Privacy Policy

1. Information We Collect

We may collect the following information:

• Name, email address, phone number, and responses submitted via our website forms or via Meta (Facebook / Instagram) Lead Forms
• Qualification data such as:
  • Accredited investor status
  • Investment range
  • Investment timeline
• Information you provide during calls, emails, or meetings with our team
• Technical data such as IP address, browser type, and device information (collected via analytics tools)

2. How We Use Your Information

We use your information to:

• Respond to inquiries you have submitted to us
• Schedule and conduct calls and meetings
• Send appointment confirmations, reminders, and follow-ups via SMS, phone, and email (where you have opted in to those channels)
• Send marketing and informational email communications regarding our services and, where applicable, investment opportunities (where you have opted in to email marketing — separate from SMS opt-in)
• Verify accredited investor status as required by Regulation D 506(c), where applicable
• Comply with legal and regulatory requirements

3. SMS / Text Messaging Consent

By submitting your phone number through our website forms, our Meta lead forms, or directly to a Simply Alpha team member, and by affirmatively opting in to SMS, you consent to receive transactional SMS messages from Simply Alpha (Dreamkid LLC).

• Operated by: Dreamkid LLC d/b/a Simply Alpha
• Sender brand: Simply Alpha
• Originating number: +1 (617) 297-7002
• Message types: appointment confirmations, calendar reminders, callback follow-ups, and replies to inquiries you initiate. SMS messages are non-marketing and transactional in nature.
• Message frequency: approximately 2 to 6 messages per month, varies based on your interaction with us
• Message and data rates: may apply based on your mobile carrier plan
• Opt out: reply STOP (or QUIT, CANCEL, END, UNSUBSCRIBE) to any message at any time
• Help: reply HELP to any message, email [email protected], or call +1 (617) 297-7002

Consent to receive SMS messages is not a condition of any service or other transaction with Simply Alpha. SMS opt-in checkboxes on our forms are never pre-checked and are never required to submit the form.

For full SMS program details, see the SMS / Text Messaging Program section of our Terms and Conditions.

4. Cookies & Tracking

We may use:

• Cookies
• Meta Pixel (Facebook / Instagram)
• Google Analytics or similar tools

These tools help us understand user behavior and improve our marketing performance. You can control cookies through your browser settings.

5. Data Security

We implement industry-standard measures to protect your data, including:

• Secure storage systems
• Restricted access controls
• Encryption where appropriate

However, no system is completely secure.

6. Data Sharing and Third Parties

We may share data with trusted service providers that help us operate our business, such as:

• Meta (Facebook / Instagram) — for ad delivery and lead form processing
• CRM platforms (e.g., GoHighLevel) — for contact management and communications
• Scheduling tools (e.g., Google Calendar) — for appointment booking
• SMS delivery providers — for sending the messages you have opted in to receive

These providers act on our behalf and are contractually required to protect your information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

We do not sell, rent, or trade your personal information.

7. User Rights

You have the right to:

• Access your personal data
• Correct inaccurate information
• Request deletion of your data
• Opt out of communications at any time

To make a request, contact us at [email protected]. Depending on your jurisdiction, you may have additional rights under GDPR or CCPA.

8. Contact Information

We may update this Privacy Policy periodically. Continued use of our services constitutes acceptance of any updates.