Privacy information

Information you provide

When you submit an inquiry, we receive the name, work email, company, role, engagement interest, and decision context you choose to provide. We use it to respond to your request and prepare a relevant scope conversation.

Please do not submit sensitive personal information, production financial records, or confidential source files through public website forms.

Website activity

The website records limited first-party consultative-funnel events, such as offer selections, inquiry form opens, submissions, and successful form confirmations. These events are used to improve the public engagement path and do not create a customer account or a financial profile.

Illustrative demos

Public demos and workflow examples use illustrative or synthetic data. They do not display live customer data, production system connections, or actual financial results.

Sharing and contact

We do not sell inquiry information. We may use service providers that help operate the website and contact process, subject to their applicable terms and safeguards. Contact us at team@cfoassist.madethis.app with privacy questions or requests.