Effective Date: Jan 1, 2023
Last Updated: July 16, 2026
Strategic Funder, LLC, a Utah limited liability company (“Strategic Funder,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit StrategicFunder.com, communicate with us, submit a financing inquiry, request services, upload documents, or otherwise interact with us.
By using our website or submitting information to us, you acknowledge the practices described in this Privacy Policy.
1. Scope of This Privacy Policy
This Privacy Policy applies to personal information collected through:
StrategicFunder.com and any related webpages, landing pages, forms, portals, or co-branded application pages;
Email, telephone, text message, online chat, or other communications with us;
Financing, business-brokerage, capital-advisory, or referral inquiries;
Documents or information submitted directly to us;
Advertising, analytics, referral, and affiliate relationships; and
Third-party platforms or service providers that collect information on our behalf.
This Privacy Policy does not govern the independent privacy practices of lenders, financing providers, brokers, referral partners, website providers, analytics companies, or other third parties. Their privacy policies apply to information they independently collect or receive.
2. Personal Information We Collect
Depending on how you interact with us, we may collect the following categories of information.
A. Identifiers and Contact Information
This may include:
Name;
Business name;
Mailing or business address;
Email address;
Telephone number;
Internet Protocol address;
Device identifiers;
Online identifiers; and
Similar contact or identifying information.
B. Business and Professional Information
This may include:
Business type and industry;
State of organization;
Time in business;
Ownership information;
Number of employees;
Business location;
Business website;
Financing purpose;
Requested financing amount;
Existing debt obligations;
Business plans;
Transaction information; and
Other information concerning your business or professional activities.
C. Financial and Commercial Information
When relevant to a financing or advisory request, we may collect:
Business revenue;
Bank account information;
Bank statements;
Profit-and-loss statements;
Balance sheets;
Tax returns;
Accounts-receivable information;
Debt schedules;
Payment histories;
Credit-related information;
Information regarding business assets;
Purchase agreements;
Commercial transaction information; and
Other financial records you voluntarily provide.
Please do not submit Social Security numbers, complete bank-account credentials, payment-card information, government identification documents, or other highly sensitive information unless specifically requested through a secure process.
D. Uploaded Documents and Communications
We may collect documents, files, photographs, messages, email correspondence, recorded communications where legally permitted, and other content you provide to us.
E. Internet and Website Activity
We and our service providers may collect:
Pages viewed;
Links selected;
Forms started or completed;
Referring website;
Browser type;
Device type;
Operating system;
Approximate location derived from an IP address;
Session duration;
Date and time of visits;
Advertising interactions;
Cookie identifiers; and
Other information regarding your interaction with our website or advertisements.
F. Inferences
We may draw reasonable inferences from the information described above, such as possible financing needs, likely product eligibility, business interests, or preferred services.
G. Sensitive Personal Information
Depending on the service requested, information you submit may contain sensitive personal information, including financial account information or information used to evaluate financing eligibility.
We do not intentionally collect sensitive personal information for purposes unrelated to providing the requested service, processing a transaction, preventing fraud, maintaining security, complying with law, or another legally permitted purpose.
3. Sources of Personal Information
We may obtain personal information from:
You directly;
Your employees, representatives, owners, advisors, or authorized agents;
Forms submitted on our website;
Co-branded or embedded application platforms;
Lenders, financing providers, brokers, affiliates, and referral partners;
Business-information and public-record sources;
Credit-reporting or identity-verification providers, when legally authorized;
Advertising, analytics, and website-technology providers;
Social-media platforms;
Cookies and similar technologies; and
Other sources permitted by law.
4. How We Use Personal Information
We may use personal information to:
Respond to inquiries;
Evaluate financing needs;
Identify possible financing products or providers;
Refer or submit inquiries to lenders, brokers, marketplaces, or financing providers;
Facilitate business-loan, line-of-credit, equipment-financing, SBA-financing, commercial-financing, or other capital requests;
Provide business-brokerage, consulting, advisory, valuation, or related services;
Verify identity, business information, or application information;
Communicate regarding an inquiry, application, transaction, or service;
Request additional information or documentation;
Operate, maintain, personalize, and improve our website;
Measure website and advertising performance;
Provide relevant advertising;
Track referrals and affiliate commissions;
Prevent fraud, misuse, security incidents, or unlawful activity;
Maintain records;
Enforce agreements;
Protect our rights, property, users, and business partners;
Comply with legal, regulatory, contractual, and reporting obligations; and
Carry out another purpose disclosed when information is collected.
5. Disclosure of Personal Information
We may disclose personal information to the following categories of recipients.
A. Lenders and Financing Providers
At your request or in connection with a financing inquiry, we may disclose information to banks, credit unions, nonbank lenders, SBA lenders, equipment-financing providers, factoring companies, commercial-finance providers, online lending marketplaces, brokers, and other potential financing sources.
