Privacy Policy

Last Updated: September 2, 2026

At Milestone Capital Funding (“Milestone Capital Funding,” “Milestone,” “we,” “us,” or “our”), we take seriously the protection and privacy of personal information. Milestone Capital Funding provides this Privacy Policy to its website visitors, users, applicants, customers, and businesses that access services and products provided by or through Milestone Capital Funding. We encourage you to read this Privacy Policy to understand our privacy practices.

When you use, access, or interact with a Milestone Capital Funding website, including all sub-sites or other interfaces that link to this Privacy Policy (collectively, the “Sites”), or otherwise apply for or use our business financial products and related services (together with the Sites, the “Services”), you acknowledge the practices described in this Privacy Policy.

Among other requirements, you affirm that you are over the age of 18 and are legally able to enter into agreements relating to the Services.

Milestone Capital Funding reserves the right to change, modify, add, or remove portions of this Privacy Policy from time to time. Your continued use of the Sites following the posting of changes constitutes your acceptance of the revised Privacy Policy.

We are committed to protecting your personal information, including information that identifies or can reasonably be associated with an individual, and have implemented controls designed to protect information furnished directly to us as well as information we may obtain from authorized third-party sources.

I. SITE SECURITY

As a condition of your use of the Sites, you agree that you will not take any action intended to:

Access data that is not intended for you;
Invade the privacy of, obtain the identity of, or obtain personal information about another customer or user without authorization;
Probe, scan, or test the vulnerability of the Sites or Milestone Capital Funding’s networks or systems without proper authorization;
Interfere with service to any user, host, or network, including through viruses, overloading, flooding, spamming, mail bombing, crashing, or similar activities; or
Otherwise interfere with the security or proper operation of the Sites.

Violations of system or network security may result in civil or criminal liability.

We take reasonable administrative, technical, and physical measures designed to protect information against loss, misuse, unauthorized access, disclosure, alteration, and destruction.

II. INFORMATION WE COLLECT

Information Collected Directly From You

In connection with providing our Services, we may collect business information and personal or financial information that you voluntarily provide through our Sites, applications, forms, telephone calls, text messages, emails, document submissions, or other interactions with Milestone Capital Funding.

Certain information may be necessary to process an application, verify identity, evaluate eligibility for business financing products or services, protect against fraud, comply with applicable requirements, or complete a transaction.

Information we may collect includes:

Identifying information, such as your name, account name, driver’s license or identification information, address, email address, telephone number, mobile telephone number, and date of birth;
Business information, such as business name, address, email address, website URL, telephone number, company structure, industry, ownership information, and date of formation;
Identification numbers, including full or partial Social Security numbers, Employer Identification Numbers, or other business identification numbers;
Business financial information, including annual or monthly revenue and sources of revenue;
Financial information, including statements, transaction information, account information, balances, credit information, and credit scores where applicable;
Information concerning existing business financing obligations; and
Other information you voluntarily provide in connection with an application, inquiry, transaction, or use of our Services.

We may also collect information you provide concerning a co-applicant, business owner, guarantor, or other individual associated with an application. By submitting information concerning another person, you represent that you are authorized to provide the information for the applicable purpose.

Information Collected From Third Parties

In connection with an application or business relationship, we may collect information from third parties, including credit bureaus, financial institutions, referral providers, service providers, data providers, business partners, and publicly available sources.

Information obtained from third parties may include:

Identifying information;
Business information;
Credit scores, credit histories, and information relating to creditworthiness or identity;
Business account information;
Financial, tax, and transactional information;
Publicly available business information; and
Other information relevant to evaluating or providing our Services.

Information Gathered Through Your Activity on Our Sites

We may collect information regarding visits to our Sites and the devices used to access them, including:

IP address;
General geographic location;
Operating system;
Browser type;
Referral source;
Date, time, and duration of visits;
Pages viewed;
Buttons or links clicked;
Device identifiers; and
Other website usage information.

We may use cookies, pixels, beacons, tags, scripts, analytics tools, and similar technologies to operate our Sites, analyze trends, administer the Sites, understand user behavior, detect fraud, measure advertising effectiveness, and improve our Services.

You may control certain cookies through your browser or device settings. Disabling cookies may affect the availability or functionality of certain features of our Sites.

III. HOW WE USE YOUR INFORMATION

We may use information we collect for purposes including:

Processing your business’s application and determining potential qualification for business financial products or services;
Facilitating servicing, payment, account management, or collection activities where applicable;
Verifying identity, conducting appropriate diligence, preventing fraud, and maintaining accurate information;
Providing customer support;
Understanding, personalizing, and improving your experience;
Providing information regarding products or services that may be relevant to your business, subject to applicable law and consent requirements;
Measuring and improving the performance and functionality of our Sites;
Maintaining the security and integrity of our Sites and Services;
Compiling and generating analytics to better understand our customers and improve our Services;
Operating, maintaining, and providing our Services and conducting our business activities, including providing financing products or referring applicants to third-party financing providers where applicable;
Complying with applicable legal requirements, contractual obligations, and company policies;
Protecting our legal rights and the rights of others;
For purposes disclosed when information is collected; and
For other purposes with your consent.

