Privacy Policy

Effective Date: 5/26/2026    Last Updated: 5/26/2026

InfoGate Financial LLC (“InfoGate,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at www.infogatefinancial.com, use our AI CIM Generation Platform, or engage us for M&A Outsourcing Services (collectively, the “Services”). Please read this policy carefully. By using our Services, you agree to the practices described herein.

1. Information We Collect

We collect two types of information:

1. Non-Personally Identifiable Information

When you visit our website, we automatically collect certain non-personally identifiable information, including:

• IP address and browser type
• Pages visited and time spent on each page
• Referring URLs and exit pages
• Device type and operating system

This information is used in aggregate to understand how users interact with our website and to improve our Services.

1. Personally Identifiable Information

We only collect personally identifiable information when you voluntarily provide it to us, such as when you:

• Fill out a contact or inquiry form
• Register for or log into our AI CIM Generation Platform
• Engage us for M&A Outsourcing Services
• Subscribe to our email newsletter or marketing communications
• Submit payment or billing information

The personally identifiable information we may collect includes your name, email address, phone number, company name, mailing address, and payment details.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To deliver and manage the Services you have requested
• To process payments and manage your account
• To communicate with you about your engagements, deliverables, and account activity
• To send newsletters or marketing communications, where you have opted in
• For internal analytics, trend analysis, and platform improvement
• To comply with applicable legal obligations

We do not use your personally identifiable information to send unsolicited communications. You will only receive marketing emails if you have opted in, and you may opt out at any time.

3. Disclosure of Your Information

We do not sell, rent, or trade your personally identifiable information to any third parties. We may share your information only in the following limited circumstances:

• Service Providers: We may share information with trusted third-party vendors (such as payment processors, CRM platforms, or email service providers) who assist us in operating our business. These parties are contractually obligated to keep your information confidential and use it only for the services they provide to us.
• Legal Compliance: We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe in good faith that such disclosure is necessary to protect our rights or the safety of others.
• Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of that transaction. We will notify you of any such change via email or a prominent notice on our website.

4. Confidentiality of Client Deal Information

InfoGate Financial understands that the business and transaction information you share with us in connection with M&A Outsourcing Services is highly sensitive. All deal-related information, including company financials, ownership details, and transaction data, is treated as strictly confidential and is used solely for the purpose of delivering your requested services.

Our analysts are bound by confidentiality obligations and do not disclose client deal information to any party outside of InfoGate without your express written consent, except as required by law.  Regarding the AI CIM Generation Platform specifically: InfoGate Financial does not have access to the Confidential Information Memorandums (CIMs) you generate using our platform. We do not store, review, retain, or share your CIM content or the underlying business data you input. Your documents are yours alone. We will never share CIM content or related inputs with any third party, and no such information is saved on our systems.

5. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device that help us recognize returning visitors and understand how our site is used.

We use cookies for the following purposes:

• To remember your preferences and settings
• To analyze site traffic and usage patterns
• To improve the performance and functionality of our website

You may disable cookies through your browser settings at any time. Please note that disabling cookies may affect the functionality of certain areas of our website.

6. Third-Party Websites and Services

Our website may contain links to third-party websites or integrate with third-party platforms (such as payment processors or CRM tools). This Privacy Policy applies only to information collected directly by InfoGate Financial. We are not responsible for the privacy practices of any third-party sites or services, and we encourage you to review their privacy policies before submitting any personal information.

7. Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

If you believe your information has been compromised, please contact us immediately at contact@infogatefinancial.com.

8. Your Rights and Choices

You have the following rights with respect to your personal information:

• Access and Correction: You may request a copy of the personal information we hold about you and ask us to correct any inaccuracies.
• Deletion: You may request that we delete your personally identifiable information from our records. We will use all reasonable efforts to honor such requests within thirty (30) days, subject to any legal obligations to retain certain data.
• Opt-Out: You may opt out of marketing communications at any time by clicking the unsubscribe link in any email we send, or by contacting us directly at contact@infogatefinancial.com.

To exercise any of these rights, please contact us at the information provided in Section 10 below.

9. Children’s Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personally identifiable information from minors. If you believe we have inadvertently collected information from a minor, please contact us and we will promptly delete it.

10. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Any changes will be posted on this page with a revised “Last Updated” date. Your continued use of our Services after any changes are posted constitutes your acceptance of the updated policy. We encourage you to review this page periodically.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or the way we handle your information, please contact us at:

InfoGate Financial LLC

Phone: +1 (813) 945-4344

Email: contact@infogatefinancial.com

Website: www.infogatefinancial.com

Sarasota County, Florida

By using InfoGate Financial’s Services, you acknowledge that you have read and understood this Privacy Policy and agree to the collection and use of your information as described herein.