Portaris Partners LLC, doing business as PORTARIS (“Portaris,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, schedule a conversation, submit information to us, communicate with us, or otherwise interact with Portaris. This Privacy Policy applies to information collected through our website and through related interactions with Portaris. It does not apply to websites, platforms, or services operated independently by third parties.

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1. Information We Collect

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Information You Provide to Us

The personal information we collect depends on how you interact with Portaris. We may collect information that you voluntarily provide, including:

• Name

• Email address

• Telephone number

• Company or organization

• State, province, region, or other general location information

• Appointment and scheduling information

• Information submitted through forms

• Information included in an inquiry, message, or other communication

• Information you choose to provide during your interactions with Portaris

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Information Collected Automatically

When you visit our website, Portaris and service providers supporting the website may automatically collect certain information about your device and website activity. This may include:

• Internet Protocol (IP) address

• Browser type and version

• Device type

• Operating system

• General geographic information derived from an IP address

• Referring website or source

• Pages viewed

• Date and time of visits

• Time spent on pages

• Website interactions

• Other technical or diagnostic information

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Please do not provide sensitive personal information through website forms, scheduling tools, or general inquiries unless it is reasonably necessary for your interaction with Portaris. This information may be collected through cookies, tags, and similar technologies.

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2. How We Collect Information

• Directly from you when you communicate or interact with Portaris

• When you schedule a conversation through Microsoft Bookings

• When you submit information through Microsoft Forms or another Portaris form

• Through email, telephone, Teams meetings, or other communications

• Through your interactions with Portaris on social media or other third-party platforms

• Automatically when you visit our website

• Through service providers that support our website and business operations

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3. How We Use Personal Information

We seek to collect and use personal information that is reasonably relevant to the purposes for which it was collected.

• Respond to inquiries and communicate with you

• Schedule and manage conversations and appointments

• Provide information you request

• Understand your interest in Portaris and our Partnerships

• Establish, manage, and support business and professional relationships

• Maintain appropriate business and relationship records

• Operate, maintain, secure, and improve our website

• Understand website usage and performance

• Improve our communications and services

• Protect Portaris, our website, and others from misuse, fraud, security threats, or unlawful activity

• Comply with applicable legal, regulatory, tax, accounting, and recordkeeping requirements

• Establish, exercise, or defend legal rights

• Carry out other purposes disclosed to you when information is collected or with your consent

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4. Cookies, Analytics, and Similar Technologies

Our website uses cookies and similar technologies to support website functionality and understand how visitors interact with the site. Some cookies are necessary for the website to operate. Other technologies may support analytics and website improvement.

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Google Analytics. Portaris uses Google Analytics 4 (“Google Analytics”) to help us understand website traffic, usage, and performance. Google Analytics may collect information about your device and your interactions with our website through cookies and similar technologies.

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Cookie Choices. Portaris uses a consent-management tool that allows website visitors to manage certain cookie and tracking preferences. Depending on the cookie or technology involved, you may be able to accept, reject, or manage non-essential technologies through the cookie banner or privacy settings available on our website. You may also be able to manage cookies through your browser settings. Disabling certain cookies may affect some website functionality.

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5. Do Not Track and Online Tracking

Some web browsers provide a “Do Not Track” or similar browser setting. There is not currently a universally accepted standard for responding to traditional Do Not Track signals. Portaris provides visitors with cookie and privacy controls through the consent-management tools available on our website. These controls allow visitors to manage certain non-essential tracking technologies. Third-party service providers, including analytics providers, may collect information about your interactions with our website as described in this Privacy Policy and subject to the privacy choices available to you.

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6. How Personal Information May Be Disclosed

Portaris does not sell personal information. We may disclose personal information to service providers that perform services for us or support our business operations. These providers may support functions such as:

• Website hosting and operation

• Scheduling

• Forms and information collection

• Business productivity and collaboration

• Data storage and business records

• Analytics

• Communications

• Consent and cookie management

• Business administration

We may also disclose information:

• When required by applicable law, regulation, subpoena, court order, or other lawful process

• To respond to lawful requests from government or regulatory authorities

• When reasonably necessary to protect the rights, property, security, or interests of Portaris, our visitors, or others

• To investigate or prevent suspected fraud, misuse, security incidents, or unlawful activity

• In connection with a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction

• At your direction or with your consent

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Portaris does not currently use personal information collected through its website for targeted advertising or sell personal information to third parties.

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7. Third-Party Services and Websites

Portaris uses third-party services to support portions of our website and business operations. These currently include services provided by Microsoft, Google, Wix, Usercentrics, and other providers as appropriate to our operations. Our website may also contain links to websites, social media platforms, or services operated by third parties. When you leave the Portaris website or interact directly with a third-party service, that provider's privacy practices and terms may apply. Portaris does not control the privacy or security practices of independently operated third-party websites or services.

