Privacy.

What we collect

When you join the waitlist we collect the details you submit: name, work email, firm, website, role, asset class, market, raise range, timeline, Form D status, referral source and any notes.

How we use it

To review your application, contact you about Summit Intros’ services, and, if you are a family office, to match introductions to your stated mandate. We do not sell your information.

Who we share it with

Service providers that help us operate (hosting, storage, email). An operator’s firm brief is shared with a family office only as part of an engagement the operator has signed. A family office’s details are shared with an operator only after the office agrees to a meeting.

Your choices

Ask us to access, correct or delete your information at any time at access@summitintros.com. Every outreach email includes an unsubscribe option.