Capital Clause

Privacy
Policy

Effective Date: 09/04/2026
Fundraising & Advisory Services
Terms & Conditions

Capital Clause is committed to safeguarding the confidentiality and integrity of the information entrusted to us. This Privacy Policy outlines how we collect, use, store, and protect information in connection with our fundraising advisory and investment banking analytical services, as well as through our website and communications.

01

Scope of This Policy

This policy applies to:

  • Clients and counterparties engaging our services
  • Visitors to our website
  • Individuals who communicate or interact with us
By using our services or website, you acknowledge and agree to the practices described in this policy.
02

Information We Collect

A. Client and Business Information

In the course of delivering advisory services, we may collect:

  • Name, email address, phone number, and professional details
  • Company information (structure, operations, financials)
  • Pitch materials, investor decks, financial models, and strategic documents
  • Investor and stakeholder information shared during fundraising processes
B. Communication and Engagement Data
  • Emails, meeting notes, and correspondence
  • Feedback, requirements, and project-related discussions
C. Website and Technical Data

When you visit our website, we may collect:

  • IP address and approximate location
  • Browser type, device, and operating system
  • Pages visited, time spent, and interaction patterns
D. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

  • Ensure website functionality
  • Analyze performance and usage trends
  • Remember user preferences
  • Deliver relevant communications (where consent is provided)

You can control cookie preferences through your browser settings.

03

How We Use Information

We process information for the following purposes:

A. Service Delivery
  • Providing fundraising advisory and transaction support
  • Preparing financial analyses, materials, and investor communications
  • Managing engagements and delivering outputs
B. Relationship Management
  • Communicating updates, insights, and engagement-related information
  • Responding to inquiries and providing client support
C. Business Improvement
  • Enhancing our advisory capabilities and analytical frameworks
  • Improving website functionality and user experience
D. Compliance and Risk Management
  • Meeting legal, regulatory, and contractual obligations
  • Protecting our rights and preventing misuse of our services
04

Data Sharing & Disclosure

We do not sell personal information. We may share information only in limited circumstances.
A. Service Providers

With trusted third parties supporting our operations, such as:

  • Secure cloud storage and data room providers
  • Communication and CRM platforms
  • Analytics and IT infrastructure providers

These parties are contractually bound to maintain confidentiality and data security.

B. Transaction-Related Sharing

In the context of fundraising or advisory mandates, information may be shared with:

  • Potential investors
  • Financial institutions
  • Professional advisors

Such sharing is conducted under appropriate confidentiality arrangements.

C. Legal and Regulatory Requirements

We may disclose information if required by law, regulation, or legal process, or to protect our rights and interests.

05

Storage, Security & Retention

A. Security Measures

We implement industry-standard safeguards, including:

  • Encryption of data in transit and at rest
  • Controlled access to sensitive information
  • Secure data storage environments
  • Regular monitoring and security updates
B. Data Retention
  • Client and transaction data is retained for as long as necessary to fulfill engagements and comply with legal obligations
  • Records may be retained for extended periods where required
  • Data no longer required is securely deleted or anonymized
06

Your Rights

Subject to applicable law, you may have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate or incomplete data
  • Request deletion of your data (where legally permissible)
  • Object to or restrict certain processing activities
  • Request a copy of your data in a portable format
To exercise these rights, please contact us using the details in Section 11.
07

Marketing & Communications

We may send updates, insights, or newsletters where you have opted in. You can unsubscribe at any time using the link in our communications or by contacting us directly.

08

International Data Transfers

Where data is transferred across jurisdictions, we ensure appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.

09

Children's Privacy

Our services are intended for businesses and professionals. We do not knowingly collect or process data from individuals under the age of 13.

10

Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted on our website with a revised effective date.

11

Contact Us

For any questions, requests, or concerns regarding this policy or your data:

Capital Clause
Email:info@capitalclause.com
Phone: 9990158173