Privacy Policy

1. Overview

Biz Lending Strategy ("we," "us," or "our") is committed to protecting the privacy of every individual and business that engages with our services. This Privacy Policy describes what information we collect, how we use it, and the choices you have regarding your information.

By using our website or submitting documents through our portal, you agree to the practices described in this policy.

2. Information We Collect

We may collect the following types of information:

• Business financial documents — bank statements, profit & loss statements, balance sheets, and tax returns submitted through our secure upload portal.
• Business credit information — credit reports or credit profile data you voluntarily provide for analysis.
• Contact information — your name, business name, email address, and phone number when you contact us directly.
• Usage data — standard server logs including IP address, browser type, pages visited, and time of access. This data is aggregated and not linked to your identity.

3. How We Use Your Information

All information collected is used solely to deliver the services you request. Specifically, we use your information to:

• Perform bank readiness analysis and produce your written strategy report.
• Provide loan-prep coaching and ongoing monitoring as applicable to your service tier.
• Communicate with you about your engagement, report delivery, and service updates.
• Improve the quality and accuracy of our analytical processes.

4. Document Submissions & File Request Pro

Document uploads are handled through File Request Pro, a third-party secure file collection service. When you submit documents through our portal, those files are transmitted and stored on File Request Pro's infrastructure under their own privacy and security standards.

We strongly recommend reviewing File Request Pro's Privacy Policy before submitting documents. Biz Lending Strategy accesses only the documents you intentionally submit for analysis purposes.

Documents you submit are retained only as long as necessary to complete your service engagement and are not shared with outside parties without your explicit written consent.

5. Data Security

We take reasonable administrative and technical measures to protect your information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

If you have reason to believe that your interaction with us is no longer secure, please contact us immediately at analyst@bizlendingstrategy.com.

6. Third-Party Services

Our website may reference or link to third-party services (such as File Request Pro). We are not responsible for the privacy practices of those services. We encourage you to review their policies independently.

We do not use third-party advertising networks, social media tracking pixels, or behavioral analytics tools on this website.

7. Cookies

Our website does not use tracking cookies or third-party analytics cookies. We do not collect any personally identifiable information automatically through cookies.

8. Your Rights

You have the right to:

• Request a copy of any personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your information, subject to any legal retention obligations.
• Withdraw consent for any processing you previously agreed to.

To exercise any of these rights, contact us at analyst@bizlendingstrategy.com.

9. Children's Privacy

Our services are intended for business owners, bookkeepers, and financial professionals. We do not knowingly collect any information from individuals under the age of 18.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of our services after any update constitutes acceptance of the revised policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please reach out:

Biz Lending Strategy
Email: analyst@bizlendingstrategy.com