Privacy Policy

Effective: March 23, 2026

Parkridge Advisory ("we," "us," or "our") operates the website parkridgeadvisory.com and the Pipeline Scorecard application at scorecard.parkridgeadvisory.com. This policy explains what information we collect, how we use it, and the choices you have.

1. Information We Collect

We collect information you provide directly to us, including:

• Name, email address, and business information you enter when completing the Pipeline Scorecard assessment
• Responses to scorecard and diagnostic questions
• Information you provide when scheduling a call or contacting us by email
• Any other information you choose to share with us during an engagement

We also collect certain information automatically when you visit our website:

• Device and browser type, operating system, and screen resolution
• IP address and approximate geographic location
• Pages visited, time spent on pages, and referral source
• Cookies and similar tracking technologies (see Section 5)

2. How We Use Your Information

We use the information we collect to:

• Deliver your Pipeline Scorecard results and personalized recommendations
• Respond to your inquiries and schedule consultations
• Provide advisory and consulting services you have engaged us for
• Send follow-up communications related to the scorecard or your inquiry (you can opt out at any time)
• Improve our website, services, and the scorecard experience
• Comply with legal obligations

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:

• With service providers who assist us in operating our website and delivering our services (e.g., hosting providers, email platforms, scheduling tools), subject to confidentiality obligations
• If required by law, regulation, legal process, or governmental request
• To protect our rights, privacy, safety, or property, or that of our clients or the public
• In connection with a merger, acquisition, or sale of assets, in which case you would be notified

4. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law. Scorecard responses and contact information are retained for up to 24 months after your last interaction with us. You may request deletion of your data at any time by contacting us.

5. Cookies and Tracking

Our website uses cookies, tracking pixels, and similar technologies to improve your browsing experience, analyze website traffic, and deliver relevant content and advertising. These may include:

• Essential cookies required for the website to function
• Analytics cookies that help us understand how visitors use our site
• Advertising cookies and tracking pixels that allow us to show relevant content on third-party platforms such as Meta (Facebook, Instagram)

You can control cookies through your browser settings. Disabling cookies may affect certain features of our website. You can opt out of Meta tracking by adjusting your Facebook Ad Preferences at facebook.com/adpreferences or by using browser-level privacy tools.

6. Third-Party Services

Our website and scorecard application use third-party services to operate, measure performance, and reach the right audience. These include:

• Vercel — website and application hosting
• Mixpanel — page-view and interaction analytics, including session recording
• Meta Pixel (Facebook Pixel) — collects information about your visit (IP address, browser, pages viewed, actions taken) so we can measure ad performance and show relevant content on Meta platforms
• Calendly — consult scheduling
• HubSpot — scorecard form submissions and CRM

These services each have their own privacy policies governing the collection and use of your data. For more information about Meta's privacy practices, visit facebook.com/privacy.

7. Data Security

We take reasonable measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications
• Request a copy of your data in a portable format

To exercise any of these rights, contact us at tom@parkridgeadvisory.com.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child has provided us with personal information, we will take steps to delete that information.

10. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the updated policy on this page with a revised effective date. Your continued use of our website and services after any changes constitutes acceptance of the updated policy.

11. Contact Us

If you have any questions about this privacy policy or our data practices, please contact us at:

Parkridge Advisory
tom@parkridgeadvisory.com