Privacy Policy

Last updated: December 2024

1. Introduction

Eagle Rock CFO ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services or visit our website.

By accessing or using our services, you agree to this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access our services.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you express interest in our services, including:

  • Name and contact information (email address, phone number)
  • Company name and business information
  • Financial data you authorize us to access through connected accounting platforms
  • Communications and correspondence with us

Automatically Collected Information

When you visit our website, we may automatically collect certain information including your IP address, browser type, operating system, referring URLs, and information about how you interact with our website.

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process transactions and send related information
  • Respond to your comments, questions, and requests
  • Send you technical notices, updates, and administrative messages
  • Communicate with you about services, offers, and events
  • Monitor and analyze trends, usage, and activities
  • Detect, investigate, and prevent fraudulent transactions and other illegal activities
  • Comply with legal obligations

4. Information Sharing and Disclosure

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

  • Service Providers: With third-party vendors who perform services on our behalf (e.g., cloud hosting, analytics)
  • Legal Requirements: When required by law or to respond to legal process
  • Protection of Rights: To protect our rights, privacy, safety, or property, and that of our clients and others
  • Business Transfers: In connection with any merger, sale of company assets, or acquisition
  • With Your Consent: When you have given us explicit consent to share your information

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. When we no longer need your information, we will securely delete or anonymize it.

7. Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access your personal information
  • The right to correct inaccurate or incomplete information
  • The right to delete your personal information
  • The right to restrict or object to processing
  • The right to data portability

To exercise these rights, please contact us at nick@eaglerockaivc.com.

8. Third-Party Services

Our services may integrate with third-party platforms such as QuickBooks Online and Xero. Your use of these integrations is subject to the respective third party's privacy policies. We encourage you to review their privacy practices before authorizing access to your data.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

10. Contact Us

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

Email: nick@eaglerockaivc.com
Company: Eagle Rock CFO