Overview
UpstreamCFO ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website at upstreamcfo.com or use our services.
Information We Collect
We may collect the following types of information:
Information you provide directly: When you fill out our AI Finance Gap Assessment, contact forms, or schedule a consultation, we collect your name, email address, company name, and any additional information you choose to share about your business. Website usage data: We may collect standard analytics data including pages visited, time on site, referral source, and device information. This data is collected through standard web analytics tools and does not personally identify you. Communication data: If you email us or submit a form, we retain that correspondence to respond to your inquiry and improve our services.
How We Use Your Information
We use the information we collect to respond to your inquiries and provide requested services, deliver personalized assessment results and follow-up analysis, improve our website and service offerings, send relevant communications about our services (only if you have opted in or submitted a form), and comply with legal obligations.
How We Protect Your Information
We implement reasonable security measures to protect your personal information from unauthorized access, alteration, or disclosure. Assessment submissions are transmitted via encrypted connections. We do not store financial data, account credentials, or sensitive business information on our website.
Third-Party Services
Our website may use third-party services for analytics, form submission (Web3Forms), and hosting (Vercel). These services have their own privacy policies governing how they handle data. We do not sell, trade, or rent your personal information to third parties. We do not share your information with third parties for their marketing purposes.
Cookies
Our website may use cookies and similar technologies for basic functionality and analytics. You can control cookie settings through your browser preferences.
Your Rights
You have the right to request access to the personal information we hold about you, request correction or deletion of your personal information, opt out of marketing communications at any time, and request information about how your data is used. To exercise any of these rights, contact us at hello@upstreamcfo.com.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.
Contact Us
If you have questions about this Privacy Policy or how we handle your data, please contact us at hello@upstreamcfo.com.