Privacy
Privacy Policy
Last updated: September 2, 2026
Financeria is designed around confidentiality. This Privacy Policy explains what personal information we collect, how we use it, when we disclose it, and the choices and rights that may be available to you.
1. Who We Are
Financeria is operated by:
Financeria LLC
Email: privacy@financeria.com
Financeria is a brand of Financeria LLC.
2. Information We Collect
Depending on how you use Financeria, we may collect:
- Contact and Account Information
- NameEmail addressPhone number, if providedAccount and authentication information
- Owner and Business Information
- IndustryLocationCompany sizeRevenue and EBITDA or operating profitYear foundedNumber of employeesOwner involvementCustomer concentrationSale intentions and transaction preferencesSeller-financing preferences
- Buyer Information
- Professional backgroundOperating and industry experienceAcquisition preferencesTarget locations and industriesAvailable equityPotential investment capacityAcquisition timeline
- Deal and Matching Information
- Expressions of interestMatch resultsIntroduction requestsDeal statusIndicative transaction structuresFinancing needsCommunications with Financeria
- Technical Information
- IP addressBrowser and device informationAccess logsSecurity eventsCookie and similar technology data, where used
2a. Information We Do Not Request
The core Financeria assessment does not require you to provide online-banking login credentials.
Please do not submit Social Security numbers, bank passwords, account credentials, or other information that is not requested for the relevant service.
3. How We Use Information
We may use information to:
- provide assessments and requested services
- generate indicative business values, acquisition ranges, matching results and deal structures
- match potential owners and buyers
- operate private business opportunities
- process introduction requests
- review financing needs when requested
- connect users with transaction or financing partners when requested
- operate, secure and improve Financeria
- communicate about accounts, opportunities, introductions and transactions
- detect misuse and security incidents
- comply with law and protect legal rights
4. Automated Assessments and Matching
Financeria may use rules, models or automated systems to generate:
- indicative business values
- buyer-fit assessments
- financeability assessments
- acquisition ranges
- match scores
- illustrative deal structures
4a. Nature of These Outputs
These outputs are informational and indicative.
They are not formal valuations, credit decisions, financing commitments, investment recommendations or guarantees that a transaction will close.
Material transaction steps may also involve human review.
5. Private Matching and Disclosure
Financeria is not designed as a public directory of business identities.
An opportunity may initially be shown using anonymized or generalized information such as industry, region, revenue range, EBITDA range and company size.
Company name, website, precise address, owner identity and other identifying information are disclosed only according to the applicable privacy and approval process.
Owners generally control whether a confidential introduction is approved.
6. How We Disclose Information
We may disclose information to:
- hosting, database and IT providers
- email and communication providers
- analytics and security providers
- professional advisers
- potential buyers or owners following the applicable approval process
- financing, legal, tax, diligence and other transaction partners when you request an introduction or service
- government authorities or other parties when legally required
- a successor in connection with a merger, financing, acquisition, restructuring or sale of all or part of our business, subject to applicable law
7. Transaction and Financing Partners
If you ask Financeria to connect you with a financing or transaction partner, we may provide the information reasonably necessary to facilitate that request.
Financeria may receive compensation from certain partners in connection with an introduction or completed transaction where permitted by law.
Where required, relevant compensation or relationships will be disclosed in connection with the service.
8. Sale and Sharing of Personal Information
Financeria does not sell personal information for unrelated advertising purposes.
When you expressly request an introduction to a buyer, seller, financing provider or transaction partner, we may disclose information to facilitate that requested service.
If an applicable U.S. privacy law treats a compensated partner disclosure as a “sale” or “sharing” of personal information, we will provide the notices and opt-out mechanisms required by that law.
We do not currently use personal information for cross-context behavioral advertising.
9. International Processing
Financeria and its service providers may process information in more than one country.
Where applicable law requires safeguards for international transfers, we will use appropriate legal mechanisms.
10. Retention
We retain information only for as long as reasonably necessary for the purposes described in this Policy. Factors include:
- the duration of your account or request
- the status of a potential match or transaction
- legal and regulatory retention requirements
- security and fraud-prevention needs
- the establishment, exercise or defense of legal claims
10a. Deletion
Information that is no longer required will be deleted or de-identified where reasonably practicable and legally appropriate.
11. Cookies and Similar Technologies
We may use strictly necessary cookies and similar technologies for:
- authentication
- security
- session management
- market and language preferences
11a. Non-Essential Technologies
If we introduce non-essential analytics or advertising technologies, we will provide notices and choices required under applicable law.
12. Security
We use reasonable administrative, organizational and technical safeguards designed to protect personal information.
No online service or storage system can guarantee absolute security.
13. U.S. State Privacy Rights
Depending on your state of residence and whether the relevant law applies to Financeria, you may have rights to:
- know or access personal information
- request deletion
- correct inaccurate information
- obtain a portable copy of certain information
- opt out of certain sales, sharing, targeted advertising or profiling
- limit certain uses of sensitive personal information
- appeal a decision regarding a privacy request
- receive equal service without unlawful discrimination for exercising privacy rights
13a. Submitting a Request
To submit a request: privacy@financeria.com
We may need to verify your identity before processing a request.
Authorized agents may submit requests where permitted by applicable law and subject to appropriate verification.
14. California Notice
If the California Consumer Privacy Act applies to Financeria and your information, California residents may have rights including access, correction, deletion, opt-out of certain sale or sharing, limitation of certain uses of sensitive personal information, and non-discrimination.
The categories of information we may collect are described above and can include:
- identifiers and contact information
- professional or employment-related information
- commercial and transaction-intent information
- financial-profile information provided for acquisition matching
- internet and device information
- communications
- inferences and matching results generated from supplied information
14a. Sources, Purposes and Requests
Sources include you, users involved in a requested transaction, publicly available business sources where used, and service providers.
We use and disclose these categories for the purposes described in this Policy.
Privacy requests may be submitted through privacy@financeria.com.
If Financeria becomes legally required to provide a “Do Not Sell or Share My Personal Information” mechanism or to honor applicable universal opt-out preference signals, we will do so.
15. Children
Financeria is intended for adult business owners, buyers and professional market participants.
It is not directed to children under 18.
16. Changes to This Policy
We may update this Policy as our product, infrastructure or legal obligations change.
The current version will be posted on Financeria with the effective date shown above. For material changes, we may provide additional notice.
17. Contact
Privacy: privacy@financeria.com
General inquiries: hello@financeria.com
Legal: legal@financeria.com