Privacy
Policy.

Effective 29 July 2026 · Last updated 29 July 2026

Who this policy covers

This policy applies to Strategic Corporate Services LLC ("SCS," "we," "us") and to everyone who visits scsslc.com, submits a Capital Assessment, or engages SCS as an advisor.

SCS is a capital advisory and placement firm. We are not a lender. Once a capital facility is placed with a lending partner, that lender's own privacy policy governs the information they hold about you, independently of this one.

What we collect

We collect only what is required to assess your capital position and place a facility. That falls into four categories.

Identity and contact information

• Your name and business name
• Email address, telephone number, and business address
• Your role in the business and ownership position

Business and financial information

• Revenue, time in business, and industry
• Existing capital obligations, advance positions, and payment schedules
• Financial statements, tax returns, and accounts receivable aging reports, where an engagement requires them
• Credit information, including consumer and business credit reports where you authorize us to obtain them

Bank statements

Business bank statements are the single most important input to an underwriting decision, and we treat them accordingly. We request them only when an engagement has progressed to the point where a lender submission is contemplated, we use them solely to assess and place capital, and we do not use them for any marketing purpose.

Technical and usage information

• IP address, browser type, device type, and referring page
• Pages visited and time on site, only where analytics storage has been accepted
• Personalization values passed in a link, such as your name, industry, or referral source

Personalization values are held in your browser's session storage and are discarded when you close the tab. SCS does not use cookies for personalization. See our Cookie Policy.

How we use it

Your information is used to architect and place capital, and for nothing else.

• Capital assessment. Analyzing your financial profile to determine which capital pathways fit and what terms are realistic.
• Lender matching. Comparing your profile against approval data from our institutional lending partners to identify the strongest available placement.
• Submission and negotiation. Preparing and submitting your file to lenders you have approved, and negotiating terms on your behalf.
• Ongoing advisory. Monitoring your capital position after funding to identify refinancing, renewal, and graduation opportunities.
• Communication. Responding to your inquiries and providing capital analysis you have asked to receive.
• Legal and operational. Meeting recordkeeping, tax, audit, and anti-fraud obligations.

We do not sell your information. We do not rent, trade, or distribute it to data brokers, marketing lists, or lead aggregators.

Who we share it with

Your file goes to a lender only with your knowledge.

Institutional lending partners. To place capital we must submit your information to lenders. We tell you which lenders are being approached and why before a submission is made, and we do not shop your file across a marketplace without your knowledge. This is a deliberate difference from how brokers typically operate.

Service providers. We use third parties to operate the business, and they receive only what their function requires:

• Jotform — hosts the Capital Assessment form and stores submissions
• Netlify — hosts this website and processes contact form submissions
• Google Analytics — measures site usage, and only if you accept analytics storage
• Email, document storage, and customer relationship management providers used to conduct the engagement

Legal requirements. We disclose information where required by law, subpoena, or regulatory authority, or to investigate fraud or enforce our agreements.

Business transfer. If SCS is party to a merger, acquisition, or sale of assets, client information may transfer as part of that transaction. You would be notified.

How long we keep it

We keep your information for as long as the advisory relationship is active, and afterward only as long as a legitimate business or legal obligation requires.

In practice this means engagement records, executed agreements, and funding documentation are retained after a facility closes to meet recordkeeping, tax, and audit obligations and to service the relationship. Assessment submissions that never lead to an engagement are held for a limited period and then deleted. When information no longer serves a purpose we delete it or render it non-identifying.

Your rights and how to exercise them

You can ask us to show you, correct, or delete what we hold about you.

• Access. Request a copy of the information we hold about you and your business.
• Correction. Have inaccurate or incomplete information corrected.
• Deletion. Request deletion of your information, subject to records we are legally required to keep.
• Withdraw authorization. Withdraw your authorization for lender submissions at any time. This does not undo submissions already made.
• Opt out of communications. Unsubscribe from any SCS communication at any time.

To exercise any of these, email roger@scsslc.com with the subject line "Privacy Request," or call 801-362-3002. We will confirm receipt and respond within 30 days. We may need to verify your identity and your authority to act for the business before acting on a request.

Deleting your information may end our ability to advise you or to service an existing facility. We will tell you when that is the case before acting.

How we protect it

We use administrative, technical, and physical safeguards appropriate to the sensitivity of financial information, including encrypted transmission of this website over HTTPS, access limited to personnel who need it to perform the engagement, and reputable third-party platforms for form intake and hosting.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please do not send bank statements or other sensitive financial documents through unencrypted email. We will tell you how to transmit them securely when they are needed.

Cookies and site storage

This site sets no non-essential storage until you accept it. Analytics is declined by default. The full detail, including every storage key we use and how to change your choice, is in our Cookie Policy.

Third-party sites

This site links to third-party platforms, including our Capital Assessment form hosted by Jotform. Once you are on a third-party platform, that platform's privacy policy governs. We do not control their practices.

Children

This site and our services are directed to businesses and to adults acting on their behalf. We do not knowingly collect information from anyone under 18. If you believe we have, contact us and we will delete it.

Changes to this policy

We may update this policy as our practices or the law change. The effective date at the top of this page will change with it. Material changes affecting how we use or share your information will be communicated directly to active clients.

Governing law

This policy is governed by the laws of the State of Utah, without regard to its conflict of laws provisions. Any dispute arising from it is subject to the exclusive jurisdiction of the state and federal courts located in Salt Lake County, Utah.

Contact us

Ready to begin? Start a Capital Assessment — no cost, no obligation.