Privacy Policy

Oaktech Solutions ("we," "us," or "our") is committed to protecting the privacy of individuals who visit our website and use our services. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information.

By using this website or engaging our services, you agree to the collection and use of information as described in this policy. If you do not agree, please do not use our website or services.

1. Information We Collect

We collect information in the following ways:

Information You Provide Directly

• Contact form submissions (name, work email, company name, service interest, message)
• Email correspondence you initiate with us
• Information shared during discovery calls or client engagements
• Newsletter subscription email addresses

Information Collected Automatically

• Browser type and version
• Operating system
• Pages visited and time spent on each page
• Referring website or link
• General geographic location (country/region level, derived from IP address)
• Date and time of visits

We do not use cookies for advertising or tracking beyond basic analytics necessary to operate and improve this website.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries and contact form submissions
• To schedule and conduct discovery calls and client engagements
• To deliver services you have engaged us to provide
• To send newsletters or updates you have subscribed to
• To improve our website, content, and service offerings
• To comply with applicable legal obligations
• To detect, prevent, and address technical issues or security incidents

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

3. Legal Basis for Processing (GDPR)

If you are located in the European Economic Area (EEA), our legal basis for collecting and using your personal information depends on the information concerned and the context in which we collect it:

• Contract performance: Processing necessary to fulfill a service engagement you have requested.
• Legitimate interests: Processing necessary for our legitimate business interests (such as website analytics and service improvement), provided these interests are not overridden by your rights.
• Consent: Where you have given us explicit consent, such as for newsletter subscriptions.
• Legal obligation: Processing necessary to comply with a legal obligation.

4. Information Sharing and Disclosure

We do not sell or share your personal information with third parties for their own marketing purposes. We may share your information in the following limited circumstances:

• Service providers: We may share information with trusted third-party service providers who assist us in operating our website or delivering our services (such as email delivery providers or cloud storage services). These providers are contractually obligated to keep your information confidential and may only use it to provide services to us.
• Legal requirements: We may disclose your information if required by law, court order, or government authority, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

All client engagement information is treated as strictly confidential. We sign Non-Disclosure Agreements (NDAs) with clients before any substantive discussion of their business, proposals, or pipeline.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law. Specifically:

• Contact form inquiries that do not result in an engagement are retained for 12 months.
• Client engagement records are retained for 5 years following the end of an engagement, for legal and business purposes.
• Newsletter subscriber information is retained until you unsubscribe.
• Website analytics data is retained for up to 26 months.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• 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 certain legal exceptions.
• Portability: Request that we provide your information in a portable, machine-readable format.
• Objection: Object to our processing of your information where we rely on legitimate interests.
• Restriction: Request that we restrict the processing of your information in certain circumstances.
• Withdrawal of consent: Where we rely on your consent, you may withdraw it at any time without affecting the lawfulness of prior processing.

To exercise any of these rights, please contact us at privacy@proposaledge.com. We will respond within 30 days.

If you are located in California, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected, the right to delete it, and the right to opt out of its sale (we do not sell personal information).

7. Data Security

We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include:

• Encrypted data transmission (HTTPS/TLS) on all pages of this website
• Access controls limiting who within our team can access client information
• Confidentiality obligations binding all team members and subcontractors
• Regular review of our security practices

No method of transmission over the internet or electronic storage is 100% secure. While we take reasonable precautions, we cannot guarantee absolute security.

8. Third-Party Links

Our website may contain links to third-party websites (such as LinkedIn or our client organizations). We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies before providing any personal information.

9. Children's Privacy

Our website and services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child, we will delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. We will post the updated policy on this page with a revised "Last Updated" date. For material changes, we will provide more prominent notice (such as an email notification to active clients). Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

• Email: privacy@proposaledge.com
• General inquiries: hello@proposaledge.com

We will respond to all privacy-related inquiries within 30 business days.