Privacy Policy
Draft, last updated July 26, 2026
StepIn Advisory Partners ("StepIn," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. This is a draft policy and should be reviewed by a qualified attorney before StepIn collects any personal or business information from customers.
Information We Collect
When you apply for business funding options or contact us, we may collect information such as:
- Contact details, including name, email address, and phone number
- Business information provided as part of a funding application
- Information you submit through our application form or by email
- Basic technical information, such as browser type, collected automatically when you visit our website
How We Use Information
We use the information we collect to:
- Respond to inquiries and provide guidance about funding options
- Share application information with lending partners for the purpose of evaluating funding options, where applicable
- Improve our website and services
- Communicate updates related to an application or inquiry
Sharing of Information
We may share information with third-party lenders or funding partners solely for the purpose of evaluating and processing a funding application. We do not sell personal information to third parties.
Data Security
We use reasonable administrative and technical safeguards designed to protect information submitted through our website. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Choices
You may contact us at any time to ask what information we have on file, request corrections, or ask that information be deleted, subject to any legal or contractual obligations that may apply.
Contact Us
Questions about this Privacy Policy can be directed to support@stepinadvisorypartners.com.
This document is a draft template and does not constitute legal advice. StepIn Advisory Partners should have this policy reviewed and finalized by legal counsel before it is relied upon or used to collect customer information.