Information You Provide
We may collect information you voluntarily provide, including:
Name, email address, telephone number, mailing address, and preferred contact method.
Business name, business address, entity type, industry, ownership information, time in business, annual revenue, monthly revenue, requested funding amount, intended use of funds, and other business information.
Information included in funding inquiries, applications, consultation requests, questionnaires, or supporting documents.
Financial information, which may include bank statements, transaction histories, tax documents, revenue records, debt information, payment-processing statements, and other information needed to evaluate potential funding options.
Identification and verification information when reasonably required by a funding provider or applicable law.
Communications, appointment details, customer-service requests, feedback, and records of your interactions with us.
SMS consent records, including the telephone number provided, consent language displayed, checkbox selected, source page, date, time, and consent status.
Please do not submit Social Security numbers, full bank-account credentials, passwords, or other highly sensitive information through an unsecured website form, email, or text message unless we specifically provide a secure method for doing so.
By using our website or submitting information to us, you acknowledge the practices described in this Privacy Policy.
Information Collected Automatically
When you use our website, we and our service providers may automatically collect:
IP address.
Browser and device information.
Operating system.
Referring and exit pages.
Pages viewed and links selected.
Approximate location derived from your IP address.
Dates, times, and duration of website visits.
Website interactions and diagnostic information.
We may use cookies, pixels, local storage, tags, and similar technologies for website operation, security, analytics, and, where applicable and permitted, advertising measurement.
Information From Other Sources
We may receive information from:
Funding providers, lenders, brokers, referral partners, and financial-service providers.
Identity-verification, fraud-prevention, and compliance providers.
Credit-reporting or business-information services, when authorized and legally permitted.
Customer relationship management, scheduling, communications, and document-processing platforms.
Publicly available business records and databases.
Social media, advertising, and referral platforms.