Privacy policy

Advantery Partners Privacy Policy

Last updated: January 6, 2026

This Privacy Policy describes how Advantery Partners (together with our affiliates, as applicable, “Advantery,” “we,” “us,” or “our”) collects, uses, discloses, and otherwise processes personal information when you:

  • visit or use our websites, web applications, and portals;

  • engage us for strategic advisory, execution support, consulting, or other professional services;

  • participate in any Advantery programs, workshops, events, or communities;

  • interact with our tools, templates, resources, or subscription offerings;

  • inquire about or participate in partnerships or other aligned engagements; or

  • otherwise communicate with us

(collectively, the “Services”).

If there is a conflict between our Terms of Service and this Privacy Policy regarding our handling of personal information, this Privacy Policy controls for privacy and data protection issues.

By accessing or using any of the Services, or by otherwise providing personal information to us, you acknowledge that you have read and understood this Privacy Policy.

1. Personal Information We Collect

When we use the term “personal information,” we mean information that identifies or can reasonably be linked to a particular individual. Personal information does not include de-identified or aggregated information that cannot reasonably be used to identify you.

The categories of personal information we may collect (and have collected in the past 12 months) include:

1.1 Contact and Identity Information

  • Name, business name, job title, role, and organizational affiliation

  • Email address, phone number, mailing address, country and state of residence

  • Account identifiers (for example, username or handle used within our platforms or communities)

1.2 Account and Profile Information

  • Account registration details (for example, username, password, security questions)

  • Profile details (for example, bio, professional background, interests, industry, company stage)

  • Preferences (for example, communication preferences, topics of interest, service interests)

1.3 Business and Engagement Information (Strategic Solutions and Emerging Solutions)

If you inquire about or engage Advantery for Strategic Solutions or Emerging Solutions, we may collect information you choose to provide, which may include:

  • Company name, legal entity type, ownership and cap table information (to the extent you provide it)

  • Business model, presentations, strategy documents, roadmaps, operating metrics, and KPIs

  • Financial and operational information you choose to share (for example, revenue, budget, pipeline, unit economics, cost structure)

  • Team information (for example, names and roles of key personnel)

You are responsible for ensuring that you have the right to share information about your team members or other third parties with us.

1.4 Transaction and Payment Information

  • Records of Services you purchase or use (for example, subscription fees, service packages, workshops, consulting engagements)

  • Payment-related information such as billing address, form of payment, transaction date, and amount

  • Limited payment card details (typically processed directly by our payment processors, not stored by us in full)

1.5 Communications and Support

  • Content of emails, messages, and other communications you send to us

  • Information you submit in forms, surveys, or feedback tools

  • Support tickets, notes, and related communications

1.6 Usage, Device, and Technical Information

  • IP address, device identifiers, browser type, operating system, and language settings

  • Log data about your interactions with our websites, apps, and portals (for example, pages viewed, features used, time spent, links clicked, timestamps, crash reports)

  • Information collected via cookies, pixels, and similar technologies (see Section 6)

1.7 Program, Event, and Community Interaction Information

In connection with programs, events, and communities, we may collect:

  • Registration information for webinars, workshops, and events

  • Attendance records and participation details

  • Content you share in group sessions, advisory sessions, online forums, or community channels

  • Recordings (audio, video, transcripts) of certain sessions, if we notify you that a session will be recorded

Important: When you choose to share information in group settings (for example, cohorts, community channels, live workshops), that information may be visible to other participants. We cannot control how other participants use or further disclose information you voluntarily share with them.

1.8 Marketing and Analytics Information

  • Marketing preferences (for example, whether you want to receive newsletters or promotional emails)

  • Responses to marketing campaigns and engagement metrics

  • Inferences drawn from your use of the Services (for example, interests, propensity to engage with certain topics)

2. Sources of Personal Information

We collect personal information from:

Directly from you

  • When you fill out an interest form, application, or intake questionnaire

  • When you create or update an account, complete onboarding, or attend events

  • When you upload documents or data, or interact with Advantery personnel

  • When you purchase Services, request support, or otherwise communicate with us

Automatically from your device and use of the Services

  • Through cookies, pixels, and similar technologies

  • Through system logs and analytics tools

Service providers and vendors

  • Payment processors, CRM and marketing platforms, analytics providers, hosting providers, communications tools, and similar partners that process information on our behalf

Partners, referrals, and public sources

  • Referral partners or professional networks

  • Publicly available sources (for example, LinkedIn, company websites, public filings) used to verify or supplement information you provide

3. How We Use Personal Information

We use personal information for the following purposes, to the extent permitted by applicable law:

3.1 Provide, operate, and administer the Services

  • Process inquiries, applications, and evaluate eligibility for programs or partnership considerations

