Privacy Policy

1. Introduction

Elevate Research Finance ("Elevate," "ERF," "we," "us," or "our") is committed to respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, submit a form, complete a Financial Health Check, communicate with us, or otherwise interact with our online services (collectively, the "Website").

By using the Website, you acknowledge the practices described in this Privacy Policy. If you do not agree with this Privacy Policy, please discontinue use of the Website.

2. Information We Collect

Information You Provide to Us

We may collect information that you voluntarily provide, including:

• Name, business email address, phone number, organization name, job title, and other professional contact information.

• Information submitted through contact forms, consultation requests, newsletter or resource requests, and similar Website forms.

• Responses submitted through the Financial Health Check or other assessment tools.

• Information contained in communications you send to us.

• Other information you choose to provide in connection with an inquiry or potential business relationship.

Information Collected Automatically

When you use the Website, we and our service providers may automatically collect certain technical information, such as your IP address, browser type, device type, operating system, referring URLs, pages viewed, approximate location derived from IP address, dates and times of access, interactions with Website features, and other Website usage information. This information may be collected through cookies, tags, scripts, and similar technologies used for analytics, security, spam prevention, and Website functionality.

Cookies and Similar Technologies

We use cookies and similar technologies to operate the Website, remember preferences, protect Website forms, understand Website usage, measure performance, and improve the user experience. These technologies may include essential, security, analytics, and functionality cookies or tags. Where required by applicable law, we will obtain consent before using non-essential cookies or similar technologies and will provide available choices for managing those technologies.

Google Analytics and Google Tag Manager

The Website currently uses Google Analytics to help us understand how visitors use the Website and to measure Website traffic and performance. We also use Google Tag Manager and related Google tags to manage and deploy Website measurement technologies. These tools may process technical and usage information such as device and browser information, IP-derived location information, pages visited, referring sources, interactions with Website content, and cookie or similar identifiers. Information collected through these tools is handled in accordance with the applicable Google service terms and privacy practices.

Google reCAPTCHA

We use Google reCAPTCHA on certain Website forms to help distinguish legitimate users from automated activity, reduce spam, and protect the Website from abuse. reCAPTCHA may process technical information and information about interactions with the Website for security and fraud-prevention purposes. Google's privacy practices and applicable terms govern Google's processing through this service.

Calendar and Scheduling Tools

The Website uses Microsoft Bookings to allow visitors to request or schedule consultations. When you use Microsoft Bookings, Elevate Research Finance and Microsoft may process information such as your name, business contact information, organization, selected meeting date and time, time zone, and any information you choose to include with the booking. Microsoft’s processing of information through Microsoft Bookings is governed by Microsoft’s applicable privacy terms and policies. Please do not include PHI, patient-identifiable information, or other sensitive information in a scheduling request.

Social Media Profiles

Elevate Research Finance maintains active profiles on LinkedIn and Instagram. The Website may include links or icons that direct you to these social media platforms. If you click a social media link or interact with Elevate Research Finance through LinkedIn or Instagram, those platforms may collect or process information about your activity in accordance with their own privacy policies and settings. Elevate does not control the privacy practices of LinkedIn, Instagram, or their parent companies.

Future Advertising and Social Media Technologies

As of the effective date of this Privacy Policy, Elevate Research Finance does not use the Meta Pixel, Meta Signals, LinkedIn Insight Tag, or similar social-media advertising or tracking pixels on the Website. Maintaining active LinkedIn and Instagram profiles does not by itself mean these tracking technologies are installed on the Website. If we later enable any such technologies, they may be used to measure advertising performance, understand Website interactions, or support audience and campaign measurement. Before activation, we will update this Privacy Policy and, where required, provide appropriate cookie consent, opt-out mechanisms, or other notices and choices.

3. Financial Health Check and Online Assessments

Information submitted through the Financial Health Check may be used to generate assessment results, provide requested recommendations or educational information, respond to your inquiry, and, where permitted, follow up regarding Elevate Research Finance services.

The Financial Health Check is intended as a general business assessment tool. It is not an audit, attestation, tax opinion, legal opinion, or substitute for individualized professional advice.

4. Protected Health Information and Patient Data

Where Elevate Research Finance handles protected, confidential, or regulated information as part of a formal client engagement, such information will be handled in accordance with the applicable client agreement, business associate agreement if applicable, security requirements, and applicable law.

5. Confidential and Sensitive Information

Please do not submit highly sensitive information through public Website forms unless Elevate has specifically requested that information through an approved secure method. This includes patient-identifiable information, passwords, financial account credentials, Social Security numbers, payment card information, confidential sponsor information, or other sensitive business records.

