Privacy Policy

ClarIQ Advisory LLC ("ClarIQ," "we," "us"), provides financial reporting, business acquisition advisory, and AI systems services to growing businesses. This policy explains what information we collect through clariqadvisory.com and in the course of our services, how we use it, who we share it with, how long we keep it, and the choices you have. If anything here is unclear, email hello@clariqadvisory.com and a person will answer.

Information we collect

• Forms you submit. Our site is hosted on Netlify and uses Netlify Forms for contact requests, assessments, and quizzes. When you submit a form, we receive what you typed: typically your name, email address, company name, and your answers, and for scored tools, the grade or result the tool calculated for you.
• Chat questions and free tools that use AI. If you use our chat assistant, we log the questions you ask so we can improve the site and follow up when you ask us to. Two free tools send what you type to a third-party AI provider once, to produce the answer you see: the chat assistant, when its AI mode is switched on, and the financial narrative tool, which sends the figures you paste and does not store them. Do not enter confidential financial details into either.
• Booking details. Calls are scheduled through Cal.com, a third-party service. Cal.com collects the name, email address, and any notes you enter when booking, under its own privacy policy, and passes the booking details to us.
• Telephone calls and text messages. When you call our business line, we keep the number you called from and the time of the call. If our automated assistant answers, our telephone provider converts what you say into text, and we keep that transcript, your name if you give it, and the reason for your call, so that we can call you back. We do not keep a recording of the call. We send text messages only in the three cases described under Text messages below.
• Email correspondence. When you email us, we keep the correspondence, including your contact details and anything you share about your business.
• Purchases. When you buy a product, Stripe, our payment processor, collects your name, email address, and payment details under its own privacy policy; we never see your full card number. We receive your name, email address, and what you bought, keep that record for support and tax purposes, and send your delivery email through an email delivery provider.
• Our own systems. A copy of every form submission, booking, and purchase is written into our own follow-up records, which are hosted by our code-hosting provider and on a server we operate, so that a person can reply and we keep a record of the request.
• App notifications. If you turn on notifications in the ClarIQ app, your browser gives us an anonymous delivery address for them, which we store with our hosting provider and delete when you turn them off.
• Analytics and device data. We use Google Analytics 4 (GA4), which sets cookies and collects standard usage information: pages viewed, approximate location, device and browser type, and how you moved through the site. This runs for every visitor, because it is how we tell which pages are useful and which are broken. It is analytics only: we have switched off the settings that would let Google build advertising audiences or personalize ads from your visit, and the advertising signals stay off for everyone.
• Client engagement data. If you become a client, we access the records needed to do the work: accounting data, financial records, and, for acquisition engagements, deal documents and target-company financials. We work from read-only access wherever possible, solely to deliver the services you engage us for. We never move money and never alter your ledger. Automation systems we build for you are a separate case by design: they run in your own accounts, under permissions you grant and approval rules you set, and what they may do without a human sign-off is agreed in writing before anything runs.

How we use information

• To respond to your requests, answer your questions, and schedule and hold calls.
• To provide, operate, and improve our services and website, including scoring quizzes and answering chat questions.
• To communicate with you about calls, quotes, and engagements you have asked about.
• To deliver the products you buy and send their confirmations.
• To prepare the deliverables you engage us for (dashboards, closes, forecasts, memos, deal analyses, AI system configurations).
• To understand how the site is used so we can make it better.
• To protect the site and our business, and to meet legal, accounting, tax, and security obligations.

We do not sell your personal information, we do not share it for advertising, and we do not use client financial data for advertising of any kind. No advertising pixel runs on this site: we removed the Meta Pixel and its server-side counterpart in September 2026, and we will update this policy before any advertising measurement returns.

Our grounds for using it

In plain terms, we use your information for one of three reasons: because you asked us to (you submitted a form, booked a call, used the chat, or engaged our services), because we have a legitimate business interest in running a working website and firm (such as analytics, security, and record keeping), or because the law requires us to keep certain records. Where consent is the right basis, we rely on your consent and you can withdraw it at any time.

Who we share it with

We share information only with the service providers who help us operate, and only what they need to do their job. Each operates under its own privacy and security commitments:

• Netlify, which hosts the site and stores form submissions.
• Google Analytics (GA4), which processes usage and device data for us.
• Cal.com, which handles call scheduling.
• Our AI provider, which processes chat question text when the assistant's AI mode is on, and the figures you paste into the financial narrative tool, in order to generate answers.
• Our email provider, which handles our correspondence.
• Our telephone and messaging provider, which connects calls to our business line, converts what you say to our automated assistant into text, and delivers our text messages.
• Stripe, our payment processor, which handles checkout and payment details for the products you buy.
• Our email delivery provider, which sends purchase confirmations and delivery emails.
• Our code-hosting and server providers, which host our own follow-up records and the copies of your submissions described above.