  • Register and manage accounts and user profiles

  • Deliver services, content, tools, templates, and consulting engagements

  • Facilitate interactions and matching to resources, as applicable

  • Process payments and manage billing

  • Provide customer and technical support

3.2 Personalize and improve the Services

  • Tailor content, recommendations, and communications based on your profile and activity

  • Understand how users interact with our Services and communities

  • Develop new features, offerings, and formats

  • Conduct research and analytics to inform service design and business decisions

  • De-identify and aggregate data to improve benchmarking and insights

3.3 Marketing, outreach, and business development

  • Send newsletters, updates, invitations, and promotional communications about Advantery and related offerings

  • Run marketing campaigns (online and offline), including retargeting or lookalike audiences where allowed by law

  • Manage preferences and opt-outs from marketing communications

You may opt out of marketing emails by following the unsubscribe instructions in those emails. We may still send you non-promotional communications related to your account, participation, or transactions.

3.4 Security, fraud prevention, and compliance

  • Authenticate accounts and manage access controls

  • Protect the security and integrity of our systems and data

  • Detect, investigate, and respond to fraud, abuse, security incidents, and other harmful or illegal activity

  • Enforce our Terms of Service and other policies

3.5 Legal and regulatory purposes

  • Comply with applicable laws, regulations, and legal processes

  • Respond to lawful requests and legal demands from law enforcement, regulators, or courts

  • Establish, exercise, or defend legal claims

  • Support audits, compliance checks, and risk management activities

3.6 With your consent

Where required by law, or where we otherwise request it, we may rely on your explicit consent to:

  • Send certain types of marketing communications

  • Place certain types of cookies or tracking technologies

  • Record certain sessions (for example, for later viewing by you or a cohort)

You can withdraw consent at any time where applicable by contacting us, but this will not affect the lawfulness of processing based on consent before its withdrawal.

4. How We Disclose Personal Information

We may disclose personal information to the following categories of recipients, for the purposes described above:

4.1 Service providers and vendors

We engage trusted third parties to perform functions on our behalf, such as:

  • Hosting and cloud infrastructure

  • Payment processing

  • CRM and marketing tools

  • Data analytics and business intelligence

  • Video conferencing and communication tools

  • IT support and security

These service providers are contractually required to use personal information only as necessary to provide services to us and to protect it consistent with applicable law.

4.2 Advisors, contractors, and delivery resources

We may share relevant information with individuals and entities supporting delivery of the Services (for example, facilitators, specialists, advisors, contractors), to evaluate fit, deliver Services you requested, and support outcomes. We generally expect these parties to treat such information confidentially, but we cannot guarantee how every individual may handle information you share directly with them.

4.3 Other participants and community members

When you participate in group sessions, workshops, community spaces, or networking events, some personal and business information (such as your name, company, role, and content you choose to share) may be visible to other participants.

We cannot control or guarantee how other participants or third parties will use or further share information you voluntarily disclose in group or public settings. You should not share sensitive, confidential, or proprietary information in such settings unless you are comfortable assuming some risk of redistribution.

4.4 Business and marketing partners

We may share limited information with partners to:

  • Co-host events or programs

  • Collaborate on joint offerings

  • Run co-branded or sponsored marketing campaigns

These partners will use information in accordance with their own privacy policies. Where required by law, we will obtain your consent or provide you with the opportunity to opt out.

4.5 Professional advisors and corporate transactions

We may disclose personal information to:

  • Our lawyers, auditors, bankers, and other professional advisors as needed for legitimate business purposes

  • Prospective or actual buyers, investors, or other parties in connection with a merger, acquisition, financing, reorganization, or sale or transfer of some or all of our business or assets

4.6 Legal and safety

We may disclose personal information as we deem reasonably necessary to:

  • Comply with applicable law, legal process, or governmental request

  • Enforce our agreements and policies

  • Protect the rights, property, or safety of Advantery, our users, or the public

5. Cookies, Analytics, and Tracking Technologies

We and our service providers may use cookies, web beacons, pixels, and similar technologies to:

  • Remember your settings and preferences

  • Keep you logged in where applicable

  • Understand usage and performance of our Services

  • Deliver and measure marketing campaigns

You can control cookies through your browser settings and, where applicable, cookie preference tools on our sites. If you disable some cookies, certain features of the Services may not function properly.

“Do Not Track” signals from browsers are not consistently interpreted by industry participants. Unless required by law, we do not respond to DNT signals. Where applicable law requires, we may treat certain browser-based signals (such as Global Privacy Control) as opt-out requests for specific types of tracking or data sharing.

6. Children’s Data

The Services are intended for adults and business users. We do not knowingly collect personal information from children under the age of 16 (or the age of majority in your jurisdiction, if higher) without appropriate consent.

