Privacy Policy
Effective Date: June 1, 2026 · Last Updated: June 3, 2026
How we collect, use, and protect your information.
This document is provided in English. The English version is the governing legal text.
1. Who We Are
SHARK DealRoom Live is a private, invitation-only transaction experience operated by Gerard Perillo and affiliated entities. Our platform connects qualified business owners with verified buyers and trusted advisors in a confidential, structured environment. Our website is located at sharkdealroomlive.com.
Questions about this policy may be directed to us at: [email protected]
2. Information We Collect
We collect information in the following ways:
Calendly Scheduling Submissions
When you schedule a call through our Calendly booking links, Calendly collects your name, email address, phone number (if provided), and any answers to pre-screening questions. This information is transmitted to us and stored in our scheduling system. By booking a call, you consent to Calendly's own Privacy Policy.
Contact Forms & Direct Inquiries
If you submit an inquiry through our website or contact us directly, we collect your name, email address, phone number, business name, and any details you choose to share. This information is used solely to respond to your inquiry and evaluate your eligibility for participation.
Email Communications
When you communicate with us by email, we retain those communications including your email address, name, and the content of your messages. We use this information to respond to you, maintain records of our interactions, and facilitate the transaction process.
Cookies & Browser Data
Our website uses cookies and similar tracking technologies to understand how visitors interact with our site. This includes pages visited, time on site, referring URLs, browser type, and device information. You may configure your browser to refuse cookies; however, some features may not function as intended. We use a cookie consent banner to obtain your permission before setting non-essential cookies.
Analytics Data
We use Google Analytics to collect aggregated, anonymized data about how visitors use our website. This may include page views, session duration, geographic location (country/region level), and device type. Google Analytics data is used solely to improve our website and is not used to identify individual visitors. You may opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.
Event Participation Data
During the qualification and participation process, we may collect business financial information, ownership details, transaction history, and other sensitive business data. This information is handled under strict confidentiality protocols and is used solely to facilitate the transaction experience.
3. Confidentiality Statement
Confidentiality is the foundation of SHARK DealRoom Live. All business information, financial data, personal details, and transaction-related materials shared through our platform — whether online, by phone, or in person — are treated with the highest level of discretion.
We do not sell, rent, trade, or otherwise disclose your personal or business information to third parties for marketing or commercial purposes. All participants in our events are required to execute Non-Disclosure Agreements (NDAs) prior to accessing confidential business information. We maintain strict internal protocols to protect sensitive transaction data at every stage of the process.
4. Third-Party Services
We work with the following trusted third-party services to operate our platform. Each has its own privacy practices:
| Service | Purpose | Privacy Policy |
|---|---|---|
| GoDaddy | Website hosting and domain management | GoDaddy Privacy → |
| Calendly | Appointment scheduling and call booking | Calendly Privacy → |
| Google Analytics | Website traffic and usage analytics | Google Privacy → |
| Google (Drive/Docs) | Sizzle reel hosting and document sharing | Google Privacy → |
| Box | Secure document storage and sharing for transaction materials | Box Privacy → |
| Live Oak Bank | Presenting sponsor; acquisition financing referrals | Live Oak Privacy → |
| MAKO Score | Affiliated business valuation platform | See This Policy → |
| SHARK TEAM LLC | Affiliated M&A advisory services | See This Policy → |
5. How We Use Your Information
- Evaluate and process qualification requests for participation in SHARK DealRoom Live events
- Communicate with you about scheduling, event logistics, and follow-up
- Facilitate confidential introductions between qualified buyers and business owners
- Respond to your inquiries and maintain records of our communications
- Improve our website, services, and participant experience
- Comply with applicable legal obligations and enforce our agreements
6. Information Sharing
We may share your information only in the following limited circumstances:
- With Your Consent: When you authorize us to introduce you to other qualified participants.
- Service Providers: Trusted third-party vendors listed above who assist with scheduling, communications, and event operations, bound by confidentiality obligations.
- Legal Requirements: When required by law, court order, or to protect the rights and safety of our participants.
- Business Transfers: In connection with a merger, acquisition, or sale of assets, with appropriate confidentiality protections in place.
7. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, maintain business records, and comply with legal obligations. Transaction-related records may be retained for up to seven (7) years in accordance with standard business and legal requirements.
8. Your Rights
Depending on your jurisdiction, you may have the right to access, correct, or request deletion of your personal information. To exercise any of these rights, contact us at [email protected].
9. Security
We implement industry-standard technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will post the revised policy on this page with an updated effective date. Continued use of our website or services after any changes constitutes your acceptance of the updated policy.