6. How We Use Information

We may use information collected through the Website to:

• Respond to inquiries, requests, consultation requests, and Financial Health Check submissions.

• Provide, administer, and improve our Website, content, resources, and services.

• Evaluate potential client needs and business opportunities.

• Communicate with you about services, resources, events, or updates where permitted by law.

• Analyze Website traffic, usage patterns, referring sources, and performance, including through Google Analytics and Google tags.

• Maintain security, prevent spam and automated abuse, troubleshoot technical issues, and protect our rights and systems, including through tools such as Google reCAPTCHA.

• Comply with legal, regulatory, contractual, and recordkeeping obligations.

• Establish, exercise, or defend legal claims and enforce applicable terms.

7. How We Share Information

We may disclose personal information to the following categories of recipients when reasonably necessary for the purposes described in this Privacy Policy:

• Website hosting, cloud, information technology, cybersecurity, and technical support providers.

• Email, calendar and scheduling, customer relationship management, analytics, communications, and marketing service providers, including Microsoft Bookings for consultation scheduling and Google services used for analytics, tag management, and spam prevention.

• Professional advisers, such as attorneys, accountants, consultants, and insurers.

• Government authorities, regulators, courts, law enforcement, or other parties where required by law or reasonably necessary to protect rights, safety, property, or legal interests.

• A buyer, investor, successor, or other relevant party in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.

We do not sell personal information for monetary consideration. As of the effective date, we do not use the Meta Pixel, Meta Signals, or LinkedIn Insight Tag for cross-context behavioral or targeted advertising on the Website. If our Website practices change in a way that triggers additional rights or disclosures under applicable privacy law, including rights relating to the sale, sharing, or use of personal information for targeted advertising, we will update this Privacy Policy and, where required, provide appropriate choices or notices.

8. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide requested services, maintain appropriate business and legal records, resolve disputes, enforce agreements, and comply with applicable legal or regulatory obligations. Retention periods may vary depending on the type of information and the purpose for which it was collected.

9. Your Privacy Rights

Depending on where you reside and applicable law, you may have certain rights regarding your personal information. These may include the right to request access to, correction of, or deletion of personal information, or to receive information about how personal information is collected, used, or disclosed. You may also have rights to withdraw consent, manage non-essential cookies, or opt out of certain uses, sales, sharing, or targeted advertising where applicable.

To submit a privacy request, contact us using the information in the Contact Us section below. We may need to verify your identity before processing a request. We will respond as required by applicable law.

10. Marketing Communications

If you receive marketing emails from Elevate, you may unsubscribe at any time by using the unsubscribe link in the communication or by contacting us. Even if you opt out of marketing communications, we may still send non-marketing messages when necessary to respond to your requests, administer a business relationship, or provide service-related information.

11. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, misuse, alteration, loss, or disclosure. However, no method of transmission over the Internet or electronic storage method can be guaranteed to be completely secure, and we cannot guarantee absolute security.

12. Third-Party Websites and Services

The Website may contain links to third-party websites and uses or may use third-party services for scheduling, analytics, tag management, spam prevention, communications, or social media. Current Website technologies include Google Analytics, Google Tag Manager or related Google tags, Google reCAPTCHA, and Microsoft Bookings for online consultation scheduling. The Website may also link to Elevate Research Finance's active LinkedIn and Instagram profiles. These providers and platforms may process information under their own privacy policies and service terms. Elevate is not responsible for the privacy or security practices of independent third parties. Meta Pixel, Meta Signals, and LinkedIn Insight Tag are not currently active on the Website; if added later, this Privacy Policy will be updated as described above.

13. Children's Privacy

The Website and Elevate services are intended for business and professional users and are not directed to children. We do not knowingly collect personal information from children under 13 through the Website. If we learn that personal information from a child under 13 has been collected through the Website, we will take reasonable steps to delete it as appropriate.

14. Jurisdiction-Specific Privacy Rights

Privacy rights and obligations may vary by jurisdiction. Where applicable law provides additional rights or requires additional disclosures, Elevate will honor those requirements. If you have a question about rights that may apply to you, please contact us using the information below.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our Website, services, business practices, technology, or legal requirements. The updated policy will be posted on this page with a revised effective date. We encourage you to review this Privacy Policy periodically.

16. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or a privacy request, please contact:

Please do not submit PHI through the public Website. The Website, public contact forms, and Financial Health Check are not intended for the submission of patient names, medical record numbers, medical records, protected health information ("PHI"), or other patient-identifiable information.

Company - Elevate Research Finance

Email - info@elevateresearchfinance.com

Phone - 630-310-6113

Location - Illinois, USA

Service Area - Serving Clinical Research Organizations Nationwide