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Privacy policy
Effective date: [add]
What we collect
Through this website we collect only what you enter in the inquiry form (name, email, optional phone, business name, years in business, approximate amount, who referred you) and your answers to the readiness check if you choose to send them. This website does not ask for Social Security numbers, tax ID numbers, bank account numbers or financial documents.
How we use it
To respond to your request, schedule a call, and, if you engage us, prepare your financing file. We do not sell your information.
When we share it
With a lender, CDFI or SBA lender only with your permission, and with service providers who help us operate (for example, email or scheduling tools) under confidentiality obligations. We may disclose information when required by law.
Documents
Financial documents are collected only through a private client portal after an engagement begins. Please do not email documents or send them through this website.
Artificial intelligence
We may use AI tools, under business agreements that do not allow training on your data, to help organize information. An Xpansion advisor reviews every result. AI output is never a loan decision.
Retention
[add retention periods approved in Step 3 decision S6]
Your choices
To ask what we hold about you, correct it, or have it deleted, use the inquiry form on our home page.