Privacy Policy

Placer Solutions Privacy Policy (Updated: November 2025)

Placer Solutions (“Placer,” “we,” “us,” or “our”) provides research reports and related services to business customers. This Privacy Policy explains how we collect, use, and share personal information in connection with our websites, ecommerce checkout, marketing, and report delivery (together, the “Services”).

If you use the Services, you agree to this Privacy Policy.

1. Scope and other notices

1.1. Where this Policy applies

This Policy covers personal information we collect when you:

• visit or use our websites,
• purchase a report,
• fill out a form to download content or contact us, or
• interact with our emails or online advertising.

1.2. Separate research consent

If you participate in research or benchmarking via a Microsoft Forms link, that activity is governed by the specific informed consent shown with that survey. That notice will apply in addition to this Policy and will control if there is a conflict for that survey.

1.3. Who is responsible

Placer is responsible for deciding how personal information described in § 2 is used in connection with the Services.

2. Information we collect

We collect information in three main ways: you provide it, it is collected automatically, or we receive it from other sources.

2.1. Information you provide to us

Report purchases. When you buy a report, we collect:

• name,
• organization,
• email address (for delivery),
• mailing address,
• phone number, and
• billing information.

Other forms. When you download informational content or contact us through a form, we typically collect:

• name,
• organization,
• email address,
• job title, and
• phone number.

2.2. Payment information

Payment card details are collected and processed by our payment provider (currently Stripe). We receive limited billing information (such as the last four digits of a card, billing address, and transaction amounts) so we can keep records, address issues, and comply with our obligations.

2.3. Information collected automatically

When you visit our websites or interact with our emails and ads, we and our service providers automatically collect some information, such as:

• IP address and general location (for example, city and country),
• browser and device information, and
• how you interact with our pages and emails (such as pages visited, links clicked, downloads, timestamps).

2.4. Information from other sources

We may receive additional business-related information about you from:

• marketing and advertising platforms (for example, LinkedIn and Google) when you interact with our ads, and
• professional data providers and enrichment services that help us confirm and standardize business information (for example, your company name, industry, role, and company size), or from public sources.

We use this information mainly to keep our records accurate, to group contacts into broad business segments, and to create or refine matched audiences for advertising as described in §§ 3 and 4.

3. How we use information

We use information for the following purposes:

3.1. To provide and support the Services

• deliver purchased reports and related content,
• respond to inquiries and provide customer support, and
• manage our relationship with you and your organization.

3.2. To manage billing and transactions

• process payments via our payment provider,
• keep necessary business and accounting records, and
• address disputes, refunds, and chargebacks.

3.3. To communicate with you

• send transactional emails (such as order confirmations, report delivery links, and service notices),
• send marketing communications and invitations to events, and
• share updates about new or relevant reports and services.

3.4. To operate and improve our marketing

• measure and improve the performance of our websites, content, and campaigns,
• run advertising and track conversions, retargeting, and similar activities (see § 4), and
• segment contacts by company, industry, role, or company size to send relevant business‑to‑business communications and to define advertising audiences in a responsible way (for example, “US mid‑market operations leaders”).

3.5. To comply with law and protect our rights

• comply with legal, tax, and regulatory obligations,
• enforce our terms and protect our rights, and
• prevent, investigate, or respond to fraud, security, or abuse issues.

3.6. No profiling or personalization with legal effects

We do not use your personal information for automated decision-making or profiling that produces legal or similarly significant effects about you. We also do not operate personalized pricing or personalization of report content based on your profile.

4. Advertising, cookies, and similar technologies

We use cookies, pixels, and similar tools to make the Services work and to support our marketing efforts.

4.1. How we use these tools

We and our partners (currently including LinkedIn and Google) may use cookies, pixels, and similar technologies to:

• remember your choices (for example, language or forms you have already completed),
• understand how visitors use our site,
• measure the performance of our ads and campaigns, and
• run conversion tracking, retargeting, lookalike/matched audiences, and cross-marketing.

4.2. Matched audiences and retargeting

When permitted by law, we may upload business contact information (such as work email addresses) and associated business attributes (for example, company, industry, or seniority band) to advertising platforms (for example, LinkedIn or Google Ads) to:

• create or refine “matched audience” campaigns,
• exclude existing customers from certain campaigns, or
• find similar audiences.

The platforms typically encrypt this information and use it only to help us show or suppress ads to those audiences. We use these tools at a segment level and do not intentionally target ads based on sensitive characteristics about individuals.

4.3. Your choices for cookies and ads

You can:

• adjust your browser settings to block or delete cookies,
• use platform tools (such as LinkedIn and Google ad settings) to control how they use your information for ads, and
• opt out of our marketing emails as described in § 7.

Some parts of the Services may not work properly if you disable certain cookies.

5. How we share information

We do not sell your personal information for money. We do share personal information with third parties in the following ways.

