Privacy Policy

Last Updated: June 1, 2025

This Privacy Policy explains how Rob Matzkin LLC / Robert Matzkin ("Company," "we," "us," or "our") collects, uses, discloses, and protects information when you visit our website, purchase our services, communicate with us, or engage us for consulting, coaching, advisory, investor readiness, fundraising preparation, business strategy, or related services.

By using our website, submitting information, purchasing services, booking a call, or otherwise communicating with us, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information directly from you, automatically through our website, and from third-party tools or service providers.

A. Information You Provide to Us

We may collect information you provide when you:

• Visit our website
• Fill out a form
• Schedule a call
• Purchase services
• Pay an invoice
• Subscribe to emails
• Contact us by email, phone, form, video call, or direct message
• Provide business materials for consulting, coaching, fundraising preparation, or advisory work

This information may include:

• Name
• Company name
• Job title
• Email address
• Phone number
• Billing address
• Payment-related information
• Business information
• Pitch decks, one-pagers, financial projections, investor materials, and related documents
• Information about your company, team, product, revenue, traction, customers, fundraising plans, investor pipeline, go-to-market strategy, and business goals
• Notes, recordings, summaries, or transcripts from calls, if applicable
• Any other information you choose to provide

We do not intentionally collect sensitive personal information unless you choose to provide it or it is necessary for the services you request.

2. Payment Information

If you purchase services, payment information may be collected and processed by third-party payment processors such as Stripe, PayPal, QuickBooks, or another payment provider.

We do not store full credit card numbers or full bank account information on our own systems unless expressly stated otherwise. Payment processors handle payment information according to their own privacy policies and security practices.

3. Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

• IP address
• Browser type
• Device type
• Operating system
• Referring website
• Pages viewed
• Time spent on the website
• Links clicked
• Approximate location based on IP address
• Cookies and similar tracking technologies

This information helps us understand how visitors use the website, improve the website, measure marketing performance, and protect against fraud or misuse.

4. Cookies and Tracking Technologies

We may use cookies, pixels, tags, analytics tools, and similar technologies to:

• Operate the website
• Remember preferences
• Understand website traffic
• Improve user experience
• Measure marketing campaigns
• Retarget or advertise to website visitors, if applicable

Examples of tools we may use include:

• Google Analytics
• Google Tag Manager
• Meta Pixel
• LinkedIn Insight Tag
• Calendly
• CRM or email marketing tools
• Other analytics, advertising, or scheduling tools

You can usually control cookies through your browser settings. Blocking cookies may affect website functionality.

If we use advertising pixels or cross-site tracking tools, certain privacy laws may treat that activity as "sharing" personal information for targeted advertising.

5. How We Use Information

We may use collected information to:

• Provide consulting, coaching, advisory, fundraising preparation, and related services
• Process payments and invoices
• Schedule and manage calls
• Communicate with you
• Review and prepare business, investor, financial, and fundraising materials
• Create, revise, or improve deliverables
• Develop investor outreach strategies, templates, lists, and systems
• Provide customer support
• Send updates, newsletters, marketing messages, or business communications
• Improve our website, services, systems, and client experience
• Maintain internal records
• Protect against fraud, abuse, unauthorized access, or illegal activity
• Comply with legal, tax, accounting, contractual, and regulatory obligations
• Enforce our terms, agreements, and rights

6. Use of Third-Party Tools, AI Tools, and Service Providers

We may use third-party tools and service providers to operate our business and provide services. These may include:

• Payment processors
• Scheduling tools
• Email platforms
• CRM systems
• Cloud storage providers
• Document collaboration tools
• Analytics tools
• Investor databases
• Research tools
• Artificial intelligence tools
• Design, writing, or productivity tools
• Legal, accounting, tax, or other professional service providers

When using third-party tools, we take commercially reasonable steps to protect confidential and personal information. However, third-party providers process information according to their own terms, privacy policies, and security practices.

We may use AI tools to assist with research, drafting, summarization, strategy, analysis, editing, or other business tasks. We do not knowingly use AI tools to publicly disclose your confidential information.

7. How We Share Information

We may share information in the following circumstances:

A. With Service Providers

We may share information with vendors, contractors, platforms, and service providers who help us operate the website, process payments, manage communications, schedule calls, store documents, analyze website activity, or provide services.

B. With Professional Advisors

We may share information with attorneys, accountants, tax advisors, insurance providers, or other professional advisors when reasonably necessary.

C. With Your Direction or Consent

We may share information when you ask us to do so, authorize us to do so, or when sharing is necessary to perform services you requested.

