Portfolia Privacy Policy

Any information obtained on visitors to the Portfolia website will be kept strictly confidential.  Portfolia does not sell any data, on companies, visitors or members. 

For members, Portfolia maintains physical, electronic and operational safeguards to protect all information regarding the personal identity, financial status and other financial information,.   

In the normal course of business, it is necessary for Portfolia to provide personal information about members to attorneys and accountants in furtherance of Portfolia’s business, and other entities that provide a service on behalf of Portfolia, such as banks or escro companies. Portfolia only discloses personal information to these third parties if such parties agree to strictly protect the personal information and use the personal information only for the purposes of providing services to Portfolia.  Portfolia is required to provide data to the IRS, and other federal and state regulatory bodies.  

Other than for the purposes discussed above, Portfolia does not disclose any nonpublic, personal information of its members unless Portfolia is directed by the member to provide it or Portfolia is legally required to do so.

 For companies applying for funding, please do not send any information to Portfolia that constitutes a trade secret or is confidential or proprietary. Portfolia cannot agree to obligations of confidentiality or non-disclosure with regard to information submitted to it. By submitting information or materials to Portfolia, you or anyone acting on your behalf, agree that any such information or materials will not be considered confidential or proprietary.