Privacy Policy
Last updated April 26, 2026
Information We Collect
We may collect business contact information, owner contact information, application details, business revenue information, funding goals, uploaded documents, communications, and payment-related records needed to provide business funding consulting and file preparation services.
How We Use Information
We use information to review funding files, prepare funding packages, communicate with clients, submit or organize lender-related materials when authorized, track offers and approvals, collect fees, and operate our CRM and client portal.
Sharing
We may share information with lenders, funding partners, banks, payment processors, document processors, CRM providers, communication providers, and professional advisors when needed to provide services, process payments, comply with requirements, or protect the business.
Security
We use administrative, technical, and organizational safeguards designed to protect business and financial information. No system can be guaranteed 100% secure. Clients should not send full card numbers, passwords, or banking login credentials by SMS or email.
Contact
Questions can be sent to funding@dynamicequityinc.com.