Legal

Privacy Policy

PHX Capital Solutions Corp., doing business as Phoenix Capital Solutions (“PCS,” “we,” “our,” or “us”), is committed to protecting the privacy, confidentiality, and security of personal and business information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard information in connection with our private equity, structured finance, advisory, and capital solutions activities.

This Privacy Policy applies to information collected through our website, communications, services, transactions, and related interactions.

1. Scope of Information Collected

PCS may collect, process, and store the following categories of information, as applicable:

  • Personal Identifiers: Name, email address, telephone number, mailing address, government-issued identification (where required for compliance).
  • Business & Financial Information: Corporate information, ownership details, financial statements, transaction data, banking details, and related documentation.
  • Compliance & Due Diligence Data: KYC, AML, sanctions screening, source-of-funds documentation, and other regulatory information.
  • Communications Data: Emails, phone calls, SMS/MMS messages, meeting records, and correspondence.
  • Technical Information: IP address, browser type, device identifiers, and website usage data.

PCS does not knowingly collect information from minors.

2. Purpose of Data Collection and Use

Information collected by PCS is used strictly for legitimate business and compliance purposes, including but not limited to:

  • Evaluating transactions, projects, counterparties, and opportunities;
  • Conducting due diligence, underwriting, compliance, and risk assessments;
  • Communicating regarding transactions, engagements, schedules, and updates;
  • Managing relationships with clients, partners, intermediaries, and counterparties;
  • Meeting legal, regulatory, and contractual obligations;
  • Operational communications and, where permitted, marketing or informational outreach related to PCS services.

PCS communications are relationship-based and professional in nature and are not intended to constitute consumer advertising, mass solicitation, or retail marketing.

PCS does not sell personal information.

3. SMS / MMS Communications

By providing your mobile phone number to PCS, you consent to receive SMS or MMS communications from us, which may include:

  • Transaction-related updates;
  • Compliance and due diligence requests;
  • Scheduling and operational notifications;
  • Informational or marketing communications related to PCS services.

Message frequency may vary. Message and data rates may apply.

You may opt out of SMS/MMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us at info@phxcapsolutions.com.

PCS does not share SMS opt-in data or phone numbers with third parties for their own marketing purposes.

4. Disclosure of Information

PCS may disclose information only as necessary and appropriate, including:

  • To professional advisors (legal, accounting, compliance);
  • To banks, escrow agents, custodians, trade platforms, and regulated counterparties;
  • To service providers performing services on our behalf;
  • When required by law, regulation, court order, or governmental authority;
  • To protect PCS’s legal rights, interests, or security.

All disclosures are made on a need-to-know basis and subject to confidentiality obligations where applicable.

5. Data Security and Confidentiality

PCS employs commercially reasonable administrative, technical, and physical safeguards to protect information against unauthorized access, disclosure, alteration, or destruction. Access to sensitive information is restricted to authorized personnel only.

While no system can be guaranteed to be completely secure, PCS takes data protection and confidentiality seriously and continuously reviews its safeguards.

6. International Data Considerations

PCS operates globally and may transfer, store, or process information across jurisdictions. Where applicable, PCS endeavors to comply with relevant data protection laws, including GDPR and similar regulations, to the extent required by law.

7. Data Retention

PCS retains information only for as long as necessary to fulfill business, legal, regulatory, and compliance obligations, after which it is securely deleted or anonymized.

8. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, including access, correction, or deletion. Requests may be submitted using the contact information below and will be handled in accordance with applicable law.

9. Changes to This Policy

PCS reserves the right to update this Privacy Policy from time to time. Updates will be posted on our website with a revised effective date.

10. Contact Information

For questions regarding this Privacy Policy or PCS’s data practices, please contact:

Phoenix Capital Solutions Corp.
2101 Vista Parkway, Suite 124
West Palm Beach, FL 33411