Privacy Policy
In the ordinary course of business, Crossbeam Venture Partners LLC, and all of its affiliates
(“Crossbeam”) collect, use, and share personal information pertaining to its partners,
employees, investors, and others. Obtaining this information is important to our ability to
conduct our operations and to deliver the highest level of service, but we also recognize that
you expect us to treat this information appropriately.
This policy describes the types of personal information that Crossbeam may collect about you in
compliance with applicable legal and regulatory requirements, the purposes for which we use
the information, the circumstances in which we may share the information and the steps that
we take to safeguard the information to protect your privacy.
HOW WE COLLECT INFORMATION ABOUT YOU
When you visit our website (the “Site”), our web servers collect the details of your operating
system, browser version, domain name and IP address and the details of the web site you
linked from to the Site. Our web servers may seek to place a “cookie” on your computer’s hard
drive, which allows the server to recognize your computer when you visit again. If you prefer
not to accept cookies, you can set your browser to reject them or to alert you before one is
placed. More information on how we use cookies can be found below.
There are parts of this Site where we may need to collect personal information from you for a
specific purpose, such as to provide you with certain information you request. If you voluntarily
submit information to our Site (for example, in a request for general information or through the
submission of a business proposal), we may record and use any personally identifiable
information, such as your name, phone number, fax number and e-mail address, for reasonable
business purposes including, but not limited to, fulfilling your request and marketing and
business communications. You expressly agree with the collection, use, storage and handling of
your personal information as set out in these terms. If you do not provide all the information
we need, we may not be able to give you the information you request.
When you contact us by email or phone about or in relation to our services or to respond to our
communications we may record and use the personal information you provide, such as your
name, title, telephone number, email address and content, date and time of your email
correspondence and information about your employer or your business.
Please also note we may have responsibilities under certain rules and regulations, to verify the
identity of individuals and may need to make certain inquiries and obtain certain information
from you for that purpose. You confirm that all information you supply will be accurate and that
we may disclose such information as we consider necessary to comply with any reporting or
legal and regulatory requirements.
COOKIES
What are cookies?
Cookies are small text files that are stored in your computer’s memory and hard drive, in your
mobile device or tablet when you visit certain web pages. They are used to enable websites to
function or to provide information to the owners of a website, or other third parties who
receive data obtained from that website.
When you visit any web site, it may store or retrieve information on your browser, mostly in the
form of cookies. This information might be about you, your preferences or your device and is
mostly used to make the site work as you expect it to. The information does not usually directly
identify you, but it can give you a more personalized web experience.
Why do we use cookies?
Cookies help us to provide customized services and information. We use cookies on all our Site
to tell us, in general terms, how and when pages on our Site are visited, what our users’
technology preferences are – such as what type of video player they use – and whether our
Site is functioning properly. Depending on their purpose, some cookies will only operate for
the length of a single browsing session, while others have a longer life span to ensure that they
fulfill their longer-term purposes (as explained in more detail below). Please note that, however
long the cookies’ active life may be, you can delete cookies (and therefore stop any further data
collection by them) as further described below.
In broad terms, we use cookies on our Site for the following purposes:
•Analytical purposes: Analytical cookies allow us to recognize measure and track visitors
to our Site and compile a record of this usage information. This helps us to improve and
develop the way our Site works, for example, by determining whether visitors to the Site
can find information easily, or by identifying the aspects of Site that are of the most
interest to them.
•Session management: The software that runs our Site uses cookies for technical
purposes needed by the internal workings of our servers. For instance, we use cookies
to distribute requests among multiple servers, authenticate users and determine what
features of the site they can access, verify the origin of requests, keep track of
information about a user’s session and determine which options or pages to display in
order for the Site to function.
Please note that third parties may use cookies. The kind of cookies and the consequent data
processing carried out by such third parties are regulated by their privacy policy.
Your cookie preferences
Cookies are necessary in order for you to be able to make full use of our Site. If you chose to
disable cookies, some of our Site’s functionality might be impaired.
Third party cookies
When you visit our Site, you may receive cookies that are set by third parties. These may
include cookies set by Google Analytics or our website provider. These cookies are used for the
purposes described in the “Why Do We Use Cookies?” section of this policy. We do not control
the setting of these third party cookies, so we suggest you might wish to check the third party
websites for more information about their use of cookies and how to manage them.
For more information about how Google Analytics collects and processes your data, please
visit www.google.com/policies/privacy/partners.
Amending cookie preferences
If you wish to remove cookies set by our Site from your browser in the future, you may delete
them. The instructions for removing cookies from your computer or mobile device depend on
the operating system and web browser you use. Please note, however, that withdrawing your
agreement to the use of cookies on our Site will impair the functionality of the Site.
USES OF COLLECTED INFORMATION
The principal purposes for which we process and store your personal information are, or may in
the future be:
•to monitor, improve and administer the Site and the information and services provided
on the Site;
• to provide you with information on selected services that you request;
• for the management and administration of our business;
• in order to comply with and in order to assess compliance with applicable laws, rules
and regulations, and internal policies and procedures;
• to set you up as an investor;
• to provide you with our services;
• to understand feedback on our services and to help provide more information on the
use of those products and services quickly and easily;
• to communicate with you in order to provide you with services or information about
Crossbeam and our products and services; or
• to understand your needs and interests.
However we use personal information we make sure that the usage complies with applicable
law and the law allows us and requires us to use personal information for a variety of reasons.
