based advertising from participating partners through tools such as the Digital Advertising Alliance opt-out portal at optout.aboutads.info.

Children’s Privacy

The Site is not directed to individuals under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with information, please contact us so we can delete it.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date above reflects the most recent revision. We encourage you to review this page periodically.

Contact

Questions about this Privacy Policy or your personal information may be directed to editor@yourreservefund.com or by writing to Your Reserve Fund, 6479 Main St, The Plains, VA 20198, or by calling (703) 378-2900.