Privacy policy.

Last Updated: November 13, 2025

CB Collective LLC, doing business as Trivedi Holdings ("Trivedi Holdings," "we," "us," or "our"), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website at www.trivediholdings.com (the "Site") or interact with our services.

Please read this Privacy Policy carefully. By accessing or using our Site, you agree to this Privacy Policy. If you do not agree with our practices, please do not use our Site or provide us with any personal information.

1. Information We Collect

We collect several types of information from and about users of our Site, including:

1.1 Information You Provide Directly

  • Contact Information: Name, email address, phone number, mailing address

  • Professional Information: Company name, job title, business details

  • Investment & Financial Information: Investment interests, financial goals, accredited investor status, assets under management, and related financial information

  • Employment Information: Resume, work history, education, references, and other information submitted through job applications

  • Communication Content: Information you provide when you contact us through forms, email, or other communication channels

  • Account Information: Username, password, and account preferences if you create an account on our investor portal or other password-protected areas

  • Documents: Any documents you choose to upload or share with us

1.2 Information Collected Automatically

When you visit our Site, we may automatically collect certain technical information, including:

  • Device Information: IP address, browser type, operating system, device identifiers

  • Usage Information: Pages visited, time spent on pages, links clicked, referring website

  • Cookies and Similar Technologies: We may use cookies, web beacons, and similar tracking technologies to collect information about your browsing behavior (see Section 8 below)

1.3 Information from Third Parties

We may receive information about you from third-party sources, including:

  • Business partners and portfolio companies

  • Professional references and background check providers

  • Public databases and records

  • Social media platforms (if you choose to connect with us through social media)

  • Analytics and marketing service providers

  • Financial institutions and service providers

2. How We Use Your Information

We use the information we collect for various business purposes, including:

2.1 Providing Our Services

  • Evaluating investment opportunities and managing investor relationships

  • Communicating with prospective and current investors, partners, and portfolio companies

  • Managing and administering accounts, including any investor portals

  • Processing employment applications and conducting background checks

  • Responding to inquiries and providing customer support

  • Facilitating document sharing and collaboration

2.2 Business Operations

  • Improving and personalizing your experience on our Site

  • Conducting market research and analysis

  • Detecting, preventing, and addressing fraud, security issues, or technical problems

  • Maintaining the safety and integrity of our Site and services

  • Managing our internal operations and business relationships

2.3 Marketing and Communications

  • Sending newsletters, updates, and promotional materials (with your consent where required)

  • Informing you about our services, investment opportunities, and portfolio updates

  • Conducting surveys and gathering feedback

2.4 Legal and Compliance

  • Complying with legal obligations and regulatory requirements

  • Enforcing our terms and conditions

  • Protecting our rights, property, and safety, and those of our users and others

  • Responding to legal process and government requests

3. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

3.1 Service Providers

We may share information with third-party service providers who perform services on our behalf, including:

  • Website hosting and maintenance

  • Data analysis and analytics services

  • Email and communication platforms

  • Customer relationship management (CRM) systems

  • Background check and verification services

  • Payment processors and financial service providers

  • Cloud storage providers (such as Google Drive)

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

3.2 Business Partners and Affiliates

We may share information with:

  • Our portfolio companies and investment partners when necessary for business operations

  • Co-investors and potential co-investors with your consent

  • Professional advisors including attorneys, accountants, and consultants

3.3 Legal Requirements and Protection

We may disclose your information when required by law or when we believe disclosure is necessary to:

  • Comply with legal obligations, court orders, or legal process

  • Enforce our agreements and policies

  • Protect the rights, property, or safety of Trivedi Holdings, our users, or others

  • Prevent fraud or illegal activity

  • Respond to government or regulatory requests

3.4 Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information is transferred and becomes subject to a different privacy policy.

3.5 With Your Consent

We may share your information for any other purpose with your consent or at your direction.

4. International Data Transfers

Our operations are primarily based in the United States. If you are located outside the United States and choose to provide information to us, please note that we may transfer your information to the United States and process it there. By using our Site or providing us with information, you consent to this transfer and processing.

The United States may have data protection laws that differ from those in your country. We take reasonable measures to protect your information in accordance with this Privacy Policy, regardless of where it is processed.

5. Data Security

We implement reasonable physical, technical, and administrative security measures designed to protect your information from unauthorized access, use, alteration, or destruction. These measures include:

  • Encryption of sensitive data in transit and at rest

  • Regular security assessments and audits

  • Access controls limiting who can view your information

  • Employee training on data protection and security

  • Secure storage systems and backup procedures

However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee its absolute security. You acknowledge and accept this risk when using our Site.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. The retention period depends on:

  • The nature of the information collected

  • The purpose for which it was collected

  • Our legitimate business needs

  • Legal, regulatory, tax, accounting, or reporting requirements

When we no longer need your information, we will securely delete or anonymize it in accordance with our data retention policies.

7. Your Rights and Choices

7.1 Access and Correction

You may request access to the personal information we hold about you and request that we correct, update, or delete your information. To make such a request, please contact us using the information in Section 14 below.

