Legal

Privacy Policy

Document ID: OPT-PP-2025  ·  Effective: January 1, 2025  ·  Version: 1.0
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Overview

Optivara Strategy ("we," "us," "our") is committed to protecting your privacy and handling your personal information with transparency and care. This Privacy Policy describes how we collect, use, store, and protect information obtained through our website at optivarastrategy.com and through our consulting engagements.

We do not sell, rent, or trade your personal information to any third party. Your data is used exclusively to deliver and improve our services.

This Policy applies to all visitors to our website, prospective clients, and current or former clients. By using our website or engaging our services, you consent to the data practices described in this Policy.

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Data We Collect

We collect information in the following categories:

Identity Data
Full name, job title, company name, professional role
Contact Data
Email address, phone number, business address
Communication Data
Messages submitted via our contact form, email correspondence
Technical Data
IP address, browser type, device type, pages visited, time on site
Business Data
Information shared during consulting engagements, financial data relevant to scope
Payment Data
Billing details processed by our secure payment partners (we do not store card data)

We collect this information directly from you (via forms, emails, meetings), automatically (via cookies and analytics tools), or from publicly available professional sources such as LinkedIn or company websites.

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How We Use Your Data

We use your information for the following lawful purposes:

  • To respond to inquiries and provide information about our services
  • To deliver, manage, and improve consulting engagements
  • To communicate project updates, invoices, and relevant business information
  • To process payments and maintain accurate financial records
  • To comply with legal, regulatory, and contractual obligations
  • To analyze website usage and improve user experience
  • To protect the rights, property, and safety of Optivara Strategy and our clients

We do not use your personal information for automated decision-making or profiling that would have a legal or similarly significant effect on you.

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Data Sharing & Disclosure

DATA SHARING — PERMITTED CASES ONLY ───────────────────────────────────────────── Third-party tools : Analytics, email delivery (bound by DPAs) Legal requirements : Court orders, regulatory requests Business transfer : Merger or acquisition (with prior notice) Subcontractors : Bound by equivalent confidentiality terms ───────────────────────────────────────────── NEVER shared with : Advertisers, data brokers, or marketers

We may share your information with trusted service providers who assist us in operating our website and delivering services. These providers are contractually required to use your information only as directed by us and in accordance with this Privacy Policy.

We may disclose your information if required to do so by law, court order, or governmental authority. We will, where legally permissible, attempt to notify you before making such a disclosure.

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Cookies & Tracking

Our website uses cookies and similar tracking technologies to enhance your browsing experience and collect analytical data. We use the following types:

  • Essential cookies — Required for the website to function properly. Cannot be disabled.
  • Analytics cookies — Help us understand how visitors interact with our site (e.g., Google Analytics). Anonymized where possible.
  • Preference cookies — Remember your settings and preferences to personalize your experience.

You can control and manage cookies through your browser settings. Disabling non-essential cookies will not affect your ability to use our website, but may reduce some functionality. We do not use advertising or retargeting cookies.

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Data Security

We implement industry-standard technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include:

  • Encrypted data transmission using TLS/SSL protocols
  • Access controls limiting data access to authorized personnel only
  • Regular security assessments and software updates
  • Secure, access-controlled storage of client files and communications
  • Employee confidentiality obligations and data handling training

No method of electronic transmission or storage is 100% secure. While we use commercially reasonable measures, we cannot guarantee absolute security. We will notify affected individuals of any data breach in accordance with applicable law.

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Data Retention

RETENTION SCHEDULE ───────────────────────────────────────── Active client data : Duration of engagement Post-engagement data : 5 years (legal/financial records) Inquiry / lead data : 24 months from last contact Website analytics : 26 months (anonymized after 14 months) Payment records : 7 years (tax compliance) ─────────────────────────────────────────

We retain personal information only as long as necessary to fulfill the purposes outlined in this Policy, or as required by law. When data is no longer required, it is securely deleted or anonymized.

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Your Rights

Depending on your location, you may have the following rights regarding your personal data:

  • Access — Request a copy of the personal information we hold about you
  • Correction — Request that inaccurate or incomplete information be corrected
  • Deletion — Request deletion of your personal data, subject to legal retention requirements
  • Portability — Request transfer of your data to another service provider in a machine-readable format
  • Restriction — Request that we limit processing of your data in certain circumstances
  • Objection — Object to processing of your data for direct marketing or other purposes

To exercise any of these rights, please contact us at the details below. We will respond to all verified requests within 30 days. We may need to verify your identity before processing your request.

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Third-Party Links

Our website may contain links to third-party websites, tools, or resources. These links are provided for your convenience and do not signify our endorsement of those sites or their content. We have no control over and accept no responsibility for the privacy practices or content of external websites.

We encourage you to review the privacy policies of any third-party sites you visit. This Privacy Policy applies solely to information collected by Optivara Strategy through our own website and services.

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Contact & Data Requests

For privacy-related inquiries, to exercise your data rights, or to report a concern about how we handle your information, please contact us:

Optivara Strategy — Privacy
Address
1005 N Warson Rd
Saint Louis, MO 63132
Phone
+1 (573) 538-0039
Email
connect@optivarastrategy.com