1. Introduction
Octavian Advisors ("we", "our" or "us"), based in Bengaluru, India, respects your privacy and is committed to protecting the personal and business information you share with us.
This Privacy Policy explains how we collect, use, store, share and protect information when you visit our website, submit an enquiry, request our services or communicate with us. We process personal data in line with Indian law, including the Information Technology Act, 2000 and the rules made under it (including the Reasonable Security Practices and Procedures and Sensitive Personal Data or Information Rules, 2011) and, as it comes into force, the Digital Personal Data Protection Act, 2023 and the rules made under it (together, "applicable law").
Our services include sell-side M&A advisory, business acquisitions, business valuation support, fundraising, debt restructuring and business turnaround advisory.
We ask for your consent when you submit a form, and separately for marketing and non-essential cookies. Please read this policy before you do so.
2. Information we collect
A. Personal and contact information

Name, email address and telephone number.
Company name, designation and business address.
Information you submit through our contact, business sale, acquisition, fundraising or advisory enquiry forms.

B. Business and transaction information

Nature of business, industry, location and years of operation.
Annual revenue, EBITDA, assets, liabilities and other financial information you choose to provide.
Information about a proposed business sale, acquisition, investment, fundraising requirement or debt restructuring.
Transaction preferences, ownership details and other information relevant to a proposed engagement.

Please do not submit passwords, payment card details, government identification numbers or other unnecessary sensitive personal information through our website forms.
C. Technical and website usage information
When you visit our website, we may collect certain information automatically, depending on your browser settings and the technologies on our website. This may include IP address, browser type, device information, pages visited, referral source, session activity and approximate location.
3. Why we use your information
We use information only for the purposes below, and only as far as needed for each:
Purpose
Information used
Respond to your enquiry and communicate with you
Contact information; the content of your enquiry
Assess whether our services suit your needs and whether an opportunity is viable
Contact, business and transaction information
Prepare proposals, engagement documents, valuations and other advisory deliverables, and carry out due diligence
Contact, business and transaction information
Introduce you or your business to potential buyers, sellers, investors or lenders
Business and transaction information, shared only as described in section 4
Operate, secure and improve our website and measure advertising performance
Technical and website usage information
Send you business updates or marketing messages
Contact information, only with your consent, and you can withdraw it at any time
Keep business records, prevent fraud, protect our rights and meet legal obligations
Information relevant to the purpose
We do not use your information for any other purpose without telling you and, where required, obtaining your consent.
4. Confidentiality of business and transaction information
Business sale, acquisition and fundraising discussions involve commercially sensitive information.

We restrict access to this information to people who need it for the engagement.
We do not publish the identity of a client or any confidential business or transaction information on our website without the client's written authorisation.
We share a business's information with a prospective buyer, seller, investor or lender only with the owner's written authorisation, and only after the recipient has signed a non-disclosure agreement, unless the information is anonymised and cannot reasonably identify the business.
We share only the information needed for the purpose of the disclosure.

Submitting an enquiry through our website does not, by itself, create an advisory engagement or mean that a non-disclosure agreement is in place.
5. Cookies, analytics and advertising
Our website is hosted on Wix. We and our service providers use cookies and similar technologies to:

make the website work properly (essential cookies);
understand website traffic and visitor behaviour (analytics);
measure enquiries and advertising campaign performance (advertising measurement).

We currently use: [Wix analytics] [Google Analytics] [Google Ads conversion tracking] [other: ____]. [Octavian to list only the tools actually enabled on the site.]
Essential cookies are always on. We ask for your consent through the cookie banner before we use analytics and advertising cookies, and you can change your choice at any time using [the cookie settings link on our website]. You can also manage cookies through your browser settings. Turning off some cookies may affect how the website works.
We do not use your information for tracking or targeted advertising aimed at children.
6. Sharing of information
We do not sell personal data, and we do not sell or share your personal information or your confidential business and financial information (such as revenue, EBITDA, assets, liabilities and deal details) with any unauthorised third party. We share it only with the recipients below, for the purposes in section 3, and only as section 4 allows.
We may share information with the following recipients, only when needed for the purposes in section 3:

Technology and website providers: Wix and other providers that support website hosting, forms, email, analytics or security. They process data on our behalf and under their own terms.
Advertising and analytics providers: platforms that measure website traffic, advertising performance and conversions, if you consent to these cookies.
Transaction participants: prospective buyers, sellers, investors, lenders and their authorised representatives, as set out in section 4.
Professional advisers: lawyers, chartered accountants, tax advisers and other professionals who support our services and are bound by confidentiality.
Authorities: government bodies, regulators, courts or law enforcement where the law requires or permits disclosure.
Business successors: a successor or transferee in connection with a restructuring, merger or transfer of our business, subject to applicable law.

