Legal

Privacy Policy

Effective November 14, 2026

This Privacy Policy explains how Needham Funding ("we", "us", "our") collects, uses, shares and protects personal information in connection with our website, forms, applications, portal, calls, text messages and emails (the "Services"), and the choices and rights you have. It applies to information about business owners, officers and representatives who use or are contacted through the Services.

Information we collect

Information you give us, such as your name, phone number, email address, business name, business type, revenue, the amount and purpose of financing you are seeking, time in business, and any information or documents you choose to provide in an application, such as bank statements and signatures.

Information from calls and messages, such as recordings, transcripts and notes of calls with us or with automated assistants acting for us, and the content of texts and emails you exchange with us.

Information collected automatically, such as IP address, device and browser type, pages viewed, referring pages, and similar data, collected through cookies, pixels and similar technologies.

Information from other sources, such as publicly available business information, business data providers, marketing partners, Funding Partners (for example, the status of a request), and identity-verification and fraud-prevention services.

How we use information

to respond to your requests and provide the Services, including estimates, applications and your portal;
to match your business with Funding Partners and send your request to them;
to contact you by phone, text message and email about your request and about financing that may interest your business, as described in Calls, Texts and Email;
to verify information, prevent fraud, and protect the security of the Services and our users;
to operate, maintain, analyze and improve the Services, including quality assurance and training, which may involve automated and AI tools reviewing calls and messages;
to comply with law, enforce our terms, and protect our rights and the rights of others.

How we share information

With Funding Partners. When you request financing or information, we share the information you provide and related information with one or more Funding Partners so they can evaluate your request and contact you directly. Funding Partners use your information under their own privacy policies. We may receive compensation from Funding Partners in connection with these referrals.

With service providers who perform services for us, such as hosting, communications and telephony, data storage, analytics, customer support, and identity and fraud services, under obligations to protect the information.

With our affiliates, including related brands operated under common control.

For legal reasons, such as to comply with law, legal process or government requests, to enforce our terms, or to protect the rights, property or safety of us, our users or others.

In a business transfer, such as a merger, acquisition, financing, or sale of assets.

With your consent or at your direction.

Depending on the state you live in, sharing information with Funding Partners for compensation, or for advertising, may be considered a "sale" or "sharing" of personal information. You can opt out at any time; see Your Privacy Choices.

Cookies and similar technologies

We and our service providers use cookies, pixels and similar technologies to operate the Services, remember preferences, measure performance and, in some cases, for advertising. You can control cookies through your browser settings. Where required by law, we treat a Global Privacy Control (GPC) signal from your browser as a request to opt out of sales and sharing for that browser. We do not otherwise respond to "Do Not Track" signals.

Your choices

Texts: reply STOP to any text message to stop texts. Calls: ask to be placed on our internal do-not-call list on any call or through our contact page. Email: use the unsubscribe link in any marketing email. Opting out of marketing does not stop messages about a request you have open, which you can also ask us to stop.

Your privacy rights

Depending on where you live, you may have rights to: know and access the personal information we hold about you; correct inaccurate information; delete your information; obtain a portable copy; opt out of the sale or sharing of your information, targeted advertising and certain profiling; and limit the use of sensitive information. You may also have the right to appeal a decision about your request.

To exercise a right, follow Your Privacy Choices. We will verify your request by matching information you give us with information in our records. You may use an authorized agent where the law allows; we may ask for proof of authorization. We will not discriminate against you for exercising your rights.

California residents: we collect the categories of information described in "Information we collect" (identifiers, commercial and financial information about your business, internet activity, audio recordings, and inferences) for the purposes and from the sources described above, and disclose them to the categories of recipients described in "How we share information". We do not knowingly sell or share the personal information of anyone under 16.

Retention

We keep personal information for as long as needed for the purposes described in this policy, including to provide the Services, keep records of consent and opt-outs, resolve disputes, and meet legal, tax and regulatory requirements, and then delete or de-identify it.

Security

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

Children

The Services are for adults acting for businesses. They are not directed to children, and we do not knowingly collect information from anyone under 18.

Where information is processed

The Services are intended for businesses in the United States, and information is processed in the United States.

Changes to this policy

We may update this policy from time to time. We will post the updated version with a new effective date, and where required by law we will give additional notice.

Contact

Call us at (469) 414-0557 or write to us through our contact page. Please tell us the phone number and email address you used with us so we can find your records.