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Privacy

Privacy Policy

Working draft. Last updated June 2026.

Excelsior Forge builds and runs revenue systems inside our clients' own accounts, on their own data. Trust is part of the job, and we take it seriously. This is a working draft of our full privacy policy. If you have a question about how we handle data before the final version is published, email us anytime.

What we work with

When we run an engagement, we work with the data your revenue tools already hold: accounts, contacts, pipeline, conversations, and the signals your team generates day to day. We access it to do the work you hired us for, and nothing else.

How we use it

We use your data only to build, run, and improve your revenue system. We do not sell it, and we do not hand it to anyone outside the work. It lives in your accounts, and it stays yours.

Questions

Reach us at doug@excelsiorforge.com and we will answer.