IV. HOW WE DISCLOSE YOUR INFORMATION

We may disclose personal information to non-affiliates and affiliates as reasonably necessary to provide our Services and conduct our business, subject to applicable law and the limitations described in this Privacy Policy.

Information may be disclosed:

To a co-applicant or authorized party as necessary to process a business application;
To service providers that assist us with activities such as maintaining records, customer service, communications, fraud prevention, identity verification, credit checks, payment processing, analytics, technology, and other operational services;
To affiliates where necessary to provide the Services;
To referral sources, data providers, business partners, financing providers, lenders, purchasers of accounts receivable, factoring companies, equipment financing or leasing companies, financial institutions, and other sources of commercial financing where applicable and permitted;
To credit bureaus or similar organizations where permitted or required;
To comply with applicable laws, regulations, legal processes, governmental requests, or contractual obligations;
In connection with legal proceedings;
In connection with an actual or potential merger, acquisition, financing, due diligence process, reorganization, bankruptcy, receivership, sale of company assets, transfer of services, or similar corporate transaction;
For other purposes disclosed when you provided the information; and
With another person or entity where you have consented to the disclosure.

If you establish a relationship with an independent third-party provider, information held by that provider may be subject to its own privacy policy. We encourage you to review the privacy practices of third parties with whom you establish a relationship.

IMPORTANT SMS & MOBILE INFORMATION DISCLOSURE

Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. Any other mentions in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. If you wish to be removed from receiving future communications, you can opt out by texting STOP.

This restriction applies to text messaging originator opt-in data, mobile information associated with SMS consent, and consent records.

V. THIRD-PARTY LINKS

Our Sites may provide links to websites owned or operated by other companies.

When you use a link to visit a third-party website, you will be subject to that website’s privacy and security practices, which may differ from ours.

Third-party websites are not under Milestone Capital Funding’s control, and we are not responsible for the content, privacy practices, security, or operation of those websites.

We encourage you to review the privacy policies and terms and conditions of any third-party website you visit.

VI. IMPORTANT PRIVACY CHOICES

Public Forums and Social Media

If our Sites provide publicly accessible blogs, forums, reviews, comments, or other public-facing areas, information you submit in those areas may be viewed, collected, and used by other parties.

You should avoid posting sensitive personal, business, or financial information in publicly accessible areas.

Testimonials

We may display testimonials, reviews, or endorsements from customers or business owners. Where required, we will obtain appropriate permission before publishing personally identifying information in connection with a testimonial.

Marketing Communications

You may stop receiving marketing emails by following the unsubscribe instructions included in applicable emails.

You may also request that we stop contacting you for certain marketing purposes.

Opting out of marketing communications does not necessarily prevent us from sending transactional, servicing, application-related, compliance-related, or other non-marketing communications.

SMS/Text Message Communications

If you provide your mobile telephone number and consent to receive SMS or text communications from Milestone Capital Funding, we may send communications relating to your inquiry, application, requested services, financing options, account, follow-ups, or other communications covered by your consent.

Consent to receive text messages is not a condition of purchasing or obtaining any product or service.

Message frequency may vary. Message and data rates may apply.

You can opt out of SMS communications at any time by replying STOP.

After submitting an opt-out request, you may receive a confirmation message acknowledging your request.

Where applicable, you may reply HELP for assistance.

VII. NOTICE AT COLLECTION TO CALIFORNIA RESIDENTS

The California Consumer Privacy Act, as amended by the California Privacy Rights Act of 2020 (“CPRA”), provides California residents with certain rights concerning the collection, use, disclosure, sale, sharing, and retention of Personal Information.

This section applies solely to individuals who reside in California.

For purposes of this section, “Personal Information” generally means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular California resident or household, subject to exceptions under applicable law.

Categories of Personal Information We May Collect

Depending on your interaction with Milestone Capital Funding, categories may include:

Identifiers:
Name, alias, postal address, unique identifiers, online identifiers, IP address, email address, account name, Social Security number, driver’s license information, passport information, telephone number, or similar identifiers.

Customer Records Information:
Name, signature, Social Security number, address, telephone number, identification information, employment information, account information, and financial information.

Commercial Information:
Products or services obtained, considered, requested, or otherwise associated with your interaction with us.

Geolocation Information:
General geographic location derived from devices or internet activity.

Sensory Information:
Audio or similar information, including communications with us where lawfully collected or recorded.

