Privacy Policy

Scope and responsible organization

Socrates Investments Academy LLC (“Socrates Investments,” “we,” “us,” or “our”) operates socratesinvestments.com, our related pages and forms, and community services associated with the Socrates Investments Discord server.

This Privacy Policy applies when you visit or interact with our website, submit a form, use our services, purchase or manage a membership through a linked provider, participate in our Discord community, or interact with our Discord bots and applications.

Third-party websites and services have their own privacy practices. This policy does not replace the policies of Discord, LaunchPass, WordPress.com, Google, or other third-party providers.

Information we collect

Depending on how you interact with us, we may collect or process the following categories of information:

• Contact information: first and last name, email address, optional Discord username, and information you include in messages or support requests.
• Form and consent information: inquiry type, message contents, consent acknowledgments, submission time, form status, and related administrative records.
• Technical and usage information: IP address, browser type, device information, operating system, referring pages, pages viewed, approximate location derived from an IP address, cookie identifiers, and website interaction data.
• Membership and transaction information: membership status, plan, transaction history, customer or subscription identifiers, access status, and related information made available through LaunchPass or its administrative tools. We do not receive or store full payment-card details on our website.
• Discord information: Discord user IDs, usernames, display names, avatar references, server and channel IDs, role IDs and membership, join dates, bot commands, interactions, moderation information, ticket activity, voluntarily provided birthdays, and content submitted to bot-enabled or ticket channels.
• Communications: correspondence with us, support-ticket messages, staff replies, feedback, moderation appeals, and related records.

Please do not send sensitive personal, financial, medical, identification, authentication, or payment-card information through our contact form, Discord messages, support tickets, or bot interactions.

How we collect information

We collect information:

• Directly from you when you submit a form, contact us, open a Discord ticket, provide information to a bot, or otherwise communicate with us.
• Automatically when you visit the website through server logs, cookies, analytics technologies, security tools, and form-protection systems.
• From service providers such as LaunchPass when needed to administer memberships, transactions, and Discord access.
• From Discord and our community applications when you interact with the server, commands, roles, moderation features, tickets, or other enabled functionality.

We do not currently use website forms to collect newsletter subscriptions. If we introduce an email newsletter in the future, we will provide appropriate notice and consent options before collecting subscriptions for that purpose.

How we use information

We may use information to:

• Operate, maintain, secure, troubleshoot, and improve our website, community, bots, and services.
• Respond to contact-form submissions, questions, support requests, feedback, privacy requests, and disputes.
• Administer memberships, verify paid access, assign or remove Discord roles, and provide membership benefits.
• Provide requested bot functions, commands, AI-assisted responses, automated replies, daily rewards, leveling features, birthday features, tickets, and community utilities.
• Moderate the community, investigate abuse, enforce community rules and terms, protect users and staff, and maintain security records.
• Measure website usage, understand performance, identify technical problems, and improve user experience.
• Maintain business, accounting, transaction, support, and administrative records.
• Comply with law, legal process, and regulatory requirements and protect our legal rights.

Legal bases for processing

Where the General Data Protection Regulation, UK GDPR, or similar law applies, we rely on one or more of the following legal bases:

• Consent: when you affirmatively agree to a particular use, such as submitting information through a consent-enabled form or allowing optional cookies.
• Contract: when processing is necessary to provide a membership, requested service, community access, or related support.
• Legitimate interests: when reasonably necessary to operate and improve our services, prevent abuse, secure the community, respond to users, maintain records, and protect our rights, provided those interests are not overridden by your rights.
• Legal obligations: when processing is required to comply with applicable law, legal process, accounting obligations, or valid governmental requests.

Service providers and disclosure

We do not sell personal information for money. We may disclose information to providers and other recipients when reasonably necessary for the purposes described in this policy, including:

• Website and form providers: WordPress.com and related hosting, security, form, and infrastructure services, including Fluent Forms.
• Analytics providers: Google Analytics and Jetpack, which help us understand website traffic, performance, and use.
• Membership and payment providers: LaunchPass and its payment-processing partners.
• Community platforms: Discord and providers supporting our Discord bots, databases, hosting, logging, automation, or AI-enabled features.
• Professional and legal recipients: accountants, legal advisers, insurers, auditors, or authorities when reasonably necessary or legally required.
• Business changes: a purchaser, successor, adviser, or other relevant party in connection with a merger, sale, financing, reorganization, or transfer of some or all of our business, subject to appropriate protections.

