Privacy Policy

Last Updated: February 2, 2026

The SRGE Fund ("SRGE," "we," "us," or "our") respects your privacy and is committed to protecting the confidential business information you share with us. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website, use our operational assessment tools, or engage with our consulting services.

By using our services, you agree to the collection and use of information in accordance with this policy. As a B2B (Business-to-Business) entity, we treat your organizational data with the same level of confidentiality as personal data.

1. Information We Collect

We collect information to provide our construction support services, impact investment matchmaking, and operational assessments. This includes:

  • Identity Data: Name, job title, and role within your organization.
  • Contact Data: Email address, phone number, and office location.
  • Business Intelligence: Company revenue, operational pain points, bonding capacity, and certification status (e.g., MBE/WBE).
  • Technical Data: IP address, browser type, time zone setting, and operating system (collected automatically via HubSpot and cookies).
  • Usage Data: Information about how you use our website, including which pages you visit and the duration of your visit.

2. How We Use Your Information

We use your data for the following specific business purposes:

  • Service Delivery: To generate operational baseline reports ("Express Assessments") and schedule consultations.
  • Matchmaking: To identify potential connections between Contractors, Public Facilities, and Impact Investors.
  • Communication: To send you your assessment results, newsletters, or strategic updates (you may opt out at any time).
  • Improvement: To analyze website traffic and optimize our resource library using analytics tools.

3. Automated Data Collection (Cookies & Tracking)

Our website uses HubSpot tracking technologies to analyze user behavior and improve our services.

  • HubSpot Cookie (hubspotutk): We use this cookie to track your journey across our website. If you submit a form (e.g., the Intake Wizard), we may associate your past anonymous browsing activity with your contact record. This helps us understand your specific business needs before we speak.
  • Analytics: We gather aggregate data on site traffic and engagement to refine our content strategy.

You can choose to disable cookies through your browser settings, though this may limit the functionality of our assessment tools.

4. AI & Automated Assessments

Our Express Assessment tool uses automated logic (including AI-driven analysis) to generate instant operational reports.

  • Baseline Only: The "Score" or "Roadmap" generated by our online tools is a preliminary baseline, not a final audit. It does not constitute legal, financial, or binding business advice.
  • Human Review: All "Deep Dive" reviews and strategic plans are conducted or verified by human consultants. No final investment or partnership decisions are made solely by AI.

5. Data Sharing & Third Parties

We do not sell your data. We share data only with trusted partners essential to our operations:

  • HubSpot: Our CRM provider, used for storing contact records and managing communications.
  • Zapier: An automation tool used to securely transfer data between our website forms and our internal database.
  • Strategic Partners: We may share your business profile with potential Impact Investors or Public Facilities only with your explicit consent during the consulting process.

6. Data Security

We implement industry-standard security measures to protect your trade secrets and personal information. However, no method of transmission over the Internet is 100% secure. While we strive to use commercially acceptable means to protect your data, we cannot guarantee its absolute security.

7. Your Rights

Depending on your jurisdiction, you have the right to:

  • Access: Request a copy of the data we hold about your business.
  • Correction: Request that we fix incorrect data.
  • Deletion: Request that we delete your data ("Right to be Forgotten").
  • Opt-Out: Unsubscribe from our marketing communications or request that we stop processing your data for analytics.

To exercise these rights, please contact us at info@thesrge.com.

8. Changes to This Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have any questions about this Privacy Policy, please contact us:
Email: info@thesrge.com
Address: 444 Somerville Ave, Somerville, MA