PRIVACY POLICY

Last Updated: October 2025

This Privacy Policy explains how we collect, use, and protect the personal information you provide when interacting with our websites, funnels, and related services, including business funding advisory and financial education programs (collectively, the “Services”).

By submitting your information or using our Services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect the following types of data when you interact with our website or complete an application form:

Personal Information: Name, email address, phone number, and country of residence.

Financial Information: Credit score range, business ownership details (LLC/Corp), funding goals, available capital, and ITIN or EIN status (used solely to prepare your advisory plan).

Technical Information: IP address, browser type, cookies, and analytics data.

Payment Data: When applicable, payment information processed securely through third-party providers such as Stripe.

We never store or access your full payment or banking information.

2. How We Use Your Information

Your information is used exclusively for the following purposes:

To evaluate your funding and financial profile.

To provide personalized advisory or mentoring sessions.

To communicate scheduling details, reminders, and updates.

To send educational or promotional communications (only with your explicit consent).

To improve our Services, funnels, and client experience.

You can unsubscribe from promotional messages at any time by replying STOP or clicking “unsubscribe.”

3. Communication Consent (TCPA & CAN-SPAM Compliance)

By submitting your information, you consent to receive transactional communications related to your booking, including confirmations, reminders, and service notifications.
If you check the marketing consent box, you also agree to receive promotional or educational messages about our programs and services.

Message frequency may vary. Standard message and data rates may apply. Reply HELP for assistance or STOP to opt out.

4. Data Protection and Security

We maintain strict administrative, technical, and physical safeguards to protect your data from unauthorized access, misuse, or disclosure.
Access to your information is limited to authorized team members and trusted service providers under confidentiality agreements.

5. Sharing of Information

We do not sell or rent your data.
We may share limited information with third parties solely to operate our Services effectively, including:

Payment processors (e.g., Stripe)

CRM and automation systems (e.g., GoHighLevel)

Email and marketing platforms (e.g., Meta, Google Ads, Twilio)

All third parties are required to protect your data and use it only for authorized purposes.

6. Cookies and Analytics

We use cookies and tracking technologies to improve website performance, analyze user behavior, and optimize ad campaigns.
You can disable cookies in your browser; however, some features of the site may not function properly.

7. Data Retention

We retain your information as long as necessary to provide the Services or comply with legal obligations.
When no longer needed, data is securely deleted or anonymized.

8. International Users

If you are outside the United States, please note that your information may be processed in the U.S., where data protection laws may differ from those in your country.

9. Your Rights

You have the right to:

Access, correct, or delete your personal information.

Withdraw consent for marketing communications.

Request a copy of the data we hold about you.

To exercise your rights, please contact us at [email protected].

10. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be reflected on this page with a revised “Last Updated” date.