Privacy & Confidentiality

Privacy Policy

How Octant Advisory collects, uses, and protects information shared in the course of our advisory and executive search engagements.

Effective Date: April 1, 2026

Octant Advisory LLC ("Octant," "we," "our") is a boutique AI transformation advisory and executive search firm. We work with senior executives, boards, and investors on matters that are often confidential by nature. This policy describes how we handle information collected through this website and through our advisory and search engagements.

Information We Collect

Information You Provide

When you contact us through this website, request a diagnostic briefing, or engage us for advisory or executive search services, we may collect contact information (name, title, organization, email, phone), professional background, and information you choose to share about your organization's strategic priorities or leadership needs.

Information Collected Automatically

This website is hosted on Netlify and may collect standard server logs (IP address, browser type, pages viewed) for security and analytics purposes. We do not use third-party advertising trackers.

How We Use Information

We use the information you provide to respond to inquiries, deliver advisory and search services, share relevant insights, and maintain our professional relationships. Information shared in the course of an advisory or search engagement is used solely for the purposes of that engagement.

Confidentiality

Confidentiality is foundational to our work. Information about your organization, leadership team, search candidates, diagnostic findings, and strategic deliberations is held in strict confidence. We do not share client information, candidate profiles, or engagement details with third parties without your express consent, except as required by law.

Engagement-specific confidentiality terms are detailed in individual client and candidate agreements.

How We Share Information

We do not sell, rent, or trade your information. We share information only:

Data Retention

We retain client, candidate, and engagement records for the duration of the relationship and for a reasonable period thereafter consistent with professional and legal obligations. You may request deletion of your information at any time, subject to applicable retention requirements.

Your Rights

You may request access to, correction of, or deletion of personal information we hold about you. To make a request or to ask any question about this policy, contact us at info@octantadvisory.com.

Changes to This Policy

We may update this policy from time to time. The effective date above reflects the most recent revision.

Contact

Octant Advisory LLC
info@octantadvisory.com
(904) 638-0066

This policy is provided for general informational purposes and does not constitute legal advice. For specific questions about confidentiality or data handling in the context of an active engagement, please refer to your engagement letter or contact us directly.