7. Storage, security, transfers and retention
Security. We use reasonable organisational and technical safeguards to protect information against unauthorised access, disclosure, alteration, loss or misuse. These include access controls, restricted sharing, secure service-provider systems and confidentiality commitments. No website or electronic system can be guaranteed to be completely secure.
Where data is stored. Our website provider, Wix, is headquartered outside India, and your information may be stored or processed on servers in India or in other countries. We rely on contractual and technical safeguards and on applicable law for these transfers. [Octavian to confirm the regions used by Wix and any email or CRM provider.]
Breaches. If a personal data breach affects you, we will tell you and the Data Protection Board of India (or other authority) as applicable law requires.
Retention. We keep information only as long as needed for the purpose it was collected for, and as the law requires:
Information
How long we keep it
Enquiries that do not lead to an engagement
[24] months from the last contact, then deleted
Client engagement records and transaction documents
[8] years after the engagement ends, or longer if the law requires
Marketing contact details
Until you withdraw consent or opt out
Website analytics data
As set by the analytics tool, generally [14–26] months
After these periods we delete or anonymise the information, unless the law requires us to keep it. [Octavian to confirm each period.]
8. Your rights and choices
Subject to applicable law, you may:

ask for a summary of the personal data we hold about you and how we process it;
ask us to correct or update inaccurate or incomplete data;
ask us to delete data we no longer need;
withdraw consent at any time (this does not affect processing that happened before you withdrew it);
opt out of marketing messages, using the link in any message or by writing to us;
nominate another person to exercise your rights if you die or become unable to do so;
raise a grievance with us, as described in section 12.

To use these rights, write to the Grievance Officer in section 12. We may need to verify your identity first. We will acknowledge your request within [7] days and respond within [30] days. We may keep information where the law requires or permits.
If you are not satisfied with our response, you may complain to the Data Protection Board of India, once that process is available under applicable law.
9. Third-party websites and services
Our website may link to other websites. They have their own privacy policies and practices. We are not responsible for the privacy, security or content of sites we do not control, and we encourage you to read their policies.
10. Children
Our website and services are for business owners, professionals and investors, and not for children (people under 18). We do not knowingly collect personal data from children. If you believe a child has given us personal data, please contact us and we will delete it.
11. Changes to this policy
We may update this policy when our services, technologies, practices or the law change. We will publish the latest version on this page with a new effective date. Where a change materially affects how we use your data, we will tell you and, where required, ask for your consent again.
12. Contact and Grievance Officer
For privacy questions, requests or complaints, contact our Grievance Officer:
Name: Raveesh R L
Designation: Co founder
Octavian Advisors, 353, 3rd Block, Vidyaranyapura, Bengaluru, India 560097
Email: info@octavianadvisors.com
Phone: +91 96634 30374
Website: https://www.octavianadvisors.com/
Please put "Privacy Request" in the subject line of your email so that we can direct it correctly.

Name, email address and telephone number.

Company name, designation and business address.

Information you submit through our contact, business sale, acquisition, fundraising or advisory enquiry forms.

B. Business and transaction information

Nature of business, industry, location and years of operation.

Annual revenue, EBITDA, assets, liabilities and other financial information you choose to provide.

Information about a proposed business sale, acquisition, investment, fundraising requirement or debt restructuring.

Transaction preferences, ownership details and other information relevant to a proposed engagement.

We restrict access to this information to people who need it for the engagement.

We do not publish the identity of a client or any confidential business or transaction information on our website without the client's written authorisation.

We share a business's information with a prospective buyer, seller, investor or lender only with the owner's written authorisation, and only after the recipient has signed a non-disclosure agreement, unless the information is anonymised and cannot reasonably identify the business.

We share only the information needed for the purpose of the disclosure.

Submitting an enquiry through our website does not, by itself, create an advisory engagement or mean that a non-disclosure agreement is in place. 5. Cookies, analytics and advertising Our website is hosted on Wix. We and our service providers use cookies and similar technologies to:

make the website work properly (essential cookies);

understand website traffic and visitor behaviour (analytics);

measure enquiries and advertising campaign performance (advertising measurement).

Technology and website providers: Wix and other providers that support website hosting, forms, email, analytics or security. They process data on our behalf and under their own terms.

Advertising and analytics providers: platforms that measure website traffic, advertising performance and conversions, if you consent to these cookies.

Transaction participants: prospective buyers, sellers, investors, lenders and their authorised representatives, as set out in section 4.

Professional advisers: lawyers, chartered accountants, tax advisers and other professionals who support our services and are bound by confidentiality.

Authorities: government bodies, regulators, courts or law enforcement where the law requires or permits disclosure.

Business successors: a successor or transferee in connection with a restructuring, merger or transfer of our business, subject to applicable law.

ask for a summary of the personal data we hold about you and how we process it;

ask us to correct or update inaccurate or incomplete data;

ask us to delete data we no longer need;

withdraw consent at any time (this does not affect processing that happened before you withdrew it);

opt out of marketing messages, using the link in any message or by writing to us;

nominate another person to exercise your rights if you die or become unable to do so;

raise a grievance with us, as described in section 12.

Submitting an enquiry through our website does not, by itself, create an advisory engagement or mean that a non-disclosure agreement is in place.
5. Cookies, analytics and advertising
Our website is hosted on Wix. We and our service providers use cookies and similar technologies to: