Privacy Policy
JetStone Capital Advisory is a financial services and private markets advisory firm that helps businesses and issuers prepare for and pursue capital, helps eligible investors gain knowledge of and access to private-market investment opportunities, and provides compliance advisory services to broker-dealers, investment advisers, and other financial-services organizations.
JetStone Capital Advisory, LLC, doing business as JetStone Capital ("JetStone," "we," "us," or "our"), respects your privacy and is committed to protecting personal information collected through our website, forms, events, investor education resources, consultation process, investor access platform, issuer readiness process, compliance consulting services, and related communications.
This Privacy Policy explains what personal information we collect, how we use it, how we share it, how long we keep it, and the privacy rights that may be available to you under applicable laws, including the California Consumer Privacy Act, as amended by the California Privacy Rights Act, the Virginia Consumer Data Protection Act, the General Data Protection Regulation, the CAN-SPAM Act, the Telephone Consumer Protection Act, and other applicable email, telemarketing, and text messaging laws.
This Privacy Policy applies to personal information collected through Jetstonecapital.com and related JetStone Capital digital properties. It does not replace any separate privacy notice, consent, subscription document, investor verification disclosure, broker-dealer disclosure, issuer agreement, vendor agreement, SMS terms, event terms, or regulatory notice that may apply to a particular transaction, offering, engagement, or supervised activity.
1. Who We Are
JetStone Capital Advisory, LLC
8926 Baltimore St, Unit 456
Savage, MD 20763
Email: [email protected]
For purposes of applicable privacy laws, JetStone Capital may act as a “business,” “controller,” or “data controller” for certain personal information we collect directly from website visitors, prospective clients, eligible investors, issuers, referral partners, event attendees, vendors, and other contacts.
In some circumstances, third-party service providers, broker-dealers, issuers, payment processors, KYC/AML vendors, accredited investor verification providers, CRM providers, communications platforms, or other professional service providers may act as independent controllers or processors of your information.
2. Personal Information We Collect
We may collect the following categories of personal information, depending on how you interact with JetStone Capital:
Contact and Identity Information
Name, email address, phone number, mobile telephone number, mailing address, business address, company name, job title, professional role, and similar contact details.
Business, Issuer, and Professional Information
Company information, issuer profile information, business stage, capital raising goals, industry, ownership information, management team information, governance information, business plans, offering-related information, and information submitted in connection with JetStone Raise Readiness™ or capital raising execution discussions.
Investor Interest and Profile Information
Information you provide when expressing interest in investor education, private market opportunities, investor access, events, membership, or investment-related communications. This may include investor type, investment interests, private market experience, asset class preferences, accreditation-related status, suitability-related information, and communication preferences.
Financial, Compliance, and Verification Information
Where applicable, we or our third-party verification providers may collect information needed to support investor onboarding, accredited investor verification, KYC/AML review, suitability review, issuer due diligence, compliance monitoring, or related regulatory processes. This may include financial profile ranges, professional credentials, verification status, government identification information, tax-related information, source-of-funds information, or other information required by law or by a supervised offering process.
Communications and Relationship Information
Messages you send to us, consultation notes, meeting details, event registrations, form responses, CRM records, preferences, feedback, and records of your interactions with JetStone Capital.
Website, Device, and Usage Information
IP address, browser type, device information, pages viewed, referring URLs, general location information, cookies, analytics data, session activity, and similar technical information.
Email, SMS, and Consent Information
Email subscription status, text messaging opt-in status, opt-out status, consent date and time, consent source, form submission records, campaign engagement data, message delivery data, unsubscribe records, STOP/HELP responses, and communication preference records.
Sensitive Personal Information
Depending on your interaction with us, sensitive personal information may include government identifiers, financial account-related information, precise information required for verification, racial or ethnic origin if voluntarily provided or legally required in a specific context, or other information considered sensitive under applicable law. JetStone Capital may receive verification status or related results from third-party vendors without retaining all underlying sensitive documents, depending on the process used. We use sensitive personal information only for disclosed business, compliance, security, verification, legal, or service-related purposes and not for purposes of unlawfully inferring characteristics about you.
3. Sources of Personal Information
You directly, including through website forms, consultations, emails, phone calls, text messages, events, investor interest forms, issuer questionnaires, business cards, electronic business cards, phone contact entries, and onboarding materials.
Your company, employer, representative, attorney, accountant, broker-dealer, investment adviser, issuer, or referral source.
