Introduction CapCompass Partners (“Company,” “we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information you provide to us, including through our website at capcompasspartners.com.

Information We Collect We may collect the following types of personal information:

• Full name, email address, mobile phone number, and company information you voluntarily submit through our contact or opt-in forms
• Usage data such as IP address, browser type, pages visited, and referring URLs collected automatically
• Communications you send us via email, phone, or text message

How We Use Your Information We use your personal information to:

• Respond to inquiries and provide investment banking, capital advisory, and fractional CFO services
• Send transactional communications such as billing updates, account information, and service-related notifications
• Send marketing communications, including text messages and emails, only where you have provided express written consent
• Comply with legal and regulatory obligations

SMS / Text Message Communications By providing your mobile phone number and checking the applicable consent box on our forms, you consent to receive text messages from CapCompass Partners. Please review our SMS Terms & Conditions for full details.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS consent and phone numbers collected for text messaging will not be sold, rented, or shared with any third party for their own marketing use. Information may be shared with our service providers (such as Aloware) solely for the purpose of delivering messages on our behalf, subject to confidentiality obligations.

Sharing of Information We do not sell your personal information. We may share information with:

• Service providers that assist us in operating our business (e.g., CRM platforms, telephony providers, email delivery services), bound by contractual data
  protection obligations.
• Legal authorities when required by applicable law, subpoena, or court order.
• Successors in the event of a merger, acquisition, or sale of business assets.

Data Retention We retain personal information, including SMS consent records, for a minimum of five (5) years or as required by applicable law or regulatory guidance.

Your Rights and Opt-Out You have the right to:

• Opt out of SMS messages at any time by replying STOP to any text message we send. You may also reply HELP for assistance.
• Opt out of marketing emails by clicking the unsubscribe link in any marketing email
• Request access, correction, or deletion of your personal data by contacting us at the address below

Security We implement commercially reasonable technical and administrativesafeguards to protect your information from unauthorized access, disclosure, or misuse.

Children’s Privacy Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors.

Changes to This Policy We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised “Last Updated” date. Continued use of our website or services after such changes constitutes acceptance.

Contact Us CapCompass Partners
Email: inquiries@capcompasspartners.com
Website: capcompasspartners.com