Privacy Policy

Effective Date: February 2, 2026

CapitalVanta (“CapitalVanta,” “we,” “our,” or “us”) operates a Massachusetts-based investment property financing intake and screening platform. This Privacy Policy explains how we collect, use, disclose, and protect your information when you interact with our website, advertisements, forms, SMS communications, or related services.

CapitalVanta operates from:

377 Willard Street, Quincy, MA 02169, United States

By using our website or submitting your information, you agree to the terms of this Privacy Policy.

1. Eligibility

CapitalVanta is intended for individuals aged 21 or older. By submitting information, you represent that you are at least 21 years of age.

Our services are intended for investment property financing inquiries only and not for consumer debt or primary residence financing.

2. Information We Collect

We collect information you voluntarily provide, including:

- Full name

- Email address

- Phone number

- Property address

- Estimated credit score range

- Estimated rental income

- Purchase or refinance details

- Deal structure information

- Any information submitted through forms, scheduling links, or direct communication

We may also automatically collect:

- IP address

- Device information

- Browser type

- Pages visited

- Interaction data through cookies and tracking technologies

We do not intentionally collect Social Security numbers, full credit reports, or bank account information directly through our website.

3. How We Collect Information

Information may be collected through:

- Website forms

- Facebook Lead Ads

- SMS opt-in forms

- Calendly or booking links

- Email communications

- Third-party CRM systems (including GoHighLevel)

- Facebook Pixel and Google Analytics tracking tools

4. How We Use Your Information

We use collected information to:

- Review investment property financing inquiries

- Conduct DSCR-related intake and screening

- Introduce qualified inquiries to third-party lenders

- Communicate via phone, email, and SMS

- Send automated follow-up messages

- Improve our website and advertising performance

- Conduct retargeting campaigns

- Maintain internal records and compliance documentation

CapitalVanta does not provide financing directly. We operate as a screening and introduction platform.

5. How We Share Information

We may share your information only with:

- Licensed mortgage lenders for evaluation of your investment property financing request

- Service providers supporting our CRM, communications, or analytics systems

We do not:

- Sell personal information

- Share data with marketing affiliates

- Share information for unrelated advertising purposes

Information is shared solely for the purpose of evaluating potential financing opportunities.

6. SMS Communications & TCPA Disclosure

By submitting your phone number through our website, lead forms, or scheduling tools, you consent to receive:

- Automated SMS messages

- Manual SMS communications

- Appointment reminders

- Follow-up messages related to your inquiry

Message frequency may vary.

Message and data rates may apply depending on your mobile carrier.

Consent to receive SMS messages is not a condition of obtaining financing or services.

You may opt out at any time by replying STOP to any SMS message. For assistance, reply HELP or contact us at the address above.

CapitalVanta complies with the Telephone Consumer Protection Act (TCPA) and applicable federal and state communications laws.

7. Email Communications

By submitting your information, you consent to receive email communications related to your financing inquiry.

You may unsubscribe at any time by using the link provided in our emails.

8. Cookies & Tracking Technologies

We use cookies and similar technologies, including:

- Facebook Pixel

- Google Analytics

- Retargeting advertising tools

These tools allow us to:

- Analyze traffic and engagement

- Improve advertising effectiveness

- Deliver relevant ads

You may adjust cookie preferences through your browser settings.

9. Data Retention

We retain personal information only as long as necessary to:

- Fulfill the purposes outlined in this policy

- Comply with legal obligations

- Resolve disputes

- Maintain business records

10. Data Security

We implement commercially reasonable administrative, technical, and organizational safeguards to protect your information.

However, no internet transmission or storage system is guaranteed to be 100% secure. By using our services, you acknowledge this risk.

11. Your Privacy Rights

Depending on your jurisdiction, you may have rights to:

- Access your personal information

- Request correction

- Request deletion

- Request limitation of processing

To exercise these rights, contact us in writing at the address listed above.

We do not sell personal data as defined under applicable privacy laws.

12. Third-Party Websites

Our website or communications may link to third-party websites. We are not responsible for their privacy practices.

13. Arbitration & Limitation of Liability

Any dispute arising out of or relating to this Privacy Policy shall be resolved through binding arbitration in the Commonwealth of Massachusetts.

To the fullest extent permitted by law, CapitalVanta shall not be liable for indirect, incidental, consequential, or punitive damages arising from use of our website or services.

14. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

Continued use of our services constitutes acceptance of any changes.

15. Contact Information

CapitalVanta

377 Willard Street

Quincy, MA 02169

United States

For privacy-related inquiries, contact us in writing at the address above.