Privacy Policy

We collect what we need to evaluate and place your financing request — nothing more. Your personal financial documents are visible only to CFUND and your assigned advisor — never to the other people on this deal. We don't sell your information.

Contact and account details (name, company, email, phone, city and state); project and loan details you enter; documents you upload; financial statements you build in the portal; and the records created when you sign electronically — your typed name, the date and time, your IP address and your browser details.

We do not collect Social Security numbers, dates of birth or bank account numbers in this portal. When a lender needs those to pull credit or fund a loan, they collect them directly through their own secure channel.

To review your request, prepare a lender package, communicate with you about your deal, and meet legal and recordkeeping obligations. We also use basic activity records to keep the portal secure.

Inside the portal, access is limited by role. CFUND administrators and the advisor assigned to your deal can see the deal. Other people invited onto the same deal see shared deal information only — not each other's personal financial statements, tax returns, bank statements, credit authorizations or identification.

Outside the portal, we share your package with prospective lenders and capital partners to evaluate your request, and with service providers who help us operate the portal (secure hosting, database, email delivery). We may disclose information when the law requires it. We never sell your information or use it for unrelated marketing.

Documents are stored in private storage and can only be opened through short-lived, single-use links generated for people with permission. Access rules are enforced by the database itself, not just by what the screen shows. Sign-in uses one-time email links, and inactive sessions time out automatically.

We email you about your deal — access links, document requests, review notes and status changes. You can choose instant, daily digest or off for most categories in your notification settings. Messages required for account access and security are always sent.

We keep deal records for as long as needed to serve you and to satisfy legal, audit and lender requirements. You can ask us to close your account and we'll remove what we're not required to retain.

You can view and correct your information in the portal, adjust notification preferences, or contact us to request a copy or deletion of your data. Email dan@cfund.us and we'll respond promptly.