Beyond service providers, we may disclose information if the law requires it, to protect our legal rights or the safety of others, or as part of a business transfer such as a sale or reorganization of ClarIQ Advisory LLC, in which case this policy would continue to apply to the transferred data. We do not sell personal data to anyone.

Text messages

We send text messages from +1 (929) 822-6942 in three cases only, and we add numbers no other way. First, the booking link when you tick the optional text box on our call-back form, which is unticked by default. Second, the booking link when you telephone our business line and say yes to the offer of one, which our automated assistant makes only after reading you the terms. Third, if you call our line, nobody can answer, and you leave no message: one text saying we missed your call, with a link to book a time, sent within a day, at most once to any number in 30 days, and only where the carrier has verified the number you called from. The assistant says so when it answers. We hold your mobile number because you gave it to us on the form or dialled us from it.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are never shared with any third party. The only party we pass your number to is the carrier that delivers the message to your handset, which may not use it for its own marketing.

Message frequency varies: in normal use it is one message for each request you make, and never more than one missed-call text to a number in 30 days. Message and data rates may apply. Reply STOP to any message to opt out, or HELP for help. The full text message terms are on our Terms of Service page.

How long we keep it

We keep personal information for as long as we need it to provide services, maintain our business records, and meet legal and tax obligations, and no longer. Form submissions and correspondence are kept while a request or relationship is active and for a reasonable period afterward. When a client engagement ends, we delete or return client financial data on request, subject to records we are required by law to keep. Purchase records are kept for seven years because tax law requires it. Figures pasted into the financial narrative tool are not stored at all, and app notification addresses are deleted when you turn notifications off. Email us if you would like something deleted sooner, and we will, unless the law requires us to keep it.

How we protect it

Data is encrypted in transit, and the platforms that hold it encrypt it at rest. Access is limited to the people who need it to serve you, and client system access can be revoked by you at any time. That said, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. We treat your financial data with the care we would demand for our own, and if a breach ever affects your data we will notify you as required by applicable law.

Your rights and choices

You may request access to, a copy of, correction of, or deletion of your personal information at any time by emailing hello@clariqadvisory.com. We will verify the request and respond within the time required by applicable law. We will not treat you differently for exercising your rights.

If you live in California or another state with a consumer privacy law, you may have specific statutory rights, such as the right to know what we collect, the right to delete, the right to correct, and the right to opt out of sale or sharing. We do not sell personal data and we do not share it for targeted advertising, so there is nothing to opt out of on that front. We honor the other rights on request through hello@clariqadvisory.com.

Our site and services are for businesses and their owners in the United States, and they are intended for adults. We do not knowingly collect personal information from children under 13, or under 16 where a higher age applies. If you believe a child has provided us information, email us and we will delete it.

Cookies and analytics

The site sets one kind of third-party cookie. Google Analytics 4 sets analytics cookies to measure traffic and understand how visitors use the pages, with its advertising features switched off. No advertising cookies are set. You can block or delete cookies in your browser settings at any time; the site will still work. You can also opt out of Google Analytics across all sites with Google's browser add-on, or use your browser's private browsing mode.

Global Privacy Control

Some browsers and extensions send the Global Privacy Control (GPC) signal, which several state privacy laws treat as a valid opt-out of the sale or sharing of personal data. We honor it, and today there is nothing for it to switch off: no advertising pixel runs on this site for anyone, and Google Analytics, which we use for aggregate site statistics with its advertising features off, is not a sale or sharing of personal data. Should advertising measurement ever return, a browser sending the GPC signal will be treated as a standing no without being asked, as it was before.

Do Not Track

The older "Do Not Track" browser setting never became a standard, and this site does not change behavior based on it. If you want your opt-out preference honored automatically, use a browser or extension that sends the Global Privacy Control signal, or use the opt-outs described above.

Third-party links and services

Our site links to third-party services such as Cal.com for booking, and pages may load third-party tools such as Google Analytics. Once you leave our site or interact with a third party, their privacy policies govern, not ours. We encourage you to read them.

Changes to this policy

We may update this policy from time to time as our tools or the law change. We will post the new version here with an updated date, and if a change meaningfully reduces your rights we will say so plainly at the top of the page.

Contact

ClarIQ Advisory LLC · hello@clariqadvisory.com