Privacy Policy.

01

Collection

Information We Collect.

Information You Provide

• Identity + Contact Information. Name, email address, telephone number, mailing information where necessary, account information, and other contact details you provide.
• Account + Authentication Information. Account identifiers, login information, authentication data, verification status, verification codes, membership status, and information required to administer free or paid member access.
• Membership Information. Information relating to registration, enrollment, membership tier, membership status, access level, subscription status, member preferences, and use of The SummitEdge Club, C3 VAULT, D1 FORGE, or other SummitEdge membership experiences.
• Payment + Transaction Information. Purchase information, subscription status, invoice information, transaction records, payment references, and billing details. Payment-card information is generally processed by third-party payment providers rather than stored directly by SummitEdge.
• Communications. Emails, messages, support requests, inquiries, survey responses, feedback, form submissions, and other communications you send to us.
• Client + Business Information. Company information, project information, staffing needs, scheduling information, procurement details, operational requirements, points of contact, proposal information, contract information, and other information necessary to evaluate or deliver business and operational services.
• Security + Operational Information. Where relevant to an engagement, information relating to authorized personnel, workforce accountability, access requirements, transportation, incident documentation, logistics, site operations, communications, scheduling, or other operational-support needs.
• SummitEdge Club Information. Information you provide when joining or using The SummitEdge Club, including registration details, member preferences, content interactions, communications, and other information associated with your free member account.
• C3 + C3 VAULT Information. Information you voluntarily provide in connection with C3 educational content or C3 VAULT, including general portfolio information, wallet addresses, transaction history, cost-basis information, educational planning inputs, market interests, member preferences, or tax-related documentation where specifically requested or voluntarily submitted.
• 3P Information. Leadership goals, organizational information, performance objectives, assessment responses, professional-development information, and other information voluntarily provided in connection with 3P programs or consulting.
• D1 Information. Information voluntarily provided in connection with identity, discipline, personal development, readiness, performance, standards, reflection, or related D1 programs and tools.
• D1 FORGE Private Member Records. Information voluntarily entered into private member tools such as Weekly After Action Reviews, After Action Reviews, Daily Resets, Quarterly Resets, Decision Filters, Personal Standards worksheets, Priority + Alignment responses, and similar member-created records.
• Social Media Information. Public profile information, comments, messages, engagement information, or other data made available when you interact with SummitEdge through social media platforms.

Information Collected Automatically

• Device Information. IP address, browser type, device type, operating system, language settings, and similar technical information.
• Approximate Location. General geographic information that may be inferred from an IP address or provided by a device or service where permitted.
• Usage Information. Pages viewed, navigation activity, time spent, referring pages, buttons clicked, content interactions, member-area activity, and similar website or application activity.
• Cookies + Similar Technologies. Information collected through cookies, pixels, local storage, analytics tools, or similar technologies used to operate, secure, measure, or improve the Services.
• Email Interaction Information. Depending on the email provider and your settings, we may receive information about whether an email was delivered, opened, or whether a link was clicked.

02

Member Data

Membership + Private Records.

SummitEdge operates both free and paid membership experiences.

The SummitEdge Club is a free member and community experience. C3 VAULT and D1 FORGE are private paid membership experiences.

SummitEdge may maintain information necessary to administer membership access, account status, content availability, authentication, communications, subscription status, and member support.

D1 FORGE Private Records

Certain D1 FORGE features allow members to voluntarily save personal worksheet responses and reflections.

These may include Weekly AARs, After Action Reviews, Daily Resets, Quarterly Resets, Decision Filters, Personal Standards worksheets, Priority + Alignment responses, and similar tools.

Private member records may be associated with an authenticated or pseudonymous member identifier and may be stored through infrastructure providers used to operate FORGE.

Certain member features may require email verification or other authentication before access is provided.

C3 VAULT

C3 VAULT account and membership information may include membership status, content access, member preferences, communications, support history, educational inputs, and other information voluntarily provided through the membership.

SummitEdge does not require members to provide cryptocurrency private keys, seed phrases, exchange passwords, or account credentials in order to participate in C3 VAULT.

SummitEdge Club

The SummitEdge Club may collect and maintain registration information, account information, member preferences, communication history, content engagement, and other information necessary to operate the free membership.

Members should not use any SummitEdge member area, worksheet, form, or tool to store passwords, Social Security numbers, bank credentials, payment-card numbers, medical records, cryptocurrency private keys or seed phrases, classified information, or other information unnecessary for use of the Service.

03

Use

How We Use Information.

