Privacy Policy

Effective Date: June 12, 2026

Phoenix Capital Solutions, LLC (“Phoenix Capital Solutions,” “Company,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, request information, schedule a consultation, communicate with us, or otherwise interact with Phoenix Capital Solutions.

This Privacy Policy applies to our website located at:

https://www.phoenixcapital.solutions/

and to related communications between you and Phoenix Capital Solutions, including email, phone, and SMS/MMS text messaging.

1. Information We Collect

Phoenix Capital Solutions may collect information that you voluntarily provide to us, including:

• Name

• Company name

• Job title or role

• Email address

• Phone number

• Business information

• Information submitted through website forms

• Information provided during calls, emails, meetings, or other communications

• Information related to your inquiry, consultation request, or business relationship with Phoenix Capital Solutions

We may also collect limited technical information when you visit our website, such as browser type, device information, IP address, pages visited, referring website, and similar usage information.

2. How We Use Information

Phoenix Capital Solutions may use information we collect to:

• Respond to inquiries

• Schedule consultations, calls, or meetings

• Provide customer care and service-related communications

• Evaluate or discuss potential business opportunities

• Communicate with buyers, sellers, brokers, vendors, service providers, or other transaction participants

• Maintain business records

• Operate and improve our website and services

• Send administrative or service-related communications

• Comply with legal, regulatory, contractual, or operational requirements

• Protect our rights, business, users, and services

3. SMS/MMS Text Messaging Privacy

Phoenix Capital Solutions, LLC may send SMS/MMS text messages from (572) 218-3343 to users who opt in to receive text messages from Phoenix Capital Solutions.

SMS/MMS messages may relate to:

• Inquiries or questions

• Consultation scheduling

• Appointment, call, or meeting coordination

• Follow-up regarding information requested from Phoenix Capital Solutions

• Customer care and service-related communications

• Administrative or relationship-related communications connected to a user’s inquiry or requested communication

Message frequency varies, typically 1–4 messages per month depending on your inquiry, scheduling needs, customer care matter, or requested communication.

Message and data rates may apply.

You may opt out of SMS/MMS messages at any time by replying STOP. For help, reply HELP or contact Phoenix Capital Solutions at info@phoenixcapital.solutions.

Consent to receive SMS/MMS text messages is not a condition of purchase or of submitting a consultation request.

4. SMS/MMS Mobile Information and Opt-In Data

Phoenix Capital Solutions, LLC does not sell, rent, share, or disclose mobile phone numbers, SMS/MMS opt-in data, or text messaging consent information to third parties, affiliates, or lead generators for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties except service providers, messaging platforms, telecommunications providers, or technology vendors that are necessary to operate and deliver the SMS/MMS messaging program on behalf of Phoenix Capital Solutions, LLC.

Any such service providers may use mobile information only to provide services to Phoenix Capital Solutions, LLC and may not use it for their own marketing, promotional, advertising, affiliate, or lead-generation purposes.

The information-sharing disclosures in this Privacy Policy do not authorize the sale, rental, sharing, transfer, or disclosure of SMS/MMS opt-in data, mobile phone numbers, or mobile consent information for third-party marketing, affiliate marketing, promotional purposes, lead generation, or advertising.

5. How SMS Consent Is Collected

Users may opt in to receive SMS/MMS messages from Phoenix Capital Solutions through the consultation form on our website at:

https://www.phoenixcapital.solutions/

The website form includes an optional SMS consent checkbox. The checkbox is not preselected and is not required to submit the form.

Users may also initiate contact by texting Phoenix Capital Solutions at (572) 218-3343. When a user sends a text message to Phoenix Capital Solutions, Phoenix Capital Solutions may respond to that user’s inquiry or requested communication. User-initiated text communication does not authorize unrelated marketing or promotional text messages.

6. Information Sharing and Disclosure

Phoenix Capital Solutions does not sell personal information.

Phoenix Capital Solutions may disclose information as needed for legitimate business, legal, or operational purposes, including to:

• Website hosting providers

• Form, email, phone, SMS, CRM, or communication service providers

• Professional advisors, such as attorneys, accountants, consultants, or compliance advisors

• Business service providers that help us operate our company

• Transaction participants, but only when relevant to a business inquiry, transaction, diligence process, servicing matter, or requested communication

• Government authorities, regulators, courts, or other parties when required by law or legal process

• Parties involved in protecting our legal rights, preventing fraud, enforcing agreements, or protecting the security of our business

Any sharing described in this section does not include sharing SMS/MMS opt-in data, mobile phone numbers, or text messaging consent information with third parties or affiliates for marketing or promotional purposes.

7. Service Providers

Phoenix Capital Solutions may use third-party service providers to help operate our website, communications, business systems, customer care, scheduling, analytics, and related services.

These service providers may access information only as needed to provide services to Phoenix Capital Solutions. They are not authorized to use personal information, mobile phone numbers, or SMS/MMS consent information for their own marketing or promotional purposes.

8. Cookies and Website Technologies

Our website may use cookies, pixels, analytics tools, or similar technologies to operate the website, improve user experience, understand website usage, and support website performance.

You may be able to control cookies through your browser settings. Disabling cookies may affect some website functionality.

9. Data Security

Phoenix Capital Solutions uses reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, misuse, loss, disclosure, or alteration.

However, no website, communication method, database, or internet transmission is completely secure. You should avoid sending highly sensitive personal, financial, legal, medical, or confidential business information through unsecured channels unless Phoenix Capital Solutions specifically requests it and provides appropriate instructions.