Providers may process information in accordance with their own terms and privacy policies. We seek to limit access to information reasonably needed to perform the applicable service.

Payments and LaunchPass

Membership purchases and related payment processing are handled outside our website through LaunchPass and its payment providers. Full payment-card information does not pass through or get stored on the Socrates Investments website.

Authorized Socrates Investments administrators can access certain customer, subscription, transaction, and membership information through the LaunchPass administrative panel. We use this information to administer purchases, verify membership status, provide Discord access, respond to billing or access questions, maintain business records, and address disputes.

Your use of LaunchPass and its payment providers is also governed by their respective terms and privacy policies.

Analytics, cookies, and similar technologies

Our website uses Google Analytics and Jetpack. These services may use cookies, pixels, identifiers, server logs, or similar technologies to collect information about visits and interactions, such as pages viewed, session activity, approximate location, device and browser information, referring sources, and IP-related information.

We use this information to understand traffic, monitor site performance, diagnose problems, protect the site, and improve content and user experience. Depending on your location, applicable law, and the configuration of these services, some analytics activity may be considered a disclosure or “sharing” of personal information.

You may be able to control optional cookies through available cookie controls and your browser settings. Blocking cookies may affect some site functions. Additional details are provided in our Cookie Policy.

Discord bots and applications

We may operate Discord applications and bots including Socrates Investments GPT, Tactix, Ticket Wizard, and related community tools. These services support community access, automated roles, moderation, support, tickets, commands, leveling and rewards, AI-assisted features, and other server functionality.

Socrates Investments GPT

Socrates Investments GPT is primarily used for community access control and backup moderation support. It may check whether a member has an active paid role and automatically assign the appropriate Verified or Unverified role when a member joins or their access changes.

Tactix

Tactix supports community management, leveling and daily rewards, moderation, automated replies, AI chat features, commands, birthday tracking, and other community utilities. For AI chat or automated replies, Tactix may process content submitted in designated bot-enabled channels, commands, or interactions to provide the requested response or functionality.

Birthday information is voluntarily provided and used for birthday-related community features. Moderation functions may process user IDs, message references, staff actions, reasons, timestamps, and related server information.

Ticket Wizard and transcripts

Ticket Wizard creates and manages support tickets. When a ticket is opened, it may process Discord account information, ticket messages, staff replies, timestamps, ticket status, attachments, and related support details.

When a ticket closes, a transcript may be generated and sent to the ticket creator, made available to authorized staff through a restricted logging channel or link, and stored on infrastructure controlled by authorized Socrates Investments personnel or service providers. Transcripts are used for support history, moderation review, dispute resolution, staff accountability, and community safety.

Discord storage and use

Discord-related data is used for community management, access control, support, moderation, security, automation, rewards, and requested bot functionality. We do not sell Discord user data or use it for unrelated advertising profiles.

Some data may be stored outside Discord when necessary to operate bot features. This can include ticket transcripts, moderation logs, birthdays, command logs, configuration information, access-control records, role information, and reward or leveling data.

Retention and security

We retain information only for as long as reasonably necessary for the purposes described in this policy, including providing services, maintaining membership and transaction records, responding to support requests, operating bots, preserving moderation and security records, resolving disputes, enforcing agreements, and complying with legal, tax, accounting, or reporting obligations.

Website form entries and associated IP addresses may be retained to respond to inquiries, document consent, detect abuse or spam, maintain support history, and protect the website. Discord moderation, ticket, or safety records may be retained when reasonably necessary for community safety, accountability, or dispute resolution.

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No storage system or internet transmission is completely secure, and we cannot guarantee absolute security.

Your privacy rights

Depending on your location and applicable law, you may have rights to request:

• Access to or confirmation of personal information we hold about you.
• Correction of inaccurate information.
• Deletion of information, subject to lawful exceptions.
• Restriction of or objection to certain processing.
• A portable copy of certain information.
• Withdrawal of consent where processing relies on consent.
• Information about categories, purposes, sources, and recipients of personal information.
• Opt-out rights that apply to certain sales, sharing, targeted advertising, or profiling activities.
• Freedom from unlawful discrimination for exercising applicable privacy rights.

