Privacy Policy
Last updated: May 26, 2026
Who we are
Osprey CFO LLC (“Osprey CFO,” “we,” “us,” or “our”) provides managed finance and accounting services for direct care, concierge, and functional medicine practices. Our website is ospreycfo.com.
Information we collect
Information you provide directly
- Newsletter sign-up: When you subscribe to the Membership Medicine Entrepreneur newsletter, we collect your email address. This information is processed and stored by our email platform, Beehiiv.
- Consultation bookings: When you schedule a call through Calendly, you provide your name, email address, and any additional details you choose to share. This information is processed and stored by Calendly.
- Email inquiries: When you contact us at info@ospreycfo.com, we receive your name, email address, and the content of your message.
Information collected automatically
- Analytics data: We use analytics tools to understand how visitors interact with our website. This may include your IP address, browser type, device information, pages visited, time spent on pages, and referring website. This data is collected in aggregate and is not used to personally identify you.
- Cookies: Our website and third-party services (such as analytics providers) may place cookies or similar technologies on your device to improve your experience and help us understand site usage.
How we use your information
- To send you the Membership Medicine Entrepreneur newsletter (only if you subscribe)
- To schedule and prepare for consultation calls
- To respond to your inquiries
- To understand how our website is used and improve it
- To comply with legal obligations
Third-party services
We use the following third-party services that may collect or process your data:
- Beehiiv — email newsletter platform
- Calendly — scheduling and appointment booking
- Google Analytics — website analytics
- Google Fonts — font delivery
Each service operates under its own privacy policy. We encourage you to review their policies for details on how they handle your data.
Data sharing
We do not sell, rent, or trade your personal information to third parties. We only share your information with the third-party service providers listed above, and only to the extent necessary to provide our services.
Data retention
We retain your personal information only for as long as necessary to fulfill the purposes described in this policy, or as required by law. You may request deletion of your data at any time by contacting us.
Your rights
You have the right to:
- Unsubscribe from our newsletter at any time using the link in any email
- Request access to the personal data we hold about you
- Request correction or deletion of your personal data
- Opt out of analytics tracking by using browser privacy settings or extensions
Security
We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure.
Changes to this policy
We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date.
Contact us
If you have questions about this privacy policy or how we handle your data, contact us at:
Osprey CFO LLC
1 Glenwood Ave, 5th Floor
Raleigh, NC 27603
info@ospreycfo.com
(984) 382-7841
