Privacy Policy

We use the information we collect for the following purposes:

• Service Delivery: To provide, manage, and improve our fractional executive services, including marketing, finance, technology, web development, operations, and HR/legal support.
• Client Portal Access: To create and manage your account, provide access to project dashboards, support tickets, documents, and billing information.
• Communication: To respond to inquiries, send transactional emails (engagement confirmations, invoices, project updates), and provide customer support.
• Billing & Payments: To process payments, manage subscriptions, issue invoices, and maintain financial records related to our services.
• Analytics & Improvement: To analyze how our website and services are used, identify trends, and improve our offerings and user experience.
• Legal Compliance: To comply with applicable laws, regulations, and legal processes.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information with the following categories of service providers who assist us in operating our business:

• Stripe (Payment Processing): We use Stripe to securely process credit card payments and manage subscriptions. When you make a payment, your payment card details are transmitted directly to Stripe and are subject to Stripe's Privacy Policy.
• Resend (Transactional Email): We use Resend to deliver transactional emails such as account confirmations, password resets, project notifications, and invoice receipts. Your name and email address may be shared with Resend for the sole purpose of delivering these communications.
• Zoho Books (Invoicing & Accounting): We use Zoho Books for invoicing, billing records, and financial reporting. Your name, email, company name, and billing details may be stored within Zoho Books as part of our accounting records.

We may also disclose your information if required to do so by law, in response to a subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

We implement appropriate technical and organizational security measures designed to protect the confidentiality, integrity, and availability of your personal information. These measures include:

• Encryption of data in transit using TLS/SSL protocols
• Secure password hashing for client portal accounts
• Access controls limiting data access to authorized personnel only
• Regular security assessments and monitoring
• Third-party payment processing to ensure card data never touches our servers

While we strive to protect your personal information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security, but we are committed to maintaining industry-standard protections.

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically:

• Active Client Data: Retained for the duration of our service engagement and for a reasonable period afterward to support any follow-up needs.
• Financial Records: Retained for a minimum of seven (7) years in accordance with applicable tax and accounting regulations.
• Contact Form Submissions: Retained for up to two (2) years unless you become a client, in which case they become part of your client record.
• Website Analytics: Aggregated and anonymized data may be retained indefinitely for analytical purposes.

Upon request, we will delete or anonymize your personal information, subject to any legal obligations requiring us to retain certain data.

Depending on your location, you may have certain rights regarding your personal information, including:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct inaccurate or incomplete personal information.
• Deletion: You may request that we delete your personal information, subject to certain legal exceptions.
• Opt-Out of Communications: You may unsubscribe from marketing emails by clicking the "unsubscribe" link in any marketing email. Note that you may still receive transactional emails related to your service engagement.
• Data Portability: You may request a machine-readable copy of your personal data.

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within 30 days.

Our services are designed for businesses and are not directed at individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected personal information from a child under 18, we will take immediate steps to delete such information. If you believe we may have inadvertently collected information from a minor, please contact us at [email protected].

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with additional rights regarding your personal information:

• Right to Know: You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources from which the information was collected, the business or commercial purpose for collecting the information, and the categories of third parties with whom we share the information.
• Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.
• No Sale of Personal Information: We do not sell personal information as defined by the CCPA. We have not sold personal information in the preceding 12 months.

To exercise your CCPA rights, please contact us at [email protected]. We will verify your identity before processing your request.

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make material changes, we will update the "Effective Date" at the top of this page and, where appropriate, notify you via email or through a prominent notice on our website.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information. Your continued use of our services after any changes to this Privacy Policy constitutes your acceptance of the updated policy.

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