Third-party service providers, including CRM platforms, email systems, text messaging systems, analytics tools, payment processors, verification providers, compliance vendors, and event platforms.
Publicly available sources, such as company websites, professional directories, regulatory databases, business registries, and public filings.
Cookies, pixels, analytics tools, and similar digital technologies.
4. How We Use Personal Information
JetStone Capital may use personal information for the following purposes:
1. To operate, maintain, and improve our website and digital platforms.
2. To respond to inquiries, consultation requests, and contact form submissions.
3. To provide investor education, resources, event information, and community communications.
4. To evaluate issuer readiness, capital raising preparation, and JetStone Raise Readiness™ engagements.
5. To support capital raising execution, offering coordination, investor communications, and related regulated processes where applicable.
6. To provide compliance consulting services to broker-dealers, registered investment advisers, and other regulated financial services firms.
7. To manage investor access requests, investor profile updates, verification workflows, and eligibility-related processes.
8. To personalize website, email, CRM, SMS, and platform experiences without presenting automated results as investment recommendations unless separately reviewed and permitted through the applicable supervisory process.
9. To process payments, event registrations, subscriptions, memberships, invoices, and related transactions.
10. To send email, SMS/text, event, educational, business development, and service communications, subject to your communication preferences and applicable law.
11. To maintain records, comply with legal, regulatory, contractual, tax, accounting, broker-dealer, securities, anti-fraud, communications, and compliance obligations.
12. To detect, prevent, and respond to fraud, security incidents, unauthorized access, misuse, or unlawful activity.
13. To enforce agreements, protect rights, resolve disputes, and respond to lawful requests from regulators, courts, law enforcement, or government authorities.
5. Legal Bases for Processing Under GDPR / UK GDPR
Where GDPR, UK GDPR, or similar laws apply, we process personal information under one or more of the following legal bases:
1. Consent - where you have given us permission, such as subscribing to communications, agreeing to optional cookies, or opting in to receive text messages.
2. Contract - where processing is necessary to take steps at your request or perform a contract with you or your company.
3. Legal obligation - where processing is necessary to comply with legal, regulatory, tax, accounting, anti-money laundering, securities, communications, or compliance obligations.
4. Legitimate interests - where processing supports our legitimate business interests, such as operating our website, responding to inquiries, maintaining business relationships, improving services, protecting security, and communicating with prospective clients and partners, provided those interests are not overridden by your rights.
5. Substantial public interest or legal claims - where applicable for compliance, fraud prevention, regulatory matters, or legal proceedings.
6. How We Share Personal Information
We may disclose personal information to the following categories of recipients:
1. Service providers and vendors, including website hosting providers, CRM platforms, email providers, SMS/text messaging platforms, analytics providers, payment processors, form providers, event platforms, cloud storage providers, cybersecurity providers, and professional technology vendors.
2. Verification and compliance providers, including KYC/AML vendors, accredited investor verification providers, identity verification vendors, background screening vendors, and compliance technology providers.
3. Broker-dealers, investment advisers, issuers, and offering participants, where applicable and appropriate in connection with investor access, private placement activity, issuer readiness, offering coordination, broker-dealer supervision, due diligence, or capital raising execution.
4. Professional advisers, including attorneys, accountants, auditors, compliance consultants, consultants, and insurance providers.
5. Regulators, courts, government authorities, or law enforcement when required or permitted by law, regulation, subpoena, court order, examination, investigation, or similar process.
6. Business transaction parties in connection with a merger, acquisition, financing, restructuring, sale of assets, joint venture, or similar business transaction.
7. Other parties with your direction or consent. We do not knowingly disclose personal information for purposes inconsistent with this Privacy Policy unless we provide additional notice or obtain consent where required. We do not share mobile opt-in consent or text messaging consent records with third parties for their own independent marketing purposes, except where you direct us to do so or where required or permitted by law.
7. Cookies, Analytics, and Similar Technologies
Our website may use cookies, pixels, tags, analytics tools, and similar technologies to operate the website, understand visitor activity, improve performance, remember preferences, support marketing, and measure campaign effectiveness.
Essential website functionality.
Analytics and performance measurement.
Preference management.
Marketing and advertising measurement.
Security and fraud prevention.
You may be able to manage cookies through your browser settings or through a cookie preference tool on our website. If we use cookies or similar technologies that constitute “sharing,” “targeted advertising,” or similar activity under applicable law, we will provide appropriate opt-out choices.