7.2 Marketing Communications

If you receive marketing emails from us, you may unsubscribe at any time by:

Please note that even if you opt out of marketing communications, we may still send you non-promotional messages related to your account or our business relationship.

7.3 Account Information

If you have an account with us, you may update your account information by logging into your account settings or by contacting us.

7.4 State-Specific Rights

Depending on where you reside, you may have additional privacy rights under state law (see Section 12 below for California residents and Section 13 for other states).

8. Cookies and Tracking Technologies

We may use cookies, web beacons, and similar tracking technologies to collect information about your browsing activities on our Site. This helps us understand how visitors use our Site, remember your preferences, and improve your experience.

8.1 Types of Cookies We May Use

  • Essential Cookies: Necessary for the Site to function properly

  • Analytics Cookies: Help us understand how visitors interact with our Site (e.g., Google Analytics)

  • Functional Cookies: Remember your preferences and choices

  • Marketing Cookies: Used to deliver relevant advertisements and track their effectiveness

8.2 Managing Cookies

Most web browsers allow you to control cookies through their settings. You can typically:

  • View what cookies are stored and delete them individually

  • Block third-party cookies

  • Block cookies from specific sites

  • Block all cookies

  • Delete all cookies when you close your browser

Please note that if you choose to block or delete cookies, some features of our Site may not function properly.

8.3 Do Not Track Signals

Some browsers include a "Do Not Track" (DNT) feature that signals to websites you visit that you do not want to have your online activity tracked. Our Site does not currently respond to DNT signals, but we do honor Global Privacy Control (GPC) signals as an opt-out of the sale or sharing of personal information where required by law.

9. Third-Party Links and Services

Our Site may contain links to third-party websites, services, or applications that are not owned or controlled by us. This Privacy Policy does not apply to those third-party sites or services. We are not responsible for the privacy practices of third parties, and we encourage you to review their privacy policies before providing them with any information.

When you use third-party services integrated with our Site (such as Google Drive or other cloud storage services), those services may collect information about you in accordance with their own privacy policies.

10. Children's Privacy

Our Site and services are not directed to children under the age of 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected personal information from a child under 18, we will take steps to delete that information as soon as possible. If you believe we have collected information from a child under 18, please contact us immediately at info@trivediholdings.com.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will update the "Last Updated" date at the top of this policy.

If we make material changes to this Privacy Policy, we will provide notice by:

  • Posting a prominent notice on our Site

  • Sending you an email notification (if you have provided us with your email address)

  • Other means as appropriate under the circumstances

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

12. California Privacy Rights

If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), provides you with specific rights regarding your personal information.

12.1 Right to Know

You have the right to request that we disclose:

  • The categories of personal information we collected about you

  • The categories of sources from which we collected your personal information

  • The business or commercial purpose for collecting your information

  • The categories of third parties with whom we share your information

  • The specific pieces of personal information we collected about you

12.2 Right to Delete

You have the right to request that we delete personal information we collected from you, subject to certain exceptions (such as when we need to retain information to comply with legal obligations).

12.3 Right to Correct

You have the right to request that we correct inaccurate personal information we maintain about you.

12.4 Right to Opt-Out of Sale or Sharing

We do not sell your personal information to third parties. If our practices change in the future, we will update this policy and provide you with an opportunity to opt out.

12.5 Right to Limit Use of Sensitive Personal Information

You have the right to limit our use and disclosure of sensitive personal information to purposes necessary to perform our services or provide goods reasonably expected by you.

12.6 Right to Non-Discrimination

You have the right not to receive discriminatory treatment for exercising your CCPA rights.

12.7 Exercising Your California Rights

To exercise any of these rights, please contact us at:

We will verify your identity before responding to your request. You may designate an authorized agent to make a request on your behalf by providing written authorization.

12.8 California Shine the Light Law

California Civil Code Section 1798.83 permits California residents to request information about disclosures of personal information to third parties for direct marketing purposes. We do not disclose personal information to third parties for their direct marketing purposes.

13. Other State Privacy Rights

Residents of certain other states may have additional privacy rights under their state laws, including:

13.1 Virginia, Colorado, Connecticut, and Utah Residents

If you are a resident of Virginia, Colorado, Connecticut, or Utah, you may have rights similar to those described in Section 12 for California residents, including rights to:

  • Confirm whether we are processing your personal information and access that information

  • Correct inaccuracies in your personal information

  • Delete your personal information

  • Obtain a copy of your personal information in a portable format

  • Opt out of the processing of your personal information for targeted advertising, sale, or profiling

To exercise these rights, please contact us using the information in Section 14 below.

13.2 Nevada Residents

Nevada residents have the right to opt out of the sale of certain covered information collected by website operators. We do not sell your covered information. If you are a Nevada resident and would like more information, please contact us.

14. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

CB Collective LLC (dba Trivedi Holdings)
Email: info@trivediholdings.com
Website: www.trivediholdings.com

We will respond to your inquiry as promptly as possible, typically within 30 days of receipt.