10. Data Retention

Phoenix Capital Solutions may retain information for as long as reasonably necessary to respond to inquiries, provide services, maintain business records, comply with legal or contractual obligations, resolve disputes, enforce agreements, and operate our business.

SMS/MMS consent records and opt-out records may be retained as needed to document compliance and honor messaging preferences.

11. Your Choices

You may contact Phoenix Capital Solutions to request that we update or correct certain information you have provided.

You may opt out of SMS/MMS text messages at any time by replying STOP.

You may request help with SMS/MMS messaging by replying HELP or contacting us at:

info@phoenixcapital.solutions

12. Children’s Privacy

Our website and services are intended for adults and are not directed to children under 18. Phoenix Capital Solutions does not knowingly collect personal information or SMS/MMS consent from individuals under 18.

13. Links to Other Websites

Our website may contain links to third-party websites or services. Phoenix Capital Solutions is not responsible for the privacy practices, content, or policies of third-party websites or services. You should review the privacy policies of any third-party websites you visit.

14. Changes to This Privacy Policy

Phoenix Capital Solutions may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Your continued use of our website or services after updates are posted means you acknowledge the updated Privacy Policy.

15. Contact Us

If you have questions about this Privacy Policy or Phoenix Capital Solutions’ privacy practices, please contact us:

Phoenix Capital Solutions, LLC

Email: info@phoenixcapital.solutions

Phone/Text: (572) 218-3343

Website: https://www.phoenixcapital.solutions/

Legal Disclaimer

This website is operated by Phoenix Capital Solutions, LLC (“Phoenix,” “we,” “our,” or “us”). The information contained on this website is provided for general informational purposes only and is subject to the terms and limitations set forth below.

By accessing or using this website, you acknowledge that you have read, understood, and agree to this Legal Disclaimer.

1. Informational Purposes Only

All content on this website is provided solely for general informational and educational purposes. Nothing on this website constitutes, or should be construed as, legal advice, financial advice, investment advice, tax advice, or a recommendation to enter into any transaction.

Visitors should consult their own independent legal, financial, tax, and other professional advisors before making any decisions related to seller-financed transactions or other business matters.

2. No Offer, Solicitation, or Recommendation

Nothing on this website constitutes, or should be deemed to constitute, an offer to sell, a solicitation of an offer to buy, or a recommendation with respect to any security, investment product, or transaction.

Any offer, solicitation, or transaction, if made, will occur only pursuant to definitive written documentation and, where applicable, through properly licensed third parties acting in their independent capacities.

3. No Advisory, Fiduciary, or Client Relationship

Use of this website, submission of information, or participation in consultations does not create a client relationship, fiduciary duty, investment advisory relationship, brokerage relationship, lending relationship, or servicing relationship with Phoenix Capital Solutions, LLC.

Any formal relationship, if established, will be governed exclusively by separate written agreements duly executed by the parties.

4. Scope of Phoenix’s Role

Phoenix Capital Solutions, LLC is a post-close note management and infrastructure services provider. Phoenix does not:

Act as a lender or creditor
Act as a broker-dealer or placement agent
Act as an investment adviser
Act as a licensed loan servicer
Execute securities transactions
Guarantee liquidity, valuation, or transaction outcomes

References on this website to structure, oversight, review, seasoning, or potential liquidity pathways describe administrative and coordination frameworks only and do not imply execution, placement, or outcome certainty.

5. Third-Party Services and Licensed Providers

Certain activities referenced on this website may be performed by independent third-party service providers, including but not limited to licensed loan servicers, authorized placement agents, legal counsel, accountants, and other professional advisors.

Phoenix Capital Solutions, LLC does not control and is not responsible for the actions, omissions, performance, or compliance of any such third parties.

6. No Guarantees or Assurances

Phoenix Capital Solutions, LLC makes no representations or warranties regarding outcomes, valuations, liquidity events, timing, performance, or transaction success.

Any references to potential liquidity, institutional review, or future possibilities are illustrative only and are subject to asset performance, market conditions, third-party actions, and applicable law.

7. Forward-Looking Statements

Certain statements on this website may be forward-looking in nature and reflect current expectations, assumptions, or beliefs. Forward-looking statements are inherently uncertain, and actual results may differ materially due to risks, uncertainties, and factors beyond Phoenix’s control.

Phoenix undertakes no obligation to update or revise any forward-looking statements.

8. No Reliance

You agree that Phoenix Capital Solutions, LLC shall not be liable for any decisions made or actions taken in reliance on information contained on this website. Use of this website and its content is at your own risk.

9. Third-Party Websites

This website may contain links to third-party websites. Phoenix Capital Solutions, LLC does not endorse and is not responsible for the content, accuracy, privacy practices, or security of any third-party sites. Access to such sites is at your own risk.

10. Limitation of Liability

To the fullest extent permitted by law, Phoenix Capital Solutions, LLC disclaims all liability for any direct, indirect, incidental, consequential, or special damages arising out of or related to your access to or use of this website.

11. Governing Law and Jurisdiction

This website and this Legal Disclaimer shall be governed by and construed in accordance with the laws of the State of Arizona, without regard to conflict-of-laws principles. Any disputes arising from or relating to this website shall be subject to the exclusive jurisdiction of the state and federal courts located in Arizona.

12. Changes to This Disclaimer

Phoenix Capital Solutions, LLC reserves the right to modify this Legal Disclaimer at any time. Updates will be posted on this page with a revised effective date. Continued use of the website constitutes acceptance of any updated terms.