How we handle your information.
Valcor Capital takes the confidentiality of client and prospective client information seriously. This policy describes what we collect, how we use it, and the limited circumstances under which it is shared.
Information we collect
When you submit an inquiry through our website, request services, or correspond with us by phone or email, we may collect the following:
- Contact information — name, business name, title, email address, and phone number
- Business information — industry, years in operation, revenue range, employee count, and location
- Financing details — type and amount of capital sought, intended use of funds, timeline, collateral availability, and credit profile category
- Communications — records of phone calls, emails, and written correspondence with our team
- Site usage — basic technical information such as browser type, IP address, and pages viewed, collected through standard server logs
We do not request, collect, or store sensitive personal identifiers such as Social Security numbers, full Employer Identification Numbers, bank account numbers, or routing numbers through our website forms. Any such information shared during a formal engagement is exchanged through secure channels with appropriate safeguards in place.
How we use your information
We use the information you provide for the following purposes:
- To respond to your inquiry and discuss your financing needs
- To match your situation with the most appropriate lenders and capital partners in our network
- To prepare materials, term sheets, and analyses on your behalf
- To maintain records of our communications and engagements
- To improve our services and respond to client feedback
How we share your information
Valcor Capital does not sell client information. We do not share information with third parties for unsolicited marketing, advertising, or any commercial purpose unrelated to the services we provide.
Information is shared only in the following circumstances:
- With capital partners. The nature of our work requires us to share relevant client information with banks, credit unions, debt funds, family offices, private equity firms, and other capital partners we engage on your behalf. We share only the information needed to evaluate and structure financing, and we work with partners who maintain their own confidentiality obligations.
- With service providers. We may share limited information with vendors who support our operations — for example, secure document storage, communication platforms, and professional advisors — under appropriate confidentiality terms.
- When legally required. We will disclose information if compelled by court order, subpoena, regulatory requirement, or other legal process. We will, where lawful, notify the affected party prior to disclosure.
- With your consent. Beyond the above, we share information only when you authorize us to do so.
Confidentiality and NDAs
Confidentiality is foundational to our work. Non-disclosure agreements are available on request and are routinely executed during formal engagements. Client identities, transaction details, and business information are not used in our marketing without prior written consent.
Data security
We employ commercially reasonable administrative, technical, and physical safeguards to protect the information you provide, including encrypted transmission of website inquiries and secure access controls on internal systems. No method of transmission or storage is 100% secure, however, and we cannot guarantee absolute security.
Cookies and analytics
Our website may use cookies and standard analytics tools to understand site usage and improve performance. These tools collect aggregated, non-identifying information. You can disable cookies in your browser settings; doing so should not affect your ability to use our site or submit inquiries.
Your rights
Depending on your jurisdiction, you may have rights regarding the information we hold about you, including the right to:
- Request access to or a copy of your information
- Request correction of inaccurate information
- Request deletion of your information, subject to legal and contractual retention requirements
- Opt out of certain uses of your information
To exercise any of these rights, contact us at [email protected].
Retention
We retain inquiry and engagement records for as long as necessary to provide services, comply with legal and regulatory obligations, resolve disputes, and enforce agreements. When information is no longer needed for these purposes, it is deleted or anonymized.
Changes to this policy
We may update this policy from time to time. Material changes will be reflected by an updated "last updated" date above. Continued use of our services after changes constitutes acceptance of the updated policy.
Contact
Questions about this policy or about how your information is handled can be directed to:
Valcor Capital
Email: [email protected]
Phone: 1.877.282.5267