Information We Collect
Fundboo collects identity, contact, profile, business, payment, application, document, and communication information when you apply, subscribe, purchase a product, contact us, or use the dashboard.
This can include your name, email, phone number, business information, profile data, uploaded documents, bureau replies, funding details, and activity inside the platform.
We also collect limited technical information such as device type, browser, approximate location, IP-derived region, and pages visited so the platform can stay secure and improve performance.
How We Use Information
We use your information to operate Fundboo, deliver products and services, maintain your account, guide you through the platform, support profile improvement and funding workflows, respond to support requests, and communicate about purchases, updates, and next steps.
We may use your data to personalize the dashboard, surface relevant workflow steps, and present the correct products, funding lanes, or support materials based on your current stage.
When Information Is Shared
We share data only when needed to operate the platform, process purchases, provide communication services, store documents, verify activity, or support approved third-party integrations.
We may also share information when required by law, to enforce our terms, to protect the platform, to investigate fraud or misuse, or when you request that we deliver a document or application to another party.
These policies are designed to explain how Fundboo operates. They do not replace your own review with counsel, tax professionals, or advisors where you need guidance specific to your situation.