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Privacy Policy

Your Trust is of the Utmost Importance to Us

Exit Strategy Ltd, Inc. (“Exio”, “We”, “Our”, or “Us”) values the privacy of the visitors to its website (“Website”) and the users of the services provided thereon (individually, “User”, and collectively, “Users”), and makes it a priority to protect any personally identifiable information it obtains from its Users. This Privacy Policy explains Exio’s collection, use, and protection of your personal information on and in connection with the website (“Website”) and all content, services and/or products provided through the Website (collectively, the “Services”). If you have any questions that this policy does not address, please contact us at

By accessing the Services, opening an account for the Services, or by otherwise submitting your personal information to us, you give your consent to the collection and use of personal information as explained in this policy. The term “personal information” refers to non-public information that personally relates to or identifies you (such as your name, password, age, gender, email address, postal mailing address, zip code, home/mobile telephone number, Social Security number and/or taxpayer identification number, investment objectives, investment experience, assets and income, and other similar information).

Our Pledge to You

We recognize that the trust of our clients is our most precious asset. We are required by law and regulatory bodies to ask for certain information in order to provide our Services to you. Exio is committed to maintaining the confidentiality, integrity and security of our clients’ personal information. Keeping client information secure, and using it only as our clients want us to, are matters of principle for all of us at Exio. With this in mind, here is our pledge to each and every client:

We respect the trust you place in us and the confidential nature of the information you provide through your financial relationship with us; Except as you may otherwise expressly approve, we will limit the collection and use of client and user information to what we believe would be useful to service your accounts, administer our business, or to tell you about our Services; We will restrict employee access to client and user information to those who need to know in order to provide Services to you; We will educate our employees to reinforce the importance of confidentiality and client and user privacy; We will maintain appropriate security standards and procedures to protect information about you; and We will respond quickly to your request to correct inaccurate information. Updates and Changes to Privacy Policy

In the event of a change in this policy, a revised Privacy Policy will promptly be posted to our Website, and the “Updated” date will be changed. If the revised Privacy Policy contains a material change to how we collect or use personal information, notice of the change will be emailed to you or posted on the Website’s home page. Please revisit this page to familiarize yourself with changes to the Privacy Policy. You agree to accept posting of a revised Privacy Policy as described herein as actual notice to you of such revised Privacy Policy. Your continued use of the Services after such posting constitute to the collection and use of your information as described in the then-current Privacy Policy.

How and Why We Gather Information

When you register for an account for the Services or at any later time, we collect certain personal and business information from you to open an account, transact business, communicate with you, verify your identity and fulfill legal and regulatory requirements. We call this your “Profile.” From time to time, we may request additional information to help us further assess your needs, qualifications and preferences. If you choose to provide such information, during registration or otherwise, you are giving Exio the permission to use and store it consistent with this Privacy Policy. We may also obtain your personal information from your transactions with us or other Users through the Services, or from third parties such as credit reporting agencies. If we combine or associate information from other sources with personal information that you provide directly to us through or in connection with the Services, we will treat the combined information as personal information in accordance with this Privacy Policy.

When you visit the Website, whether or not you register for an account, we may send one or more cookies. “Cookies” are small text files containing a string of alphanumeric characters that may be placed on your web browser. Cookies make it easier for you to navigate our Website by, among other things, “remembering” your identity so that you do not have to input your password multiple times as you navigate between webpages on the Website and/or as you access the Services. This use of cookies for authentication (i.e., verifying that you are who you say you are) is an essential component of site security. You can set your web browser to inform you when cookies are set or to prevent cookies from being set. Please note that if you decline to use cookies, you may experience reduced functionality or slower site response times. Declining to use our authentication-related cookies may prevent you from using the Website altogether.

We or our service providers may also collect web surfing data related to your use of the Services (e.g., information regarding which of our web pages you access, the frequency of such access, and your product and service preferences). This may be accomplished by using cookies, web beacons, page tags or similar tools. Such web surfing data may include your Internet Protocol (IP) address, browser type, internet service provider (ISP), referring or exit pages, click stream data, operating system and the dates and times that you visit the Website. Web surfing data and similar information may be used: for administrative purposes; to assess the usage, value and performance of our online products and services; and to improve your experience with the Services.