8. Sale, Sharing, Targeted Advertising, and Profiling
JetStone Capital does not sell personal information for money. We may use analytics, marketing, CRM, or advertising tools that could be considered “sharing” under California law or “targeted advertising” under Virginia law, depending on how the tools are configured and how applicable law applies. Where required, we will provide a clear method to opt out of sale, sharing, targeted advertising, or profiling that produces legal or similarly significant effects.
To exercise these choices, contact us at [email protected] or use any “Your Privacy Choices,” “Do Not Sell or Share My Personal Information,” or cookie preference link made available on our website.
We do not knowingly sell or share personal information of individuals under 16 years of age.
9. Data Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, unless a longer period is required or permitted by law, regulation, contract, tax, accounting, securities, broker-dealer, communications, compliance, dispute resolution, or recordkeeping obligations.
Website and analytics data: as needed for website operations, analytics, security, and performance review.
Marketing, CRM, and SMS data: until you unsubscribe, opt out, request deletion, or the information is no longer needed, subject to suppression lists, consent records, legal retention needs, and communication compliance requirements.
Consultation and business development records: as long as needed to manage the relationship and related legal or business obligations.
Issuer, investor, offering, verification, and compliance records: as long as needed for contractual, regulatory, supervisory, anti-fraud, securities, tax, or legal recordkeeping requirements.
Privacy request records: as long as needed to document compliance with applicable privacy laws.
When personal information is no longer needed, we will delete, de-identify, aggregate, or securely retain it in accordance with applicable law and our internal retention practices.
10. Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, loss, misuse, or destruction. These safeguards may include access controls, vendor due diligence, encryption where appropriate, secure systems, authentication controls, limited access permissions, confidentiality obligations, and monitoring for suspicious activity.
No website, platform, transmission, or storage system is completely secure. You are responsible for protecting your login credentials, using secure networks, and notifying us promptly if you believe your information has been compromised.
11. International Data Transfers
If you access our website or services from outside the United States, your personal information may be transferred to, stored in, or processed in the United States or other jurisdictions where we or our service providers operate. Where GDPR, UK GDPR, or similar laws apply, we will use appropriate safeguards for international transfers where required, such as standard contractual clauses, vendor transfer terms, adequacy mechanisms, or other lawful transfer methods.
12. Email Marketing, SMS/Text Messaging, and Communication Preferences
JetStone Capital may use your contact information to send business, educational, event, investor education, issuer readiness, private market, compliance consulting, membership, and service-related communications. We maintain communication preferences and consent records so that we can honor opt-out requests and document compliance with applicable email, telemarketing, and text messaging laws.
Email Marketing and Mass Email Communications
We may send marketing or promotional email communications to individuals who have provided their email address to JetStone Capital, requested information, subscribed to communications, registered for an event, downloaded resources, expressed interest in JetStone Capital services, or otherwise have a business, investor, issuer, event, referral, membership, or professional relationship with us.
Our marketing emails are intended to comply with applicable email marketing laws, including the CAN-SPAM Act. Marketing emails from JetStone Capital will identify JetStone Capital as the sender, use accurate header and subject-line information, include our valid physical mailing address, and provide a clear way to unsubscribe or opt out of future marketing emails.
You may opt out of marketing emails at any time by using the unsubscribe link in the email or by contacting us at [email protected]. We will process email opt-out requests within the time required by applicable law. Even if you opt out of marketing emails, we may still send you transactional, relationship, legal, security, account, investor verification, event-registration, consultation, service, or compliance-related communications.
SMS/Text Messaging
If you provide your mobile telephone number and opt in to receive text messages, JetStone Capital may send you text messages related to investor education, events, consultations, membership updates, issuer readiness, private market resources, service updates, reminders, and other JetStone Capital communications.
By opting in, you authorize JetStone Capital Advisory, LLC to send text messages to the mobile number you provide, including messages sent through automated technology where permitted by law. Consent to receive marketing text messages is not required as a condition of purchasing any property, goods, or services from JetStone Capital. Message frequency may vary. Message and data rates may apply.
You may opt out of text messages at any time by replying STOP, CANCEL, END, QUIT, UNSUBSCRIBE, REVOKE, OPT OUT, or another reasonable opt-out request. You may reply HELP for assistance or contact us at [email protected]. After you opt out, we may send a one-time confirmation message confirming that you have been unsubscribed, provided that message contains no marketing or promotional content. We will honor text-message opt-out and consent-revocation requests within the time required by applicable law.
