Privacy Policy

We collect information in three principal ways: information you provide to us directly, information collected automatically as you interact with the website, and information we receive from third parties.

• Information you provide — your name, email address, phone number, company or firm, accredited-investor status, and the content of any message when you complete a contact form, schedule a call, request access to the deal portfolio, or otherwise correspond with us.
• Information collected automatically — your IP address, browser type, device identifiers, referring pages, pages viewed, and the dates and times of your visits, gathered through cookies and similar technologies.
• Information from third parties — verification, due-diligence, and background information from service providers, public records, and referral sources used to confirm eligibility and comply with our regulatory obligations.

We use the information we collect for legitimate business and compliance purposes, including to:

• Respond to your inquiries and provide the services or information you request.
• Verify accredited-investor status and perform know-your-customer (KYC) and anti-money-laundering (AML) checks where required.
• Communicate with you about opportunities, events, and updates relevant to your stated interests.
• Operate, maintain, secure, and improve our website and services.
• Comply with applicable laws, regulations, and lawful requests from regulators or authorities.

Where required by applicable law, we process personal information on the basis of your consent, the performance of a contract with you, our legitimate business interests (such as operating and securing our website and communicating with prospective clients), and compliance with our legal and regulatory obligations.

We do not sell your personal information. We may share information in the limited circumstances described below.

• Service providers — vendors who perform services on our behalf, such as hosting, analytics, email delivery, identity verification, and customer relationship management, under obligations of confidentiality.
• Affiliates and partners — our affiliated entities and broker-dealer partners where necessary to evaluate, structure, or facilitate an opportunity.
• Legal and regulatory — where we believe disclosure is required by law, regulation, legal process, or to protect the rights, property, or safety of Baird Augustine, our clients, or others.
• Business transfers — in connection with a merger, acquisition, financing, or sale of assets, subject to appropriate safeguards.

We use a small number of cookies and similar technologies. Strictly necessary cookies are required to operate the website and remember your preferences (including your cookie choice); these are always active. Non-essential cookies — such as those set by our embedded live-chat provider — are used only with your consent.

Where required by law (including for visitors in the EU, EEA, and United Kingdom), we ask for your consent before any non-essential cookies are set, and our live-chat widget does not load until you accept. You can change or withdraw your choice at any time using the “Cookie settings” link in the website footer, or by clearing cookies in your browser. Withdrawing consent does not affect the lawfulness of processing carried out beforehand.

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, to maintain our business relationship with you, and to satisfy applicable legal, regulatory, tax, and recordkeeping requirements. When information is no longer needed, we take reasonable steps to securely delete or anonymize it.

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Depending on your jurisdiction, you may have certain rights regarding your personal information. To exercise any of these rights, please contact us using the details below.

• Access — request a copy of the personal information we hold about you.
• Correction — request that we correct inaccurate or incomplete information.
• Deletion — request that we delete your personal information, subject to legal and regulatory retention requirements.
• Opt out — unsubscribe from marketing communications at any time using the link in our emails or by contacting us.

As a cross-border firm, we may process and store information in the United States and other countries that may have data-protection laws different from those in your jurisdiction. Where required, we implement appropriate safeguards for such transfers.

This website may contain links to third-party websites and portfolio-company resources. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies before providing any information.

Our website and services are intended for accredited investors and other adults, and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. The “Last Updated” date above indicates when this Policy was last revised. Material changes will be posted on this page.

If you have any questions, requests, or concerns regarding this Privacy Policy or our handling of your personal information, please contact us at info@bairdaugustine.com.