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Privacy Policy
Sage Growth Capital Group, LLC
Effective Date: March 1, 2026

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1. Introduction

Sage Growth Capital Group, LLC and its Affiliates (“Sage,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting personal information collected through our website located at www.sagegrowthcapital.com (the “Website”) and through our investment, lending, underwriting, and investor relations operations and software.

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Sage serves as the management company for Sage Growth Capital Fund 1, LLC, Sage Growth Capital Fund II, LLC, Sage Growth Capital Fund III, LLC, and multiple single purpose vehicles (the “Affiliates”) and administers private investment fund operations, company underwriting, and investor relations.

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This Privacy Policy explains how we collect, use, disclose, and safeguard personal information.

 

2. Information We Collect

We collect personal information that you voluntarily provide, as well as information automatically collected through website technologies and third-party service providers.

 

3. Information You Provide to Us

A. Newsletter and Subscription Forms

We collect:

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  • Name

  • Email address

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Subscribers are added to our communication lists and may receive newsletters, investor updates, and company announcements.

 

B. Funding Application Forms

Applicants may provide business and financial information, including:

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  • Contact information

  • Company name and headquarters location

  • Website and business description

  • Revenue data

  • Growth metrics

  • Customer metrics

  • Funding request details

  • Use of funds

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Applicants may optionally upload documents such as:

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  • Pitch decks

  • Financial statements

  • Balance sheets

  • Profit and loss statements

  • Annual financial summaries

  • Year-to-date financials

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This information is used for underwriting, diligence, and funding evaluation.

 

C. Investor Information Forms (Restricted Access)

Investor forms are available only to verified accredited investors and may collect:

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  • Contact information

  • Investment data

  • Tax identification information

  • Social Security numbers

  • Accreditation verification information

  • Subscription documentation

  • Supporting investment onboarding documentation

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This information may be used for regulatory compliance, fund administration, and investment processing.

 

D. ACH and Payment Authorization Information

We may collect bank account information from investors and portfolio companies that authorize ACH debit or credit transactions through Zoho Forms or Zoho Sign authorization forms.

 

E. Diligence and Compliance Documentation

During the diligence and investment process, applicants or investors may provide additional information through secure file sharing platforms including Google Workspace, which may include:

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  • Government identification

  • Credit history

  • Financial documentation

  • Corporate documentation

  • Background check authorization information

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Background checks may be conducted through third-party screening providers including Resident Research.

 

4. Information Collected Automatically

When you visit our Website, we and our service providers may automatically collect technical and usage data, including:

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  • Internet Protocol (IP) address

  • Device identifiers

  • Browser type and operating system

  • Referring URLs

  • Pages visited and time spent on pages

  • Date and time of visits

  • General geographic location derived from IP address

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This information supports website functionality, performance analytics, fraud prevention, and security monitoring.

 

5. Cookies and Tracking Technologies

Our Website uses cookies and similar tracking technologies through Wix and marketing platforms.

Cookies may be used to:

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  • Maintain website functionality

  • Analyze website performance

  • Improve user experience

  • Provide security protections

  • Support marketing and retargeting campaigns

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Users may adjust browser settings to disable cookies, though certain website features may not function properly if cookies are disabled.

 

6. Marketing and Retargeting

We may use marketing technologies to provide relevant content and communications. These technologies may track visitor behavior across websites and may use IP address and browser identifiers.

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We do not sell personal information collected through these technologies.

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Users may opt out of marketing communications using unsubscribe links in emails.

 

7. Use of Zoho Business Systems

Sage uses multiple Zoho products to support business operations, including:

  • Zoho CRM

  • Zoho Forms

  • Zoho Campaigns

  • Zoho Sign

  • Zoho Analytics

  • Zoho Projects

  • Zoho Flow

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Information submitted through our Website or business workflows may automatically transfer into Zoho systems and may be used for:

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  • Contact management

  • Investor relations

  • Marketing communications

  • Deal pipeline tracking

  • Underwriting and diligence

  • Document preparation and electronic signatures

  • Internal analytics and reporting

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Zoho processes data in accordance with its privacy practices available at:

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https://www.zoho.com/privacy.html

 

8. Website Hosting and Infrastructure

Our Website is hosted by Wix. Wix may collect visitor data including cookies, analytics information, and IP addresses necessary to operate and secure the Website.

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Wix privacy practices are available at:

https://www.wix.com/about/privacy

 

9. Use of Google Workspace and Cloud Storage

We use Google Workspace and cloud storage services to securely store and process business documentation, diligence materials, and investor records.

Information stored in these systems is accessible only to authorized personnel.

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Google privacy practices are available at:

https://policies.google.com/privacy

 

10. Internal Use and Data Sharing

Personal information may be shared internally with authorized Sage personnel involved in:

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  • Investment underwriting

  • Due diligence

  • Investor onboarding

  • Regulatory compliance

  • Fund administration

  • Operational and financial review

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Access is restricted to personnel with legitimate business or compliance purposes.

 

11. Disclosure to Third-Party Service Providers

We may share personal information with third-party service providers when reasonably necessary to operate our business, including:

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  • Legal and accounting professionals

  • Compliance and regulatory service providers

  • Background screening providers

  • Electronic signature providers

  • Cloud storage providers

  • CRM and workflow automation vendors

  • Marketing service providers

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These providers are permitted to use information only to perform services for Sage.

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We do not sell personal information.

 

12. Data Retention

We retain personal information as long as necessary to:

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  • Evaluate investment or funding opportunities

  • Maintain investor and portfolio company records

  • Meet regulatory, tax, accounting, and legal obligations

  • Administer investment funds and related business operations

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Applicant and investor records may be retained indefinitely unless deletion is required by law.

 

13. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards including:

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  • Encryption of sensitive data fields

  • Multi-factor authentication

  • Role-based access controls

  • Confidentiality policies for personnel

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Despite these safeguards, no electronic storage system can be guaranteed to be completely secure.

 

14. California Privacy Rights (CCPA / CPRA)

California residents have the right to:

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  • Request disclosure of personal information collected

  • Request deletion of personal information

  • Request correction of inaccurate personal information

  • Request disclosure of categories of information shared

  • Limit use of sensitive personal information where applicable

  • Opt out of sale or sharing of personal information

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Sage does not sell personal information.

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To exercise privacy rights, contact:

admin@sagegrowthcapital.com

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Sage Growth Capital Group, LLC
PO Box 6088
Boise, ID 83707

 

15. Do Not Track Signals

Our Website does not currently respond to browser Do Not Track signals.

 

16. Children’s Privacy

Our services are intended only for individuals 18 years of age or older. We do not knowingly collect personal information from minors.

 

17. Accessibility

Our Accessibility Statement is available at:

https://www.sagegrowthcapital.com/accessibility-statement

 

18. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy periodically. Updates will be posted with a revised effective date.

 

19. Contact Information

Sage Growth Capital Group, LLC
PO Box 6088
Boise, ID 83707
admin@sagegrowthcapital.com

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