Last Updated: December 2025

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Caldrion LLC ("Caldrion," "we," "us," or the "Firm") is committed to safeguarding the privacy and confidentiality of the personal information entrusted to us.

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This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit our website (the "Site"), submit investment opportunities, or communicate with us via email. It also outlines our practices for collecting, using, maintaining, protecting, and disclosing that information.

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As a private Single Family Office, discretion is a core tenet of our operations. We approach data privacy with the same rigor we apply to our investment activities. Please read this policy carefully. By accessing or using this Site, you agree to this Privacy Policy.

 

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1. Scope of This Policy
This policy applies to information we collect:

• On this Site: Through forms, navigation, and user interaction.

• Via Electronic Communications: In email, text, and other electronic messages between you and Caldrion.

• Through Investment Submissions: Including business plans, pitch decks, and financial models submitted for our review.

• From Third Parties: Information we may obtain from background check providers, referral partners, or public databases during our due diligence processes.

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It does not apply to information collected by any third party, including through any application or content (including advertising) that may link to or be accessible from the Site.

 

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2. Information We Collect
We collect several types of information from and about users of our Site and counterparties to our transactions, including:

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A. Personal Information You Provide
We may collect information by which you may be personally identified, such as name, postal address, e-mail address, telephone number, and professional title ("Personal Information"). This occurs when you:

- Submit an investment opportunity or "Teaser" via our contact forms.

- Apply for a position within our Firm.

- Contact us to report a problem with the Site or request general information.

 

B. Business & Investment Information
As a principal investor, we routinely receive sensitive business information. While this is primarily commercial data, it may contain Personal Information regarding founders, executives, and key employees. This includes:

- Resumes, CVs, and biography data found in pitch decks.

- Ownership capitalization tables ("Cap Tables").

- Financial history and compensation data of management teams.

 

C. Technical Usage Data
As you navigate through and interact with our Site, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:

- Traffic Data: Logs, location data, and other communication data.

- Device Info: Your IP address, operating system, and browser type. This data is statistical and does not include Personal Information, but it helps us improve our Site and deliver a more personalized service.

 

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3. How We Use Your Information
We use information that we collect about you or that you provide to us for the following purposes:

• Investment Evaluation: To review, analyze, and conduct due diligence on potential investment opportunities, acquisitions, or partnerships.

• Operational Communications: To contact you regarding your submissions, schedule meetings, or respond to your inquiries.

• Compliance & Legal: To comply with applicable laws, regulations, and legal processes, including "Know Your Customer" (KYC) and Anti-Money Laundering (AML) requirements.

• Recruitment: To process employment applications and evaluate candidates for roles within the Firm.

• Site Security: To detect, prevent, and address technical issues, fraud, or security breaches.

• Note on Marketing: As a Single Family Office that does not seek external capital, we do not use your Personal Information for third-party marketing purposes. We do not sell, rent, or trade your personal information to data brokers or advertisers.

 

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4. Disclosure of Your Information
We are a private organization and do not share information casually. However, we may disclose aggregated information about our users, and information that does not identify any individual, without restriction. We may disclose Personal Information that we collect or you provide as described in this privacy policy:

• To Our Affiliates: To related family entities, trusts, or holding companies for the purpose of investment decision-making.

• To Service Providers: To contractors, service providers, and other third parties we use to support our business. This explicitly includes our legal counsel, tax advisors, auditors, and IT security providers who are bound by contractual obligations to keep personal information confidential.

• For Legal Reasons: To comply with any court order, law, or legal process, including to respond to any government or regulatory request.

• Business Transfers: In the event of a restructuring, reorganization, dissolution, or other sale or transfer of some or all of Caldrion's assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding.

 

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5. Data Security
We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. These measures include institutional-grade cybersecurity protocols, restricted access controls, and encrypted communications where possible.

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However, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Site or via email. Any transmission of personal information or confidential business data is at your own risk.

 

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6. Retention of Data
We retain Personal Information and Investment Information only for as long as is necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

Deal Flow Data: Information related to investment opportunities that we decline is typically archived or deleted in accordance with our internal document retention policies, though we may retain high-level records to track deal flow history.

 

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7. Children Under the Age of 13
Our Site is not intended for children under 13 years of age. No one under age 13 may provide any information to or on the Site. We do not knowingly collect personal information from children under 13. If you believe we might have any information from or about a child under 13, please contact us immediately so that we may remove it.

 

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8. Your Rights (California & International)
Depending on your location, you may have specific rights regarding your Personal Information, such as the right to access, correct, or delete the data we hold about you.

• For California Residents: While Caldrion may not meet the volume thresholds to be statutorily bound by the CCPA (California Consumer Privacy Act), we voluntarily strive to respect the spirit of these regulations.

• International Users: If you are accessing this Site from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located. By using the Site, you consent to the transfer of your information to our facilities and to the facilities of those third parties with whom we share it as described in this policy.

 

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9. Changes to Our Privacy Policy
It is our policy to post any changes we make to our Privacy Policy on this page. If we make material changes to how we treat our users' personal information, we will notify you through a notice on the Site home page. The date the privacy policy was last revised is identified at the top of the page. You are responsible for periodically visiting our Site and this privacy policy to check for any changes.

 

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10. Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at legal@caldrion.com

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