These include where:
• we need to do so in order to perform our contractual obligations with our investors;
• we have obtained your consent;
• we have legal and regulatory obligations that we have to discharge;
• we need to do so in order to establish, exercise or defend our legal rights or for the
purpose of legal proceedings; or
• the use of your personal information as described is necessary for our legitimate
business interests, such as (i) allowing us to effectively and efficiently manage and
administer the operation of our business; (ii) maintaining compliance with internal
policies and procedures; and/or (iii) promoting our business and services.
DISCLOSURES OF YOUR PERSONAL INFORMATION WITHIN CROSSBEAM
In order to provide efficient and reliable services and to improve service options available to
you, we may share your personal information with our subsidiaries or affiliates. We have taken
certain measures outlined below to try to ensure the security of your information.
DISCLOSURES OF YOUR PERSONAL INFORMATION TO THIRD PARTIES
We may share your personal information with other companies we have hired to provide
services for us. These companies – our vendors – are required to maintain the confidentiality of
such information to the extent they receive it and to use your personal information only in the
course of providing such services and only on our behalf for the purposes that Crossbeam has
hired them and for which it has instructed them. These service providers may transfer the
information you provide outside your country to a contractor in another country that does not
have similar data protection legislation and may provide a lower level of protection for your
information. By submitting any information you consent to these transfers.
We may also release information about you if you direct us to do so, or if we are required or
authorized by law to make disclosures to the government or private parties in connection with
a lawsuit, subpoena, investigation or similar proceeding, or to protect against fraud and to
otherwise cooperate with law enforcement or regulatory authorities.
Where you have provided personal information to us, you expressly consent to the sharing of
such personal information with third parties for the purposes set out in this section.
SECURITY OF COLLECTED INFORMATION
We use reasonable efforts to maintain physical, electronic, and administrative safeguards to
protect your personal information from unauthorized or inappropriate access but we note that
the Internet is not a secure medium. We restrict access to information about you to those
Crossbeam personnel who need to know the information to respond to your inquiry or request.
Although Crossbeam endeavors to take steps to provide a secure environment for users
accessing the Site, due to the nature of the Internet, Crossbeam cannot guarantee
confidentiality or security of the personal and other information being provided. Crossbeam
makes no warranty whatsoever to you, express or implied, regarding the security of the Site,
including with respect to the ability of unauthorized persons to intercept or access information
transmitted by you through the Internet.
Crossbeam welcomes your e-mail correspondence, but it is possible that information
transmitted to Crossbeam may be read or obtained by other parties. Messages sent over the
Internet cannot be guaranteed to be completely secure or error free as they are subject to
possible interception, corruption, delay, loss or possible alteration. Crossbeam is not
responsible for them and will not be liable to you or anyone else for any related damages. If
you send e-mail (encrypted or not) to Crossbeam over the Internet, you are accepting the
associated risks, including lack of confidentiality.
Further, despite all possible security measures that Crossbeam would take to keep this Site free
from hacking and other interference, this Site like any other website is not free from such risks.
Crossbeam disclaims all liability on account of any loss or damage that any user may suffer or
incur on account of any alteration or manipulation of any data or information accessed or
downloaded from this Site.
EU PRIVACY NOTICE
Disclosure of your Personal Data outside of the US
If we transfer your Personal Data to another country outside the European Economic Area
(“EEA”), we will ensure that it is protected and transferred in a manner consistent with legal
requirements.
How long we keep your Personal Data
How long we will hold your Personal Data for will vary and will be determined by the following
criteria:
• the purpose for which we are using it – Crossbeam will need to keep the data for as long
as is necessary for that purpose; and
• legal obligations – laws or regulation may set a minimum period for which we have to
keep your Personal Data.
Your rights
If you are an EU-based individual, in all the above cases in which we collect, use or store your
Personal Data, you may have the following rights and, in most cases, you can exercise them free
of charge. These rights include:
• the right to obtain information regarding the processing of your Personal Data and
access to the Personal Data which we hold about you;
• the right to withdraw your consent to the processing of your Personal Data at any time.
Please note, however, that we may still be entitled to process your Personal Data if we
have another legitimate reason for doing so. For example, we may need to retain
Personal Data to comply with a legal obligation;
• in some circumstances, the right to receive some Personal Data in a structured,
commonly used and machine-readable format and/or request that we transmit those
data to a third party where this is technically feasible. Please note that this right only
applies to Personal Data which you have provided directly to Crossbeam;
• the right to request that we rectify your Personal Data if it is inaccurate or incomplete;
• the right to request that we erase your Personal Data in certain circumstances. Please
note that there may be circumstances where you ask us to erase your Personal Data but
we are legally entitled to retain it;
• the right to object to, or request that we restrict, our processing of your Personal Data
in certain circumstances. Again, there may be circumstances where you object to, or ask
us to restrict, our processing of your Personal Data but we are legally entitled to refuse
that request; and
• the right to lodge a complaint with the relevant data protection regulator if you think
that any of your rights have been infringed by us.
You can exercise your rights by contacting us using the details listed below.
CONTACTING US
If you have any questions about Crossbeam’s handling of your personal information (including
Personal Data), or about this policy, or if you wish to access your personal information, request
its deletion or make a complaint about the way we have collected, used, held or disclosed your
personal information, please contact us at 917-719-5700 or compliance@moelisam.com.
If you are not satisfied with the response you receive from us, you may escalate concerns to the
applicable privacy regulator in your jurisdiction. Upon request, Crossbeam will provide you with
the contact information for that regulator. We welcome your questions and suggestions about
our Privacy and Cookies Policy.
Contact us
