Privacy Policy

We collect only what we need to review your request and follow up with you:

• Contact information such as your name, business email, phone number, and preferred contact method and time.
• Business information such as legal business name, website, industry, entity type, operating state, time in business, and employee count.
• General financial ranges such as monthly revenue range, credit range, requested amount, timeline, and purpose of funding.
• Interest selections, including whether you would like information about employer benefits.
• Consent records, including which permissions you granted and when.
• Limited technical information such as IP address and timestamps, used to prevent spam and abuse of our forms.

We do not request banking credentials, full bank account numbers, Social Security numbers, or tax identification numbers during the general intake. If a participating provider later requires sensitive documentation, it is collected directly by that provider through its own secure process — never through this website's general intake.

• To review your request and determine which products and services may be relevant.
• To contact you using the method and time window you selected.
• To respond to your questions and provide the information you asked for.
• To maintain internal records, including notes and follow-up activity related to your request.
• To protect our forms against automated abuse and to meet legal or recordkeeping obligations.

We may share the information you provide with participating funding providers, insurance carriers, or benefits administrators for the purpose of evaluating your request. We may also use service providers who help us operate this website, store data securely, and send email. We do not sell your personal information.

By submitting a form, you consent to be contacted using the methods you selected, which may include phone calls, text messages, or email. Message and data rates may apply. You may withdraw consent at any time by replying STOP to a text message, using the unsubscribe link in an email, or contacting us directly.

Access to submitted information is restricted to authorized personnel. Applicant records are protected so that each applicant can view only their own submission. We retain information for as long as needed to serve your request and to satisfy legal, tax, and recordkeeping requirements, after which it is deleted or de-identified.

• Request a copy of the information you submitted through this website.
• Ask us to correct information that is inaccurate or incomplete.
• Ask us to delete your information, subject to legal and recordkeeping obligations.
• Withdraw marketing consent while keeping your active request open.

This website is intended for business owners and authorized representatives. It is not directed to children, and we do not knowingly collect information from anyone under 18.

We may update this policy as our services or legal obligations change. To ask a question or make a request, email info@thecapitalwealthbuilder.com or call 910-502-4606.