Internet or Electronic Network Activity:
IP address, general geographic location, operating system, browser type, referral source, duration of visits, page views, button clicks, device identifiers, and related activity.

Sensitive Personal Information:
Social Security number, driver’s license information, state identification information, passport information, account information, and other information classified as sensitive under applicable law.

Inferences:
Inferences derived from other information for purposes such as assessing characteristics, preferences, or potential eligibility for products or services.

Professional or Employment-Related Information:
Job title, occupation, income, business ownership, and similar information.

Sources of Personal Information

We may collect Personal Information:

Directly from you;
Automatically through your use of our Sites or Services;
From credit bureaus;
From referral providers;
From service providers;
From data providers;
From financial institutions or financial technology providers where authorized;
From business partners; and
From publicly available sources.

Purposes of Collecting and Using Personal Information

We may collect and use Personal Information for the business and commercial purposes described in Section III, “How We Use Your Information.”

We do not use Sensitive Personal Information for purposes inconsistent with applicable law.

Disclosure of Personal Information

Milestone Capital Funding may disclose Personal Information to service providers and other parties where reasonably necessary to conduct our business and provide the Services, subject to applicable law.

We may also disclose Personal Information where required by law, in connection with a corporate transaction, or with your consent.

Notwithstanding anything else contained in this Privacy Policy, mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

Sale and Sharing of Personal Information

Milestone Capital Funding does not sell Personal Information as that term is defined under applicable California law unless otherwise expressly disclosed.

We do not knowingly sell Personal Information belonging to minors under 16 years of age.

California Privacy Rights

Subject to applicable exceptions and verification requirements, California residents may have the following rights:

Right to Know / Right to Access

You may request information regarding Personal Information we have collected, used, or disclosed, including:

Categories of Personal Information collected;
Categories of sources;
Business or commercial purposes for collecting or using the information;
Categories of third parties to whom information was disclosed; and
Specific pieces of Personal Information collected about you, where applicable.

Right to Delete

You may request deletion of certain Personal Information we have collected and retained, subject to exceptions permitted by law.

Right to Correct

You may request correction of inaccurate Personal Information maintained about you.

Right to Opt Out of Sale or Sharing

Where applicable, California residents may have the right to direct a business not to sell or share Personal Information as those terms are defined by the CPRA.

Right to Non-Discrimination

We will not unlawfully discriminate against you for exercising privacy rights available under applicable law.

Subject to applicable law, we will not:

Charge different prices or rates solely because you exercised a privacy right;
Provide a different level or quality of service solely because you exercised a privacy right; or
Suggest that you will receive a different price, rate, level, or quality of service solely because you exercised a privacy right.

Exercising California Privacy Rights

To submit a privacy request, please contact Milestone Capital Funding using the contact information provided on our website.

We may request information reasonably necessary to verify your identity or authority to make a request.

A verifiable request should:

Provide sufficient information for us to reasonably verify that you are the person about whom we collected Personal Information or that you are an authorized representative; and
Describe the request with sufficient detail for us to understand, evaluate, and respond to it.

We will respond to verified requests within the timeframe required by applicable law.

We may be unable to provide or delete certain information if we cannot reasonably verify the identity or authority of the person making the request or if an applicable legal exception applies.

Authorized Representatives

Where permitted by applicable law, an authorized representative may submit a privacy request on behalf of a California resident.

We may require documentation establishing the representative’s authority and may separately verify the identity of the individual who is the subject of the request.

VIII. DATA SECURITY

We maintain reasonable administrative, technical, and physical safeguards designed to protect Personal Information against unauthorized access, acquisition, disclosure, alteration, misuse, or destruction.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

IX. DATA RETENTION

We may retain information for as long as reasonably necessary to:

Provide our Services;
Process or maintain applications and accounts;
Maintain business and transaction records;
Satisfy legal, regulatory, accounting, or reporting obligations;
Resolve disputes;
Prevent fraud;
Enforce agreements; and
Protect our legitimate business interests.

Retention periods may vary depending on the nature of the information and applicable legal requirements.

X. CHANGES TO THIS PRIVACY POLICY

By visiting our Sites or using our Services, you acknowledge the privacy practices described in this Privacy Policy.

Milestone Capital Funding may update this Privacy Policy from time to time. When we make changes, we will make the revised version available on our Sites and update the effective or “Last Updated” date.

If a revision involves a material change to our privacy practices, we may provide additional notice where appropriate or required by law.

We encourage you to periodically review this Privacy Policy for the latest information regarding our privacy practices.

XI. CONTACT US

If you have questions, complaints, or requests regarding this Privacy Policy or Milestone Capital Funding’s privacy practices, please contact:

Milestone Capital Funding

Website: milestonecapitalfunding.com

For privacy-related requests, please use the contact information provided on our website.

For SMS communications, you may reply STOP at any time to opt out of future text messages. Where applicable, reply HELP for assistance.