Effective Date: March 16, 2026
Last Updated: March 16, 2026

### 1. Introduction

Mutatio Ventures ("we," "us," or "our") is committed to protecting the privacy and confidentiality of our clients. This policy outlines how we handle personal and professional information collected through our website and during our executive coaching and strategic advisory engagements.

### 2. Information We Collect

- Direct Information: Name, email, phone number, and company details provided via contact forms or during discovery calls.
- Professional Context: Information regarding business valuations, organizational challenges, and leadership goals necessary for ontological coaching and Senior Leadership Team (SLT) alignment.
- Communication Data: Records of interactions via email, SMS, and video conferencing. By providing your phone number, you consent to receive informational and marketing communications (SMS) as described in Section 8.
- Automated Data: IP addresses, browser types, and site usage patterns collected via cookies to improve your experience on our website.

### 3. How We Use Your Information

We utilize your data to:

- Deliver Services: Provide 1:1 executive coaching, SLT alignment workshops, and strategic advisory services.
- Security: Protect the integrity of our digital platforms and confidential coaching session notes.

### 4. Information Sharing

We do not sell your personal data. We share information only with:

- Service Providers: Secure platforms for hosting, scheduling, and email/SMS delivery.
- Professional Necessity: When coaching SLTs or working with PE/VC firms, specific high-level progress may be shared as agreed upon in your specific engagement contract.
- Legal Compliance: Only when required by law or to protect our legal rights.

### 5. Data Security & Confidentiality

Given the nature of Ontological Coaching, we maintain the highest standards of confidentiality.

- All digital records are encrypted at rest and in transit.
- Session notes and proprietary business data are stored in secured, access-controlled environments.