Privacy Policy
Last Updated: 11/29/2025
1. Information We Collect
We collect personal and business information you provide through our intake forms, including name, contact details, date of birth, business information, credit estimates, and funding needs. We also collect technical data like IP address, browser type, and UTM parameters.
2. How We Use Your Information
We use your information to assess your funding profile, provide strategic recommendations, package applications, and communicate with you about our services. We do not sell your personal information to third parties.
3. Information Sharing
We may share your information with lenders and financial institutions as part of the funding application process, only with your explicit consent. We may also share data with service providers who help us operate our business (e.g., email services, CRM systems).
4. Data Security
We implement reasonable security measures to protect your information from unauthorized access, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.
5. Your Rights
You have the right to access, correct, or delete your personal information. You may also opt out of marketing communications at any time. Contact us to exercise these rights.
6. Cookies and Tracking
We use cookies and similar technologies to improve your experience, analyze usage, and track marketing campaign performance. You can control cookies through your browser settings.
7. Changes to Privacy Policy
We may update this privacy policy periodically. We will notify you of significant changes by posting the updated policy with a new effective date.
8. Contact Us
If you have questions about this privacy policy or how we handle your information, please contact us through our intake form.