Privacy Policy

Effective September 26, 2026.

Who this notice covers

Alterra Equities LLC provides this notice for its website and investor and sponsor portals. It explains information collected through these services. Separate offering, investor, employment or provider notices may also apply. Contact ir@alterraeq.com or write to Alterra Equities LLC, 381 Park Avenue South, 15th Floor, New York, NY 10016.

Information sources and purposes

We receive information from you, authorized representatives and entity members, and service providers involved in authentication, communications and verification. The service also generates technical and activity records, such as session identifiers, request timestamps, network information and account events. We use relevant information to respond to requests, administer accounts and investments, assess eligibility, provide support, deliver requested communications, protect the service and maintain required records.

Investor access requests

Investor access requests use email verification codes and require verification of your mobile number by SMS before profile submission. We send the number to Twilio Verify to deliver and validate a one-time code, and store the verified number and verification time. Changing your number requires a new code. SMS verification is separate from marketing consent. We store your introduction, verification status, saved profile, investment preferences, optional marketing consent and review history. Progress is linked to our internal CRM. An email-verified onboarding session lasts up to eight hours and permits access to your onboarding profile only; secure investor sign-in and separate approval are required for verification documents and investment materials. Transactional emails may acknowledge your request, explain the next step or remind you to complete an unfinished step. Marketing subscription is separate.

Website inquiries

When you submit the access request form, the website stores your name, email, optional telephone, investor type, country, inquiry topic and optional message for Alterra to review and respond. It also records your consent, submission time and a request reference. A daily hashed network identifier is stored to limit repeated submissions. The form displays a confirmation page after successful storage. Where enabled, contact verification uses one-time email and SMS codes, and status updates are sent to verified email addresses. Verification providers process the email address or mobile number needed to deliver and check those codes. We store verification results, request status and notification status. A secure browser cookie lets you return to your request status without placing your contact details in a link. Only authorized site administrators can access the inquiry records.

Use and privacy requests

Inquiry information is used to manage the relationship and respond to your request. Website hosting, storage, email and verification providers process it to operate the service. Verification checks confirm control of a contact method; they do not determine investment eligibility. Contact ir@alterraeq.com to request access, correction or deletion of inquiry information, or to withdraw consent to further contact. Retention may depend on the relationship and applicable recordkeeping obligations.

Investor accounts

Investor sign-in uses the authentication provider shown on the login screen. We receive an account identifier and the email address associated with your sign-in. We store your submitted profile, account access and onboarding status, private messages, investment records and documents released to your account. Records are restricted to authorized account holders, explicitly assigned entity members and authorized staff. Entity members may include signers, advisers and accountants; access to one entity does not grant access to other entities. We also retain subscription stages, approvals, capital transactions, document versions, receipt acknowledgments and operational audit events. Account activity is recorded for administration. Signing in does not automatically grant investment access. Portal messages are stored in your account. Email notices may be sent when delivery is enabled; check your account for the latest replies and status.

Investor identity and due diligence

If you choose to begin investor onboarding, we collect the personal details, residential address, date of birth, nationality, tax residence, investment profile, source-of-funds information and supporting identity documents you provide. Entity applications also include registration, ownership, control-person and authorization information. Provide another person’s information only with authority to do so.

Application records and private documents are accessible to the applicant and authorized Alterra reviewers. Submitted versions and review records are retained to support due diligence and the relationship; removing a file from a draft does not erase earlier evidence or review records. Contact ir@alterraeq.com about corrections, access or deletion requests, subject to applicable recordkeeping requirements. Do not upload unrelated financial account details or credentials.

The portal supports manual due diligence review. Submitting an application does not complete identity, sanctions or politically exposed person checks. Alterra may coordinate additional checks with you through appropriate service providers. AI processing is disabled; no KYC information is sent to an AI assistant.

Relationship management and email

We maintain contact and relationship records, service requests, onboarding status and communication preferences in our internal CRM. Website inquiries and investor profiles create follow-up records for our team. Deal-room reports are visible only to assigned investors with approved access.

Investor-update campaigns are sent only to contacts recorded as subscribed, with an unsubscribe link in each campaign. Account service notifications are separate. When email delivery is connected, our email provider processes the recipient address and message for delivery. Authenticated delivery events record outcomes and maintain bounce, complaint and unsubscribe suppressions. Approved follow-up sequences stop when a contact replies, changes stage or unsubscribes. You can manage investor-update preferences in your portal or contact ir@alterraeq.com.

AI features

AI assistants and OpenAI integrations are disabled. This platform does not send your questions, documents or account information to OpenAI to generate AI responses. Descriptions marked as planned features do not activate them. Any future activation requires a separate implementation and an updated explanation of the applicable data use.

Sponsor inquiries and accounts

When you discuss a project with Alterra, we store your name, email, phone number, company, project location, investment and financing objectives, approximate transaction size, timing and description. Your inquiry is linked to a CRM contact and review task. We send an inquiry acknowledgment and may contact you with questions, a scheduling link or a secure project invitation. An inquiry does not create a sponsor account or subscribe you to marketing.

