Privacy Policy
Effective date: January 1, 2026. Lightwoodview ("we", "us", "our") provides services related to revenue growth planning. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website or engage our services. We are committed to handling personal data responsibly and transparently. Our contact details for privacy inquiries are below. This policy applies to personal information collected online via our website and through client engagements. If you are a client, specific project terms and data processing agreements will supplement this policy and define roles and responsibilities for processing personal data. By using our services or submitting personal data to us, you acknowledge that you have read this policy and consent to the collection and use practices described herein, subject to applicable law. If you do not agree, please do not provide personal information and contact us at the address provided to discuss alternatives.
Information we collect
We collect personal data that you provide directly and data collected automatically when you use the website. Direct submissions include contact form entries, emails, proposals, and documents you share in the course of a project. Typical fields include name, business email, company, phone number, role, and message content. For clients, project-specific data may include customer lists, aggregated usage metrics, invoicing details, and analytics required to run pilots and measure revenue outcomes. When you visit our site we use cookies and analytics tools to collect usage information such as IP address, browser type, pages viewed, referrer, and device signals. We may receive information from third-party services you choose to use when interacting with us, such as scheduling systems or analytics providers. We only request the minimum data necessary to respond to inquiries, provide services, and comply with legal obligations. Sensitive personal data is not required and should not be submitted through public forms.
How we use personal information
We use personal information to operate and improve our website, respond to inquiries, provide and invoice for services, run pilots, and deliver project outcomes. Use cases include responding to contact requests, preparing proposals, onboarding clients, conducting workshops, analyzing engagement results, and communicating important updates. We also use aggregated and anonymized data for internal reporting, product development, and to improve our methodologies. Where required by law or contract, we may use personal data to comply with legal obligations, prevent fraud, or exercise our legal rights. We process data on the basis of legitimate interests (such as providing services and improving our offerings), performance of a contract, and where necessary with consent (for example, marketing communications). Marketing emails include an unsubscribe option and we honor do-not-contact requests promptly. We do not sell personal information to third parties.
Cookies and similar technologies
We use cookies and similar technologies to provide essential site functionality and optional analytics. Essential cookies enable the site to operate and support secure access to features such as the contact form and cookie consent storage. Optional analytics cookies help us understand site usage and improve content and performance. You can accept or reject optional cookies using the cookie banner available on every page. If you reject optional cookies, analytics services will not track your visit, though essential functionality will continue to work. We use reputable third-party analytics providers; these providers may set cookies on your device and process aggregated usage data on our behalf. For details on specific cookies and how to manage them in your browser, visit your browser settings or use the cookie controls provided in the site banner. If you are a client and we run pilots that require additional tracking, we will document the tracking scope and obtain any necessary consents before activation.
Sharing and disclosures
We may share personal information with trusted third parties who perform services on our behalf, such as cloud hosting, analytics providers, scheduling systems, and professional advisors. These third parties act as processors under our instructions and are contractually required to protect your data. We may disclose information to comply with legal obligations, in response to lawful requests by public authorities, or to protect our rights and property. In the event of a sale, merger, or reorganization involving Lightwoodview, personal information may be transferred as part of the transaction; we will notify affected individuals where required by law. We do not sell personal information for advertising. When we engage subcontractors for client work, data transfers and responsibilities are governed by separate processing agreements and the client’s instructions where applicable.
Data retention and security
We retain personal data only as long as necessary to fulfill the purposes described in this policy, to comply with legal obligations, and to resolve disputes. Retention periods vary by the category of data and the nature of the engagement. For example, contact form records may be retained for a shorter period (e.g., up to 2 years) while client records, invoices, and contractual documents may be retained longer as required by tax, banking, or regulatory obligations. We implement reasonable administrative, technical, and physical safeguards to protect data, including access controls, encryption for data in transit, and secure backups. While we strive to protect personal information, no method of transmission or storage is completely secure; therefore we cannot guarantee absolute security. Report suspected breaches to our privacy contact immediately so we can investigate and comply with notification obligations as required by law.
Your rights and choices
Depending on your jurisdiction, you may have rights regarding your personal data, including rights to access, correct, delete, restrict processing, object to processing, and portability. You can opt out of marketing communications at any time using the unsubscribe link in our emails or by contacting us. To exercise your rights or make a privacy request, contact us at the details below and provide sufficient information to identify you and the data involved. We will verify requests to reduce the risk of unauthorized disclosure. Where legal exemptions apply, we may not be able to comply with certain requests fully, but we will respond and explain any limitations. For EU residents, when applicable, you also have the right to lodge a complaint with your local supervisory authority.
International transfers
Lightwoodview is based in the United States and may transfer personal information to service providers or team members located in other countries to provide services. We take steps to ensure such transfers are lawful and that appropriate safeguards are in place, such as standard contractual clauses or other mechanisms recognized under applicable law. By providing personal information to us, you consent to the transfer and processing of your data in these jurisdictions in accordance with this policy.
Children and sensitive data
Our website and services are not directed at children under the age of 16. We do not knowingly collect personal data from minors. If you believe that we have inadvertently collected personal information about a child, please contact us and we will take steps to delete the information as appropriate. Do not submit sensitive personal data (such as health information, racial or ethnic origin, or political opinions) through public forms or email. If your project requires processing of special categories of data, we will discuss lawful bases and protective measures under a data processing agreement before accepting such data.
Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When material changes are made, we will post a prominent notice on the site and update the effective date at the top of this page. Continued use of our site or services after changes indicates acceptance of the updated policy. For significant changes affecting ongoing client projects, we will notify clients directly and update contractual terms as necessary.
Contact us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, contact our privacy team:
234 Pine Street, Suite 600
San Francisco, CA 94108
United States
You may also use the contact form on our Contact page. For legal requests, please include enough detail to allow us to identify the records you are requesting and to verify your identity.