Submitting an inquiry does not guarantee that financing will be offered or approved.
B. Referral, Affiliate, and Co-Branded Partners
We may disclose information to referral partners, affiliate partners, co-branded platform providers, application-platform providers, and companies that assist in matching applicants with possible financing products.
A partner receiving your information may contact you directly and may have its own terms and privacy policy.
C. Service Providers
We may disclose information to companies providing services such as:
Website hosting;
Customer relationship management;
Email and text-message delivery;
Cloud storage;
Secure document collection;
Application processing;
Identity verification;
Analytics;
Advertising;
Payment processing;
Professional consulting;
Legal or accounting services;
Cybersecurity;
Fraud prevention; and
Technical support.
These providers may process information on our behalf or for purposes permitted by their agreements with us.
D. Professional Advisors
We may disclose information to attorneys, accountants, consultants, insurers, auditors, and other professional advisors.
E. Legal and Compliance Disclosures
We may disclose information when we reasonably believe disclosure is necessary to:
Comply with applicable law, regulation, subpoena, court order, or legal process;
Respond to a governmental or regulatory request;
Investigate fraud, misconduct, or security concerns;
Enforce an agreement;
Protect legal rights or safety; or
Establish, exercise, or defend a legal claim.
F. Business Transactions
If Strategic Funder is involved in a merger, acquisition, financing, asset sale, restructuring, bankruptcy, or similar transaction, personal information may be disclosed or transferred as part of that transaction, subject to applicable law.
G. At Your Direction
We may disclose information when you request, authorize, or direct us to do so.
6. Sale and Sharing of Personal Information
Strategic Funder does not sell personal information for money in the ordinary meaning of the word “sell.”
However, certain privacy laws define “sale” or “sharing” broadly. Disclosures involving advertising technology, analytics, referral compensation, affiliate relationships, or financing-provider matching could potentially be considered a sale or sharing under those definitions.
You may request that we not sell or share your personal information for cross-context behavioral advertising by contacting us using the information in the “Contact Us” section below.
Where required by law, we will also recognize applicable browser-based opt-out preference signals, such as Global Privacy Control signals.
7. Cookies and Similar Technologies
We and our service providers may use cookies, pixels, tags, software-development kits, local storage, and similar technologies.
These technologies may be used to:
Operate the website;
Remember user preferences;
Maintain website security;
Understand website usage;
Diagnose technical problems;
Measure marketing performance;
Track referral sources;
Personalize content; and
Deliver or measure advertising.
You may be able to control cookies through your browser settings. Blocking some cookies may affect website functionality.
Where legally required, we may provide a cookie-consent or privacy-preferences tool.
8. Analytics and Advertising
We may use third-party analytics and advertising services, including services offered by companies such as Google, Meta, Microsoft, LinkedIn, or similar providers.
These providers may use cookies or similar technologies to collect information about your interaction with our website and other websites. Their use of information is governed by their own privacy policies and settings.
We may use information from these services to measure traffic, understand visitor behavior, evaluate advertisements, create audiences, and improve our services.
9. Communications and Marketing
By providing your contact information and requesting information or services, you authorize us and, where applicable, the financing or referral partners involved in your request to contact you regarding that request.
Communications may occur by telephone, email, or text message, subject to applicable law and any consent language presented when you submit a form.
Consent to receive marketing communications is not a condition of purchasing a product or service unless expressly stated otherwise.
You may unsubscribe from promotional emails by using the unsubscribe link included in an email. You may opt out of promotional text messages by replying “STOP.”
Even after opting out of marketing, we may send nonpromotional communications regarding an active inquiry, application, transaction, legal notice, or existing business relationship.
10. Credit and Financing Information
Strategic Funder is not a consumer credit-reporting agency.
In connection with a financing request, a lender or financing provider may request permission to obtain business or personal credit information. Any credit authorization should be presented separately by the party requesting the report.
Submitting information through our website does not necessarily result in a credit inquiry. A lender or financing provider may conduct a soft or hard credit inquiry only as permitted by law and applicable authorization.
11. Data Retention
We retain personal information for as long as reasonably necessary to:
Provide requested services;
Maintain business and transaction records;
Track referrals and commissions;
Satisfy legal, accounting, tax, compliance, and contractual requirements;
Resolve disputes;
Prevent fraud;
Enforce agreements; and
Protect our legal interests.
Retention periods vary based on the type of information, the nature of the relationship, legal requirements, and operational needs.
When information is no longer reasonably needed, we may delete, anonymize, or securely dispose of it.
12. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information.
No website, transmission method, storage system, or security measure is completely secure. We cannot guarantee that personal information will never be accessed, disclosed, altered, lost, or destroyed.
