PRIVACY POLICY

Ocean Beach Capital ("Ocean Beach Capital," "we," "our," or "us") is a venture capital, private equity, and real estate investment firm. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, communicate with us, or engage with us as a prospective investor, portfolio company, borrower, sponsor, or business partner (collectively, the "Services").

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By using the Services, you agree to this Privacy Policy.

 

1. Information We Collect

A. Information You Provide

We may collect the following information:

Investor Information

• Name

• Email address

• Phone number

• Address

• Employer and job title

• Accreditation status

• Investment experience

• Net worth or income range (if provided)

• Investment preferences

• Capital commitment amounts

• Subscription information

• Investor questionnaire responses

• Communications with Ocean Beach Capital

Sponsor / Founder / Borrower Information

• Company name

• Founder or management team details

• Business plans and pitch decks

• Financial statements

• Capital needs

• Property information (for real estate investments)

• Deal structure information

• Due diligence materials

Real Estate Investment Information

• Property details

• Ownership structure

• Operating history

• Rent rolls

• Pro forma financials

• Debt and financing information

• Sponsor track record

Contact Form Information

• Name

• Email

• Phone

• Message content

• Any information voluntarily submitted

 

B. Automatically Collected Information

We may automatically collect:

• IP address

• Browser type

• Device type

• Operating system

• Pages viewed

• Referral source

• Website interaction data

• Cookies and similar technologies

• Location information (approximate)

 

C. Information from Third Parties

We may receive information from:

• Fund administrators

• Placement agents

• Broker-dealers

• Portfolio companies

• Real estate sponsors

• Data providers

• Analytics providers

• Background check providers

• AML/KYC verification services

• Public databases

 

2. How We Use Information

We use information to:

• Evaluate prospective investors

• Determine accredited investor status

• Evaluate venture capital opportunities

• Evaluate private equity investments

• Evaluate real estate investments

• Conduct due diligence

• Communicate with investors and prospects

• Send investment updates and materials

• Manage investor relationships

• Process capital commitments

• Administer investment vehicles

• Maintain investor records

• Provide portfolio company communications

• Conduct analytics and research

• Improve website functionality

• Comply with legal and regulatory obligations

• Prevent fraud and abuse

• Enforce agreements and policies

 

3. Cookies and Analytics

We use cookies and tracking technologies to:

• Understand site usage

• Improve performance

• Store preferences

• Analyze investor engagement

• Measure marketing effectiveness

These may include:

• Session cookies

• Persistent cookies

• Analytics cookies

• Pixel tags

• Web beacons

You may disable cookies through browser settings.

 

4. How We Share Information

We may share information with:

Service Providers

Including:

• Fund administrators

• Investor portal providers

• CRM providers

• Hosting providers

• Analytics providers

• IT vendors

• Email service providers

• Document management providers

Professional Advisors

• Attorneys

• Auditors

• Accountants

• Compliance consultants

Investment-Related Parties

• Portfolio companies

• Co-investors

• Limited partners

• General partners

• Real estate sponsors

• Lenders

• Placement agents

• Broker-dealers

 

Regulatory and Legal Disclosures

We may disclose information:

• To comply with securities laws

• To satisfy regulatory obligations

• In response to legal process

• To protect rights and safety

• To prevent fraud

Business Transfers

Information may be transferred in connection with:

• Fund restructuring

• Sale of assets

• Merger or acquisition

• Financing transaction

We do not sell personal information.

 

5. Investor-Specific Disclosures

If you submit information as a prospective investor:

• Information may be used to evaluate eligibility

• Information may be retained for compliance purposes

• Information may be shared with fund administrators

• Information may be used for AML/KYC checks

• Information may be retained for regulatory recordkeeping

• Information may be used to communicate investment opportunities

Submission of information does not constitute:

• An offer to sell securities

• A solicitation to buy securities

• An investment commitment

 

6. Real Estate Investment Disclosures

If you submit property or sponsor information:

• Materials may be reviewed for investment purposes

• Information may be shared with underwriting partners

• Information may be shared with lenders or co-investors

• Information may be retained for deal evaluation

• Submission does not guarantee funding

 

7. Venture Capital & Private Equity Submissions

If you submit a pitch, business plan, or deal opportunity:

• Materials may be reviewed internally

• Materials may be shared with investment committee members

• Materials may be shared with co-investors

• We are not obligated to maintain confidentiality unless agreed in writing

• Similar ideas may already be under review

 

8. Data Retention

We retain information:

• As long as necessary for investment operations

• For regulatory compliance

• For investor recordkeeping

• For dispute resolution

• For contractual obligations

Retention periods vary depending on the nature of the information.

 

9. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect information. However, no method of transmission over the internet is completely secure.

 

10. Your Privacy Rights

Depending on your jurisdiction, you may have rights to:

• Access personal information

• Correct information

• Delete information

• Restrict processing

• Object to processing

• Data portability

• Opt out of marketing communications

To exercise rights contact:
info@oceanbeachcap.com

 

11. California Privacy Rights (CCPA/CPRA)

California residents may have the right to:

• Know information collected

• Request deletion

• Request correction

• Opt out of sale or sharing

• Limit use of sensitive personal information

• Non-discrimination

To submit a request:
info@oceanbeachcap.com

 

12. Third-Party Links

Our website may contain links to third-party websites including:

• Investor portals

• Portfolio companies

• Real estate platforms

• Deal platforms

We are not responsible for their privacy practices.

 

13. Children's Privacy

The Services are not intended for individuals under 18. We do not knowingly collect information from children.

 

14. International Users

Information may be transferred to and processed in the United States.

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15. Changes to This Policy

We may update this Privacy Policy at any time. Updates will be posted with a revised Effective Date.

 

16. Contact Information

Ocean Beach Capital

5580 La Jolla Blvd, Suite 331

La Jolla, CA 92037

Email: info@oceanbeachcap.com
Phone: 415-574-0263

 

17. Securities Disclaimer

Nothing on this Website constitutes:

• An offer to sell securities

• A solicitation to purchase securities

• Investment advice

• Legal advice

• Tax advice

 

Any investments referenced are available only to qualified investors pursuant to applicable offering documents and securities laws.

 

18. Confidentiality Disclaimer for Submissions

Do not submit confidential or proprietary information unless Ocean Beach Capital has entered into a written confidentiality agreement. Any materials submitted may be reviewed without obligation.

 

19. Marketing Communications

We may send:

• Fund updates

• Investment opportunities

• Market commentary

• Portfolio updates

• Real estate opportunities

You may unsubscribe at any time.

 

20. Governing Law

This Privacy Policy shall be governed by the laws of the State of California.