Privacy Policy

Last updated: December 2025

Elevate Advisory Group (“EAG”) respects the confidentiality and privacy of information shared with us. This policy explains how we collect, use, and protect information submitted through our website.

Information We Collect

Name, email address, company, and role
Bid context information (e.g., type of work, timelines, owner/client)
Documents or materials voluntarily submitted for review
Communications related to a potential or active engagement

How We Use Information

Assess fit for an active bid engagement
Scope and deliver commercial risk review services
Communicate regarding inquiries or ongoing work

Confidentiality of Client Materials

All bid documents and materials are treated as confidential.
Access is limited to those directly involved in assessing or delivering the requested services.

Data Retention

Information is retained only as long as necessary to support assessment, delivery, and record-keeping related to our services, or as required by law.

Data Security

We take reasonable measures to protect information from unauthorized access, disclosure, or misuse.

Third-Party Services

Our website may use standard third-party tools for hosting or basic analytics.

Your Rights

You may request access to, correction of, or deletion of your information by contacting us directly.

Changes to This Policy

This policy may be updated from time to time. The current version will always be posted on this page.

Contact

For privacy-related questions, contact us via the Contact page.