Effective Date: July 16, 2025
Company Name: Azgari LLC (“Azgari,” “we,” “our,” or “us”)
Website: https://azgari.com

Azgari LLC is committed to protecting your privacy and handling personal, business, and financial-related information responsibly, lawfully, and transparently. This Privacy Policy explains how we collect, use, disclose, and protect information when you interact with our website, forms, assessments, payment systems, communications, or services—whether through digital channels or direct human interaction.

We may collect the following categories of information depending on how you interact with us:

• Full name
• Email address
• Phone number
• City, state, and country
• Employment or business background
• Business interests, goals, and preferences
• Information submitted via forms, assessments, applications, or surveys

When you apply for services, financing support, underwriting analysis, or payment processing, we may collect or receive financial and business-related information, including but not limited to:

• Bank name and account ownership verification
• Account balances (point-in-time or historical, as permitted)
• Transaction history and money-movement metadata
• Revenue, expenses, and cash-flow indicators
• Credit-related or underwriting-related information
• Payment method details processed through Stripe or similar providers

Important:

• We do not directly store full bank login credentials.
• Financial data is accessed only with your explicit consent and typically via secure, third-party platforms (e.g., Stripe or financial data aggregators).

• IP address
• Browser type and version
• Device type and operating system
• Pages visited, time on site, clicks, and referral data
• Cookies, pixels, and similar tracking technologies

• Emails, SMS messages, calls, and voicemail recordings (where legally permitted)
• Chat messages, AI-assisted interactions, and form submissions
• Notes or summaries generated by AI or human team members during consultations

We use collected information to:

• Provide consultations, services, programs, and resources you request
• Evaluate business, financial, or operational readiness
• Support underwriting, payment processing, or financing-related workflows
• Schedule appointments and deliver onboarding or follow-up communications
• Communicate via AI-assisted and human-led calls, emails, and SMS regarding your inquiry
• Personalize recommendations and service delivery
• Improve our website, tools, AI systems, and service offerings
• Comply with federal, state, and contractual obligations
• Protect against fraud, misuse, or unauthorized activity

By submitting your information through any Azgari website, form, application, payment portal, calendar, or communication channel, you expressly consent to:

• Being contacted by Azgari representatives, contractors, or AI-assisted systems
• Receiving communications via:
  
  • Phone calls (manual or automated, where permitted)
  • SMS / text messages
  • Email
  • AI-generated follow-ups or summaries
• Discussions related to:
  
  • The specific inquiry you submitted
  • Services, programs, or resources relevant to your request
  • Operational, financial, or business-related next steps

Message frequency varies. Message and data rates may apply.
You may opt out at any time by replying STOP to SMS messages or clicking Unsubscribe in emails.

• We do not sell, rent, or share SMS opt-in data with third parties for marketing purposes.
• Consent to receive communications is not a condition of purchase unless explicitly stated.
• You may revoke consent at any time.

We do not sell your personal or financial information to third parties.

We may share information only with:

• Trusted service providers (e.g., Stripe, scheduling tools, form platforms, analytics providers) strictly for service delivery
• Contractors or advisors working under confidentiality obligations
• Legal or regulatory authorities when required by law, subpoena, or court order
• Financial or compliance partners only when you authorize such sharing

All third parties are required to maintain reasonable data security and confidentiality standards.

We use commercially reasonable administrative, technical, and organizational safeguards, including:

• Encryption
• Secure access controls
• Role-based data permissions

No system can be guaranteed 100% secure. By using our services, you acknowledge and accept this risk.

We use cookies, pixels, and similar tools to:

• Analyze site performance
• Improve user experience
• Support marketing attribution and lead capture

You may manage cookie preferences via your browser settings.

Depending on your state of residence (including Texas, Delaware, California-style frameworks, and other U.S. jurisdictions), you may have the right to:

• Request access to personal data we hold
• Request correction or deletion of your data
• Request a copy of your information
• Opt out of certain marketing communications
• Limit or object to specific processing activities

To exercise your rights, email: privacy@azgari.com

We will verify requests and respond in accordance with applicable law.

Our website and services may integrate or link to third-party platforms such as:

• Stripe
• Calendly
• JotForm
• Analytics and AI service providers

These platforms operate under their own privacy policies. We encourage you to review them independently.

Azgari services are intended for adults 18 years or older. We do not knowingly collect data from minors.

We may update this Privacy Policy periodically. Updates will be posted with a revised effective date. Continued use of our services constitutes acceptance of the updated policy.

📧 Email: support@azgari.com
🌐 Website: https://azgari.com

© 2025 Azgari LLC. All rights reserved.

This policy is designed to be commercially reasonable and compliant for a U.S. advisory business, but it is not legal advice. For regulated financial activities, confirm obligations with qualified counsel.