How Information Helps Both You and Us

Exio’s mission is to provide you with exceptional investment opportunities to match your individual investment goals. Information about you and your accounts plays a key role in our ability to succeed in this mission. It also helps us service your accounts and administer our business. For example, we use information about you to:

Provide you with the Services available through the Website; Establish and set up your account, issue an account number, and maintain your transaction history; Respond more accurately and efficiently to your requests; Identify opportunities to give you more convenience and control by developing new services that may benefit you; Verify your identity and contact information to help protect you and Exio from fraud; Comply with certain legal and regulatory requirements; We generally use the information that you provide or that we collect to establish and enhance our relationship with you, and to operate, maintain, enhance, and provide the Services and the Website. We may use such information to periodically provide you with information, newsletters or offers about features and services available through the Services that may be of interest to you. We may also send information or offers to groups of Users on behalf of other Users or third parties. However, you will have the option to opt out of receiving such information.

We use aggregated information provided by or collected from our Users to understand and analyze the usage trends and preferences of our Users, to improve the way the Services and the Website work and look, and to create new features and functionality. We may use aggregated information about our Users’ investments to generate statistics and maps that we deem helpful in the provision of the Services or any part thereof.

Sharing Your Information with Others

We allow you to share certain information with other Users of the Services. You can share your Profile with all other Users, or only with such other Users as are designated by you. You are not required to share your Profile or any other information with other Users accept as may be necessary to deliver the services. If you do share your Profile, anyone you designate will be able to see what companies you are following and investing in. If you indicate an interest in making an investment through the Services, such as indicating an interest to buy equity, sell equity or make a loan in a particular private company venture, we will notify the party or parties offering the investment (the “Issuer”) of your interest and may notify other Users with whom you have chosen to share information. By indicating an interest in an investment and/or sharing your Profile with other Users, you consent to this disclosure of your information.

Social Media Features

You can log in to the Website using services such as LinkedIn or Facebook Connect. These services will authenticate your identity and provide you the option to share certain personal information with us such as your name and email address to pre-populate our sign up form. Services like Facebook Connect give you the option to post information about your activities on this Website to your profile page to share with others within your network.

Our Website may also include Social Media Features such as the Facebook Like button, Twitter, and share buttons. These Features are interactive mini-programs and may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the feature to function properly. Social media features and widgets are either hosted by a third party or hosted directly on our Website. Your interactions with these Features are governed by the privacy policy of the company providing them.

How and Why Exio Discloses Your Information to Third Parties

The cornerstone of our Privacy Policy is the commitment to protect our Users’ personal information. To that aim, we limit the sharing of personal information outside Exio accept as is necessary in the course of providing services for you. We do not sell, license, lease, or otherwise disclose your personal information to third parties, except as noted below:

We may disclose your personal information when such disclosure is required or appropriate pursuant to laws, court orders, or securities regulations, including responding to court orders and subpoenas, cooperating with government agencies, other regulatory bodies, and law enforcement officials, performing background checks, resolving disputes or performing risk-management functions. To help us improve our Services, we may engage third parties to help us to carry out certain internal functions such as information management, account processing, client services, or other data collection relevant to our business. Examples of the types of outside companies with which we may share information include companies that perform services for us, such as data processing, financial analysis, business analysis, legal analysis, and companies that perform reporting, tax documentation, custody, title or escrow services on our behalf. Use of any personal or business information we share with these third parties is limited to the performance of the task we request. The third parties with which we share personal information are required to protect it in a manner similar to the way we protect your personal information. If you indicate an interest in making an investment through Services or pursuing a transaction through Services, we will notify the Issuer or other party of your interest and will provide your information to them. You may elect to share your User Content (as that term is defined in the Terms of Service) with other Users. Any personal information that you choose to include in, or that is associated with, your User Content will be accessible by other Users. Once you make your personal information available to others in any of these ways, it may be collected and used by the recipients without restriction. We may make certain automatically collected information about your interactions and activities on the Services, such as the business or investment areas of interest to you or that you have invested in, and your past activities, businesses or proposals, publicly available on or through the Services. Any such publicly available information will be accessible by other Users. In the event that Exio is acquired by or merged with a third-party entity, it reserves the right to transfer or assign the information that it has collected from its Users as part of such merger, acquisition, sale, or other change of control. In such cases, Exio will provide you notice before your personal information is transferred to and becomes subject to the privacy policy of a different entity. We may also disclose your information as necessary to credit reporting or collection agencies, or when necessary to protect our rights or property. We further reserve the right to disclose any of your personal information as we believe appropriate or necessary to take precautions against liability, to investigate and defend against any third party claims or allegations, to assist government enforcement agencies, to protect the security or integrity of the Services, or to protect the rights, property or personal safety of Exio, its Users, Issuers, Staff, Associations, or others. Our Privacy Policy Does Not Apply to Third-Party Activities or Sites