SummitEdge may use personal information to:

• Provide, administer, operate, and improve the Services.
• Create, authenticate, maintain, and secure customer or member accounts.
• Administer The SummitEdge Club, C3 VAULT, D1 FORGE, and other membership experiences.
• Verify access to private member features.
• Manage membership status, member access, subscription status, and account eligibility.
• Process purchases, subscriptions, invoices, and other transactions.
• Provide digital products, courses, memberships, training, tools, resources, or other content.
• Respond to inquiries, requests, support tickets, and customer-service needs.
• Evaluate, plan, coordinate, and deliver operational or consulting engagements.
• Communicate scheduling, logistics, account information, membership information, project updates, billing information, or service notices.
• Send onboarding, educational, administrative, membership, and transactional communications.
• Send marketing or promotional communications where permitted and where any required consent has been provided.
• Analyze website, member-area, and Service performance, usage patterns, and engagement.
• Detect, prevent, investigate, or respond to fraud, misuse, abuse, unauthorized access, security threats, or technical problems.
• Maintain business, accounting, tax, contractual, insurance, legal, and compliance records.
• Protect SummitEdge, our clients, members, employees, contractors, partners, systems, property, and legal rights.
• Comply with applicable law, regulation, court orders, legal process, and lawful government requests.

04

Email + SMS

Communications.

SummitEdge may send communications relating to purchases, The SummitEdge Club, C3 VAULT, D1 FORGE, other memberships, account verification, security, scheduling, support, project activity, education, onboarding, or other Services.

Where permitted and where any required consent has been provided, we may also send promotional emails, newsletters, offers, SMS messages, or similar communications.

You may opt out of promotional emails by using the unsubscribe link provided in the message.

Where SMS is offered, you may generally opt out by replying STOP or using the method identified in the message.

Message and data rates may apply depending on your carrier. Transactional, administrative, security, membership, or account-related messages may still be sent where necessary to provide or administer an active Service.

05

Analytics + Cookies

Cookies + Analytics.

SummitEdge may use cookies and similar technologies to operate the website, remember preferences, maintain sessions, administer member access, improve performance, understand site usage, support security, and measure communications or marketing.

We may use analytics services, including services provided by Google, Squarespace, or other analytics providers, to understand how visitors and members interact with our websites and Services.

Depending on your browser and jurisdiction, you may be able to block, delete, or limit certain cookies through browser settings or available cookie controls.

Disabling certain cookies may affect the operation or availability of parts of the Services, including account or membership functionality.

06

Disclosure

How Information May Be Shared.

SummitEdge does not sell personal information for money.

We may disclose information where reasonably necessary to the following categories of recipients:

• Service Providers. Companies that support website hosting, memberships, cloud infrastructure, payments, email, authentication, analytics, communications, customer support, document management, scheduling, security, and other operational functions.
• Subcontractors + Operational Partners. Qualified subcontractors, vendors, logistics providers, security providers, medical-support providers, hospitality partners, transportation providers, or other partners where information is reasonably necessary to support a client engagement.
• Professional Advisors. Attorneys, accountants, insurance professionals, consultants, auditors, and other professional advisors assisting SummitEdge.
• Business Partners + Referral Programs. Partners, affiliates, or referral sources where necessary to administer an authorized program or where you have requested or consented to the applicable interaction.
• Legal + Safety Purposes. Government agencies, regulators, courts, law enforcement, or other parties where disclosure is required by law or reasonably necessary to protect rights, safety, property, systems, or individuals.
• Business Transactions. Personal information may be disclosed or transferred as part of a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.

We seek to limit disclosures to information reasonably necessary for the relevant purpose.

07

Infrastructure

Third-Party Providers.

SummitEdge relies on third-party technology and service providers to operate portions of the Services, including websites, member areas, paid subscriptions, free memberships, authentication, communications, and private member tools.

Depending on the Service, these may include providers such as:

• Squarespace for website, membership, commerce, account, and related functionality.
• Payment processors for secure transaction processing.
• Cloudflare for infrastructure, security, application services, authentication support, and data storage supporting certain SummitEdge systems.
• Google services for email, productivity, files, forms, analytics, or related business functions.
• Email, CRM, marketing, scheduling, automation, communications, document, or analytics providers.

Third-party providers process information under their own terms, privacy policies, contractual obligations, or applicable law.

08

Payments

Payment Information.

Payments for paid Services, including subscriptions or memberships such as C3 VAULT and D1 FORGE, may be processed through third-party commerce platforms or payment processors.

The SummitEdge Club is currently offered as a free membership and does not by itself require a recurring subscription payment.

SummitEdge generally does not directly store complete payment-card numbers or security codes when payment information is submitted through an authorized payment processor.

We may retain transaction references, purchase history, subscription status, invoice records, amounts paid, refund records, membership status, and other information necessary for accounting, customer service, legal, and business purposes.

09

Retention

How Long We Keep Information.

SummitEdge retains personal information for as long as reasonably necessary for the purposes described in this Policy, including to:

• Provide and administer Services.
• Maintain The SummitEdge Club, C3 VAULT, D1 FORGE, and other active member accounts.
• Maintain membership, purchase, and subscription records.
• Maintain client, project, contract, operational, accounting, tax, and financial records.
• Resolve disputes and enforce agreements.
• Protect against fraud, abuse, or security threats.
• Meet legal, regulatory, insurance, or compliance obligations.

