Privacy Policy

Last Updated – September 1, 2025

Black Oak Capital, (“Black Oak,” “we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website or interact with us online.

Information We Collect
We may collect personal information when you:
– Subscribe to newsletters or updates
– Complete pre-registration or investor interest forms
– Contact us through our website
– Provide information voluntarily for investment eligibility assessments

This information may include your name, email address, phone number, and any details you choose to provide. We also collect non-identifiable data automatically through cookies, analytics, and similar tools, such as your IP address, browser type, device information, and browsing behavior.

How We Use Information
We use your information to:
– Communicate with you and respond to inquiries
– Share updates about our funds, events, or resources
– Assess investor interest and eligibility
– Improve website functionality, content, and user experience
– Comply with legal and regulatory requirements

Third-Party Service Providers
To operate effectively, we may share limited personal information with trusted service providers who help us manage communications, data, and analytics, including:
– Juniper Square – for investor portal and fund management services
– Mailchimp – for newsletters and investor communications
– Google (Workspace, Analytics, reCAPTCHA) – for email, storage, analytics, and site security
– Typeform – for collecting investor information and inquiries
– DigitalOcean – secure website hosting utilizing a Toronto, Ontario based data centre

These providers process information on our behalf and are contractually bound to protect it. Cookies and Analytics We use cookies and analytics tools to understand how visitors use our website. This helps us improve functionality and tailor content. You can adjust your browser settings to decline cookies, but some site features may not work properly.

Consent and Your Rights
By using our website and submitting information, you consent to the collection, use, and disclosure of your personal information as described in this policy. You may withdraw consent or request access, correction, or deletion of your information at any time, subject to legal and contractual restrictions.

Security
We use appropriate technical and organizational measures to safeguard personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute protection.

Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the “Last Updated” date at the top.

Questions
If you have any questions about this Privacy Policy or how your information is handled, please contact us at legal@blackoakpartners.ca