Privacy Policy
Korevia Advisory Group, LLC
Effective Date: February 10, 2026 | Last Updated: July 10, 2026
Korevia Advisory Group, LLC ("Korevia," "we," "our," or "us") is a strategic advisory firm based in San Antonio, Texas. We provide capital strategy, market entry advisory, business valuation, transaction readiness, and institutional engagement services to growth-stage companies, founders, and international firms entering the U.S. market.
This Privacy Policy explains what information we collect when you visit koreviagroup.com, contact us, or subscribe to our content. It also explains how we use that information, who we share it with, and what rights you have over it.
We do not sell your personal information. If you have questions, contact us at info@koreviagroup.com.
1. Information We Collect
Information You Provide Directly
When you contact us through our website, submit an inquiry, or request advisory access, you may provide:
Name and professional title
Email address and phone number
Company name, industry, and stage of business
Location and country of operation
Description of your advisory needs or project
When you subscribe to our newsletters through Mailchimp or Substack, you provide your email address and any other details you choose to include.
Information Collected Automatically
When you visit our website, certain data is collected automatically through cookies and server logs. This includes:
IP address and approximate geographic location
Browser type, operating system, and device type
Pages visited, time spent on each page, and navigation path
Referring website or source
Date and time of visit
This data is collected by us and by the third-party tools described in Section 5. Some of this data can be combined with other information to identify individuals, particularly through our visitor identification tools.
Information from Third-Party Sources
We use RB2B, a visitor identification service, which attempts to match website visitor IP addresses against a business contact database. This may result in us receiving your name, employer, job title, and LinkedIn profile URL based on your visit to our site. If you would like to opt out of RB2B's database, visit app.retention.com/optout.
2. Confidentiality in Advisory Engagements
Korevia operates in capital, transaction, and institutional advisory environments where confidentiality is not optional; it is foundational to our work. Information shared in the course of an advisory engagement is handled with professional discretion.
Formal advisory engagements are governed by separate written agreements, which may include non-disclosure agreements (NDAs) or engagement letters addressing the confidentiality of specific information. Those agreements take precedence over this Privacy Policy with respect to information shared in that engagement context.
This Privacy Policy governs information collected through our website, marketing communications, and general inquiries, not the substantive information shared within a client engagement.
3. How We Use Your Information
We use the information we collect to:
Respond to inquiries and evaluate potential advisory engagements
Provide and deliver our advisory services
Send newsletters, market insights, and blog updates (only if you subscribed)
Understand how our website is used and improve its functionality
Monitor visitor activity through analytics and intelligence tools
Comply with applicable legal and regulatory requirements
Detect and prevent fraud or unauthorized activity
We do not use your information for automated profiling that produces legal or similarly significant effects without human review.
4. Cookies and Tracking Technologies
Types of Cookies in Use
Essential cookies: Required for basic site functionality. These cannot be declined without affecting how the site works.
Analytics cookies: Used by Google Analytics and Factors.ai to track pages visited, session duration, traffic sources, and behavioral data to improve our site.
Visitor identification: RB2B uses cookies and IP matching to identify individual visitors and their professional profiles.
Advertising cookies: LinkedIn's Insight Tag collects page view and interaction data to enable retargeting and audience analysis on LinkedIn's platform.
Your Cookie Choices
You can control cookies through your browser settings. Blocking all cookies may limit some site functionality. You can also opt out of specific tools:
Google Analytics: tools.google.com/dlpage/gaoptout
LinkedIn Insight Tag: linkedin.com/psettings/guest-controls
RB2B visitor database: app.retention.com/optout
Factors.ai: app.retention.com/optout
5. Third-Party Services
The following tools are embedded on our website or used in our communications. Each collects data independently under its own privacy policy.
Google Analytics
Website traffic analysis
IP address, browser, device, pages visited, session duration, referral source
Factors.ai
Visitor behavior analytics and account intelligence
IP, browsing activity, geo-location, device info, session data. May be used for targeted advertising by Factors.ai.
factors.ai/legal/privacy-policy
RB2B (Retention.com)
Visitor identity resolution
IP matched to contact database. May identify visitors by name, employer, and LinkedIn profile.
LinkedIn Insight Tag
Ad retargeting and audience analytics
Page views, referral source, LinkedIn member ID (if logged into LinkedIn)
linkedin.com/legal/privacy-policy
Mailchimp (Intuit)
Newsletter delivery
Email address, open/click tracking, device, and browser info
Substack
Newsletter and content subscriptions
Email address, subscription activity, reading behavior
We are not responsible for the privacy practices of these third-party services. We encourage you to review their policies directly.
6. How We Share Your Information
We do not sell your personal information to third parties, and we do not share it for cross-context behavioral advertising.
We may share your information only in the following limited circumstances:
Service providers: We share data with the vendors listed in Section 5 to operate our website and communications. These vendors are contractually restricted from using your data for their own marketing purposes.
Professional advisors: We may share information with legal counsel, accountants, or compliance advisors under obligations of confidentiality.
Legal requirements: We may disclose information if required by law, regulation, court order, or government authority, or to protect the rights and safety of Korevia or others.
Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to a successor entity. We will provide notice before any such transfer takes effect.
7. Your Privacy Rights
Regardless of where you are located, you have the following rights with respect to personal information we hold about you:
Right to access: Request a copy of the personal information we hold about you.
Right to correction: Ask us to correct inaccurate or incomplete information.
Right to deletion: Request that we delete your personal information, subject to legal retention obligations.
Right to restrict processing: Ask us to pause processing your information under certain conditions.
Right to object: Object to processing based on our legitimate interests.
Right to data portability: Request your information in a structured, machine-readable format.
Right to opt out of sale or sharing: We do not sell or share your personal information for targeted advertising. If this ever changes, we will update this policy and provide a clear opt-out before it takes effect.
To submit a request, email info@koreviagroup.com with "Privacy Request" in the subject line. We will verify your identity and respond within 45 days. If we need additional time, we will notify you within that initial period and may take up to 90 days total. We will not discriminate against you for exercising these rights.
Note for U.S. Residents
As a for-profit LLC, Korevia is subject to applicable U.S. state privacy laws, including the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), to the extent we meet the applicable thresholds. More than 20 U.S. states now have comprehensive consumer privacy laws in effect, including California, Colorado, Connecticut, Virginia, Texas, Oregon, Minnesota, and New Jersey, among others. We honor data rights requests from all U.S. residents regardless of state. Email info@koreviagroup.com with "Privacy Request" in the subject line.
8. International Visitors
Korevia is based in San Antonio, Texas, and our website is operated from the United States. All personal information collected through this site is processed and stored in the United States. If you are visiting from outside the U.S., your information will be transferred to and processed in the United States, where data protection standards may differ from those in your country.
European Union, EEA, and United Kingdom
Because Korevia actively advises international companies entering the U.S. market, including firms based in the EU and UK, the General Data Protection Regulation (GDPR) and UK GDPR are directly relevant to our operations. If you are located in the EU, EEA, or UK and we process your personal data in connection with our advisory services or website, you have the following rights under applicable law:
Right of access to your personal data (Article 15 GDPR)
Right to rectification of inaccurate data (Article 16 GDPR)
Right to erasure ("right to be forgotten") (Article 17 GDPR)
Right to restriction of processing (Article 18 GDPR)
Right to data portability (Article 20 GDPR)
Right to object to processing (Article 21 GDPR)
Right to lodge a complaint with your local data protection authority
Our legal basis for processing personal data of EU/UK residents in a website context is legitimate interest (operating and improving our website and services). For advisory engagement data, processing is based on contractual necessity. Where we send marketing communications to EU/UK residents, we rely on consent, which you may withdraw at any time.
To exercise any of these rights or to identify your applicable data protection authority, email info@koreviagroup.com with "GDPR Request" in the subject line. We will respond within 30 days.
Canada
Our newsletter communications via Mailchimp and Substack comply with Canada's Anti-Spam Legislation (CASL). You will only receive marketing emails from us if you explicitly opted in. Every email includes an unsubscribe option.
Other International Visitors
If you are located outside the U.S., EU, or Canada and have questions about how your data is handled, contact us at info@koreviagroup.com. We will work with you to address your concerns under applicable law.
9. Data Retention
We retain personal information for as long as necessary to fulfill the purpose for which it was collected, comply with legal obligations, or resolve disputes. In general:
Inquiry and contact form submissions are retained for up to two years.
Newsletter subscriber data is retained until you unsubscribe. Your email is kept in a suppression list after unsubscribing to prevent accidental re-subscription.
Advisory engagement information is retained in accordance with professional and legal standards, typically for a minimum of five years after the engagement closes.
Website analytics data is subject to the retention policies of Google Analytics and Factors.ai, typically 14 months for user-level data.
Visitor identification data via RB2B is governed by RB2B's retention policy. You may request deletion at app.retention.com/optout.
10. Third-Party Links
Our website and blog may contain links to external websites, publications, or resources that we do not own or operate. These links are provided for informational purposes only and do not constitute an endorsement of any third-party site or its content.
We are not responsible for the privacy practices, accuracy, or security of third-party websites. You visit external links at your own risk and should review those sites' privacy policies independently.
11. Security
We implement reasonable administrative, technical, and organizational safeguards to protect personal information from unauthorized access, disclosure, alteration, or destruction. Our website is hosted on Squarespace, which maintains its own security infrastructure and compliance certifications.
No electronic transmission or storage method is completely secure. While we take reasonable steps to protect your information, we cannot guarantee absolute security. If you believe your information has been compromised, please contact us immediately at info@koreviagroup.com.
12. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we do, we will post the revised version on this page and update the "Last Updated" date at the top. Material changes will be communicated via email (if we have your address) or a notice on our website before they take effect.
Your continued use of our website or services after any changes constitutes acceptance of the updated policy.
13. Contact Us
For any privacy questions, rights requests, or concerns, please contact us:
Email: info@koreviagroup.com
Website: koreviagroup.com/contact-us
Phone: 737-234-3990
Location: San Antonio, Texas
how we handle privacy