Privacy Policy

Effective: May 2026

1. Who We Are

This Privacy Policy applies to The Scale Up CFO Hub, operated by Mohamed Chaudry, and all associated products and services including InvestorReady.AI, DIY Courses, DFY Services, CFO Document Review, CFO Services and the CFO AI Prompts Toolkit.

Our website is mohamedchaudry.com. If you have any questions about this policy, please contact us at mohamed@mohamedchaudry.com.

2. What Information We Collect

We collect information you provide directly to us, including:

• Your name, email address and telephone number when you contact us or join a waiting list
• Business information you provide when completing the InvestorReady.AI questionnaire
• Financial model inputs and business plan data submitted through our platform
• Payment information processed securely through Stripe (we do not store card details)
• Documents you submit for the CFO Document Review service
• Communications you send to us by email or through our contact form

We may also collect certain technical information automatically, including your IP address, browser type, pages visited and time spent on our site, via standard web analytics tools.

3. How We Use Your Information

We use the information we collect to:

• Deliver the services you have purchased, including generating your investor documents
• Process payments and send order confirmations
• Respond to your enquiries and provide customer support
• Send you relevant communications about your purchase or service delivery
• Send marketing emails if you have opted in: you can unsubscribe at any time
• Improve our services and website
• Comply with our legal obligations

4. Confidentiality of Business Information

We take the confidentiality of your business information seriously. Any business data, financial information or documents you submit through our platform or for the CFO Document Review service is:

• Reviewed solely by Mohamed Chaudry and is never shared with any third party
• Used only for the purpose of delivering your requested service
• For CFO Document Review: all documents, notes and video recordings are permanently deleted within 30 days of delivery
• Available for NDA protection on request: email us after purchase

5. Sharing Your Information

We do not sell, rent or trade your personal information. We may share your information with trusted third-party service providers who assist us in operating our business, including:

• Stripe: payment processing
• ActiveCampaign: email communications
• WordPress / Hostinger: website hosting

These providers are contractually obligated to keep your information confidential and use it only for the services they provide to us.

We may also disclose your information where required by law or to protect our legal rights.

6. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with our legal obligations. Specifically:

• CFO Document Review materials are deleted within 30 days of delivery
• Purchase and transaction records are retained for 7 years for tax and accounting purposes
• Marketing contact preferences are maintained until you unsubscribe

7. Your Rights

Depending on your location, you may have the following rights regarding your personal data:

• The right to access the personal data we hold about you
• The right to correct inaccurate or incomplete data
• The right to request deletion of your data
• The right to object to or restrict processing of your data
• The right to data portability
• The right to withdraw consent at any time

To exercise any of these rights, please contact us at mohamed@mohamedchaudry.com.

8. Cookies

Our website uses cookies to improve your browsing experience and analyse site traffic. You can control cookie settings through your browser. By continuing to use our site, you consent to our use of cookies in accordance with this policy.

9. Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure or destruction. All payment transactions are processed through Stripe using industry-standard SSL encryption.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

11. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised effective date. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

13. Contact Us

If you have any questions, concerns or requests relating to this Privacy Policy, please contact us:

The Scale Up CFO Hub
Operated by Mohamed Chaudry
Email: mohamed@mohamedchaudry.com
Website: mohamedchaudry.com