Privacy Policy

Effective Date: January 1, 2026
Slate CFO Partners LLC (“Slate,” “we,” “us,” “our”)
Website: www.slatecfo.com

Location: California, United States

This Privacy Policy explains how we collect, use, and disclose personal information when you visit our website or submit an inquiry through our Contact Us form.

1) Information we collect
Information you provide

When you submit our Contact Us form, we collect the information you choose to provide, which may include:

Full name
Email address
Company name
Revenue range (if selected)
Message content
Any other information you include in your message (for example, phone number or role/title)

Please do not submit sensitive personal information through the Contact Us form (for example, Social Security numbers, bank account numbers, passwords, or other confidential account credentials).

Information collected automatically

When you visit our website, we and our service providers may collect limited information automatically for analytics and security purposes, such as IP address, device and browser information, pages viewed, and general site usage activity. We use Wix Analytics to understand website traffic and usage patterns.

Our website uses cookies and similar technologies for essential site functionality and, if enabled, analytics. You can manage cookie preferences through our cookie banner (if enabled) and through your browser settings.

2) How we use information

We use personal information to:

Respond to your inquiry and communicate with you
Schedule and manage an introductory call if requested
Operate, maintain, and improve our website and services
Maintain website security and prevent fraud or misuse
Comply with legal obligations and enforce our policies

3) How we disclose information

We do not sell your personal information. We do not share personal information for cross-context behavioral advertising.

We may disclose personal information to:

Wix, as our website platform and service provider, to host the website, process form submissions, and provide website analytics
Service providers we engage to operate our business (for example, email providers), solely to perform services on our behalf
Legal authorities or others when required by law or when necessary to protect rights, safety, and security
Successor entities in connection with a merger, acquisition, or sale of all or part of our business, subject to appropriate safeguards

4) Your choices

You can control cookies through the cookie banner (if enabled) and your browser settings. If you block cookies, some website features may not function properly.

Do Not Track

Some browsers offer a “Do Not Track” (DNT) signal. Because there is not a consistent industry standard for responding to DNT signals, we do not respond to DNT signals.

5) Data retention

We retain Contact Us form submissions and related communications only as long as reasonably necessary to respond to you, maintain appropriate business records, and comply with legal obligations.

6) Security

We use reasonable safeguards designed to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7) Children’s privacy

Our website is not directed to children under 16, and we do not knowingly collect personal information from children.

8) Professional communications

Please do not submit sensitive or confidential information through the Contact Us form. Submitting information through this website does not create a client relationship. A client relationship is formed only through a signed engagement letter. If we need documents, we will provide a secure method for transmission.

9) Updates

We may update this Privacy Policy from time to time. Changes are effective when posted. We will update the Effective Date above.

10) Contact

If you have questions about this Privacy Policy, contact: info@slatecfo.com