Privacy Policy – Level 7 Investments

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Effective Date:  Jul 02 2025

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1. Introduction

Level 7 Investments (“Level 7,” “we,” “our,” or “us”) respects the privacy of visitors to our website, potential and current clients, professional contacts, and any individual interacting with our business in a digital or physical capacity.

This Privacy Policy explains in plain yet detailed terms how we collect, use, disclose, store, safeguard, and eventually dispose of your personal information. While our operations are based in the United States, we maintain standards consistent with recognized best practices in data protection, security, and transparency.

By using our website or otherwise providing us with your information, you acknowledge that you have read and understood this Policy.

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2. Scope and Applicability

This Privacy Policy applies to all personal information collected by us through:

1. Our website and associated landing pages directly controlled by Level 7 Investments.
2. Interactive forms, including but not limited to contact forms, consultation booking systems (e.g., Calendly), and event registrations.
3. Email communications sent to or from any Level 7 Investments email domain.
4. Live chat tools, messaging platforms, and customer support interfaces we operate.
5. Analytics and advertising technologies, including but not limited to Google Analytics, Meta Pixel, and similar data measurement or targeting systems.
6. Other online or digital engagement points where you interact with our services or representatives.

Exclusions:
This policy does not apply to information collected by:

• Third-party websites, tools, or platforms accessible through hyperlinks on our site;
• Vendors or partners whose own privacy policies govern their processing;
• Offline interactions that are not subsequently digitized into our systems.

We recommend reviewing the privacy policies of any third parties before engaging with them.

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3. Definitions

For clarity:

• “Personal Information” means any information that identifies, relates to, describes, or could reasonably be linked to an individual or identifiable entity.
• “Processing” means any operation performed on personal information, whether automated or manual, including collection, use, storage, disclosure, alteration, and deletion.
• “Service Providers” are contracted third parties who process information on our behalf under binding agreements.

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4. Types of Personal Information We Collect

4.1 Voluntarily Provided Information

You may choose to provide us with:

• Identification Details: Name, job title, business email address, business phone, and company affiliation.
• Business Information: Revenue, profit margins, KPIs, business goals, and operational details provided during intake, consultation, or qualification stages.
• Communications Content: Messages sent via contact forms, booking notes, surveys, or feedback tools.
• Optional Data: Data provided in research requests, case studies, or voluntary questionnaires beyond our minimum required fields.

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4.2 Automatically Collected Information

When you interact with our digital platforms, we automatically record technical and usage data, such as:

• Usage Data: IP address, geographic region (approximate), referral source, pages viewed, session times, click paths, and interaction logs.
• Technical Data: Browser type and version, device category and operating system, file names uploaded (where applicable), and related metadata.
• Security Data: Automated fraud indicators, access logs, and potential intrusion detection flags for cybersecurity purposes.

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4.3 Information from Third-Party Sources

We may receive personal or business-related data from:

• Professional Referrals: Referring business partners, brokers, or networks.
• Public Databases/Directories: Industry listings, social media platforms, or corporate databases.
• Service Platforms: Booking data from Calendly, analytics from Google Analytics, Meta Pixel metrics, and similar vendor-provided insights.

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5. Legal Grounds for Processing

We process your data lawfully under U.S. privacy norms based on one or more of the following:

• Performance of a Contract: To fulfill pre-contractual requests, process bookings, or administer services.
• Legitimate Interests: For business development, operational improvements, and marketing where these do not override your privacy interests.
• Legal Obligations: Where U.S. federal or state laws require collection, storage, or disclosure.
• Consent: For certain marketing, advertising, or cookie-tracking activities where choice is required.

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6. Purposes of Data Use

Your data may be used for:

1. Responding to inquiries or booking requests.
2. Conducting business assessments and preparing proposals.
3. Analyzing site traffic and usage trends to enhance functionality.
4. Customizing marketing and advertising content (with consent where applicable).
5. Detecting, investigating, and mitigating suspected unlawful or unauthorized activity.
6. Maintaining accurate operational and legal compliance records.

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7. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information. However, we may disclose your data to:

• Service Providers: Entities such as web hosts, cloud storage vendors, CRM platforms, and analytics providers, operating under binding confidentiality terms.
• Professional Advisers: Legal, accounting, auditing, and compliance professionals.
• Legal Authorities: To respond to lawful requests, subpoenas, or regulatory mandates.
• Successor Entities: As part of mergers, acquisitions, restructuring, or asset transfers, conditional on protective confidentiality contracts.

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8. Data Retention Policy

We retain your personal information:

• For the duration necessary to meet the purposes stated above;
• As required to comply with federal and state law for record-keeping and compliance;
• For defending or enforcing legal claims;
  Afterward, data is permanently deleted or anonymized using verifiable industry standard methods (including secure wiping for digital files).

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9. Security Safeguards

Our data protection program includes:

• Encryption in transit and at rest for sensitive data;
• Firewall-protected environments and access controls;
• Multi-factor authentication for system access;
• Routine monitoring and intrusion detection systems;
• Security awareness training for all personnel;
• Incident response protocols with breach notification procedures as required under U.S. law.

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10. Your Privacy Rights (U.S. Residents)

Depending on state or federal regulations, particularly if you reside in California (CCPA/CPRA), you may request to:

• Access the personal information we hold about you;
• Request correction of inaccuracies;
• Request deletion of your personal data;
• Obtain disclosure around how and with whom your data is shared;
• Opt out of certain uses such as targeted advertising.

Requests can be made to: privacy@l7investments.com. We may need to verify your identity before fulfilling requests.

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11. Children’s Privacy

We do not knowingly collect data from individuals under 13 years of age. If such information is discovered, it will be deleted promptly. Parents or guardians may contact us if they believe their child’s data has been collected.

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12. International Visitors

Our operations are primarily in the United States. If you are accessing our services from outside the country, be aware your information will be stored and processed in the U.S., under U.S privacy standards.

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13. Changes to This Policy

We may update this Policy periodically. Major changes will be communicated via:

• Prominent notice on our homepage;
• Updated effective date;
• Direct notification where legally required.

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14. Contact Information

All privacy-related inquiries or rights requests should be addressed to:

• Email: privacy@l7investments.com