Invited sponsors sign in through our authentication provider, verify their email and mobile number, and confirm their authority to act for the company. We record invitation acceptance, the verified number and assigned project permissions. Existing sponsors may propose another project without creating another account. Each project requires its own access approval. Please upload requested documents in the private room instead of sending sensitive documents by email.

Sponsor and investor project rooms

Project rooms store access requests, membership permissions, uploaded documents and revisions, agreement status, deadlines, evidence, comments and activity records. Admin and every active member of a room can access that room’s contents. Access to one room does not grant access to another. Authorized reviewers can release selected reviewed documents to an explicitly chosen investor room. Downloads recheck current access.

When electronic signing is activated, the designated signing provider receives the agreement and signer details needed to complete the process. Executed agreements and completion certificates are retained in the room. Portal reminders use confirmed dates; optional external notifications and Drive mirrors require separate activation. Development views use fictional records and do not accept live document uploads.

Accredited investor verification

When the independent verification service is activated and you choose it, we share your legal investing name and a unique reference with VerifyInvestor. You provide supporting documents directly in its secure verification window under its terms and privacy notice. Alterra receives the verification status, dates and certificate and retains an audit record. The service may contact you for missing information or results.

We collect your investing entity, eligibility declaration, signer details and professional verification evidence to assess investment eligibility. Authorized reviewers record decisions, supporting references and recheck dates. Evidence is stored privately; downloads require current authorization. Declaration and review records are retained with an audit history for eligibility administration and applicable recordkeeping requirements. Contact ir@alterraeq.com about access, corrections or retention. Do not upload tax returns or identity documents in place of the requested professional confirmation.

Investor onboarding

Investor onboarding is a separate process. Review the privacy notices and terms supplied during onboarding before providing identity, accreditation, financial, or other sensitive information. Do not send sensitive onboarding documents through the website inquiry form.

Service providers and other recipients

Hosting and storage providers process records to operate the site; authentication providers process sign-in information; email and SMS providers process contact details and messages; and verification providers process information necessary for the check you request. Access is also available to authorized Alterra personnel and the representatives or room members assigned to your account or project, as described above. Relevant information may be shared with professional advisers, administrators and transaction service providers where needed for the relationship, or with authorities as required by law. Requests to disclose information outside these purposes require separate assessment.

Cookies, local storage and external content

The site uses cookies for authentication, request-status access and security. Development demonstrations may store sample work locally in your browser. Blocking or deleting essential cookies can prevent sign-in or access to saved requests. Embedded video uses YouTube and may transmit your IP address, browser information and interactions to Google/YouTube when loaded. External links and embedded services operate under their own privacy notices; browser and provider settings can offer additional controls. The verification provider is loaded when you choose to open its enabled verification flow.

Email and SMS choices

Marketing subscription is separate from account administration. Use the unsubscribe link in marketing email or contact ir@alterraeq.com to change your preference. Optional account and service SMS messages require the consent shown in the portal; frequency varies and message and data rates may apply. Reply STOP to opt out of service texts or HELP for help, change your portal preferences, or contact us. Optional service-text consent is not required to create an account. A one-time code requested for phone verification is a separate interaction. Withdrawing optional messaging consent does not delete required account or transaction records.

Retention

Retention depends on the record’s purpose, the duration of the relationship, legal and regulatory recordkeeping requirements, security needs and disputes or legal holds. Inquiry and marketing records, identity evidence, subscription documents, transaction records and audit logs may therefore have different retention periods. Account closure or deletion of a draft does not automatically erase records that must be retained. Contact us for an assessment of a particular record or deletion request.

Privacy requests and applicable rights

Email ir@alterraeq.com with the subject “Privacy request” to request access, correction or deletion, or to ask about the use and sharing of your information. Depending on the law applicable to you and the information, you may also have rights to a portable copy, restriction or objection, withdrawal of consent, or an appeal of a denied request. We may need proportionate information to verify your identity and an agent’s authority; do not email passwords, one-time codes, identity documents or bank credentials. We will assess requests under applicable law, explain any limits and applicable appeal route, and retain information where legally necessary. You may also contact the privacy regulator in your jurisdiction. This notice does not limit rights provided by law.

International processing

Alterra is based in the United States. Information may be processed in the United States and other locations where relevant service providers operate. Data-protection rules may differ from those in your home jurisdiction. Contact us for information about the providers and arrangements applicable to your relationship. Submitting information does not waive applicable privacy rights.

Security and account protection

The platform uses authenticated access, account and entity permissions, private document storage and operational records. No online system can guarantee absolute security. Protect your sign-in credentials and verification codes, use authorized accounts and report suspected misuse to ir@alterraeq.com. Do not send sensitive documents through general inquiry forms or ordinary email.

Children

These services are intended for adults and authorized business representatives, not children under 18. Do not submit a child’s personal information through the general website forms. Contact us if you believe a child has supplied information.

Changes to this notice

The effective date identifies the current notice. Changes will be posted here, with additional notice or consent where applicable law requires. Separate financial privacy notices and disclosures provided for an investment relationship also apply; this website notice does not replace them.

Questions

Contact ir@alterraeq.com about this website or information shared with Alterra. Related investment disclosures appear in the Disclosures.