Privacy Policy
Phoenix Capital Solutions, LLC (“Phoenix Capital Solutions,” “we,” “our,” or “us”) is committed to protecting the privacy and security of visitors, clients, and business partners who interact with our website and services. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you access our website or communicate with us in connection with our business activities.
By accessing or using this website, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following categories of information:
a. Personal Information
Information you voluntarily provide, such as your name, email address, phone number, company name, job title, or other contact details when you submit forms, request consultations, or communicate with us.
b. Business and Transactional Information
Information shared in connection with inquiries, consultations, or evaluations of potential seller-financed transactions, including high-level business, financial, or operational information. Submission of such information does not create a client relationship, fiduciary duty, or obligation to proceed with any transaction.
c. Usage and Technical Information
Information automatically collected when you visit our website, such as IP address, browser type, device information, operating system, pages viewed, referring URLs, and interaction data. This information may be collected through cookies or similar technologies.
We do not knowingly collect personal information from individuals under the age of 18.
2. How We Use Information
We may use collected information for the following purposes:
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To respond to inquiries and requests for information
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To conduct preliminary evaluations and discussions regarding seller-financed transactions
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To communicate regarding consultations, updates, or business matters
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To operate, maintain, and improve website functionality, performance, and security
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To monitor for fraud, misuse, or unauthorized activity
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To comply with applicable legal, regulatory, or contractual obligations
Information submitted through this website is used for informational and administrative purposes only and does not constitute investment advice, legal advice, or a recommendation to enter into any transaction.
3. Information Sharing and Disclosure
We do not sell personal information.
We may disclose information, as appropriate, to:
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Professional advisors, including legal, accounting, compliance, or regulatory advisors
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Service providers that support website hosting, communications, analytics, or technology infrastructure
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Third parties when required by law, regulation, subpoena, court order, or legal process
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Transaction participants or counterparties, solely in connection with evaluating or administering a potential transaction and subject to appropriate confidentiality protections
All disclosures are made on a need-to-know basis and consistent with this Privacy Policy.
4. Data Security
We maintain reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction.
However, no data transmission or storage system can be guaranteed to be 100% secure, and we cannot warrant or guarantee absolute security.
5. Cookies and Tracking Technologies
Our website may use cookies or similar tracking technologies to enhance functionality, analyze website usage, and improve performance. Cookies do not provide access to your computer or personal information beyond what you choose to share.
You may adjust your browser settings to refuse or delete cookies; however, certain features of the website may not function properly if cookies are disabled.
6. Your Rights and Choices
Depending on your jurisdiction, you may have certain rights with respect to your personal information, including the right to:
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Request access to personal information we hold about you
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Request correction of inaccurate information
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Request deletion of certain information, subject to legal and contractual limitations
Requests may be submitted using the contact information below. We reserve the right to verify your identity before responding to any request.
7. Third-Party Websites
This website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of any third-party sites. Access to such websites is at your own risk.
8. No Client or Advisory Relationship
Use of this website or submission of information does not create a client relationship, fiduciary duty, investment advisory relationship, or servicing relationship with Phoenix Capital Solutions, LLC. Any such relationship, if established, will be governed exclusively by separate written agreements.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. Updates will be posted on this page with a revised effective date. Continued use of the website after changes constitutes acceptance of the updated policy.
Legal Disclaimer
This website is operated by Phoenix Capital Solutions, LLC (“Phoenix,” “we,” “our,” or “us”). The information contained on this website is provided for general informational purposes only and is subject to the terms and limitations set forth below.
By accessing or using this website, you acknowledge that you have read, understood, and agree to this Legal Disclaimer.
1. Informational Purposes Only
All content on this website is provided solely for general informational and educational purposes. Nothing on this website constitutes, or should be construed as, legal advice, financial advice, investment advice, tax advice, or a recommendation to enter into any transaction.
Visitors should consult their own independent legal, financial, tax, and other professional advisors before making any decisions related to seller-financed transactions or other business matters.
2. No Offer, Solicitation, or Recommendation
Nothing on this website constitutes, or should be deemed to constitute, an offer to sell, a solicitation of an offer to buy, or a recommendation with respect to any security, investment product, or transaction.
Any offer, solicitation, or transaction, if made, will occur only pursuant to definitive written documentation and, where applicable, through properly licensed third parties acting in their independent capacities.
3. No Advisory, Fiduciary, or Client Relationship
Use of this website, submission of information, or participation in consultations does not create a client relationship, fiduciary duty, investment advisory relationship, brokerage relationship, lending relationship, or servicing relationship with Phoenix Capital Solutions, LLC.
Any formal relationship, if established, will be governed exclusively by separate written agreements duly executed by the parties.
4. Scope of Phoenix’s Role
Phoenix Capital Solutions, LLC is a post-close note management and infrastructure services provider. Phoenix does not:
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Act as a lender or creditor
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Act as a broker-dealer or placement agent
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Act as an investment adviser
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Act as a licensed loan servicer
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Execute securities transactions
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Guarantee liquidity, valuation, or transaction outcomes
References on this website to structure, oversight, review, seasoning, or potential liquidity pathways describe administrative and coordination frameworks only and do not imply execution, placement, or outcome certainty.
5. Third-Party Services and Licensed Providers
Certain activities referenced on this website may be performed by independent third-party service providers, including but not limited to licensed loan servicers, authorized placement agents, legal counsel, accountants, and other professional advisors.
Phoenix Capital Solutions, LLC does not control and is not responsible for the actions, omissions, performance, or compliance of any such third parties.
6. No Guarantees or Assurances
Phoenix Capital Solutions, LLC makes no representations or warranties regarding outcomes, valuations, liquidity events, timing, performance, or transaction success.
Any references to potential liquidity, institutional review, or future possibilities are illustrative only and are subject to asset performance, market conditions, third-party actions, and applicable law.
7. Forward-Looking Statements
Certain statements on this website may be forward-looking in nature and reflect current expectations, assumptions, or beliefs. Forward-looking statements are inherently uncertain, and actual results may differ materially due to risks, uncertainties, and factors beyond Phoenix’s control.
Phoenix undertakes no obligation to update or revise any forward-looking statements.
8. No Reliance
You agree that Phoenix Capital Solutions, LLC shall not be liable for any decisions made or actions taken in reliance on information contained on this website. Use of this website and its content is at your own risk.
9. Third-Party Websites
This website may contain links to third-party websites. Phoenix Capital Solutions, LLC does not endorse and is not responsible for the content, accuracy, privacy practices, or security of any third-party sites. Access to such sites is at your own risk.
10. Limitation of Liability
To the fullest extent permitted by law, Phoenix Capital Solutions, LLC disclaims all liability for any direct, indirect, incidental, consequential, or special damages arising out of or related to your access to or use of this website.
11. Governing Law and Jurisdiction
This website and this Legal Disclaimer shall be governed by and construed in accordance with the laws of the State of Arizona, without regard to conflict-of-laws principles. Any disputes arising from or relating to this website shall be subject to the exclusive jurisdiction of the state and federal courts located in Arizona.
12. Changes to This Disclaimer
Phoenix Capital Solutions, LLC reserves the right to modify this Legal Disclaimer at any time. Updates will be posted on this page with a revised effective date. Continued use of the website constitutes acceptance of any updated terms.