 

8. Microsoft Services

Portaris uses Microsoft business services, including Microsoft Bookings, Forms, Lists, Teams, and related Microsoft 365 services, to support scheduling, communications, information collection, business records, and other operational activities. Information you provide through these services may be processed and stored through Microsoft's systems in accordance with Microsoft's applicable privacy and security practices.

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9. Data Retention

Portaris retains personal information for as long as reasonably necessary for the purposes for which it was collected, including to maintain business records, manage relationships, respond to requests, comply with legal and regulatory obligations, resolve disputes, and protect our legal rights. Retention periods may vary depending on the type of information, the nature of the relationship, legal requirements, and legitimate business needs. When information is no longer reasonably required, we may delete, anonymize, or otherwise dispose of it in accordance with our applicable practices and obligations.

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10. Data Security

Portaris uses reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, use, alteration, disclosure, or destruction. However, no website, Internet transmission, electronic storage system, or method of communication can be guaranteed to be completely secure. Accordingly, Portaris cannot guarantee the absolute security of personal information.

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11. Children's Privacy

The Portaris website and our services are intended for adults and are not directed to individuals under 18. Portaris does not knowingly collect personal information through the website from an individual under 18. If we become aware that we have collected personal information from an individual under 18 without appropriate authorization, we will take reasonable steps to delete it.

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12. Your Privacy Choices and Rights

Depending on where you reside and applicable law, you may have rights regarding your personal information. These rights may include the ability to request that Portaris:

• Confirm whether we maintain or process personal information about you

• Provide access to certain personal information

• Correct inaccurate personal information

• Delete certain personal information

• Provide a copy of certain information in a portable format

• Provide information about how certain personal information is collected, used, or disclosed

• Honor other privacy choices or rights provided by applicable law

 

Some rights are subject to exceptions and limitations under applicable law. Portaris may need to verify your identity before completing certain requests.

 

We may also request information reasonably necessary to locate the information associated with your request. Portaris will not unlawfully discriminate against an individual for exercising an applicable privacy right.

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13. U.S. State Privacy Rights

Privacy rights vary by state, and not every state privacy law applies to every business. If the privacy law of your state applies to Portaris and provides you with additional rights, Portaris will process qualifying requests in accordance with applicable law. Where applicable, these rights may include access, correction, deletion, portability, or the ability to opt out of certain uses of personal information. Portaris does not currently sell personal information or use personal information collected through its website for targeted advertising.

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14. California Privacy Disclosures

This section supplements the information provided elsewhere in this Privacy Policy for California residents.

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Portaris may collect identifiers, Internet or other electronic network activity information, and other information described in this Privacy Policy. The categories of information we collect, the sources from which we collect it, the purposes for which we use it, and the categories of service providers or other parties to whom it may be disclosed are described throughout this Privacy Policy.

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Portaris does not sell personal information and does not currently use personal information collected through its website for targeted advertising.

California residents may contact Portaris regarding personal information we maintain about them or to request access, correction, or deletion, as applicable. Instructions for submitting a request are provided in the Privacy Requests section below.

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Portaris does not disclose personal information to third parties for their own direct-marketing purposes as contemplated by California's “Shine the Light” law.

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California Do Not Track Disclosure. Some browsers offer a “Do Not Track” setting. There is currently no universally accepted standard for responding to traditional Do Not Track signals. Portaris provides cookie and privacy controls through the consent-management tools available on our website, as further described in the Cookies, Analytics, and Similar Technologies and Do Not Track and Online Tracking sections of this Privacy Policy.

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15. Privacy Requests

You may submit a privacy request or question using the contact information below or through the Privacy Requests section of our Connect page. We may take reasonable steps to verify your identity and the authenticity of a request before providing, correcting, or deleting personal information. Where applicable law permits an authorized agent to submit a request on your behalf, we may request documentation sufficient to verify the agent's authority and your identity.

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16. Changes to This Privacy Policy

We may update this Privacy Policy as our website, business practices, technology, services, or legal requirements change. When we make changes, we will post the revised Privacy Policy and update the effective or “Last Updated” date. We encourage you to review this Privacy Policy periodically.

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17. Contact Us

Questions about this Privacy Policy, our privacy practices, or personal information may be directed to:

Portaris Partners LLC
Doing business as PORTARIS
Email: hello@portarispartners.com
Phone: (302) 267-3264

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Privacy requests may also be submitted through the Privacy Request section of our Connect page.