We do not treat a business card, electronic business card, or phone contact entry alone as consent to enroll a mobile number in recurring marketing text message campaigns. If someone asks us to text a specific link, document, event detail, or follow-up item, we may send a narrow one-to-one text responsive to that request, but we will not enroll that person in recurring marketing SMS without appropriate consent where required.
Business Cards, Electronic Contacts, and Professional Follow-Up
If you give us a business card, electronic business card, or otherwise provide contact information during a professional interaction, we may use that information for reasonable professional follow-up, such as sending information requested during the conversation, confirming a meeting, or following up on a business opportunity. If we add you to a marketing email list, we will provide a clear method to unsubscribe. We will not use a professional contact exchange alone as consent for recurring marketing text messages.
Transactional and Relationship Communications
Some communications are not promotional and may be necessary to provide requested services, respond to inquiries, confirm appointments, process event registrations, provide investor verification updates, deliver requested materials, complete transactions, provide security notices, or comply with legal, regulatory, broker-dealer, compliance, tax, accounting, or recordkeeping obligations. Opting out of marketing communications does not prevent JetStone Capital from sending non-marketing communications where permitted or required by law.
Communication Vendors and Consent Records
We may use third-party vendors, including CRM platforms, email service providers, text messaging platforms, event platforms, website providers, form providers, analytics vendors, and automation tools, to help us send, manage, measure, and secure email and text communications. These vendors may process contact information, message history, consent records, opt-in records, opt-out records, delivery data, and engagement data on our behalf.
We may maintain records of your communication preferences, consent status, opt-in date, opt-in source, IP address, form submission, message history, and opt-out requests to document compliance with applicable laws and honor your preferences.
13. Financial Privacy and Regulation S-P
JetStone Capital Advisory, LLC is not currently positioned as a registered broker-dealer, investment company, funding portal, transfer agent, or SEC-registered investment adviser. Accordingly, this website Privacy Policy is intended to describe JetStone Capital's website, business, marketing, investor education, issuer readiness, compliance consulting, and related data practices. It is not intended to replace any privacy notice required to be provided by a registered broker-dealer, investment adviser, issuer, custodian, transfer agent, funding portal, verification provider, payment processor, or other regulated financial institution.
Where JetStone Capital participates in activities conducted through or under the supervision of a registered broker-dealer, investment adviser, issuer, or other regulated financial institution, that regulated entity may provide its own privacy notice and may maintain separate obligations under Regulation S-P, the Gramm-Leach-Bliley Act, state privacy laws, securities laws, and related rules.
If JetStone Capital becomes directly subject to Regulation S-P, the Gramm-Leach-Bliley Act financial privacy rules, or similar financial privacy requirements, JetStone Capital may supplement or revise this Privacy Policy, provide additional notices, or use a model financial privacy notice where appropriate.
14. Your Privacy Rights
Depending on your location and applicable law, you may have the right to:
1. Request access to personal information we maintain about you.
2. Request correction of inaccurate personal information.
3. Request deletion of personal information.
4. Request a copy of personal information in a portable format.
5. Object to or restrict certain processing.
6. Withdraw consent where processing is based on consent.
7. Opt out of sale, sharing, targeted advertising, marketing emails, marketing text messages, or certain profiling.
8. Limit certain uses and disclosures of sensitive personal information where applicable.
9. Appeal a denied privacy request where required by law.
10. Lodge a complaint with a data protection authority or regulator.
We will not discriminate against you for exercising privacy rights.
15. California Privacy
Notice This section applies to California residents where the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies.
Categories of Personal Information Collected During the past 12 months, we may have collected the following categories of personal information:
1. Identifiers, such as name, email address, phone number, mailing address, IP address, online identifiers, mobile telephone number, and communication identifiers.
2. California Customer Records information, such as contact information, payment-related information, and business relationship records.
3. Protected classification information, only if voluntarily provided or required for a specific lawful purpose.
4. Commercial information, such as event registrations, membership activity, service inquiries, and transaction history.
5. Internet or electronic network activity, such as website usage, device data, browser data, and cookie data.
6. Geolocation information, such as general location inferred from IP address.
7. Professional or employment-related information, such as company, title, role, affiliation, licenses, and business background.
8. Inferences, such as communication preferences, investor interest categories, or service interests.
9. Sensitive personal information, where applicable, such as government identification, financial verification information, account access credentials, or information required for compliance, verification, or legal purposes.
10. Communication preference information, such as email subscription status, SMS opt-in status, opt-out history, and consent records.
