Privacy Policy

SoTexFund (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Fill out our contact form or request information
• Subscribe to our newsletter
• Schedule a consultation through our website
• Express interest in investment opportunities
• Communicate with us via email or phone

This information may include your name, email address, phone number, mailing address, and any other information you choose to provide.

Investor Information

If you proceed with an investment inquiry, we may collect additional information necessary for accredited investor verification and regulatory compliance, including financial information and identification documents. This information is collected and processed in accordance with applicable securities laws.

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and usage, including:

• IP address and browser type
• Operating system
• Pages visited and time spent on pages
• Referring website addresses
• Other standard web analytics data

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested information
• Send our newsletter and market updates (with your consent)
• Schedule and conduct consultations
• Process investment inquiries and verify accredited investor status
• Comply with legal and regulatory requirements
• Improve our website and services
• Protect against fraudulent or unauthorized activity

Third-Party Services

We use trusted third-party services to help operate our website and communicate with you:

• Beehiiv — We use Beehiiv to manage our email newsletter. When you subscribe, your email address is stored and processed by Beehiiv in accordance with their privacy policy.
• Calendly — We use Calendly for scheduling consultations. When you book a meeting, your information is processed by Calendly in accordance with their privacy policy.
• Analytics Services — We may use analytics services to understand how visitors interact with our website. These services may collect anonymized usage data.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. Cookies are small files stored on your device that help us understand how you use our site. You can control cookie settings through your browser preferences.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Investor-related information may be retained longer as required by securities regulations.

Your Rights and Choices

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal requirements)
• Opt out of marketing communications at any time
• Withdraw consent where processing is based on consent

To exercise these rights, please contact us using the information provided below.

Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the “Last updated” date at the top of this page. We encourage you to review this Privacy Policy periodically.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

SoTexFund
Email: info@sotexfund.com
Phone: (210) 955-3432
San Antonio, Texas