Privacy Policy
This Privacy Policy explains how Stonebranchloop LLC collects, uses, discloses, and protects personal information in connection with our website and advisory services. It applies to individuals who visit our website or contact us for advisory services. We are committed to handling personal data with care and in compliance with applicable data protection laws. This policy describes the categories of information we process, our legal bases for processing, your rights, retention practices, cookie and analytics usage, and how to contact us regarding privacy questions. For contractual details about engagement-level data handling, advisers and clients receive tailored confidentiality and data processing addenda as part of engagement agreements.
Information we collect
We collect information you provide directly when you contact us or request services, such as name, email, phone number, company, role, and any documents you choose to share for diagnostics. We also collect technical information automatically when you visit our website, including IP addresses, browser type, operating system, referring pages, and pages visited. Analytics cookies and similar technologies help us understand site usage for performance and improvement. When engaging as a client, we may process additional business and financial data relevant to capital allocation diagnostics. We limit collection to data necessary to deliver our services and to comply with legal obligations. Sensitive personal data is not requested through the public website. If such data is necessary for a specific engagement, we handle it only under explicit contractual protections and with clear consent or legal basis.
How we use information
We use personal information to respond to inquiries, provide requested services, administer client engagements, and communicate updates about our insights and offerings when you opt in. Technical data is used to operate and secure the website, analyze usage patterns, and improve functionality and performance. For advisory engagements, data is used in diagnostic modeling, scenario analysis, and board-ready reporting as agreed with the client. We may use aggregated, de-identified data for research and internal improvement; such data cannot reasonably be used to identify individuals. Where required by law, regulation, or a legitimate business need, we may use or disclose personal data accordingly. We do not sell personal data. When we share data with service providers, we require contractual safeguards and limit use to permitted processing activities under our instructions.
Cookies and analytics
Our website uses cookies and similar technologies to distinguish you from other visitors, remember preferences, and improve site performance. Functional cookies are required for essential features. We use analytics cookies to collect anonymized usage statistics that help us improve content and navigation. A cookie banner allows you to accept or reject analytics cookies; functional cookies cannot be rejected without degrading site functionality. Third-party analytics providers may process data collected through cookies. We retain log and analytics information in aggregate form and in accordance with our retention schedules. You can manage cookie preferences via the cookie banner, browser controls, or by contacting us at [email protected].
Data security and retention
We implement administrative, technical, and physical safeguards to protect personal data against unauthorized access, loss, or misuse. Access to client data is limited to authorized personnel and approved service providers who are contractually bound to maintain confidentiality and security. We retain personal data only as long as necessary to fulfill the purposes described in this policy, to provide services, comply with legal obligations, and resolve disputes. Retention periods vary by category of data and contractual obligations; for typical inquiry or marketing contacts we retain contact information until you unsubscribe or for a reasonable period for legitimate business needs. For client engagement data, retention is governed by the engagement agreement and applicable law. If you have specific retention questions, contact us and we will provide applicable retention details for your context.
Your rights and choices
Depending on your jurisdiction, you may have rights including access to the personal data we hold about you, correction of inaccurate information, deletion, restriction of processing, and the right to object to certain processing activities. To exercise your rights, contact us using the details below. We will respond to verified requests within applicable legal timeframes. For marketing communications, you may unsubscribe at any time via the link in our emails or by contacting us. If you are a client, contractual terms may specify certain processes and limitations for data access or deletion where necessary to comply with legal or regulatory obligations or to preserve the integrity of advisory deliverables. If you have a complaint about our handling of your personal data, please contact us so we can investigate; you also have the right to lodge a complaint with a supervisory authority in your jurisdiction.
Contact and updates
If you have questions or privacy requests, please contact our privacy team: Stonebranchloop LLC, 1250 Broadway, Suite 300, New York, NY 10001, United States; phone +1 (212) 555-0199; email [email protected]. We may update this Privacy Policy to reflect changes in practices or legal requirements. Material changes will be posted on this page with a revised effective date. We encourage you to review this policy periodically to stay informed about how we protect your information.
Effective date: January 1, 2026