We respect your privacy.

Effective: March 11, 2024

This privacy policy (this “Privacy Policy”) explains what information Sortis Capital (“Sortis Capital,” “we” or “us”) collects from you when you use our website (the “Website”) or interact with our third-party partners (“Partners”), as applicable. By using our Website, you agree to all the terms and conditions stated in this Policy. Please take a moment to review this information.

How We Protect Your Information

We take reasonable measures to protect your personally identifiable information (“Personal Information”) to prevent against unauthorized use, access, and disclosure. Acknowledging the continuous nature of data privacy responsibilities, we will periodically review and update our Privacy Notice to reflect new data handling practices or adjustments to our privacy policies.

What Information We Collect

Contact Information

If you choose to contact us using the “Contact Us” link or by emailing us, we’ll collect your contact information, such as your name, phone number, and email address, to communicate with you. We will also collect certain business and other information you choose to provide in connection with financing inquiries. If you write a message, we will store the message so we can tailor our responses to you.

Website Visitor Data

Directly or through the use of third-party data analytics services and cookies (discussed further below), we collect visitor information, including your IP address and server log data (the address of the web page you visited before using the Website, your browser type and settings, the date and time of your use of the Website, and language preferences) for purposes of running, assessing, and improving the functioning of our Website. We may also gather information about the device you are using to access our Website, including what type of device it is, what operating system you are using, device settings, application IDs, general location of the device that you use to access the Website (e.g., city or town), unique device identifiers, crash data, and links you interact with.

Other Data for Special Events

We may occasionally collect additional personal information that you voluntarily submit to us through the Website for other purposes, such as in connection with invitations to a special event where an RSVP response and associated information are necessary for the event.

How we use your information

We use your information to operate, manage, and improve our Website, and for marketing and administrative purposes.

If you communicate with us, we will send you newsletters and marketing information about our services, until you decide to opt-out. We may also send you notifications, updates, and changes about our Website and contact you to provide customer service and support.

We may use your Personal Information, including any information you share with us, to improve our service or to facilitate special events connected to our company or services.

We may use your information to comply with legal or regulatory requirements, to respond to lawful requests, court orders, and legal process, to enforce our rights, to prevent fraud, and to protect the security of the Website and for safety.

We may use your IP address and location data to analyze usage, administer our Website, and gather demographic information for aggregate use.

We may use your Personal Information to create de-identified and aggregated information.

With your consent, we may use your Personal Information in other ways.

How we share your information

We do not knowingly share your Personal Information with any third parties without your consent except as disclosed in this Privacy Policy, as required by law, and when we reasonably believe it is necessary to prevent or take action regarding illegal activities, suspected fraud, or to protect the safety of any person.

We may share Personal Information in collaboration with our Partners, including companies that assist with business analytics, data processing, customer and user management, and other services. We instruct these parties to use your Personal Information only to the extent necessary to provide the services we have requested. Although we take reasonable steps to ensure that Partners receiving your information are bound by privacy restrictions as restrictive as those set forth in this Privacy Policy, we are not responsible for any issues that may arise regarding the privacy policies or practices of any of our Partners. We may also share de-identified or aggregated information with third parties. While we require the third parties to agree not to re-identify or de-aggregate the information, we cannot make any guarantees concerning how they use or disclose the de-identified and aggregated information once they receive it. By using the Website, you agree that we are not responsible or liable for any claims and/or damages that may arise from the actions of any of our Partners.

Social Media

If you click on our social media links (such as Facebook and Twitter), you will be directed to a third-party platform, and any information you share on those websites will be covered by their privacy policies, not this Privacy Policy.

Cookies and other technologies

What are cookies?

A cookie is a small file that can be placed on your computer’s hard disk or on a website server. Cookies do not retrieve information stored on your hard drive and do not corrupt or damage your computer or computer files. For those using our Website, we may link cookie information to your email address so we can maintain and recall your preferences within the Website.

Why we use cookies

We may use cookies and similar tracking technologies to improve or administer the Website, analyze trends, collect information about the general location of the device used to access the Website (e.g., city or town), track users’ movements around the Website, support security features on the Website, and to gather demographic information about our user base.

