Privacy Policy

Last updated 31/10/2025

1. Application 

Optimo Capital Limited is a private limited company (Companies House number 13017605) with its registered office at 124 City Road, London, EC1V 2NX. Optimo Capital Limited undertakes activities which are not regulated by the Financial Conduct Authority, namely acting as an introducer between companies and potential providers of capital.

Optimo Research Ltd is a private limited company (Companies House number 06427125) with its registered office at 124 City Road, London, EC1V 2NX. Optimo Research Ltd offers professional equity research services to growth companies and the companies covered pay a fee in order for this research to be made available. Optimo Research Ltd is authorised & regulated by the Financial Conduct Authority. FRN No. 768993.

This website acts as a portal for both Optimo Capital Limited and Optimo Research Ltd, collective known in this Statement as ‘We’, ‘Our’ or ‘Us’.

We have created this privacy statement (‘Statement’) in order to demonstrate our firm commitment to the privacy of the details that You provide to us when using this website. In this Statement, references to ‘You’ and ‘Your’ are references to the website user. When You use the website, You are consenting to the practices set forth in this Statement.

We know that Your privacy is important to You which makes it important to us. We aim to be as clear as possible in this Statement in respect of Your Data. This Statement applies inter alia to Your Data that We collect about You when You use the website, how and when it is used, how We protect it and who has access to it.

2. Your Acceptance of the Statement

This Statement governs Your use of this website, including any dispute concerning privacy. By using this website, You accept this Statement in full. You should read the Statement carefully and ensure that You understand its effect before proceeding to use the website. We reserve the right to modify this Statement at any time due to a change in the law or otherwise without notice by posting the changes on this page. Your continued use of any portion of the website following the posting of the updated Statement will constitute Your acceptance of the changes. If we make any material changes, We will notify You by email.

3. Collecting Your Data

As part of the process of using this website and receiving our email communications, We may collect certain data from You including but not limited to:

  • Your first and last names;

  • Your email address;

  • Your visits to the website;

  • Email open and click rate statistics;

  • Information that You provide to us by written communication by post or email;

  • Information that You provide to us when We speak to You by telephone. We may keep a record of the information that You share with us.

4. Other Data

Other de-personalised data which does not record Personal Data as such, rather information such as the date of the visit to the website, the path taken, the browser used, the IP address etc is used primarily to aid the technical administration of the website, to better understand how the website is functioning and to draw conclusions upon demographic information.

5. How is Your Data Used? 

You acknowledge that Your Data may be used by Us to contact You by electronic mail by way of sending periodic emails regarding the latest research notes from Optimo Research Ltd and IPO opportunities from Optimo Capital Limited, as appropriate.

We will not e-mail you unless you have given us your consent to do so or if we have a legitimate interest in doing so (for example, if we already have a relationship with you as a customer and we are letting you know about a similar product).

If Data has been passed to third parties with Your consent, You may need to contact them separately if You change Your mind in relation to their use of Your Data.

The other principal purposes for which We process and store Your Data are:

  • To monitor, improve and administer the website.

  • To enable us to comply with our legal and regulatory obligations.

We will never sell Your Data to third parties for commercial or any other purpose.

6. Who has access to Your Data?

To minimise the risk of unauthorised access to Your Data, access is limited to Our employees and contractors whose job relates to the use of Your Data. For our daily operations, We use the services of third parties to provide some of our business and operational functions, namely Mailchimp for email management and Squarespace for website creation and management.

For the avoidance of doubt, Your Data is used solely by Us for the sole purpose and to the extent necessary to enable Us to effectively provide You with all the functionality required by the website. Your Data is not shared with any person or company without Your express consent. Any Data that is held with Us shall be retained in accordance with the Data Protection Act 2018, General Data Protection Regulation (GDPR) and related legislation and/ or our retention and destruction policy culminating in its permanent deletion. 

Disclosure of Your Data in Compliance with Laws

You should be aware that We may release Your Data when We believe it is necessary to comply with laws or regulations, or to assist law enforcement. This includes any requirements of the Financial Conduct Authority (“FCA”).

Transfer of Your Data outside of the EEA

From time to time, We may transfer Your Data to a related company, agent or contractor in order to improve our services. Such companies may be located outside of the EEA and You consent to the transfer of Your Data to such companies for the purposes set out here in accordance with this Statement and as permitted by the Data Protection Legislation from time to time. 

Transfer of Data in the Event of the Sale of Optimo Capital Limited or Optimo Research Ltd or their Assets

In the event that Optimo Capital Limited or Optimo Research Ltd is sold or transfers some assets to another party, Your Data could be one of the transferred assets. If Your Data is transferred, its use will remain subject to this Statement. Your Data will be passed on to a successor in interest in the event of a liquidation or administration of either company.

