Working draft for business-owner and legal-counsel review before public launch. This text is not a legal opinion or a statement that all operational requirements have been implemented.
Who operates this website
CSRED Fractional CFO is the public brand of ChicagoSwap RED, LLC, 1901 N Roselle Rd, Suite 800, Schaumburg, IL 60195. This draft policy covers this website’s inquiry, diagnostic, scheduling-readiness, book waitlist, webinar and preference forms.
What we collect
We collect the contact and company details you choose to submit. The strategy qualifier includes self-reported FICO and liquid-capital bands and decision readiness, not credit reports or account details. The diagnostic uses company facts and self-reported file information; it does not contact a credit bureau. Do not submit SSNs, EINs, credentials, identification, bank statements, financial statements or other sensitive documents here.
How information is used
We use submissions to respond to the requested inquiry, assess scheduling readiness, show a diagnostic note, record resource-update requests and maintain communication preferences. Lead records and separate preference requests are stored in the website database. Authorized administrators can review them. We do not use the diagnostic as a credit score, lending decision or verified report.
Optional communications
Optional marketing-email and phone-call permissions are separate and unchecked by default. Submitting a request does not grant marketing permission. This website does not request SMS consent. We record the choices, disclosure version and submission time. Use the preferences page or contact us to withdraw optional permissions. A submitted phone number alone does not authorize calls or texts.
Service providers
Hosting, database and media providers process data to operate the site. When configured, GoHighLevel receives form data, attribution and consent choices for the requested workflow. Calendly loads only on a qualified scheduling result when a valid event link is configured. Egnyte is used separately for private intake after engagement; no public Egnyte upload is offered. Third-party services have their own policies.
Cookies and attribution
We use session storage in your browser for campaign attribution and non-contact confirmation results. Form attribution includes page URL, UTM source, medium and campaign, and gclid/fbclid if supplied in the visit URL. We do not load a public chat widget, advertising pixels or third-party analytics here. Necessary authentication cookies may be used for the administrator area. The server records a keyed hash of the connection IP and a limited user-agent string for security and audit purposes.
Sharing and sale
Our stated policy is not to sell personal information or mobile consent data, or share it with third parties for their independent marketing. Necessary service-provider processing and lawful disclosure are distinct from sale. This policy must be confirmed against actual business operations before launch.
Security and retention
We use restricted administrative access and minimize public-form data. No internet system is risk-free. Sensitive intake must use the unique password-protected Egnyte link after engagement. Records are kept as reasonably needed for the requested relationship, consent evidence, security and applicable legal obligations; the operator must approve a retention schedule before launch.
Your choices and contact
You may request access, correction or deletion, subject to applicable law and legitimate recordkeeping needs. You can request suppression on the preferences page without an account. Contact CFO@chicagoswapred.org or +1 (312) 564-2241 for a privacy request, but do not include sensitive documents. Identity verification, when needed, must use an appropriate secure channel.
Audience and updates
This site is directed to adult business owners and professionals, not children. External links are provided for convenience without endorsement. Material changes to this policy will be reflected on this page. Draft date: September 24, 2026.