Confidential Intake Handling

Last updated: May 19, 2026

Information We Collect

ROIzilla collects the information submitted through the strategy intake form, including contact details, issuer information, ticker, website, sector, financing status, preferred engagement structure, and strategic objectives.

How We Use Information

We use submitted information to review fit, prepare for strategy calls, evaluate advisory scope, and respond to authorized company representatives or advisors.

How We Share Information

We do not sell intake information. We may share information with internal team members, approved advisors, service providers, and counsel as needed to evaluate or support an engagement.

Sensitive Information

Do not submit material non-public information, confidential financing documents, personal financial information, or regulated personal data through the public intake form. Sensitive materials should be exchanged only after a secure review process is established.

Retention

We retain intake submissions only as long as needed for review, business records, legal obligations, and security purposes.

Contact

For privacy requests, use the strategy intake form and include "Privacy Request" in the strategic objective field.