Privacy Policy

This website is operated by [Company legal name] ("we", "us", "our"). We provide capital advisory, strategy, and persuasion consulting services, primarily through Carta Meridian and private advisory engagements.

We collect information that you voluntarily provide when you:

• Join a waitlist or download a lead magnet (name, email address, role);
• Request a Carta Meridian consultation (name, email, company name, website, role, funding stage, capital type, target raise, revenue, objectives, and any additional context you provide);
• Book or express interest in a private advisory session.

We do not collect payment information directly on this website. Any payment or booking processing that may be added in the future will be handled by a separate, PCI-compliant provider.

We use the information you provide to:

• Evaluate whether there is a fit for an advisory engagement;
• Respond to your enquiry and arrange consultations;
• Maintain our relationship records in Attio, our CRM;
• Send you follow-up communications, newsletters, or nurture sequences where you have consented;
• Improve our website and services.

This website uses cookies and browser storage technologies (including localStorage) for basic functionality only. For example, we store a small flag in your browser so that the entry pop-up does not reappear after you have already seen it or submitted your email.

We do not use cookies for cross-site advertising, third-party tracking, or analytics profiling. No advertising identifiers are placed on your device. You may clear your browser data or adjust your browser settings at any time; doing so may reset preferences such as the pop-up seen-state.

We share your data only with the service providers necessary to operate our business. Currently, that includes Attio, which acts as our CRM and stores the contact and company information you submit. We do not sell your personal information to third parties.

We retain your information for as long as necessary to fulfill the purpose for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. We apply reasonable administrative, technical, and physical safeguards to protect the information we hold.

Depending on your location, you may have rights to access, correct, delete, or restrict the use of your personal information. To exercise these rights, or to ask questions about how we handle your data, contact us at [Contact email].

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date. We encourage you to review this page periodically.

For privacy-related questions, please contact us at [Contact email].