Effective Date: October 22, 2026
These disclosures apply to Investorly™, investorly.io, Investorly’s research and due-diligence services, DealIQ™ reports, Self-Directed IRA support services, educational materials, and related communications.
Research, Due Diligence, and Education
Investorly provides private-market research, due diligence, and educational services designed to help investors better understand private investment opportunities.
Investorly’s standard services are not designed to provide individualized portfolio management, asset-allocation advice, tax advice, legal advice, accounting advice, or a determination that a particular investment is suitable for a particular person.
Investorly does not make the investment decision for you. You remain responsible for deciding whether, when, and how to invest.
No Buy, Sell, or Hold Recommendation
Investorly’s research is intended to help you understand an opportunity—not to issue a green light, red light, rating, score, or recommendation to buy, sell, hold, or avoid a security.
A favorable observation about one part of an opportunity should not be interpreted as a recommendation to invest. Likewise, identifying risks, unanswered questions, inconsistencies, or unsupported assumptions does not necessarily mean an opportunity is unsuitable or should be rejected.
The purpose of due diligence is better understanding, not certainty or a verdict.
No Offer or Solicitation
Nothing on this website, in a DealIQ report, during a Research Planning Call, or in other Investorly materials constitutes an offer to sell or a solicitation of an offer to purchase any security.
Investorly does not offer securities on behalf of sponsors or issuers through this website.
Investor-Paid Research
Investorly’s standard due-diligence engagement is paid by the investor.
Investorly does not accept compensation from a sponsor or issuer for reviewing an opportunity for an investor and does not receive placement fees or transaction-based compensation based on whether the investor ultimately proceeds with the investment.
If a different compensation arrangement or a material conflict of interest ever applies to a particular engagement, it should be disclosed separately to the affected client.
Independent Research Has Limits
Investorly may review offering documents, governing documents, financial information, sponsor materials, public records, regulatory information, litigation records, property or asset information, third-party data, and other information relevant to the agreed scope.
Not every statement or claim can be independently verified.
Investorly may distinguish among information that:
- appears supported by available evidence;
- is stated in sponsor or issuer materials;
- depends on estimates, projections, or assumptions;
- could not be independently corroborated from available sources;
- is inconsistent with other available information; or
- remains unanswered or requires additional follow-up.
The availability, quality, completeness, and reliability of information vary from one opportunity to another.
Third-Party Information
Investorly may rely on information obtained from sponsors, issuers, public records, government sources, databases, third-party data providers, and other outside sources.
Investorly seeks to use sources reasonably believed to be relevant and useful, but it cannot guarantee that third-party information is accurate, complete, current, or free from error.
A DealIQ report reflects the information reasonably available within the agreed scope and as of the date the research was performed. Information may change after delivery.
Offering Documents and Sponsor Information
Investorly does not prepare, approve, audit, or guarantee the accuracy of offering documents or representations made by sponsors, issuers, principals, managers, brokers, or other third parties.
The fact that a statement appears in a private placement memorandum, presentation, financial model, subscription document, operating agreement, or other offering material does not mean Investorly has independently verified that statement.
Projections and Forward-Looking Information
Private investment materials frequently contain projections, forecasts, estimates, target returns, business plans, assumptions, and other forward-looking information.
These statements involve uncertainty.
Actual results may differ materially from projected results because of market conditions, operating performance, financing, leverage, execution, regulation, asset performance, management decisions, economic conditions, and other factors.
Investorly does not guarantee any projected return, distribution, exit value, timeline, or investment outcome.
Private Investment Risk
Private placements and other alternative investments can involve substantial risk.
Depending on the opportunity, risks may include:
- loss of some or all invested capital;
- limited or no liquidity;
- long holding periods;
- limited operating history;
- leverage;
- reliance on sponsors, managers, operators, borrowers, or counterparties;
- conflicts of interest;
- limited disclosure;
- valuation uncertainty;
- capital calls;
- dilution;
- regulatory or tax changes;
- concentration risk;
- business or asset-level risks; and
- limited or nonexistent secondary markets.
Past performance does not guarantee future results.
Accredited Investor and Eligibility Requirements
Some private offerings are available only to investors who satisfy applicable eligibility requirements, which may include accredited-investor or other financial-status standards.
Investorly does not determine or certify your eligibility to invest unless expressly agreed in writing as part of a separate service.
You are responsible for understanding and satisfying any eligibility requirements applicable to an offering.
Professional Advisers
Investorly’s research does not replace advice from qualified legal, tax, accounting, investment, insurance, or other professionals who understand your individual circumstances.
You should consult appropriate professionals where those issues are relevant to your decision.
Self-Directed IRA / SDIRA Concierge
Investorly’s SDIRA Concierge service provides operational and educational support relating to the process of investing through a Self-Directed IRA or other self-directed retirement arrangement.
Investorly is not acting as your IRA custodian through this service.
Investorly does not provide legal or tax advice and does not make prohibited-transaction, disqualified-person, tax-treatment, plan-qualification, or regulatory determinations for you.
Custodians have their own requirements, policies, documentation standards, processing times, and investment-acceptance procedures.
You remain responsible for working with your custodian and appropriate legal or tax professionals regarding your account and transaction.
DealIQ Walkthroughs and Research Planning Calls
Research Planning Calls and DealIQ Walkthroughs are intended to help Investorly understand the opportunity, explain the scope of research, discuss completed research, and help the client understand information contained in the research.
These conversations are not intended to provide a personalized recommendation to invest or not invest.
Samples and Illustrations
Any sample DealIQ content, illustrative findings, fictional examples, mock research materials, sample analyses, or example questions shown on the website are for demonstration purposes only.
They should not be interpreted as actual findings concerning a particular investment unless expressly identified as such.
No Guarantee of Outcome
Due diligence cannot eliminate investment risk, guarantee the accuracy of all available information, predict future events, prevent losses, or ensure a successful investment outcome.
Investorly’s goal is to help investors understand more of what they are considering before making their own decision.
Engagement-Specific Terms
The exact scope, timing, deliverables, fees, client responsibilities, and other terms of a paid engagement may be set out in an order, engagement agreement, portal workflow, or other written terms.
Those engagement-specific terms control if they conflict with a general statement on this website.
Questions
Questions regarding these disclosures may be sent to:
Investorly™
Email: service@investorly.io