Privacy Statement

Table of Contents


OverlayAnalytics is an integrated financial data platform. Overlay extracts financial and operational data from ERP’s and standardizes the information into a unified financial schema.

We understand that you are aware of and care about your own personal privacy interests, and we take that seriously. This Privacy Notice describes OverlayAnalytics’ policies and practices regarding its collection and use of your personal data, and sets forth your privacy rights. We recognize that information privacy is an ongoing responsibility, and so we will from time to time update this Privacy Notice as we undertake new personal data practices or adopt new privacy policies.

Data Protection Officer

OverlayAnalytics is headquartered in Dallas, Texas, in the United States. OverlayAnalytics has appointed an internal data protection officer for you to contact if you have any questions or concerns about OverlayAnalytics’ personal data policies or practices. If you would like to exercise your privacy rights, please direct your query to OverlayAnalytics’ data protection officer. OverlayAnalytics’ data protection officer’s name and contact information are as follows:

Bailey Jones

How we collect and use (process) your personal information

OverlayAnalytics collects personal information about its website visitors and customers. With a few exceptions, this information is generally limited to:

  • name
  • employer name
  • work address
  • work email

We use this information to provide prospects and customers with services.

We do not sell personal information to anyone and only share it with third parties who are facilitating the delivery of our services.

From time to time, OverlayAnalytics receives personal information about individuals from third parties. Typically, information collected from third parties will include further details on your employer or industry. We may also collect your personal data from a third party website (e.g. LinkedIn)

Use of the OverlayAnalytics Website

As is true of most other websites, OverlayAnalytics’ website collects certain information automatically and stores it in a website engagement monitor. The information may include internet protocol (IP) addresses, the region or general location where your computer or device is accessing the internet. We use this information to help us design our site to better suit our users’ needs.
OverlayAnalytics has a legitimate interest in understanding how members, customers and potential customers use its website. This assists OverlayAnalytics with providing more relevant products and services, with communicating value to our sponsors and corporate members, and with providing appropriate staffing to meet member and customer needs.

Cookies and tracking technologies

OverlayAnalytics makes available a comprehensive cookie policy that describes the cookies and tracking technologies used on OverlayAnalytics website and provides information on how users can accept or reject them. To view the policy, just click here.

Sharing information with third parties

The personal information OverlayAnalytics collects from you is stored in one or more databases hosted by third parties located in the United States. These third parties do not use or have access to your personal information for any purpose other than cloud storage and retrieval. On occasion, OverlayAnalytics engages third parties to send information to you, including information about our products, services, and events.

A list of our third party sub processors can be found here: LeadFeeder

We do not otherwise reveal your personal data to non-OverlayAnalytics persons or businesses for their independent use unless: (1) you request or authorize it; (2) it’s in connection with OverlayAnalytics-hosted and OverlayAnalytics co-sponsored conferences as described above; (3) the information is provided to comply with the law (for example, compelled by law enforcement to comply with a search warrant, subpoena, or court order), enforce an agreement we have with you, or to protect our rights, property or safety, or the rights, property or safety of our employees or others; (4) the information is provided to our agents, vendors or service providers who perform functions on our behalf; (5) to address emergencies or acts of God; or (6) to address disputes, claims, or to persons demonstrating legal authority to act on your behalf. We may also gather aggregated data about our services and website visitors and disclose the results of such aggregated (but not personally identifiable) information to our partners, service providers, advertisers, and/or other third parties for marketing or promotional purposes.

Transferring personal data to the U.S.

OverlayAnalytics has its headquarters in the United States. Information we collect about you will be processed in the United States. By using OverlayAnalytics’ services, you acknowledge that your personal information will be processed in the United States. The United States has not sought nor received a finding of “adequacy” from the European Union under Article 45 of the GDPR. Pursuant to Article 46 of the GDPR, OverlayAnalytics is providing for appropriate safeguards by entering binding, standard data protection clauses, enforceable by data subjects in the EEA and the UK. These clauses have been enhanced based on the guidance of the European Data Protection Board and will be updated when the new draft model clauses are approved.

Depending on the circumstance, OverlayAnalytics also collects and transfers to the U.S. personal data with consent; to perform a contract with you; or to fulfill a compelling legitimate interest of OverlayAnalytics in a manner that does not outweigh your rights and freedoms. OverlayAnalytics endeavors to apply suitable safeguards to protect the privacy and security of your personal data and to use it only consistent with your relationship with OverlayAnalytics and the practices described in this Privacy Statement. OverlayAnalytics also enters into data processing agreements and model clauses with its vendors whenever feasible and appropriate. Since it was founded, OverlayAnalytics has received zero government requests for information.

For more information or if you have any questions, please contact us at

Data Subject rights

The European Union’s General Data Protection Regulation (GDPR) and other countries’ privacy laws provide certain rights for data subjects. Data Subject rights under GDPR include the following:

  • Right to be informed
  • Right of access
  • Right to rectification
  • Right to erasure
  • Right to restrict processing
  • Right of data portability
  • Right to object
  • Rights related to automated decision making including profiling

This Privacy Notice is intended to provide you with information about what personal data OverlayAnalytics collects about you and how it is used.

If you wish to confirm that OverlayAnalytics is processing your personal data, or to have access to the personal data OverlayAnalytics may have about you, please contact us.

You may also request information about: the purpose of the processing; the categories of personal data concerned; who else outsideOverlayAnalytics might have received the data from OverlayAnalytics; what the source of the information was (if you didn’t provide it directly to OverlayAnalytics); and how long it will be stored. You have a right to correct (rectify) the record of your personal data maintained by OverlayAnalytics if it is inaccurate. You may request that OverlayAnalytics erase that data or cease processing it, subject to certain exceptions. You may also request that OverlayAnalytics cease using your data for direct marketing purposes. In many countries, you have a right to lodge a complaint with the appropriate data protection authority if you have concerns about how OverlayAnalytics processes your personal data. When technically feasible, OverlayAnalytics will—at your request—provide your personal data to you.

Reasonable access to your personal data will be provided at no cost. If access cannot be provided within a reasonable time frame, OverlayAnalytics will provide you with a date when the information will be provided. If for some reason access is denied, OverlayAnalytics will provide an explanation as to why access has been denied.

For questions or complaints concerning the processing of your personal data, you can email us at Alternatively, if you are located in the European Union, you can also have recourse to the European Data Protection Supervisor or with your nation’s data protection authority.

Data storage and retention

Your personal data is stored on the servers of the cloud-based database management services the OverlayAnalytics engages, located in the United States. OverlayAnalytics retains service data for the duration of the customer’s business relationship with the OverlayAnalytics and for a period of time thereafter, to analyze the data for OverlayAnalytics’ own operations, and for historical and archiving purposes associated with OverlayAnalytics’ services. OverlayAnalytics retains prospect data until such time as it no longer has business value and is purged from OverlayAnalytics systems. All personal data thatOverlayAnalytics controls may be deleted upon verified request from Data Subjects or their authorized agents. For more information on where and how long your personal data is stored, and for more information on your rights of erasure and portability, please contact us at:

Children’s data

We do not knowingly attempt to solicit or receive information from children.

Questions, concerns or complaints

If you have questions, concerns, complaints, or would like to exercise your rights, please contact us at:
3309 Elm Street, Dallas, TX, 75226