Purposes for Collection
We collect these categories for the business and commercial purposes described in Section 4 and Section 12, including website operation, communications, investor education, issuer readiness, compliance consulting, capital raising execution support, security, legal compliance, verification, marketing email, SMS/text messaging where permitted, and relationship management.
Categories Disclosed
We may disclose the categories listed above to service providers, verification vendors, CRM providers, email and SMS communication providers, payment processors, professional advisers, broker-dealers, issuers, regulators, and other parties described in Section 6.
Sale or Sharing
We do not sell personal information for money. If our use of advertising, analytics, or marketing technologies is considered a “sale” or “sharing” under California law, you may opt out by using the privacy choices link on our website or contacting us at [email protected].
Sensitive Personal Information
We use sensitive personal information only for disclosed business, compliance, verification, legal, security, and servicerelated purposes. Where required by California law, you may request that we limit the use and disclosure of sensitive personal information.
California Rights
Know what personal information we collect, use, disclose, sell, or share.
Access personal information.
Delete personal information.
Correct inaccurate personal information.
Opt out of sale or sharing.
Limit the use and disclosure of sensitive personal information.
Not receive discriminatory treatment for exercising privacy rights.
Authorized Agents
You may authorize another person to submit a privacy request on your behalf. We may require proof of authorization and may also require you to verify your identity directly with us.
16. Virginia Privacy Notice
This section applies to Virginia residents where the Virginia Consumer Data Protection Act applies. Virginia residents may have the right to:
1. Confirm whether we process your personal data.
2. Access your personal data.
3. Correct inaccuracies in your personal data.
4. Delete personal data provided by or obtained about you.
5. Obtain a portable copy of personal data you previously provided to us.
6. Opt out of targeted advertising, sale of personal data, or profiling in furtherance of decisions that produce legal or similarly significant effects.
7. Appeal our decision if we decline to take action on your privacy request.
To appeal a Virginia privacy rights decision, email us at [email protected] with the subject line “Virginia Privacy Appeal” and include the request reference number or a description of your original request.
17. GDPR / UK GDPR Privacy Rights
Where GDPR, UK GDPR, or similar laws apply, you may have the right to:
1. Access your personal data.
2. Correct inaccurate or incomplete personal data.
3. Request deletion of personal data.
4. Restrict processing of personal data.
5. Object to processing based on legitimate interests or direct marketing.
6. Receive personal data in a portable format.
7. Withdraw consent at any time where processing is based on consent.
8. Object to solely automated decision-making that produces legal or similarly significant effects.
9. Lodge a complaint with a supervisory authority.
We do not make investment eligibility, recommendation, or access decisions solely through automated processing without human review where required by applicable law, regulatory obligations, or supervisory procedures.
18. How to Submit a Privacy or Communication Request
You may submit a privacy request or communication preference request by contacting us at:
Mail: JetStone Capital Advisory, LLC, 8926 Baltimore St, Unit 456, Savage, MD 20763
Please include your name, contact information, state or country of residence, and the nature of your request. If you are requesting an email or SMS opt-out, please identify the email address or mobile telephone number associated with the request.
We may need to verify your identity before fulfilling a request. Verification may require matching information you provide with information we already maintain or requesting additional information reasonably necessary to verify the request. We will respond within the timeframe required by applicable law. If we need more time, we will notify you.
19. Children’s Privacy
Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take steps to delete it.
20. Third-Party Links and Services
Our website may contain links to third-party websites, platforms, service providers, issuers, broker-dealers, payment processors, verification vendors, event platforms, or other external resources. We are not responsible for the privacy practices of third parties. You should review their privacy notices before providing information to them.
21. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The “Last Updated” date indicates when the policy was last revised. Material changes will be posted on our website or communicated as required by law.
22. Contact Us
For questions about this Privacy Policy or our privacy practices, contact:
JetStone Capital Advisory, LLC
8926 Baltimore St, Unit 456
Savage, MD 20763
Email: [email protected]
JetStone Capital Advisory, LLC | Privacy Policy | Last Updated September 30, 2026
JetStone Capital Advisory provides consulting and advisory services, including issuer-focused capital readiness services and compliance consulting services. Nothing on this website constitutes legal advice, investment advice, tax advice, an offer to sell securities, or a solicitation of an offer to buy securities. Securities offerings, if any, are conducted separately through a registered broker-dealer and only after applicable regulatory filings, approvals, and supervisory review. JetStone does not guarantee regulatory approval, examination outcomes, capital raising results, investor participation, or business performance.
Copyright 2026. JetStone Capital. All Rights Reserved.