For example, if you request investor outreach support or introductions, we may use or share certain business information, investor materials, or contact information as needed to support that work.

D. For Legal or Compliance Reasons

We may disclose information if required or permitted by law, subpoena, court order, legal process, government request, or to protect our rights, safety, business, clients, or others.

E. Business Transfers

If our business is involved in a merger, acquisition, sale, restructuring, or transfer of assets, information may be transferred as part of that transaction.

8. We Do Not Sell Personal Information

We do not sell your personal information in the ordinary sense of exchanging it for money.

Unless clearly disclosed elsewhere, we also do not knowingly sell sensitive personal information, biometric information, or personal information of children.

If we use advertising or analytics tools that qualify as a "sale," "sharing," or targeted advertising under applicable law, we will provide any legally required opt-out mechanism.

9. Confidential Client Materials

Client business materials, investor materials, financial projections, strategy documents, customer information, and related information may be treated as confidential business information under our client terms or any separate written agreement.

We use this information to provide services, prepare deliverables, advise you, and support the engagement.

We do not use your confidential client materials in public marketing materials without your permission.

10. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information and client information from unauthorized access, loss, misuse, alteration, or disclosure.

No website, email system, cloud service, payment system, or internet transmission is completely secure. We cannot guarantee absolute security.

11. Data Retention

We retain information for as long as reasonably necessary to:

• Provide services
• Maintain business records
• Complete client engagements
• Resolve disputes
• Enforce agreements
• Comply with legal, tax, accounting, and regulatory obligations
• Maintain backup, archival, and fraud-prevention records

We may delete, anonymize, or archive information when it is no longer needed.

12. Email and Marketing Communications

If you provide your email address, we may send you service-related messages, business updates, newsletters, marketing emails, or other communications.

You may unsubscribe from marketing emails by using the unsubscribe link in the email or contacting us directly.

Even if you unsubscribe from marketing emails, we may still send transactional, administrative, legal, billing, or service-related communications.

13. Your Privacy Choices

Depending on where you live and the laws that apply, you may have rights to:

• Request access to personal information we have about you
• Request correction of inaccurate information
• Request deletion of certain personal information
• Request a copy of certain personal information
• Opt out of certain marketing communications
• Opt out of certain targeted advertising or data sharing, if applicable
• Limit certain uses of sensitive personal information, if applicable

To make a privacy request, contact us at:

Email: Admin@robmatzkin.com

We may need to verify your identity before responding to certain requests.

14. California Privacy Notice

This section applies only to California residents to the extent California privacy laws apply to us.

California residents may have the right to request information about:

• The categories of personal information collected
• The categories of sources of personal information
• The purposes for collecting, using, or sharing personal information
• The categories of third parties with whom information is shared
• The specific pieces of personal information collected
• Deletion of certain personal information
• Correction of inaccurate personal information
• Opt-out of sale or sharing, where applicable
• Non-discrimination for exercising privacy rights

We do not knowingly sell personal information for money. If we determine that any website analytics, advertising, or tracking activity constitutes "sharing" or "selling" under California law, we will provide the required notice and opt-out rights.

To submit a California privacy request, contact:

Email: Admin@robmatzkin.com

15. Florida Privacy Notice

We are based in Florida. Florida has a data privacy law known as the Florida Digital Bill of Rights, but it is primarily directed at large covered entities.

Even where specific state privacy laws do not apply to us, we aim to handle personal information responsibly and honor reasonable privacy requests where appropriate and legally permitted.

16. Children's Privacy

Our website and services are intended for adults and business users. We do not knowingly collect personal information from children under 13.

If you believe a child has provided personal information to us, contact us at Admin@robmatzkin.com, and we will take reasonable steps to delete the information.

17. International Users

Our website and services are operated from the United States.

If you access our website or services from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States or other jurisdictions where our service providers operate.

Privacy laws in those jurisdictions may differ from those in your location.

18. Links to Third-Party Websites

Our website or communications may contain links to third-party websites, platforms, tools, or resources.

We are not responsible for the privacy practices, security practices, content, or policies of third-party websites or services. You should review their privacy policies before providing information to them.

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

When we update the policy, we will revise the "Last Updated" date above. Changes are effective when posted unless otherwise stated.

Your continued use of the website or services after changes are posted means you accept the updated Privacy Policy.

20. Contact Us

For questions about this Privacy Policy or to submit a privacy request, contact us at:

Rob Matzkin LLC
Attn: Privacy Request
Email: Admin@robmatzkin.com
2625 Collins Ave, Miami Beach, FL 33140