Privacy.

What we collect

The Capital Snapshot collects project information you choose to share (location, amount, experience, credit range, project type, deal numbers) and, only after your preliminary match is shown, your contact details. We do not collect Social Security numbers, tax returns, bank logins, or identity documents through this public site. Sensitive documents are only ever collected later, through a secure portal, for an active review.

How we use it

To evaluate program fit, respond to your inquiry, and, with your consent, communicate about your file and related capital programs. First-party analytics only; we do not sell your information and we do not run third-party ad trackers on this site.

Your choices

Opt out of communications at any time by replying to any message. To request access to or deletion of your information, email the address on this site and we will handle it promptly.

Security and retention

Data is encrypted in transit and at rest, access is limited to the team working your file, and records are retained only as long as needed for the purposes above or as required by law.