The Website may provide links to third-party websites for your convenience and information. If you access those links, you will leave the Exio Website. Any information submitted by you to a third party, including Issuers, will be controlled by that third party’s privacy policy, which may differ from Exio’s. We encourage you to review the privacy policy of any company before submitting your personal information.

Keeping Information Safe

We limit access to your personal information to those employees who have a legitimate business need to access such information to provide you with the Services. In keeping with industry standards and practices, we maintain appropriate physical, electronic and procedural safeguards and controls to protect your information. The Website is built upon a secure infrastructure with multiple layers of protection and we use industry standard encryption technologies to safeguard your information.

Users are required to identify and authenticate themselves prior to accessing restricted portions of the Services. Generally, identification and authentication take place through the use of your user name and a password and/or while logging in with one of our technical support staff. You are responsible for keeping your password confidential.

We have security standards and procedures in place designed to prevent unauthorized access to your accounts and personal information. A key part of this process helps ensure that all information we have about you is accurate and up-to-date. If you ever discover inaccuracies in our data or if your personal information changes, notify us at immediately.

The transmission of information via the Internet is not completely secure, and for this reason we cannot guarantee the security of information sent to us electronically. If we learn of a security systems breach, we may attempt to notify you electronically so that you can take appropriate protective steps. We may also post a notice on or through the Website and the Services in the event of a security breach. Depending on where you live, you may have a legal right to receive notice of a security breach in writing.

Reviewing, Changing or Correcting Information

You are solely responsible for helping us to maintain the accuracy and completeness of your personal and other information. We urge you to review your information regularly to ensure that it is correct and complete. If you believe that any of your information is incorrect, or if you have any questions regarding this Privacy Policy, please contact us at

You may, of course, decline to share any or all of your personal information with us or ask us to delete your personal information from our systems at any time, in which case we may not be able to provide to you some of the features and functionality found on or through the Website and the Services.

An Ongoing Commitment to Your Privacy

We are committed to protecting the privacy of our former clients as well as our current clients. If you choose to become an inactive client, you will continue to be protected by the policies and principles described in this Privacy Policy for as long as your personal information is retained by us. Should you close your account with us, we will only retain your personal information for as long as necessary to comply with any applicable legal or regulatory requirements.

Our Commitment to Children’s Privacy

Exio does not knowingly collect personal information on or through the Services from persons under 13 years-of-age. If Exio learns that personal information has been collected from persons under 13 years-of-age through the Services without their legal guardian’s consent, then Exio will take the appropriate steps to delete this information. If you are a parent or guardian and discover that your child under the age of 13 has a registered account with the Services or Exio has received any personally identifiable information of that child without your consent, you may alert Exio by contacting us at

International Visitors

The Services may be accessed and/or used by Users located outside the United States. If you choose to use the Services from the European Union or other regions of the world with laws governing data collection and use that may differ from U.S. law, then please note that you are transferring your personal information outside of those regions to the United States and by providing your personal information on or through the Services you consent to that transfer.

Contact Information

Please contact Exio with any questions or comments about this Privacy Policy, your personal information, or your choices with regards to our collection and use of your personal information, by email at