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Guiding Investors Through Smarter, Safer Private Placements
Evaluate Private Deals
Understand Deal Structure
Protect Your Capital
★★★★★
1000s of investors trust Investorly to navigate private placements with clarity and confidence.
Special Offer
Vet Deals Like Our Team
For a limited time, get access to our FREE 5-part video course:
“How to Vet Private Deals Like a Pro.”Learn the exact framework we use to help investors assess risks,
spot red flags, and avoid costly mistakes—before they wire a single dollar.
About Investorly
We help accredited investors vet private placements, uncover hidden risks, and invest with confidence—whether through cash or retirement accounts.We’ve worked alongside investors navigating over $100M in private placements and supported over 1,000 private investment reviews, giving us insights which are grounded in experience—not opinion.Founded by Steve Maldonado, Investorly was built to bring institutional-grade clarity to everyday investors looking for better alternatives.
“Most investors are one good question away from avoiding a bad deal. Investorly exists to ask that question—and protect your capital.”
— Steve Maldonado, Founder
$100M+
Capital Deployed through private equity transactions we've vetted.
1000+
Private Placements Reviewed, giving us unmatched insight into deal structure, risk, and operator credibility.
300+
Sponsors & Funds Vetted to help investors avoid costly mistakes and misaligned partnerships.
99%
Investor Satisfaction Rate, based on post-session feedback from advisory and deal review clients.
A Strategic Partner
We provide the tools, education, and deal-level clarity investors need to make informed decisions—without the noise, pressure, or guesswork.
🔹 Pre-Investment Deal Review
Before you commit capital, we help you stress-test the deal—spotting weak assumptions, hidden fees, and red flags others overlook.
🔹 Clearer Terms, Smarter Decisions
We simplify complex structures, risks, and projections so you can confidently evaluate what’s being offered—no legal dictionary required.
🔹 SDIRA Investment Know-How
We walk you through how to invest using your IRA or 401(k)—including what custodians won’t tell you and how to avoid common delays.
🔹 A Proven Evaluation Framework
Use our repeatable process to evaluate private offerings like a pro—without relying on hype, gut feel, or sponsor slide decks.
"I was ready to wire $100K into a real estate deal that looked great on paper. After walking through it with Investorly, I realized the sponsor had hidden fees and zero track record. That one conversation probably saved me six figures—and gave me a framework I now use for every deal I look at.”
Mark Reynolds
Accredited Investor (Austin, TX)
Pricing
Let us help you vet your next investment with a strategy session that’s tailored to your goals.
Investorly Essential
$497
60-Minute 1-on-1 Call
Review of (1) Deal
CredibilityIQ™ Report
DealIQ™ Report
Ideal for first-time investors or deal-specific concerns.
Investorly Pro
$897
Everything in Essential
IRA/401(k) Investment Walkthrough
Follow-up Call Within 30 Days
Post-Call Action Plan
Private Document Checklist
Structure Explanation Cheat Sheet
Ideal for investors using retirement funds or trying to build a repeatable vetting process.
Investorly+
$99 /mo
Investorly+ Newsletter
Monthly Deal Breakdowns
Member-Only Webinars
Priority Booking for 1-on-1 Call
Access to Vetted Deal Flow
Ideal for serious investors who want ongoing education, access, and clarity.
Frequenly Asked Questions
What exactly does Investorly do?
We help accredited investors evaluate private placement opportunities with more clarity and confidence. From deal reviews to SDIRA strategy sessions, our tools and calls are designed to give you the same level of insight institutional investors expect—without the noise or pressure.
Are you a financial advisor?
No—we’re not registered investment advisors, and we don’t sell or promote securities. We’re an educational and strategic partner for investors who want help understanding what’s in front of them before making a decision. Think of us as your second set of eyes—not someone telling you what to do with your money.
What types of deals do you review?
We specialize in reviewing real estate syndications, private equity offerings, funds, and other 506(b)/506(c) placements. Whether you're investing cash or through a self-directed IRA, we help you understand what matters most: structure, risk, fees, and sponsor credibility.
How do I know if this is right for me?
If you're an accredited investor and you've ever hesitated before wiring funds—because the deal looked good but something didn’t sit right—you’re exactly who we built this for. We’re here to give you the tools, context, and clarity to invest on your terms.
Contact Us Today
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Passive Investor Checklist
We’re offering a FREE Passive Investor Checklist to help you evaluate private deals, spot hidden risks, and protect your capital before wiring a single dollar.
© 2025 Investorly, LLCDisclaimer: Investorly is a financial technology and media platform and does not operate as a registered broker-dealer, investment advisor, or financial advisor. All content and tools provided on this website, including without limitation any articles, newsletters, videos, webinars, frameworks, and investment profiles, are intended for informational and educational purposes only and should not be construed as investment, tax, legal, or financial advice.Investorly does not recommend or endorse any specific securities, offerings, investment opportunities, issuers, sponsors, or custodians. The inclusion of any third-party content, link, or listing does not constitute an endorsement or a recommendation by Investorly. All users are encouraged to conduct their own due diligence, consult with licensed professionals, and evaluate investment decisions independently before participating in any private placement or alternative investment.Investorly is not a party to any investment transaction facilitated or evaluated using its platform or services. We do not collect or transmit investor funds, provide escrow services, or engage in any activities that would require registration under federal or state securities laws. Past performance is not indicative of future results. Investing in private securities involves substantial risk, including the risk of loss of capital, and may not be suitable for all investors.Use of this site constitutes acceptance of our Terms of Use. By accessing this website or any content provided by Investorly, you acknowledge that you have read, understood, and agree to be bound by this Disclaimer and our Terms of Use.