Terms of Use

Updated June 2021

This website is intended for users in the United States only.


This privacy policy discloses the privacy practices for epic-funds.com, and applies solely to information collected by this website or as relevant to digital communications associated with this website, including email and social media.

Information We Obtain

Evolution Private Investment Collective, LLC (“EPIC”) may obtain personal information from you through the site, including but not limited to information you provide when you:

  • Download marketing or research collateral;
  • Contact us with questions or requests for information
  • Register for our client portal(s); or
  • Register for any Continuing Education credits
  • For purposes of this privacy policy, “personal information” includes information that can be used to identify you, such as your name, address, company affiliation, e-mail address, phone number, or investor type.

Collection of Information Using Cookies and Other Tools

EPIC may use “cookies” or other electronic tools to collect information such as:

  • IP address;
  • Browser type;
  • Operating system;
  • Computer platform;
  • Information about your mobile device;
  • Geo-location data; and
  • The state or country from which you accessed the site

EPIC may also use cookies or other electronic tools to collect and compile statistical and other non-personal information about your use of the site and the services provided on the site, such as:

  • The web pages you visit on the site;
  • The date and time of your visit;
  • The number of links you click within the site;
  • The functions and features you use on the site;
  • The searches you request on the site;
  • The data you save on or download from the site; and
  • The websites you visited immediately before and after visiting our site

A cookie is a small text file placed on your computer. Most browsers are set to accept cookies by default. If you prefer, you can usually set your browser to disable cookies, or to alert you when cookies are being sent. Likewise, most mobile devices allow you to disable the ability for geo-location information to be collected from your mobile device. However, if you disable cookies or refuse to accept a request to place a cookie, it is possible that some parts of the site, such as certain pages for which you need to log in, will not function properly.

How We Use Your Information

EPIC uses the information collected through the site for purposes such as:

  • To enhance your experience with the site;
  • To provide you with the services or information that you request;
  • To communicate with you (e.g., to provide information about products or services in which you have indicated an interest);
  • To combat fraud;
  • To fulfill any other purpose for which you provided the information;
  • To conduct research and analysis (anonymously and in the aggregate); and
  • To provide information promotions to you regarding our products and services
  • To assist us with the uses described in this privacy policy, information we have collected from or about you through the site may be combined with or enhanced by other information about you that we have from other online or offline sources, including from our service providers.

How We Share Your Information

EPIC may share your personal information with our affiliates and subsidiaries under narrow circumstances, including but not limited to:

  • With our service providers that help us to operate our business (e.g., to deliver the information or services requested by you; to perform other activities related to such information or services; and to provide you with promotions from EPIC);
  • In connection with any proposed or actual sale or other transfer of some or all assets of EPIC, and/or any proposed or actual sale or merger of EPIC (including in the event of a reorganization, dissolution or liquidation);
  • As otherwise required or permitted by law; and/or
  • Any other sharing to which you consent

We may also share your personal information with nonaffiliated third parties, such as Google Analytics, that use technologies such as cookies to help us analyze how visitors use the site. The information collected through these means (including IP address) is disclosed to these service providers, who use the information to evaluate use of the site. To learn more about Google Analytics and how to opt out, please visit this link.


We take precautions to protect your information. When you submit sensitive information via the site, your information is protected both online and offline. Only employees who need the information to perform a specific job are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

Email Communications

You can unsubscribe or choose not to receive promotional materials from EPIC by following the specific instructions in the e-mail or other communication you receive or by e-mailing us at info@epic-funds.com. Please note that it may take some time to process your request, consistent with applicable law.

Social Media

EPIC and select employees maintain profiles and/or pages on various social media sites, such as Twitter, Facebook, YouTube, and LinkedIn. If you choose to “Follow” EPIC on Twitter, Facebook, YouTube or LinkedIn or take any similar action on another social media site, you are providing your consent to receive informational updates, including solicitations, from EPIC. To stop receiving this information from EPIC on a social media site, you must follow the procedure established by the site. For example, on Twitter, you must click “Unfollow” on EPIC’ profile page.

The information contained in EPIC’s social media profiles and pages is current as of the date of publication (or such earlier date as referenced) and is subject to change without notice. EPIC has no obligation to update any or all of such information. Additionally, EPIC personnel other than the author(s) may provide oral or written market commentary or investment ideas to EPIC’ clients or prospects that differ from the views expressed.

