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The LIHTC Exchange, LLC

Privacy Policy

Effective Date: September 25, 2026

Last Updated: September 25, 2026

The LIHTC Exchange, LLC (“LIHTCX,” “The LIHTC Exchange,” “we,” “us,” or “our”) provides an online platform that helps participants in the Low-Income Housing Tax Credit (“LIHTC”) and affordable housing markets discover opportunities, connect with one another, manage Deal-related workflows, exchange information, and collaborate.

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you use LIHTCX websites, applications, communications, and related services and features (collectively, the “Services”).

By using the Services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following categories of information.

A. Account and Identity Information

When you create or use an LIHTCX account, we may collect information such as:

  • first and last name
  • login email address
  • authentication identifiers
  • email verification status
  • account and session information
  • company affiliation
  • user role
  • account permissions
  • account status

Authentication services may be provided through third-party identity providers such as WorkOS and supported social sign-in providers.

When authentication is handled by an external identity provider, LIHTCX does not need to store your password.

B. Company and Professional Information

We may collect information associated with the organization you represent, including:

  • company name
  • company type
  • business contact information
  • company profile information
  • professional service category
  • team members
  • company roles
  • user permissions
  • license information
  • seat assignments

Some company information may be visible to other LIHTCX users or the public if the organization chooses to publish it through LIHTCX.

C. Deal and Project Information

Developers and other authorized users may provide information concerning affordable housing projects, transactions, and opportunities, including:

  • project name
  • location
  • unit count
  • LIHTC program type
  • development stage
  • financing needs
  • equity needs
  • debt needs
  • response deadlines
  • anticipated closing dates
  • construction information
  • project participants
  • Closing Due Diligence information
  • documents
  • transaction status
  • other Deal-related information

The visibility of Deal information may depend on the Developer’s selected distribution, privacy, confidentiality, and access settings.

D. Communications

We may process communications sent through LIHTCX, including:

  • messages
  • inquiries
  • access requests
  • access decisions
  • capital responses
  • professional expressions of interest
  • professional connections
  • notifications
  • support requests
  • transaction-related communications

Individual login email addresses are private account information and are not displayed to other LIHTCX users merely because those users communicate through the platform.

Public company contact information is separate from an individual user’s private login email address and is displayed only according to applicable company or profile settings.

E. Billing and Transaction Information

If you purchase a license, subscription, seat, or other paid LIHTCX service, payment processing may be handled by a third-party payment processor such as Stripe.

LIHTCX may receive limited billing information such as:

  • customer identifier
  • subscription status
  • plan
  • license status
  • invoice status
  • payment status
  • renewal dates
  • billing dates
  • cancellation status

LIHTCX does not need to receive or store complete payment-card numbers when they are processed directly by the payment provider.

F. Usage and Technical Information

We may automatically collect information such as:

  • IP address
  • browser type
  • device information
  • operating system
  • pages viewed
  • referring pages
  • timestamps
  • feature usage
  • log information
  • session information
  • security events
  • cookies
  • similar technologies

G. Connected Services

If you connect LIHTCX to an external service, such as a cloud-storage, document, or collaboration provider, we may access information from that service only as authorized by you and as reasonably necessary to provide the requested functionality.

Connected services are also subject to the privacy policies and terms of their respective providers.

2. How We Use Information

We may use information to:

  • create and administer accounts
  • authenticate users
  • verify identities and email addresses
  • create and administer companies and memberships
  • assign and administer user roles
  • provide licenses and manage seats
  • operate the LIHTCX Exchange
  • display Deal information according to selected permissions
  • facilitate inquiries
  • facilitate connections
  • process access requests
  • process capital responses
  • support professional expressions of interest
  • provide Closing Due Diligence workflows
  • provide messaging
  • provide notifications
  • process subscriptions and billing
  • provide customer support
  • secure the Services
  • prevent fraud and misuse
  • detect unauthorized access
  • maintain audit records
  • improve product functionality
  • analyze usage and performance
  • communicate account information
  • communicate security information
  • communicate billing information
  • communicate transactional information
  • send optional product or marketing communications where permitted
  • comply with applicable law
  • enforce our agreements

3. How Information Is Shared

We may share information in the following circumstances.

A. With Other LIHTCX Users

Information may be shared with other LIHTCX users according to:

  • company settings
  • Deal visibility settings
  • user role
  • recipient permissions
  • access granted by a Developer
  • connections established through the Services
  • other applicable authorization rules

Private, confidential, or restricted Deal information is not intended to become publicly available merely because it is stored, referenced, or exchanged through LIHTCX.

