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Privacy Policy

Effective Date: June 16, 2026

Capital Sourcing Partners ("Company," "we," "our," or "us") is committed to protecting your privacy and safeguarding the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website, communications, marketing campaigns, consultations, and services.

By accessing or using our website, submitting information through our forms, communicating with us, or engaging with our services, you agree to the collection and use of information as described in this Privacy Policy.

Information We Collect

We may collect information that you voluntarily provide to us, including:

  • Name
  • Email address
  • Phone number
  • Company name
  • Job title
  • Website URL
  • Business information
  • Investment-related interests
  • Information submitted through contact forms, applications, surveys, or consultations
  • Any other information you choose to provide

We may also automatically collect certain information when you visit our website, including:

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Geographic location information
  • Website usage activity
  • Pages viewed
  • Referring websites
  • Advertising interactions
  • Cookies and tracking technology data

How We Use Information

Capital Sourcing Partners uses collected information to:

  • Respond to inquiries and requests
  • Schedule consultations and meetings
  • Provide marketing and advertising services
  • Deliver educational content and resources
  • Improve our website and services
  • Manage client relationships
  • Analyze website performance and advertising effectiveness
  • Send updates, newsletters, and marketing communications
  • Provide customer support
  • Maintain security and prevent fraud
  • Comply with legal and regulatory obligations

We may also use information to personalize content, improve user experience, and better understand the needs of our visitors and clients.

Marketing Communications

If you provide your contact information, you may receive communications regarding:

  • Company updates
  • Industry insights
  • Educational resources
  • Events and webinars
  • Marketing services
  • Client opportunities
  • Promotional offers

You may opt out of marketing communications at any time by following the unsubscribe instructions included in our emails or by contacting us directly.

SMS Messaging Policy

If you provide your mobile phone number and consent to receive text messages from Capital Sourcing Partners, we may send SMS messages regarding:

  • Appointment confirmations
  • Appointment reminders
  • Follow-up communications
  • Service-related notifications
  • Requested information
  • Marketing communications when consent has been provided

Message frequency may vary.

Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us directly.

Consent to receive SMS messages is not a condition of purchasing any goods or services.

Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties except as necessary to provide messaging services, comply with legal requirements, prevent fraud, or protect the rights and safety of our company and users.

Cookies and Tracking Technologies

Our website may utilize cookies, pixels, tags, and similar technologies to:

  • Improve website functionality
  • Analyze website traffic
  • Measure advertising effectiveness
  • Track conversions
  • Improve user experience
  • Deliver relevant advertising

These technologies may be provided by third-party platforms such as Google, Meta, LinkedIn, analytics providers, CRM systems, and marketing automation providers.

You may modify your browser settings to disable cookies; however, doing so may affect certain website functionality.

Information Sharing

Capital Sourcing Partners does not sell personal information.

We may share information with trusted third-party service providers that assist us in operating our business, including:

  • CRM providers
  • Marketing automation platforms
  • Website hosting providers
  • Analytics providers
  • Payment processors
  • Email service providers
  • SMS service providers
  • Scheduling software providers
  • Professional advisors and consultants

These service providers are only authorized to use information as necessary to perform services on our behalf.

We may also disclose information when required to:

  • Comply with legal obligations
  • Respond to lawful requests
  • Protect our rights and property
  • Prevent fraud or abuse
  • Enforce agreements
  • Complete a business transaction such as a merger, acquisition, or sale of assets

Investor and Financial Information

Capital Sourcing Partners provides marketing and lead generation services for fund managers, syndicators, private equity firms, and other investment-related businesses.

Information submitted through our website or through our clients' marketing campaigns may be used for investor qualification, lead generation, communication, and marketing purposes.

Capital Sourcing Partners does not provide investment advice, legal advice, tax advice, financial planning services, securities advice, or recommendations regarding any investment opportunity.

Any investment-related decisions should be made only after consultation with qualified legal, tax, and financial professionals and review of all applicable offering documents.

Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, misuse, or destruction.

While we strive to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain information for as long as necessary to:

  • Provide services
  • Maintain client relationships
  • Fulfill legal obligations
  • Resolve disputes
  • Enforce agreements
  • Improve our business operations

Information may be securely deleted, anonymized, or retained as required by law or legitimate business interests.

Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to:

  • Access personal information
  • Correct inaccurate information
  • Request deletion of personal information
  • Opt out of marketing communications
  • Request information regarding data usage
  • Withdraw consent where applicable

To exercise these rights, please contact us using the information provided below.

Third-Party Websites

Our website may contain links to third-party websites, resources, or services. Capital Sourcing Partners is not responsible for the privacy practices or content of those third-party websites.

We encourage users to review the privacy policies of any third-party websites they visit.

Children's Privacy

Our services are intended for individuals who are at least eighteen (18) years of age.

We do not knowingly collect personal information from children under the age of thirteen (13). If we become aware that such information has been collected, we will take reasonable steps to delete it.

California Privacy Rights

California residents may have additional privacy rights under applicable law, including the right to know what personal information is collected, how it is used, and the right to request deletion or correction of certain personal information.

Capital Sourcing Partners does not sell personal information and does not sell or share SMS consent data or mobile phone numbers for third-party marketing purposes.

Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Updates will be posted on this page and will become effective immediately upon posting unless otherwise stated.

Continued use of our website following any changes constitutes acceptance of the revised Privacy Policy.

Contact Us

If you have any questions regarding this Privacy Policy or our privacy practices, please contact us:

Capital Sourcing Partners