Respond to your inquiries and provide business funding assistance
Send appointment reminders, status updates, and program information via SMS, email, or phone
Evaluate your funding eligibility and match you with appropriate programs
Improve our website, services, and customer experience
Comply with applicable legal and regulatory obligations
Send marketing communications where you have consented to receive them
Service providers: Trusted third-party vendors who assist in delivering our services (e.g., CRM platforms, scheduling tools), under strict confidentiality obligations.
Funding partners: With your explicit consent, we may share relevant financial information with lenders or funding sources when facilitating your application.
Legal compliance: When required by law, regulation, or valid legal process.
Business transfers: In the event of a merger, acquisition, or sale of assets.
Access, correct, or delete the personal information we hold about you
Opt out of marketing communications (email or SMS) at any time
Request a copy of your data in a portable format
Withdraw consent where processing is based on consent