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RETAINED.

Last updated: May 2026

Privacy Policy

This Privacy Policy explains how we collect, use, and protect your personal information when you use our website (retained.framer.website). By submitting information through the Site, you acknowledge the practices described herein.

1. What We Collect

When you submit an inquiry through our Engage form, we collect:

Full name
Work email address
Company name
Funding stage (Pre-seed, Seed, Series A, Series B+, Bootstrapped)
Primary business challenge (operations, fundraising prep, financial systems, scaling, other)
Preferred call time (morning, afternoon, evening)

We do not collect payment information, browsing cookies for tracking, or third-party data.

2. How We Use Your Information

We use your submission solely to:

Assess whether fractional advisory services are appropriate for your company
Schedule a 30-minute scoping call if there is mutual fit
Recommend specialized advisors or firms from our network if we are not the right fit
Coordinate the diagnostic session for accepted engagements

We do not use your information for marketing emails, advertising, or any purpose unrelated to evaluating a potential advisory engagement.

3. How We Store and Protect Your Information

All form submissions are transmitted over HTTPS encryption

Data is stored in secure, access-controlled systems (Framer Forms / [your form backend])
Access is limited to the principal advisor and necessary scheduling tools
We retain submissions for 12 months or until you request deletion, whichever comes first
We do not sell, rent, or share your information with third parties for commercial purposes

4. Third-Party Services

We use the following tools to process your submission and schedule calls:

Framer Forms — Form submission and storage. Data shared: all form fields.

[Calendly / Cal.com] — Scoping call scheduling. Data shared: name, email, preferred time.

These services maintain their own privacy policies and security standards. We select providers with SOC 2 compliance or equivalent security certifications.

5. Confidentiality

All information submitted through this website is treated as confidential business information. Submission of this form does not establish a fiduciary or advisory relationship. Such a relationship is established only upon execution of a written engagement agreement.

6. Your Rights

You may:

Request access to the information we hold about you
Request correction of inaccurate information
Request deletion of your information at any time
Withdraw your inquiry before any engagement is finalized

To exercise any of these rights, email: enquiry@retained.com

We will respond within 5 business days.

7. Changes to This Policy

We may update this policy to reflect changes in our practices or legal requirements. Material changes will be noted here with an updated effective date.