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Privacy Policy

Last Updated on 5/24/2025

1. Information We Collect

We collect only the data you voluntarily provide through our website forms:

  • Contact Information: Name, email, phone number

  • Business Information: Company name, approximate revenue, financing needs

  • Communications: Messages you send via contact forms

We do not collect: Social Security Numbers, full account numbers, or other sensitive personal financial data through our website.

2. How We Use Your Information

Strictly for:

  • Responding to your inquiries about our services

  • Providing requested investment banking resources

  • Internal record-keeping and compliance

We never:
❌ Sell or share your data with third parties
❌ Use your information for marketing without explicit consent
❌ Store sensitive financial data on our website

3. Data Protection & Retention

  • Security: Encrypted forms (HTTPS/SSL), restricted employee access

  • Retention: Data deleted after [X] months of inactivity or upon request

  • Sharing: Only disclosed if required by law (e.g., FINRA/SEC regulations)

4. Your Rights

Depending on your location, you may:

  • Request access to or deletion of your data

  • Opt out of communications ([Email] or [Phone])

  • File complaints with your local data protection authority

California Residents: See our CCPA Notice for additional rights.

5. Regulatory Compliance

  • FINRA/SEC: Adhere to SEC Regulation S-P for data safeguarding

  • GDPR: Process EU data only with lawful bases (consent/contract)

  • CCPA: Provide opt-out rights for California residents

6. Contact Us

To exercise your rights or ask questions, please fill out our General Contact Form.

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SVH Capital empowers business owners and shareholders to buy, sell, and grow companies with confidence. 

By combining smart technology with hands on guidance, we turn complex transactions into smooth successes. Because your biggest financial decisions deserve clarity, care, and a team that truly listens.

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SECURITIES ARE OFFERED THROUGH FINALIS SECURITIES LLC MEMBER FINRA / SIPC. SILICON VALLEY HIGHPOINT CAPITAL LLC IS NOT A REGISTERED BROKER-DEALER, AND FINALIS SECURITIES LLC AND SILICON VALLEY HIGHPOINT CAPITAL LLC ARE SEPARATE, UNAFFILIATED ENTITIES. FINALIS PRIVACY POLICY | FINALIS BUSINESS CONTINUITY PLAN | FINRA BROKERCHECK

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