Privacy Policy

Effective Date: July 13, 2026

1. Introduction

Clearbridge Capital Solutions LLC (“Clearbridge,” “Company,” “we,” “our,” or “us“) is committed to protecting the privacy, confidentiality, and security of the Personal Information entrusted to us. This Privacy Policy describes how we collect, use, maintain, disclose, and otherwise process information obtained through our website, funding applications, communications, and any products or services offered by Clearbridge (collectively, the “Services“).

This Privacy Policy applies to all visitors, applicants, merchants, business owners, guarantors, and other individuals who interact with our Services.

By accessing or using our Services, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy.

2. Information We Collect

To evaluate requests for commercial financing and operate our business, we may collect Personal Information, business information, and technical information from you and other lawful sources.

Personal Information

Depending on your relationship with Clearbridge, we may collect:

• Full name, date of birth, residential and business addresses
• Telephone numbers and email addresses
• Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), or other taxpayer identification information
• Driver’s license, passport, or other government-issued identification
• Business name, Employer Identification Number (EIN), ownership information, Articles of Organization or Incorporation, operating agreements, and business licenses
• Bank account information, ACH authorization information, cancelled checks, and wire instructions
• Business bank statements, tax returns, profit and loss statements, balance sheets, accounts receivable reports, and other financial records
• Credit reports, commercial credit profiles, payment histories, and financing history
• Information relating to guarantors, beneficial owners, and authorized representatives
• Customer service communications, recorded telephone calls (where permitted by law), emails, text messages, and other correspondence
• IP address, browser type, operating system, device identifiers, cookies, referral URLs, and website usage information

Certain information is necessary for us to evaluate your request for financing or provide our Services. Failure to provide requested information may prevent us from processing your application.

Information Received from Third Parties

We may collect information from third parties including:

• Commercial and consumer credit reporting agencies
• Identity verification providers
• Fraud prevention services
• Financial institutions
• Public records
• Government agencies
• Marketing partners
• Lead generation providers
• Referral partners
• Other lawful data providers

3. How We Collect Information

We collect information through a variety of methods, including:

• Information you voluntarily submit through online forms, funding applications, emails, or telephone conversations.
• Documents uploaded during the application or underwriting process.
• Cookies, web beacons, analytics tools, and similar tracking technologies.
• Third-party integrations and service providers you authorize.
• Information obtained during underwriting, due diligence, fraud prevention, compliance reviews, and servicing activities.

We may communicate with you by telephone, email, SMS/text message, postal mail, or other lawful means regarding your application, account, funding, customer service matters, and promotional communications. You may opt out of marketing communications as permitted by applicable law. Transactional communications relating to your account may continue where legally permitted.

4. How We Use Your Information

Clearbridge may use your information for legitimate business purposes, including to:

• Evaluate commercial financing applications.
• Verify your identity and authenticate submitted information.
• Review business performance and determine eligibility for funding.
• Conduct underwriting, risk assessment, and fraud prevention.
• Obtain consumer and commercial credit reports where authorized by law.
• Process funding transactions and service existing accounts.
• Communicate regarding applications, approvals, funding, collections, renewals, and customer support.
• Monitor, maintain, and improve our website, technology, and Services.
• Perform internal research, analytics, quality assurance, and business development.
• Detect, investigate, and prevent fraud, unauthorized transactions, money laundering, identity theft, and other unlawful activity.
• Comply with applicable federal, state, and local laws, regulations, court orders, and regulatory requirements.
• Enforce our agreements and protect our legal rights.

5. Disclosure of Information

We may disclose Personal Information to the extent permitted by applicable law, including to:

• Banks, institutional investors, funding sources, financing partners, syndication partners, and purchasers evaluating or providing commercial financing.
• Independent sales organizations (ISOs), referral partners, and servicing partners involved in your requested transaction.
• Payment processors, ACH providers, cloud hosting providers, identity verification vendors, compliance vendors, fraud detection providers, customer support providers, and technology service providers.
• Attorneys, accountants, auditors, consultants, insurers, and other professional advisors.
• Government agencies, regulators, courts, law enforcement agencies, or other parties when required by law or legal process.
• A successor entity in connection with a merger, acquisition, financing, sale of assets, restructuring, or similar corporate transaction.
• Other parties with your authorization or as otherwise permitted by law.

We do not sell Personal Information for monetary compensation. Certain disclosures to advertising, analytics, or technology partners may constitute a “sale” or “sharing” under applicable privacy laws, including the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA). Where applicable, you may exercise your privacy rights as described below.

6. Cookies and Online Technologies

Our website may use cookies, web beacons, pixels, SDKs, and similar technologies to:

• Authenticate users
• Improve website performance
• Analyze website traffic
• Measure advertising effectiveness
• Personalize website content
• Detect fraud and maintain security

You may modify your browser settings to refuse cookies; however, certain features of the Services may not function properly if cookies are disabled.

7. Data Security

Clearbridge maintains administrative, technical, and physical safeguards designed to protect Personal Information against unauthorized access, disclosure, alteration, and destruction. These safeguards may include encryption technologies, secure data storage, multi-factor authentication, network monitoring, access controls, employee training, and periodic security assessments.

While we employ commercially reasonable security measures, no method of transmission over the Internet or electronic storage system can be guaranteed to be completely secure. Accordingly, we cannot guarantee absolute security.

8. Data Retention

We retain Personal Information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including:

• Processing financing applications
• Servicing funded accounts
• Maintaining business records
• Complying with legal, tax, accounting, regulatory, and contractual obligations
• Resolving disputes
• Enforcing contractual rights

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

9. Your Privacy Rights

Subject to applicable law, you may have the right to:

• Request access to your Personal Information.
• Request correction of inaccurate information.
• Request deletion of certain Personal Information.
• Withdraw consent where processing is based upon consent.
• Opt out of marketing communications.
• Exercise applicable rights regarding the sale or sharing of Personal Information.

To exercise any applicable privacy rights, contact:

Email: info@clearbridgecapitalsolutions.com

We will respond to verified requests in accordance with applicable law.

10. California Privacy Rights

California residents may have additional rights under the California Consumer Privacy Act (“CCPA”), as amended by the California Privacy Rights Act (“CPRA”), including the right to know, access, correct, delete, limit the use of sensitive Personal Information, opt out of the sale or sharing of Personal Information, and not be discriminated against for exercising those rights.

To submit a request or designate an authorized agent, contact:

Email: info@clearbridgecapitalsolutions.com

11. Children’s Privacy

Our Services are intended exclusively for commercial financing purposes and are not directed toward individuals under eighteen (18) years of age. We do not knowingly collect Personal Information from children.

12. Changes to this Privacy Policy

We reserve the right to modify this Privacy Policy at any time. Any revisions will become effective upon posting the updated Privacy Policy on this website together with the revised Effective Date. Your continued use of the Services following such changes constitutes your acceptance of the revised Privacy Policy.

13. Contact Information

If you have any questions regarding this Privacy Policy or our privacy practices, please contact:

Clearbridge Capital Solutions LLC

Email: info@clearbridgecapitalsolutions.com