Who We Are
Keystone Capital Advisory ("KCA," "we," "us," or "our") is a commercial loan brokerage that connects business owners and real estate investors with financing solutions nationwide. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at keystonecapitaladvisory.com or interact with us through any related communications.
Information We Collect
Information you provide directly. When you submit our intake form, book a call, or otherwise contact us, we may collect:
- Full name
- Email address
- Phone number
- Business or property information related to your financing inquiry
- Any additional details you choose to share about your deal or financial situation
Information collected automatically. When you visit our website, we may collect certain information automatically, including:
- IP address and approximate geographic location
- Browser type and operating system
- Pages visited, time spent on pages, and referring URLs
- Device identifiers
Tracking technologies. We may use cookies, pixel tags (including the Meta Pixel), and similar technologies to understand how visitors interact with our site. These tools help us measure the effectiveness of our advertising and improve your experience.
How We Use Your Information
We use the information we collect to:
- Respond to your financing inquiry and evaluate your deal
- Connect you with appropriate lending partners
- Schedule and conduct capital strategy calls
- Communicate with you about your loan process
- Send follow-up correspondence related to your inquiry
- Analyze site traffic and improve our website and services
- Run and measure advertising campaigns
How We Share Your Information
We do not sell your personal information. We may share your information in the following circumstances:
- Lending partners. To evaluate and process your financing request, we share relevant deal and contact information with lenders and capital sources in our network. This is a core part of the service we provide.
- Service providers. We use third-party tools to manage our CRM, email communications, scheduling, and analytics. These providers only access your information to perform services on our behalf.
- Legal requirements. We may disclose your information if required to do so by law or in response to valid legal processes.
Our commitment: We treat your financial information with the same discretion a bank would. Your deal details are shared only with parties directly involved in evaluating or processing your financing request.
Third-Party Services
Our website and operations rely on trusted third-party services, which may include:
- Google Analytics (website analytics)
- Meta / Facebook Pixel (advertising measurement)
- GoHighLevel (CRM and form processing)
- Calendly or similar scheduling tools
Each of these services has its own privacy policy governing how it handles data. We encourage you to review their policies directly.
Email Communications
If you provide your email address, we may send you communications related to your inquiry, our services, or relevant financing information. You can opt out of non-essential emails at any time by clicking the unsubscribe link in any email or by contacting us directly.
Data Security
We implement commercially reasonable technical and organizational measures to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Data Retention
We retain your information for as long as necessary to fulfill the purposes outlined in this policy, maintain our business relationship, or comply with legal obligations. If you request deletion of your information, we will process that request in a timely manner, subject to any legal or regulatory requirements.
Your Rights
Depending on your location, you may have certain rights regarding your personal information, including the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information
- Opt out of certain data processing activities
To exercise any of these rights, contact us using the information below.
Children's Privacy
Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, please contact us and we will promptly delete it.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of our website after any changes constitutes your acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your rights, contact us at:
Keystone Capital Advisory
Email: cameron@keystonecapitaladvisory.com
Phone: (678) 541-8882