B. Within Your Organization

Company administrators and other authorized users may have access to information associated with their organization, including:

  • team membership
  • roles
  • permissions
  • licenses
  • seats
  • Deals
  • workspace activity
  • communications
  • Closing Due Diligence activity

C. Service Providers

LIHTCX may use service providers that support functions such as:

  • authentication
  • hosting
  • databases
  • payment processing
  • email delivery
  • infrastructure
  • security
  • analytics
  • customer support
  • cloud storage
  • integrations

These providers may process information as reasonably necessary to provide services to LIHTCX.

D. Legal and Safety Reasons

We may disclose information when reasonably necessary to:

  • comply with applicable law
  • comply with legal process
  • respond to lawful government requests
  • protect the rights of LIHTCX
  • protect the property of LIHTCX
  • protect the safety of LIHTCX users or others
  • investigate fraud
  • investigate security incidents
  • investigate misuse
  • enforce agreements

E. Business Transactions

Information may be transferred in connection with:

  • merger
  • acquisition
  • financing
  • restructuring
  • sale of assets
  • reorganization
  • similar corporate transaction

4. Login Email Privacy

An individual user’s login email address is treated as private account information.

LIHTCX does not display an individual user’s login email address to another platform user merely because those users:

  • view the same Deal
  • connect through LIHTCX
  • exchange messages
  • submit inquiries
  • request access
  • respond to capital opportunities
  • express professional interest
  • participate in Closing Due Diligence workflows

A company may separately choose to publish business contact information through its company profile.

5. Cookies and Similar Technologies

LIHTCX may use cookies and similar technologies for:

  • authentication
  • security
  • session management
  • account preferences
  • application functionality
  • performance
  • analytics

Where legally required, LIHTCX may provide additional notices or controls regarding cookies and similar technologies.

6. Data Retention

We retain information for as long as reasonably necessary to:

  • provide the Services
  • maintain accounts
  • maintain transaction records
  • maintain billing records
  • maintain security records
  • maintain audit history
  • satisfy legal obligations
  • satisfy contractual obligations
  • resolve disputes
  • enforce agreements

Retention periods may vary depending on the type of information and the purpose for which it is maintained.

7. Data Security

LIHTCX uses administrative, technical, and organizational safeguards designed to protect information against unauthorized:

  • access
  • disclosure
  • alteration
  • misuse
  • destruction

No method of transmission or electronic storage is completely secure, and LIHTCX cannot guarantee absolute security.

Users are responsible for protecting their credentials and maintaining the security of devices and accounts they control.

8. Your Choices

Depending on the Services and your permissions, you may be able to:

  • update account information
  • update company information
  • manage public profile information
  • manage Deal visibility
  • manage notification preferences
  • manage team members
  • manage permissions
  • disconnect certain integrations
  • request account assistance

Security, authentication, billing, account, transactional, and other necessary service communications may not be subject to marketing opt-out preferences.

9. U.S. State Privacy Rights

Depending on where you reside and whether applicable law applies to LIHTCX, you may have privacy rights such as the right to:

  • request access to personal information
  • request correction of personal information
  • request deletion of personal information
  • request information about how personal information is processed
  • obtain a portable copy of certain information
  • opt out of certain uses where required by law
  • appeal certain privacy-rights decisions

LIHTCX may need to verify your identity before fulfilling a request.

LIHTCX does not sell personal information for monetary consideration.

LIHTCX does not currently use personal information for cross-context behavioral advertising in a manner intended to constitute a “sale” or “sharing” under applicable U.S. state privacy laws.

If our practices change, this Privacy Policy and any applicable privacy controls will be updated.

Privacy requests may be submitted to:

privacy@lihtcx.com

10. Information Processed for Organizations

In some circumstances, LIHTCX may process information at the direction of a customer organization.

Where applicable, that organization may control certain information, and requests relating to such information may need to be directed to that organization.

11. Third-Party Services and Links

The Services may contain links to or integrations with third-party websites, services, or applications.

LIHTCX is not responsible for the privacy practices of third parties.

Users should review the privacy policies and terms of any third-party services they choose to use.

12. Children

LIHTCX is a business-oriented platform and is not intended for individuals under 18 years of age.

We do not knowingly seek to collect personal information from children through the Services.

13. International Users

LIHTCX is operated from the United States.

If you access the Services from outside the United States, information may be processed in the United States or other jurisdictions in which LIHTCX or its service providers operate.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

If changes are material, we may provide notice through:

  • the Services
  • email
  • another reasonable method

The “Last Updated” date at the top of this Policy identifies the most recent revision.

15. Contact Us

Questions or privacy requests may be directed to:

The LIHTC Exchange, LLC14650 Cedar St.Leawood, KS 66224

Privacy:

privacy@lihtcx.com

General inquiries:

info@lihtcx.com