Retention periods may vary depending on the type of information, the Service involved, membership status, contractual obligations, legal requirements, and legitimate business needs.

Where appropriate, information may be deleted, de-identified, anonymized, or retained in a form that is no longer reasonably linked to an identifiable individual.

10

Member Records

Member Data + Deletion.

Members of The SummitEdge Club, C3 VAULT, D1 FORGE, or another SummitEdge membership may request access to, correction of, or deletion of eligible personal information associated with their member account, subject to applicable law and any information SummitEdge is required or permitted to retain.

SummitEdge may require verification of identity or control of the associated email address before processing a request involving member records.

D1 FORGE Private Worksheets

Deleting a worksheet within FORGE may remove the applicable saved worksheet record from the active member system.

Account-level or broader deletion requests should be submitted to privacy@gosummitedge.com.

Membership Accounts

Closing or canceling a membership does not necessarily result in the immediate deletion of every associated record.

SummitEdge may retain information necessary for transaction history, accounting, fraud prevention, security, legal compliance, contract administration, dispute resolution, or other lawful purposes.

Certain transaction, legal, security, accounting, contractual, or compliance records may need to be retained even after other personal information is deleted.

11

Your Choices

Privacy Rights.

Depending on where you live and applicable law, you may have rights concerning personal information SummitEdge maintains about you.

These may include the right to:

• Request access to personal information.
• Request correction of inaccurate information.
• Request deletion of certain personal information.
• Request a copy of certain information in a portable or machine-readable format where applicable.
• Withdraw consent where processing is based on consent and withdrawal is legally available.
• Opt out of promotional communications.
• Request closure of an eligible member account.
• Exercise other privacy rights available under applicable law.

To submit a privacy request, email privacy@gosummitedge.com.

We may request reasonable information to verify your identity and protect against unauthorized access or deletion.

12

Security

Information Security.

SummitEdge uses reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.

Depending on the Service, safeguards may include account authentication, email verification, access controls, encryption provided by service platforms, limited access, separate storage environments, infrastructure protections, logging, and other security measures.

These safeguards may apply to The SummitEdge Club, C3 VAULT, D1 FORGE, and other SummitEdge accounts and member systems as appropriate to the Service.

No website, database, transmission method, cloud platform, or internet-connected system can be guaranteed to be completely secure.

You are responsible for protecting your own account credentials, verification codes, devices, and access to your email account.

13

Client Operations

Operational + Client Data.

SummitEdge may receive business, workforce, site, scheduling, access-control, transportation, logistics, incident, or other operational information while supporting client engagements.

Such information may be subject to separate contractual requirements, confidentiality provisions, client policies, regulatory obligations, or security requirements.

Where a written client agreement contains specific privacy, confidentiality, security, data-handling, or retention obligations, those terms may supplement or control the handling of information related to that engagement.

14

Minors

Children's Privacy.

Unless a specific program expressly states otherwise and appropriate consent procedures are established, SummitEdge's online accounts, memberships, and digital Services are not directed to individuals under 18.

This includes The SummitEdge Club, C3 VAULT, D1 FORGE, and other adult-directed member experiences unless expressly stated otherwise.

SummitEdge does not knowingly collect personal information from children through adult-directed Services.

If you believe a minor has provided personal information through a Service where it should not have been collected, contact privacy@gosummitedge.com.

15

External Services

Third-Party Links.

SummitEdge websites, member areas, and Services may contain links to websites, platforms, applications, products, or services operated by third parties.

SummitEdge does not control the privacy or security practices of independent third parties.

Information you provide directly to a third party is governed by that party's privacy policy and terms.

16

Business Changes

Business Transactions.

If SummitEdge is involved in a merger, acquisition, financing, reorganization, sale of assets, restructuring, or similar transaction, personal information may be disclosed or transferred as part of that transaction.

This may include customer, client, membership, account, transaction, operational, or other information associated with the Services.

Where required by applicable law, we will provide appropriate notice or protection concerning such a transfer.

17

Updates

Changes To This Policy.

SummitEdge may update this Privacy Policy as our Services, technology, memberships, brands, business operations, or legal obligations evolve.

The effective date shown at the top of this page identifies the current version.

Where required by applicable law, SummitEdge will provide additional notice of material changes.

Continued use of the Services after an updated Policy becomes effective is subject to the revised Policy to the extent permitted by law.

18

Contact

Privacy Questions + Requests.

Questions regarding this Privacy Policy, The SummitEdge Club, C3 VAULT, D1 FORGE, information practices, access requests, correction requests, member-account requests, or deletion requests may be directed to:

SummitEdge Group, LLC
Oregon, United States
privacy@gosummitedge.com

General account, billing, subscription, membership, or customer-support questions may be directed to support@gosummitedge.com.