All amounts, market value information, and estimates have been obtained from outside sources where indicated or represent the good faith judgment of EPIC. Where such information has been obtained from outside sources, EPIC cannot guarantee its accuracy or completeness. Past performance is not a guarantee or reliable indicator of future results. EPIC’ social media profiles and pages are not intended to be an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services. They are provided for information purposes only, do not constitute investment advice, and should not be used as the basis for any investment decision. They also do not purport to provide any legal, tax, or accounting advice.

Twitter, Facebook, YouTube, and LinkedIn are owned by third parties unaffiliated with EPIC. EPIC is not responsible for the terms of use or policies of any of the social media sites on which it maintains a profile or page or any third-party sites to which they are linked, and you use these sites at your own risk. EPIC is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations, terms of use or privacy policies, or other materials on or available from third parties.

While EPIC may monitor postings by third parties on its profiles and pages, EPIC may not be able to review them before they are displayed, and any such postings are the views and responsibilities of the posters. EPIC does reserve the right to edit or remove any post for any reason and to block followers to the extent permitted by the sites. If EPIC does not remove a third-party post, it is not an endorsement of the content.

EPIC does not provide customer service, conduct financial transactions, or accept customer complaints through its social media profiles and/or pages. Never disclose account or other personal financial information on any of our social media profiles or pages.

Links to Third-party Websites

The site may include links to third-party websites. Since we do not control third-party websites and are not responsible for any information you may provide while on such sites, we encourage you to read the privacy policies on those websites before providing any of your information on such sites.

Questions Regarding this Online Privacy Policy

If you have questions regarding this privacy policy, please contact us at info@epic-funds.com.

Our privacy policy may change from time to time and all updates will be posted on this page. If you feel that we are not abiding by this privacy policy, you should contact us immediately via info@epic-funds.com.

Purpose of the Website; Not Investment Advice; No Recommendations

The information presented on or through the Website is made available solely for informational purposes in relation to EPIC and its financing capabilities for prospective portfolio companies. EPIC does not warrant the accuracy, completeness or usefulness of any information on the Website. Any reliance you place on such information is strictly at your own risk. EPIC disclaims all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to the Website, or by anyone who may be informed of any of its contents.

The Website is not intended to provide legal, business, tax, accounting, investment or other advice. You agree not to construe any of the Content (as defined below) provided in connection with the Website as legal, business, tax, accounting, investment, financial or other advice. You agree that the Content provided in connection with the Website does not, and shall not be deemed to, constitute an offer to sell, or a solicitation to any person to buy, any security or similar investment. You understand that none of the Content constitutes a recommendation that you or any other person purchase, sell or hold any security, company, investment product or similar investment, or that you should pursue any investment strategy, and the Content is not to be relied upon for the purpose of making investment or other decisions. In addition, you understand and agree that all Content provided in connection with the Website is published without consideration of your individual circumstances, financial or otherwise. Accordingly, you agree that you are solely responsible for any investment decisions or other determinations made, including the evaluation of any investment or other risks, with respect to any of the Content provided in connection with the Website. You agree to consult your own professional advisors as to any legal, business, tax, accounting, investment, financial or other advice regarding any Content provided in connection with the Website.

Regulatory Disclosures

EPIC does not solicit or make its services available to the public. The Content provided on or through the Website may include information regarding past and/or present portfolio companies or investments managed by EPIC, its affiliates and/or its personnel. It should not be assumed that investments made in the future will be comparable in quality or performance to the investments described herein. Further, references to past and present portfolio companies should not be construed as a recommendation of any particular investment or security. Current and previous portfolio companies listed on the Website are not to be considered a complete list of all investments historically made by EPIC. The portfolio companies listed should not be assumed to have been profitable. Any past performance information on the Website is not necessarily indicative, or a guarantee, of future results.

Certain information contained on the Website constitutes “forward-looking statements.” All forward-looking statements represent only the intent and belief of EPIC as of the date such statements were made. None of EPIC or any of its affiliates (i) assumes any responsibility for the accuracy and completeness of any forward-looking statements or (ii) undertakes any obligation to disseminate any updates or revisions to any forward-looking statement contained on the Website to reflect any change in their expectation with regard thereto or any change in events, conditions or circumstances on which any such statement is based. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.

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