You are responsible for using secure methods when transmitting sensitive documents and for protecting passwords or credentials associated with any account or portal.
13. Your Privacy Choices
Depending on where you reside and applicable law, you may have the right to:
Confirm whether we process your personal information;
Access personal information we maintain about you;
Request correction of inaccurate information;
Request deletion of personal information;
Obtain a portable copy of certain information;
Opt out of the sale of personal information;
Opt out of sharing for cross-context behavioral advertising;
Opt out of targeted advertising;
Limit certain uses of sensitive personal information;
Withdraw consent where processing is based on consent; and
Appeal a decision regarding a privacy request.
These rights may be subject to exceptions and verification requirements.
To submit a request, contact us using the information in the “Contact Us” section. Please include your name, contact information, state of residence, and the nature of your request.
We may request information necessary to verify your identity and authority. Authorized agents may submit requests where permitted by law, but we may require proof of authorization.
We will not unlawfully discriminate against you for exercising an applicable privacy right.
14. California Privacy Notice
This section applies to California residents to the extent the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA”), applies to Strategic Funder or the relevant information.
Categories Collected
During the preceding 12 months, we may have collected the following categories of personal information:
Identifiers;
Customer-record information;
Commercial information;
Internet or electronic-network activity;
Professional or employment-related information;
Geolocation information;
Audio, electronic, or similar information;
Inferences;
Financial information; and
Sensitive personal information voluntarily submitted in connection with a financing or advisory request.
The specific examples, sources, uses, and recipients of this information are described elsewhere in this Privacy Policy.
Business and Commercial Purposes
We may collect, use, and disclose these categories for the business and commercial purposes described in Sections 4 and 5.
Categories Disclosed
During the preceding 12 months, we may have disclosed the categories listed above to:
Lenders and financing providers;
Affiliate, referral, and co-branded partners;
Application and marketplace providers;
Analytics and advertising providers;
Website and cloud-service providers;
Professional advisors;
Government or legal authorities; and
Parties involved in a business transaction.
Sale or Sharing
We do not knowingly sell personal information for monetary payment. Certain advertising, analytics, referral, or affiliate disclosures may be considered “selling” or “sharing” under the CCPA’s broad definitions.
California residents may request to opt out by contacting us as described below and, where available, using a “Your Privacy Choices” or “Do Not Sell or Share My Personal Information” link.
California Rights
Subject to legal limitations, California residents may have the right to:
Know the categories and specific pieces of personal information collected;
Know the sources, purposes, and recipient categories;
Request deletion;
Request correction;
Opt out of sale or sharing;
Limit certain uses or disclosures of sensitive personal information; and
Receive equal service and pricing without unlawful discrimination.
We will respond to verified requests as required by applicable law.
California “Shine the Light”
California residents may also request certain information regarding disclosure of personal information to third parties for their direct-marketing purposes where California Civil Code Section 1798.83 applies.
15. Utah Privacy Notice
To the extent the Utah Consumer Privacy Act applies, Utah consumers may have the right to:
Confirm whether we process their personal data;
Access certain personal data;
Delete personal data they provided;
Obtain a portable copy of certain personal data; and
Opt out of targeted advertising or the sale of personal data.
The categories of personal data processed, processing purposes, categories shared, and categories of third-party recipients are described in Sections 2 through 6.
A Utah consumer may submit a request using the contact information below. If an appeal right applies, the consumer may appeal our decision by replying to our response and clearly stating that an appeal is requested.
16. Other State Privacy Rights
Residents of other states may have additional privacy rights under applicable state law. We will evaluate and respond to requests in accordance with the law applicable to the requester and our business.
17. Children’s Privacy
Our website and services are intended for business owners and adults and are not directed to children under 13.
We do not knowingly collect personal information from children under 13. If we learn that we collected such information without appropriate authorization, we will take reasonable steps to delete it.
We do not knowingly sell or share personal information belonging to individuals under 16.
18. Third-Party Websites and Services
Our website may link to or integrate with third-party websites, applications, portals, lenders, financing providers, or service platforms.
We do not control and are not responsible for the privacy, security, content, accuracy, or practices of third parties. Review the terms and privacy policies of a third party before submitting information.
19. Changes to This Privacy Policy
We may update this Privacy Policy periodically.
When we make changes, we will revise the “Last Updated” date. Material changes may also be communicated through the website or another reasonable method.
Your continued use of the website after an updated Privacy Policy becomes effective constitutes acknowledgement of the updated policy to the extent permitted by law.
20. Contact Us
To ask a privacy question, exercise a privacy right, or submit a complaint, contact:
Strategic Funder, LLC
2896 S Majestic Court Dr
Washington UT 84780
Email: [email protected]
Telephone: 435 632 1927
Website: StrategicFunder.com
Please use the subject line “Privacy Request” for requests submitted by email.