Other Sites and their Privacy Policies and Cookie Policies

The website may contain links to other websites. We are not responsible for the privacy practices or the content of such websites or for the privacy policies, cookie policies and practices of other third parties, so You should be careful to read and understand those website policies independently.

7. Security of Your Data 

We endeavour to take all reasonable steps to protect Your Data. However, We cannot guarantee the security of any Data you disclose online. In using this website, You accept the inherent security implications of engaging in transactions over the Internet, and You agree that You will not hold Us responsible for any breach of security unless We have been grossly negligent or in wilful default.

If You have any questions about security on our website, You can contact us at info@optimoresearch.com. You acknowledge that email messages sent over the internet are not encrypted and are not secure. Despite efforts to protect Your Data, We cannot ensure or warrant the security of any Data You transmit to us, via, to, or from our website. You accept that We cannot be held liable for any breaches of confidentiality that may occur as a result of the use of email. You transmit all such Data at Your own risk.

8. Use of Cookies

While on this website, certain information is automatically logged. This information may include, but is not limited to, the URL of the website that linked you to this site, your IP address and the pages you visit while browsing the site. The IP address highlights the location from which you are accessing the internet. IP addresses are not used to track your session and are not linked to anything personally identifiable. We will obtain consent from the website visitor to drop any non-essential cookies via the cookies banner at the bottom of the website.

Cookies (small text files that contain information, which are sent to and stored on your computer, smartphone or other device used for accessing the internet) are used to allow us to recognise when you return to the site using the same device and web browser. Cookies and other automatically tracked information are used to:

  • identify repeat visitors and account users;

  • personalise your experience;

  • assist us in understanding how users browse the site so that it can administer, support and improve the site and the services it offers; and

  • monitor the total number of visitors and pages viewed.

To check and update your cookies settings, you will need to know which browser you are using (e.g. Internet Explorer, Google Chrome, Firefox, Safari) and the version you have. You can usually find this information by opening the browser, clicking on ‘Help’ and selecting ‘About’. Further information about deleting or controlling cookies is available at www.AboutCookies.org.

9. Opting Out

If You do not wish to be contacted by Us in respect of future marketing communications, We will give You the opportunity to unsubscribe to the receipt of such communications in every electronic mail communication that We send You.

10. Obtaining Copies of Your Data

In the event that You wish to see a copy of all of Your Personal Data held by us, please email us at info@optimoresearch.com

If You request a copy of Your Data, We will not charge any fee to cover the costs of providing it to You.

We will retain Your information for as long as needed to provide You with our services. We will retain and use Your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements, which may require varying retention periods.

11. Changes to Your Data

If any of Your data is inaccurate and/or needs to be updated please contact us at info@optimoresearch.com to correct or delete the information. It is Your responsibility to ensure that any Data You have provided to us remains accurate and to notify us if there are any changes in Your Data.

12. Severability

We have made every effort to ensure that this Statement adheres strictly with the relevant provisions of the Data Protection Legislation and other applicable laws. However, in the event that any of these provisions are found to be unlawful, invalid or otherwise unenforceable, that provision is to be deemed severed from this Statement and shall not affect the validity and enforceability of the rest of the Statement.

13. No Waiver

In the event that either You or We fail to exercise any right or remedy contained in this Statement, that does not mean that You or We (as applicable) have waived that right or remedy and so shall not be construed as a waiver.

14. Complaints or Queries

We try to meet the highest standards when collecting and using Data. For this reason, We take any complaints We receive about this seriously. We encourage people to bring it to our attention if they think that our collection or use of Data is unfair, misleading or inappropriate. We would also welcome any suggestions for improving our procedures. This Statement does not provide an exhaustive detail of all aspects of Our collection and use of Data. However, We are happy to provide any additional information or explanation needed. Any requests for this should be sent to our customer support team by email at info@optimoresearch.com. If You are not happy with the way in which Your Data is being handled by Us, You can complain to the Information Commissioner (ICO) whose details can be found at: https://www.ico.org.uk/

Optimo Capital Limited is registered with the ICO, registration reference ZB814397.

Optimo Research Ltd is registered with the ICO, registration reference ZA171279.

15. Choice of Law

This Statement shall be governed by and construed in accordance with the laws of England and Wales.

16. Jurisdiction

You agree to submit to the exclusive jurisdiction of the courts of England and Wales. This means that if You want to bring a legal action against us, or we want to bring a legal action against You, it must be done in one of these courts.