Privacy Policy

Last updated: June 16, 2026

This Privacy Policy explains how Yogi Consulting ("Yogi Consulting," "we," "us," or "our") collects, uses, shares, and protects personal information when you visit our website, contact us, or enroll in our SMS/text messaging program. By using our website or providing your information, you agree to the practices described here.

Information We Collect

We collect the following categories of personal information:

• Contact details — your name, business name, email address, and mobile phone number.
• Messaging and consent data — whether you opted in to receive text messages, the consent language you agreed to, and the date, time, and IP address associated with your submission. This is retained as a record of your consent.
• Business information — details you choose to share about your business and financing needs when you contact us or request a consultation.
• Technical data — basic information such as IP address and browser information collected automatically when you submit a form.

SMS / Text Messaging

If you provide your mobile phone number and check the consent box on our forms, you are opting in to receive recurring marketing and informational text messages from Yogi Consulting related to our business-financing and capital-solutions service line. We collect your mobile phone number for the purpose of sending these messages.

Message frequency varies and recurring messages may be sent. Message and data rates may apply. You can opt out at any time by replying STOP to any message, and you can get help by replying HELP. For full details, see our SMS Terms.

Mobile opt-in data and consent are not shared with any third parties for marketing or promotional purposes.

How We Use Your Information

• To respond to your inquiries and provide the consulting and financing brokerage services you request.
• To send you text messages you have opted in to receive, including business-financing and capital-solutions updates and outreach.
• To match you with appropriate funding partners and evaluate financing options.
• To maintain records of consent as required for our SMS program and applicable law.
• To operate, secure, and improve our website and services.
• To comply with legal obligations.

Third Parties and Service Providers

We may share your information with trusted service providers who perform functions on our behalf — for example, hosting providers, messaging/SMS platform providers, and, where you request financing, the funding partners and lenders we work with to evaluate and provide funding solutions. These parties are permitted to use your information only to provide services to us or to you and are expected to protect it.

As stated above, mobile opt-in data and consent are not shared with any third parties for marketing or promotional purposes. We do not sell your personal information. We may disclose information if required by law, regulation, legal process, or to protect the rights, property, or safety of Yogi Consulting or others.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, including providing services, maintaining records of SMS consent, and complying with legal, accounting, or reporting obligations. When information is no longer needed, we take reasonable steps to delete or de-identify it.

Your Rights and Choices

• Opt out of SMS — reply STOP to any text message to stop receiving messages.
• Access, correction, and deletion — you may request access to, correction of, or deletion of your personal information, subject to applicable law.
• Email preferences — you may ask us to stop sending you marketing emails at any time.

To exercise any of these rights, contact us using the details below. We will respond within the timeframe required by applicable law.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

Children's Privacy

Our website and services are intended for businesses and individuals 18 years of age and older. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of our website or services after changes take effect constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or your personal information, contact us at:

Yogi Consulting
Email: simmy@yogi-consulting.com
Web: yogi-consulting.com