Privacy Policy

Effective date: September 13, 2026.

This policy describes how CapitalRoot may collect, use, disclose, and protect information when you use our public website and, when launched, authenticated platform services.

Information we may collect

Depending on the service, information may include account and contact information, business information, financial information you choose to provide or authorize, documents, device and usage information, and communications with CapitalRoot.

How we use information

We may use information to provide and secure services, support funding-readiness analysis and advisory workflows, maintain records, prevent fraud and abuse, improve our services, comply with law, and communicate with you.

Financial and consumer-report information

Where CapitalRoot receives sensitive financial or consumer-report information, access is intended to be purpose-bound and limited to authorized uses. CapitalRoot does not represent itself as a consumer reporting agency and does not make lender credit decisions.

Service providers and funding partners

We may disclose information to service providers that support our operations and, when you authorize or request it, to funding providers or other parties involved in a funding workflow. We do not sell customer conversation content or credentials to advertisers.

Security

We use administrative, technical, and organizational safeguards designed to protect information. No system can guarantee absolute security.

Retention

Information is retained only as reasonably necessary for the purpose collected, contractual obligations, security, dispute handling, or legal requirements. Specific authenticated-platform retention schedules may be described separately.

Your choices

You may contact CapitalRoot to request access, correction, or deletion where applicable. Certain records may need to be retained for legal, security, or contractual reasons.

Updates

We may revise this policy as the service evolves. Material changes will be reflected by an updated effective date.

Contact

Privacy questions may be submitted to [email protected] or by phone at (407) 627-0388.