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 contact us, email us, or schedule a consultation, we may receive your name, email address, company information, 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 inquiries, schedule and prepare for consultations, provide requested services, improve our website and service offerings, send relevant communications about our services when appropriate, 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. Information submitted through scheduling or contact services is transmitted over encrypted connections. We do not ask you to submit financial account credentials or sensitive financial records through the public website.
Third-Party Services
Our website uses Vercel for hosting and may use Vercel Web Analytics for anonymized website usage data. We use Calendly for consultation scheduling. 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
Vercel Web Analytics is designed to collect anonymized usage data without cookies. Embedded or linked third-party services such as Calendly may use their own cookies or similar technologies under their own policies. 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.