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Privacy Policy

Your privacy is fundamental to our relationship. This policy explains how EverflowCFO collects, uses, and protects your information.

Last updated: January 15, 2026
Effective: January 15, 2026

Overview

EverflowCFO, Inc. ("EverflowCFO," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or engage with us in other ways.

By accessing or using our services, you agree to this Privacy Policy. If you do not agree with our policies and practices, please do not use our services.

Information We Collect

Personal Information You Provide

  • Contact Information: Name, email address, phone number, company name, and job title
  • Financial Information: Revenue data, payroll information, tax documents, and banking details necessary to provide our services
  • Business Information: Industry, company size, funding stage, and business objectives
  • Communication Data: Records of your communications with us, including emails and support requests

Information Collected Automatically

  • Device Information: IP address, browser type, operating system, and device identifiers
  • Usage Data: Pages visited, time spent on pages, click patterns, and referring URLs
  • Location Data: General geographic location based on IP address

How We Use Your Information

Service Delivery

To provide, maintain, and improve our financial advisory services

Communication

To respond to inquiries, send updates, and provide customer support

Personalization

To tailor our services and recommendations to your business needs

Analytics

To analyze usage patterns and improve our website and services

Compliance

To comply with legal obligations and regulatory requirements

Security

To detect, prevent, and address fraud and security issues

Information Sharing

We do not sell your personal information. We may share your information in the following circumstances:

Lending Partners

With your consent, we share necessary financial information with our network of lending partners to facilitate capital solutions. You will be informed before any such sharing occurs.

Service Providers

We engage trusted third-party service providers to assist with operations, analytics, and customer support. These providers are contractually obligated to protect your information.

Legal Requirements

We may disclose information when required by law, subpoena, or other legal process, or to protect our rights, privacy, safety, or property.

Data Security

We implement industry-leading security measures to protect your information:

AES-256
Encryption at rest
TLS 1.3
Encryption in transit
MFA
Multi-factor authentication
Access Controls
Role-based permissions

Your Rights

Depending on your location, you may have the following rights regarding your personal information:

Access

Request a copy of the personal information we hold about you

Correction

Request that we correct inaccurate or incomplete information

Deletion

Request that we delete your personal information

Portability

Request a portable copy of your data in a structured format

Opt-Out

Opt out of marketing communications at any time

Restriction

Request restriction of processing under certain circumstances

To exercise any of these rights, please contact us at privacy@everflowcfo.com

Cookies & Tracking

We use cookies and similar tracking technologies to collect and track information about your activity on our website. You can control cookies through your browser settings.

Essential
Required for site function
Analytics
Help us improve
Marketing
Personalized content

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

EverflowCFO, Inc.
250 Park Avenue, 7th Floor
New York, NY 10177