How to disable cookies

Although most browsers and devices accept cookies by default, their settings usually allow you to delete or decline cookies. If you disable cookies, however, some of the features of our Website may not function properly. You may opt-out of receiving certain Cookies and certain trackers by visiting the Network Advertising Initiative (NAI) opt-out page or the Digital Advertising Alliance (DAA) consumer opt-out page. The “Help” section of your browser may also tell you how to prevent your browser from accepting cookies. To find out more about cookies, you may visit http://www.aboutcookies.org

Opt In / Opt Out of Communications

By using our Website, you expressly allow us to contact you and use your information as set forth in this Privacy Policy. You may opt-out of receiving marketing emails anytime by clicking the “unsubscribe” button in the email.

This Website contains an investor link, called “Investor Login,” which allows you to access a third-party data room if you set up an account through the link. The data room is operated and controlled by a third party, not us, and is subject to that third party’s privacy policy, not our Privacy Policy. The data room may also contain links to other websites. Please be aware that we are not responsible for the privacy practices of this data room or of other third parties and their websites. Our Privacy Policy applies only to the information we collect on this Website. We encourage you to read the privacy policies of other websites you link to from our Website or otherwise visit.

Your Choice to Access, Edit, or Delete Information.

We strive to provide you with as many choices and as much control as possible regarding your Personal Information. You have the right to access and change your Personal Information. Please contact us at the address provided at the bottom of this Privacy Policy to find out how. We will, upon receiving your request, make reasonable efforts to correct, delete, and/or block your Personal Information from further use to the extent it remains in our possession, except to the extent not permitted by law.

Minors

Our Website is not directed to nor intended for use by anyone under the age of 18. If you learn that a child under 13 or someone other than a minor’s parent or guardian has provided us with the Personal Information of a minor without the parent or guardian’s consent, please contact us. If we become aware that the Personal Information of a minor has been provided to us, we will promptly delete the minor’s Personal Information.

Business Transitions

In the event we go through a business transition, including without limitation any merger, acquisition, partnership, business reorganization, debt finance, or sale of company assets, or in the event of an insolvency, bankruptcy, or receivership (together a “Business Transition”), we may use and disclose information collected in accordance with this Privacy Policy as part of any such Business Transition, and your Personal Information may be part of the assets transferred.

Do-Not-Track

You may have implemented a “do not track” signal through your browser. As there currently is no fixed standard for “do not track” signals, we currently do not respond to do not track signals from your web browser.

Data Retention and Destruction

We will retain Personal Information for as long as necessary to accomplish our purposes for such data as set forth in this Privacy Policy. You can request that your information be deleted by contacting us at the address provided at the bottom of this Privacy Policy. At the time your information is deleted, we will destroy your Personal Information using reasonable data destruction practices. We may, however, retain certain information to comply with legal or contract obligations or to facilitate law enforcement requests.

Changes

We may revise this Privacy Policy from time to time. If we decide to change our Privacy Policy, we will post the revised policy here. If changes are significant and materially affect your rights under this Privacy Policy, we may provide a more prominent notice on the Website. In certain cases, we may also provide email notification of the revised Privacy Policy and either seek your consent or give you the right to opt-out from our use of your Personal Information in accordance with the revised Privacy Policy. However, as we may make changes at any time without notifying you, we suggest that you periodically consult this Privacy Policy. Please note that our rights to use any information collected will be based on the privacy policy in effect at the time the information is used.

Contact Us

If you have any questions about the Privacy Policy, please contact us at info@sortis.com, or at the mailing address below:

Sortis Capital
240 SE 2nd Ace
Portland, OR 97214

California Privacy Notice

This California Privacy Notice is part of our Privacy Policy and is directed to you if you are a California resident and therefore have certain rights under the California Consumer Protection Act of 2018 (“CCPA”). This California Privacy Notice applies to Personal Information we collect when we operate as a “business” as defined under the CCPA. This California Privacy Notice describes what those rights are and how you may exercise them when we act as a business. If there is any term in this California Privacy Notice that conflicts with a term in our Privacy Policy, the term in this California Privacy Notice will control.

If we operate as a “service provider” (as defined under the CCPA) for any customers and they provide us with your personal information for business purposes under a service contract, the CCPA applies primarily to those customers, not to us. In those cases, we will direct any requests you send us to exercise your rights under the CCPA to the applicable customer.