We do not sell personal information for money. If analytics or cookie activity is considered “sharing,” “sale,” or targeted advertising under an applicable law, you may exercise available controls or submit a request through our Contact page.

We may need to verify your identity and authority before completing a request. We may retain or decline to delete information where permitted or required by law, including records needed for security, moderation, fraud prevention, accounting, disputes, or legal compliance. Authorized agents may submit requests where applicable law permits.

Children and international users

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that such information has been collected, we will take reasonable steps to delete it.

If you access our services from outside the United States, your information may be transferred to and processed in the United States and other countries where we or our providers operate. Those countries may have data-protection laws different from the laws where you live. Where required, we rely on recognized safeguards or lawful transfer mechanisms.

Changes to this policy

We may update this Privacy Policy when our services, providers, legal obligations, or data practices change. Every published revision will display a new effective date, and we will maintain a brief summary of recent substantive changes on this page.

For material changes, we will use one or more methods reasonably calculated to bring the update to affected users’ attention. Depending on the nature of the change and the information available to us, this may include a prominent website banner or notice, an announcement in the Socrates Investments Discord server, a notice within a relevant service or bot, or direct communication to affected users when required by law or reasonably practicable.

Where applicable law requires advance notice, renewed consent, or a notice at the point of collection before information is used for a materially different purpose, we will provide the required notice or obtain the required consent before that new processing begins. Minor editorial, formatting, or clarification changes may be posted without a separate announcement.

Appointment booking

Eligible members may use our website to schedule one-on-one appointments with available Socrates Investments providers. When you use the booking system, we may process your Discord user ID, username and display name; the email address associated with your membership; the selected provider, date and time; an optional discussion topic you provide; and the appointment’s confirmation, cancellation, or rescheduling status.

We use this information to verify booking eligibility, create and manage appointments, enforce membership booking limits, prevent duplicate or abusive reservations, send booking communications, provide support, and maintain appropriate business and service records.

Booking records are retained only for as long as reasonably necessary for appointment administration, support, security, dispute resolution, recordkeeping, and legal obligations. We may delete or anonymize records when they are no longer required.

Discord authentication for booking

The booking system uses Discord OAuth to sign you in and determine whether your Discord account has the server membership or roles required to book a session. In this process, we may receive your Discord user ID, username, display name, server membership status, and relevant role information.

We do not receive your Discord password. Your use of Discord is also governed by Discord’s terms and privacy policy. Disconnecting or leaving the Socrates Investments Discord server may affect your ability to use member-only booking features.

Google Calendar integration

Authorized staff providers may connect a Google account to the booking system. The integration may retrieve calendar names and identifiers, check selected calendars for free and busy time ranges, create appointment events on the provider’s chosen calendar, and update or delete those events when an appointment is changed or cancelled. OAuth credentials needed to maintain the connection may be stored securely by our website.

For calendars selected only to block availability, the system uses busy time ranges and does not retrieve event names or descriptions. Members are not automatically added to staff calendar events as guests. A provider may revoke access through their Google account or disconnect the integration from WordPress.

Google processes information in accordance with its own terms and privacy policy.

Booking emails

We may send booking confirmations, cancellations, rescheduling notices, reminders, administrative notifications, and support-related messages. These emails may include the provider’s name, appointment date and time, Discord username, membership email address, optional discussion topic, and information needed to review or manage the appointment.

Booking emails are transactional service communications rather than marketing messages. Delivery is handled through our configured mail provider and related WordPress mail-delivery software.

Booking service providers

The booking system relies on third-party services that process limited information needed to provide the feature. These may include WordPress.com for website hosting and administration; Discord for authentication, server membership, and role verification; Google for Calendar connectivity; Proton Mail and WordPress mail-delivery software for transactional email; Jetpack or WP Stats for website analytics; and CookieYes for cookie and consent controls.

These providers process information under their own terms, privacy policies, and our applicable configurations. We seek to share only the information reasonably necessary for the relevant service.

Contact us

Questions, concerns, and requests regarding this Privacy Policy or personal information can be submitted through our Contact page. Select Privacy or Data Request as the inquiry type so the request reaches the appropriate administrators.