Cookie Policy

This Cookie Policy explains how ControlFi LLC (“ControlFi,” “we,” “us,” or “our”) uses cookies and similar technologies on control-fi.com (the “Site”). This Cookie Policy should be read together with our Privacy Policy.

1. What Are Cookies?

Cookies are small text files that a website stores on your device when you visit it. Cookies help websites function properly, remember your preferences, understand how visitors use the site, and improve performance and user experience.

We may also use similar technologies such as pixels, local storage, tags, and scripts. In this Cookie Policy, we refer to all of these collectively as “cookies” unless the context requires otherwise.

2. Why We Use Cookies

We use cookies and similar technologies to:

make the Site work properly;
keep the Site secure;
remember preferences and consent choices;
understand visitor behavior;
improve performance and user experience;
support forms, meeting scheduling, CRM attribution, and campaign measurement where lawful.

These technologies may be associated with website infrastructure, analytics, CRM, forms, scheduling, and communications tools such as HubSpot.

3. Types Of Cookies We Use

A. Strictly necessary cookies

These cookies are essential for the Site to function and cannot be switched off in our systems where they are genuinely required.

They may be used to:

maintain security;
support network management;
enable core page and form functionality;
remember your privacy or cookie choices;
prevent fraud or abuse.

If you block these cookies through your browser, some parts of the Site may not function properly.

B. Analytics cookies

These cookies help us understand how visitors interact with the Site, such as which pages are visited, how visitors move through the Site, how long they stay, and whether errors occur.

We use this information to improve the Site, our messaging, and the user experience.

We use Google Analytics (via Google Tag Manager) for this purpose. Google Analytics sets cookies (such as _ga and _ga_*) only after you accept analytics cookies in our consent banner. We use Google Consent Mode, so if you decline, no analytics cookies are set and Google receives only cookieless, aggregated signals. You can learn more in Google’s privacy documentation at policies.google.com.

C. Functionality and preference cookies

These cookies help the Site remember choices you make, such as language, region, or other settings, so that the Site can provide a more tailored experience.

D. Marketing, attribution, and campaign measurement cookies

Where used, these cookies may help us measure the effectiveness of campaigns, understand whether visitors came to the Site from particular channels, support CRM attribution, and improve the relevance of our outreach and marketing.

E. Third-party embedded content cookies

If we use embedded content or third-party tools on the Site, such as scheduling tools, video players, social-media embeds, or interactive widgets, those providers may place cookies or similar technologies on your device.

4. Consent

Where required by applicable law, we will obtain your consent before placing non-essential cookies on your device. This generally includes analytics, marketing, attribution, embedded third-party content, and other cookies that are not strictly necessary for the operation of the Site.

Strictly necessary cookies may be used without consent where the law allows this because they are required to provide the Site or a service you have requested.

If the Site uses the HubSpot tracking code or similar tools, the cookie consent configuration should be set so that non-essential tracking does not run before consent where legally required.

You may withdraw or change your cookie preferences at any time through our cookie settings tool or other controls we make available.

5. How To Manage Cookies

You can manage cookies in several ways:

A. Cookie banner / cookie settings

When required, the Site will present a cookie banner or consent tool that allows you to:

accept all cookies;
reject non-essential cookies; or
manage your cookie preferences by category.

You can revisit your choices at any time through the Cookie Settings link on the Site.

B. Browser settings

Most browsers allow you to block, delete, or control cookies through browser settings. Please note that if you disable strictly necessary cookies, some Site functions may stop working properly.

C. Third-party opt-out tools

For some advertising-related cookies, you may also be able to manage your preferences through third-party tools or industry opt-out mechanisms where available.

6. HubSpot Cookies

We use HubSpot tools for forms, scheduling, CRM, and website analytics. Depending on the Site configuration and a visitor’s consent choices, HubSpot may set the cookies listed below. Only cookies actually used on the live Site should be treated as active.

Cookie Name	Provider	Category	Purpose	Duration
__hstc	HubSpot	Analytics	Main visitor tracking cookie. Stores the domain, hubspotutk, first visit timestamp, last visit timestamp, current visit timestamp, and session number.	6 months
hubspotutk	HubSpot	Analytics	Tracks a visitor’s identity and is passed to HubSpot on form submission to help deduplicate contacts. Contains an opaque GUID for the current visitor.	6 months
__hssc	HubSpot	Analytics	Tracks sessions and helps determine whether HubSpot should increment the session number and timestamps in __hstc. Contains the domain, page view count, and session start timestamp.	30 minutes
__hssrc	HubSpot	Analytics	Set whenever HubSpot changes the session cookie to determine whether the visitor restarted their browser. Contains the value 1 when present.	Session
__hs_opt_out	HubSpot	Strictly Necessary / Consent	Used by HubSpot’s opt-in privacy policy to remember not to ask the visitor to accept cookies again after they opt out. Contains yes or no.	6 months
__hs_do_not_track	HubSpot	Strictly Necessary / Consent	Can be set to prevent the HubSpot tracking code from sending any information to HubSpot. Contains yes.	6 months
__hs_initial_opt_in	HubSpot	Strictly Necessary / Consent	Used to prevent the consent banner from always displaying when visitors browse in strict mode. Contains yes or no.	7 days
__hs_cookie_cat_pref	HubSpot	Strictly Necessary / Consent	Records the cookie categories a visitor consented to. Contains data on the consented categories.	6 months

The HubSpot cookie names, purposes, and durations above are taken from HubSpot’s cookie documentation.

7. Other Cookies And Technologies

The Site may also use other cookies or similar technologies from providers such as analytics tools, scheduling tools, embedded content providers, hosting providers, or communications tools.

If additional cookies are active on the live Site, they should be added to this Cookie Policy with:

cookie name;
provider;
category;
purpose; and
duration.

8. Retention And Duration

Cookies may remain on your device for different periods depending on their purpose:

Session cookies expire when you close your browser.
Persistent cookies remain on your device for a set period or until you delete them.

The duration of each cookie, where known, is listed in the table above or should be added for any other live cookies used on the Site.

9. Do Not Track

Some browsers offer a “Do Not Track” setting. Because there is no universally accepted standard for responding to these signals, the Site may not respond to them in a uniform way. You can still manage cookies through our cookie settings tool and your browser controls.

10. Changes To This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in law, technology, our Site, or our use of cookies. When we do, we will update the “Last updated” date at the top of this page.