Last updated May 13, 2026
benchmarkCFO™ is operated by BenchmarkCFO Group, Inc. (“benchmarkCFO,” “we,” “us,” or “our”). We provide CFO advisory, financial modeling, readiness, and related consulting services for founder-led companies.
This Privacy Policy explains what information we collect, how we use it, how we may share it, and the choices you may have when you visit our website, submit a form, communicate with us, or use our services.
1. Information We Collect
We may collect the following categories of information:
Information you provide to us. This may include your name, email address, phone number, company name, role, website, business goals, financial or operational information you choose to submit, and any documents or messages you provide through our website, forms, email, scheduling tools, or client onboarding process.
Business and financial information. If you become a client or prospective client, you may provide business records, financial statements, accounting exports, forecasts, models, investor materials, lender materials, transaction-related information, or other confidential business information. Any client engagement may also be governed by a separate engagement letter, statement of work, nondisclosure agreement, platform agreement, or other written agreement.
Website and usage information. When you visit our website, we may collect technical information such as IP address, browser type, device type, pages viewed, referring website, approximate location derived from IP address, and other website usage information.
Cookies and similar technologies. We may use cookies, pixels, analytics tools, and similar technologies to operate the website, understand website performance, improve our content, and support marketing. You can control cookies through your browser settings. If we later use advertising cookies or similar tools that require additional notices or opt-out rights, we will update this Privacy Policy and provide the required controls.
Communications. We may collect information when you email us, submit a form, schedule a call, respond to a survey, or otherwise communicate with us.
2. How We Use Information
We may use information to:
- Provide, evaluate, and improve our services.
- Respond to inquiries and schedule calls.
- Review whether benchmarkCFO may be a fit for a prospective engagement.
- Prepare proposals, engagement documents, invoices, and client deliverables.
- Operate, maintain, secure, and improve our website and business systems.
- Send service-related communications.
- Send marketing or educational communications, subject to applicable unsubscribe rights.
- Maintain business records and comply with legal, accounting, tax, security, and contractual obligations.
- Protect benchmarkCFO, our clients, website visitors, and others from fraud, misuse, or unauthorized access.
3. How We Share Information
We do not sell personal information for money.
We may share information with:
Service providers. We may use third-party providers for website hosting, forms, scheduling, email, analytics, payment processing, client communication, cloud storage, document management, security, and similar business functions. These providers may access information only as needed to perform services for us.
Professional advisors. We may share information with attorneys, accountants, tax advisors, insurance providers, consultants, or other professional advisors as reasonably necessary for business, legal, compliance, or risk-management purposes.
Client-authorized recipients. If you are a client, we may share information with people or advisors you authorize, such as your CPA, attorney, lender, investor, buyer, board member, or internal team member.
Legal and compliance purposes. We may disclose information if required by law, subpoena, court order, legal process, regulatory request, or if we believe disclosure is reasonably necessary to protect rights, safety, security, or property.
Business transfers. If benchmarkCFO is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction, subject to appropriate confidentiality protections where applicable.
4. Confidential Business Information
benchmarkCFO often receives confidential business information in connection with prospective or active client engagements. We treat client-provided business information with care and use it only for legitimate business, advisory, operational, and engagement-related purposes.
Any separate written agreement between you and benchmarkCFO will control if it provides stronger confidentiality, data-handling, or usage restrictions than this Privacy Policy.
5. Marketing Communications
We may send newsletters, educational content, updates, or other marketing communications. You may unsubscribe from marketing emails by using the unsubscribe link in the email or by contacting us. We may still send non-marketing communications, such as scheduling, service, legal, security, billing, or engagement-related messages.
Commercial email must comply with applicable law, including requirements related to accurate sender information, truthful subject lines, advertising identification where required, and unsubscribe rights.
6. Data Retention
We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain business records, comply with legal and accounting obligations, resolve disputes, enforce agreements, protect security, and support legitimate business purposes.
Client files, workpapers, deliverables, and related records may be retained according to our internal retention practices, applicable agreements, and professional risk-management needs.
7. Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information. However, no method of transmission, storage, website operation, or electronic communication is completely secure. We cannot guarantee absolute security.
Please do not submit highly sensitive personal information through website forms unless specifically requested and unless an appropriate secure process has been established.
8. Your Choices and Rights
Depending on where you live and which laws apply, you may have rights to request access to, correction of, deletion of, or information about certain personal information. You may also have the right to opt out of certain uses or disclosures.
California residents may have rights under the California Consumer Privacy Act, as amended, if the law applies to benchmarkCFO and the relevant information. These rights may include the right to know, delete, correct, opt out of sale or sharing, limit certain uses of sensitive personal information, and not be discriminated against for exercising privacy rights.
To make a privacy request, contact us at support@benchmarkCFO.com. We may need to verify your identity before responding. We may deny or limit a request where permitted by law, including where information must be retained for legal, security, contractual, accounting, or legitimate business purposes.
9. Children
Our website and services are intended for business users and are not directed to children under 16. We do not knowingly collect personal information from children under 16.
10. Third-Party Websites and Tools
Our website may link to third-party websites, forms, scheduling tools, payment processors, social media platforms, or other services. Their privacy practices are governed by their own policies. We are not responsible for third-party privacy practices.
11. International Visitors
benchmarkCFO is based in the United States. If you access our website or provide information from outside the United States, your information may be processed in the United States or other jurisdictions where our service providers operate. Those jurisdictions may have data protection laws that differ from the laws where you live.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new “Last updated” date. Your continued use of the website or services after updates are posted means you accept the updated Privacy Policy.
13. Contact Us
If you have questions about this Privacy Policy or want to make a privacy request, contact us at:
BenchmarkCFO Group, Inc.
Attn: Privacy
333 S. Grand Ave. #3310
Los Angeles, CA 90071
support@benchmarkCFO.com