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Legal

Privacy Policy

Effective Date
September 22, 2026
Location
Dallas, Texas

This Privacy Policy describes what information BankableIQ collects, how we use it, and the choices you have. By using the Services, you consent to the practices described here.

  1. 1

    What we collect

    Contact details (name, email, phone), business details (business name, revenue, time in business, industry, credit and banking profile information you or your advisor submit), payment information (processed by our payment processor; we do not store full card numbers), and usage data (pages visited, device, IP address, cookies).
  2. 2

    How we use it

    To provide the Services, run business scans and capital readiness reports, match businesses with funding partners, process payments and commissions, send account, onboarding and marketing messages, provide support, and improve the platform.
  3. 3

    Sharing

    We share information with funding partners and lenders when a business applies or is submitted for funding, with the advisor or connector who referred the business, with service providers that run our platform (hosting, CRM, email, SMS, payments, analytics) under confidentiality obligations, and when required by law. We do not sell personal information.
  4. 4

    Text messages

    If you provide your mobile number, you agree to receive account and marketing texts from BankableIQ. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. Mobile numbers and SMS consent are never shared with third parties for their marketing.
  5. 5

    Email

    Every marketing email includes an unsubscribe link.
  6. 6

    Cookies and tracking

    We use cookies and similar tools, including affiliate tracking, to keep you signed in, credit referrals and measure performance. You can control cookies in your browser.
  7. 7

    Security

    We use reasonable administrative, technical and physical safeguards. No system is 100% secure.
  8. 8

    Retention

    We keep information while your account is active and as needed for legal, tax, accounting and dispute purposes.
  9. 9

    Your choices

    You can access, update or request deletion of your information by emailing support@bankableiq.io. Depending on your state, you may have additional rights, which we will honor as required by law.
  10. 10

    Children

    The Services are not for anyone under 18.
  11. 11

    Changes

    We will post updates here with a new effective date.
  12. 12

    Contact

    support@bankableiq.io

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