If you are a parent or guardian and believe your child has provided personal information to us, please contact us using the information in Section 12. We will take appropriate steps to delete such information as required by law.

7. Data Security

We implement technical, administrative, and organizational measures designed to protect personal information from unauthorized access, use, alteration, and disclosure.

However, no method of transmission over the Internet or method of electronic storage is completely secure. We cannot guarantee perfect security, and you use the Services at your own risk.

You are responsible for:

  • Keeping your account credentials confidential

  • Using strong passwords and updating them regularly

  • Limiting access to devices and browsers you use to access the Services

  • Not sharing sensitive or confidential information in channels, forums, or sessions where you are not comfortable assuming some risk of redistribution

8. Data Retention

We retain personal information for as long as necessary to:

  • Provide and support the Services you use

  • Maintain business records and program histories

  • Comply with legal, tax, or regulatory obligations

  • Resolve disputes and enforce agreements

Retention periods vary based on the type of data, the context of our relationship, and legal requirements. We may retain de-identified or aggregated data for longer periods.

9. International Data Transfers

We are based in the United States. If you are located outside the U.S., your personal information may be transferred to, stored in, and processed in the U.S. or other countries that may have different data protection laws than those in your country.

Where required, we use appropriate safeguards (such as Standard Contractual Clauses or equivalent mechanisms) for transfers of personal information from the European Economic Area, the United Kingdom, and other jurisdictions with data transfer restrictions.

By using the Services or providing us with personal information, you acknowledge the transfer, processing, and storage of your information in the United States and other jurisdictions as described in this Privacy Policy.

10. Your Rights and Choices

Depending on where you live and applicable law, you may have some or all of the following rights regarding your personal information:

  • Right to Access or Know: Request confirmation as to whether we process your personal information and access to that information.

  • Right to Delete: Request that we delete personal information we hold about you, subject to legal and business exceptions.

  • Right to Correct: Request correction of inaccurate personal information.

  • Right to Portability: Request a copy of certain personal information in a structured, commonly used format and, where feasible, have it transmitted to another controller.

  • Right to Object or Restrict: Object to or request restriction of certain processing, particularly where we rely on legitimate interests.

  • Right to Opt Out of Certain Sharing or Targeted Advertising: In some jurisdictions, you may have the right to opt out of “selling” or “sharing” personal information for cross-context behavioral advertising or targeted advertising.

  • Right to Withdraw Consent: Where processing is based on your consent, you may withdraw that consent at any time.

These rights are not absolute and may be subject to limitations and exceptions under applicable law. We may deny or partially fulfill a request where permitted by law (for example, where fulfilling the request would interfere with legal obligations, our ability to provide the Services, or the rights of others).

Exercising your rights

You can exercise your rights (where applicable) by contacting us using the information in Section 12 and stating:

  • Your name and contact information

  • What right(s) you wish to exercise

  • Sufficient information for us to verify your identity

We may request additional information to verify your identity before acting on your request, and we will respond within the timeframe required by applicable law.

Where permitted, you may also designate an authorized agent to submit requests on your behalf. We may require proof that the agent is authorized and may ask you to verify your identity directly.

We will not discriminate against you for exercising any of your rights under applicable law.

Marketing communications

You may opt out of marketing emails by following the unsubscribe link in each message or by contacting us. Opting out of marketing does not affect our ability to send transactional or service-related communications.

11. Third-Party Websites and Services

Our Services may include links to or integrations with third-party websites, platforms, or services (for example, social media, collaboration tools, payment processors, event platforms).

We do not control, endorse, or assume responsibility for the content, privacy policies, or practices of those third parties. Any personal information you provide to or that is collected by a third-party site or service is governed by that third party’s privacy policy, not this Privacy Policy.

We encourage you to review the privacy policies of any third-party sites or services you interact with.

12. Complaints and Contact Information

If you have questions, concerns, or complaints about this Privacy Policy or our privacy practices, or if you would like to exercise your privacy rights, you may contact us at:

Email: [info@advantery.com]
 Mailing Address:
 Advantery Partners
 Attn: Privacy
 3667 Hardin Hills Dr., College Station, TX. 77845
 United States

Depending on your jurisdiction, you may also have the right to lodge a complaint with your local data protection or consumer protection authority. We encourage you to contact us first so we can try to resolve your concerns directly.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or for other operational reasons.

When we do, we will:

  • Update the “Last updated” date at the top of this page; and

  • Post the revised policy on our website or within the Services; and

  • Provide additional notice if required by applicable law (for example, by email or in-app notice).

Your continued use of the Services after the effective date of a revised Privacy Policy means that you accept the updated policy.