5.1. Service providers

We use service providers to help us operate the Services and our business, including:

• email and contact management (currently SendGrid),
• payment processing (currently Stripe),
• workflow automation (currently Make.com),
• file storage and report delivery (currently Dropbox),
• advertising and analytics (currently LinkedIn and Google),
• survey tools for separate research activities (currently Microsoft Forms), and
• data enrichment providers that help us verify, clean, and standardize business contact and company information.

We may also add other vendors over time, including AI-powered tools, to support similar functions. We expect our service providers to use personal information only to provide their services to us and to apply appropriate safeguards.

5.2. Business transfers

If we are involved in a merger, acquisition, financing, or sale of all or part of our business, personal information may be transferred as part of that transaction, subject to appropriate confidentiality protections. If ownership changes, the new owner may use your information as described in this Policy.

5.3. Legal and compliance

We may disclose information:

• if we believe it is required by law or legal process,
• to protect our rights, property, or safety, or that of others, or
• to investigate and respond to suspected fraud, security incidents, or other harmful activity.

5.4. Aggregated or de-identified information

We may use and share aggregated or de-identified information that does not identify you personally, for example in internal analytics or business reporting.

6. Where information is stored and international transfers

By using the Services, you understand that your information will be transferred to the United States and handled as described in this Policy.

6.1. Location of processing

Our business and main service providers are based in the United States, and most activity currently comes from the United States and Canada. We do have customers in other countries (for example, in the EU, UAE, and Australia), and their information is also processed in the United States.

6.2. International transfers

If you continue to use the Services after an updated Policy becomes effective, that use will be subject to the updated Policy.

If you access the Services from outside the United States, your information will be transferred to and processed in the United States and other countries where our service providers operate. Those countries may have different data protection laws from those where you live.

7. Your choices and rights

7.1. Marketing communications

• Every marketing email we send includes an unsubscribe link (currently managed through SendGrid).
• You can use that link at any time to opt out of marketing emails from us.
• You can also contact us directly at the email in § 12 to ask us to stop marketing to you.

7.2. Access, correction, and deletion

Depending on your location and applicable law, you may have rights to:

• access certain personal information we hold about you,
• correct inaccurate information, and
• request deletion of your personal information.

To exercise these rights, contact us using § 12. We may need to verify your identity before responding.

7.3. Additional rights for certain regions

If you are in a region with specific data protection laws (for example, the EU/EEA, UK, or certain U.S. states such as California), you may have additional rights, such as:

• the right to object to or restrict certain types of processing,
• the right to data portability, and
• the right to lodge a complaint with a regulator.

We will handle these requests in line with applicable law. Some rights may be subject to exceptions.

7.4. Advertising choices

As described in § 4, you can manage many advertising and cookie preferences through your browser and the settings provided by platforms such as LinkedIn and Google.

7.5. Choices about matched-audience advertising

If you prefer that we do not use your contact information for list‑based advertising (for example, uploading your email address to advertising platforms to create or refine matched audiences), you can contact using § 12. We will use reasonable efforts to remove your details from those advertising campaigns while still keeping the records we need for core business purposes.

8. Retention

8.1. How long we keep information

We keep personal information for as long as we reasonably need it for the purposes described in this Policy, including to:

• maintain an ongoing relationship with you or your organization,
• provide Services you have requested,
• run our marketing and business operations, and
• meet our legal, accounting, or reporting obligations.

8.2. Marketing leads

We generally retain marketing contact information for as long as we consider you or your organization to be a prospective or current customer, unless you opt out of marketing or ask us to delete your information.

8.3. What retention does not mean

We do not operate a complex tiered retention schedule or separate backup systems outside our third-party tools. Where possible, we will honor deletion and unsubscribe requests within those tools in a commercially reasonable time.

9. Security

9.1. How we protect information

We use reasonable administrative, technical, and organizational measures intended to help protect personal information. In practice, this means we:

• rely heavily on reputable third-party service providers that apply their own security measures, and
• limit access to personal information within our business to those who need it for their role.

9.2. No guarantee

No method of transmission or storage is perfectly secure. We cannot guarantee absolute security of your information. If we become aware of a breach that affects your personal information, we will take steps to investigate and, where required by law, notify you and/or regulators.

10. Children's information

The Services are designed for business and professional users and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child under 13 has provided us with personal information, please contact us using § 12 and we will take appropriate steps to delete it.

We may update this Privacy Policy from time to time. When we do, we will change the “Effective date” at the top. If we make material changes, we will take reasonable steps to notify you (for example, by posting a notice on our website or including a note in an email).

11. Changes to this policy

12. How to contact us

If you have questions about this Privacy Policy or how we handle personal information, or if you want to exercise your rights, you can contact us at:

Email: info@placersolutions.io

You can also use this email to raise concerns or complaints; we will use reasonable efforts to respond and address them.