Privacy Policy

This Privacy Policy explains how Pinnacle One Advisory, a division of Pinnacle One Capital Group, LLC ("Pinnacle One Advisory," "we," "us," or "our"), collects, uses, shares, and protects personal information when you visit pinnacleoneadvisory.com (the "Site"), submit a form, book a call, receive our emails or text messages, or otherwise contact us.

1. Information we collect

Information you give us

• Booking and questionnaire information. When you book a call, we collect your first and last name, email address, and phone number (optional), plus the deal details you choose to share, such as property type, property location, purchase price, total capital raise, deal stage, target closing date, number of deals closed, and what you want help with.
• Application and contact forms. Name, email address, phone number, and the business and deal information you enter.
• Deal Check tool. When you use the LOI-to-Close Deal Check, the deal details, numbers and answers you enter stay in your browser and are not sent to us or stored by us. If you ask for the readout or date reminders by email, we collect your email address, the deal nickname and the PSA dates you entered, and a record of whether you asked for reminders.
• Appointment information. The date, time, time zone, and status of calls you book, reschedule, or cancel.
• Communications. The content of emails, text messages, and other messages you send us, and notes from calls you have with us.
• Consent records. Whether you agreed to receive text messages, and when and how you gave or withdrew that consent.

Information collected automatically

• Device and usage data. IP address, browser type, device type, operating system, referring page, pages viewed, time on page, and general location derived from your IP address.
• Cookies, pixels, and similar technologies. Through Google Analytics, Google Tag Manager, and the Meta Pixel, as described in Section 3.
• Email and message engagement. Whether our emails were delivered and opened and whether links in them were clicked, and delivery status for text messages.

2. How we use information

• To schedule, confirm, and hold the calls you book, and to send confirmations, reminders, and rescheduling or cancellation notices.
• To review your inquiry, prepare for the call, and follow up with you about your inquiry.
• To decide whether an engagement is a fit and, if you become a client, to provide our advisory services under a written agreement.
• To answer your questions and communicate with you.
• To send the Deal Check readout you request and, only if you check the reminder box, one short reminder before each PSA date you entered.
• To understand how visitors use the Site, improve its content, and measure the performance of our advertising.
• To keep the Site and our systems secure and to prevent fraud and misuse.
• To keep business records and to comply with legal obligations.

We do not sell your personal information.

General examples from introductory calls. If you book an introductory call with us, we may use lessons, scenarios and examples from that call in our advertising, marketing and social media, even if you do not engage us. These examples may mention a broad market or metropolitan area (for example, "the Dallas metro" or "Houston"), rounded or approximate figures (such as an asking price, what our review supported, or a range of unit counts) and general descriptions of the deal. We never include your name or your firm's name; the name of any deal, property or portfolio; any street address; or any documents or materials you share with us.

3. Cookies, analytics, and pixels

The Site uses the following tools, which may set cookies or collect device and usage data when you visit:

• Google Analytics. Measures visits, pages viewed, and actions such as booking a call, so we can understand and improve the Site.
• Google Tag Manager. Manages and loads the analytics and measurement tags on the Site.
• Meta Pixel. Records page views and actions such as booking a call or playing a video so we can measure and improve our advertising on Meta platforms and show relevant ads to people who have visited the Site.

These providers process this data under their own privacy policies. You can limit this tracking by blocking or deleting cookies in your browser settings, installing the Google Analytics opt-out browser add-on at tools.google.com/dlpage/gaoptout, and adjusting your ad preferences in your Meta account settings. You can opt out of interest-based advertising from participating companies at optout.aboutads.info and change how Meta uses this data for ads in your Meta ad preferences at facebook.com/adpreferences. Blocking cookies will not prevent you from using the Site. The Site does not currently respond to browser "Do Not Track" signals.

4. Text messages (SMS)

If you check the text message consent box when you book a call or submit an application, Pinnacle One Advisory will send text messages to the mobile number you provide from +1 561-726-6262.

• What we send. Appointment confirmations and reminders for calls you book (for example, 24 hours and 1 hour before your call). We do not send marketing or promotional text messages.
• Frequency. Message frequency varies. You will typically receive 2 messages for each call you book.
• Cost. Message and data rates may apply.
• Opt out. Reply STOP to any message to stop receiving texts. We will send one message confirming that you have opted out, and no further texts after that unless you opt in again.
• Help. Reply HELP for help, or email [email protected].
• Consent is optional. Agreeing to receive text messages is not a condition of booking a call or of any purchase.
• Carriers are not liable for delayed or undelivered messages.

5. How we share information

We share personal information only as described below:

• Service providers. Companies that provide services to us under confidentiality obligations, such as our customer relationship management, scheduling, email, text messaging, video conferencing, calendar, website hosting, and analytics providers. They may use the information only to provide those services to us.
• Our team. Our partners and personnel who need the information to respond to your inquiry or provide our services. Pinnacle One Advisory is a division of Pinnacle One Capital Group, LLC, and we do not share your information with affiliates for their marketing.
• Professional advisers. Our lawyers, accountants, and insurers, where needed.
• Legal and safety. When required by law, subpoena, or court order, or when needed to protect our rights, the safety of others, or to investigate fraud.
• Business transfers. In connection with a merger, sale, financing, or reorganization of all or part of our business, subject to this policy.
• With your consent. In any other case where you have asked or agreed that we share it.

All of the categories above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

6. Data retention

We keep personal information only as long as we need it for the purposes in this policy. Inquiry and booking records are kept while we are in contact with you and for a reasonable period afterward in case you return to us. Client records are kept for the length of the engagement and as long as needed afterward to meet legal, tax, accounting, and recordkeeping obligations or to resolve disputes. Text message consent and opt-out records are kept as long as needed to honor your choices and show compliance. When information is no longer needed, we delete it or de-identify it.

7. Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. Please do not send account passwords or similar sensitive credentials by email or text.

8. Your rights and choices

• Access, correction, and deletion. You may ask us for a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it, subject to any information we must keep by law.
• Email. You can unsubscribe from our emails at any time using the link in the email. We may still send messages about a call you have booked.
• Text messages. Reply STOP to opt out at any time.
• Cookies and ads. Use the choices in Section 3.
• State privacy rights. Depending on where you live, you may have additional rights under state privacy laws. We will honor those rights where they apply.

To make a request, email [email protected]. We may need to verify your identity before acting on a request. We will respond within the time required by applicable law, and will not treat you differently for exercising your rights.

9. Children

The Site and our services are intended for business users and are not directed to anyone under 18. We do not knowingly collect personal information from children. If you believe a child has given us personal information, contact us and we will delete it.

10. Changes to this policy

We may update this policy from time to time. The effective date at the top shows when it was last changed. If we make material changes, we will update this page and, where required, notify you.

11. Contact us

Questions or requests about this policy or your information:

Pinnacle One Advisory
Pinnacle One Capital Group, LLC
99 Wall St. #375
New York, NY 10005
Email: [email protected]
Text messages are sent from +1 561-726-6262. Reply HELP for help or STOP to opt out.

See also our Terms of Use.