Effective Date: October 22, 2026
Investorly™ respects the privacy of visitors, prospective clients, clients, and others who interact with us.
This Privacy Notice explains how Investorly collects, uses, discloses, and protects personal information in connection with investorly.io, Research Planning Calls, research and due-diligence services, DealIQ™ reports, SDIRA Concierge, client accounts, Deal Vault, and related communications.
1. Information We Collect
Information You Provide
We may collect information you choose to provide, including:
- name;
- email address;
- telephone number;
- company or organization;
- scheduling information;
- questions or messages you send us;
- information about a private investment opportunity you are evaluating;
- sponsor, issuer, fund, asset, or offering information;
- investment or funding deadlines;
- information about available offering documents;
- information about whether you intend to use a Self-Directed IRA or other account;
- documents or files submitted for research;
- information submitted through the client portal or Deal Vault;
- billing and transaction-related information; and
- other information reasonably necessary to provide the requested service.
Please do not send Social Security numbers, complete financial-account credentials, passwords, or similarly sensitive information through ordinary website forms or email unless Investorly specifically requests the information through an appropriate secure method.
Information Collected Automatically
When you visit the website, Investorly or its service providers may automatically collect technical information such as:
- IP address;
- browser type;
- device type;
- operating system;
- referring page;
- pages viewed;
- date and time of access;
- approximate location derived from IP address;
- website interactions; and
- security or diagnostic information.
This information may be collected through cookies, log files, pixels, embedded services, or similar technologies where used.
2. How We Use Information
Investorly may use personal information to:
- respond to inquiries;
- schedule Research Planning Calls;
- determine whether an opportunity fits the requested service;
- establish and administer client engagements;
- provide research and due-diligence services;
- prepare and deliver DealIQ reports;
- provide SDIRA Concierge support;
- operate client accounts and Deal Vault;
- communicate with clients;
- process payments;
- maintain records;
- improve website functionality and client experience;
- maintain security and prevent fraud or abuse;
- comply with legal or regulatory obligations;
- enforce agreements and protect legal rights; and
- send service-related communications.
If Investorly sends optional marketing communications, recipients may opt out using the method provided in the communication.
3. Research and Opportunity Information
Private-market due diligence may require clients to submit offering materials or information concerning sponsors, issuers, principals, funds, businesses, properties, borrowers, or other third parties.
Investorly uses that information to perform the requested research and related client services.
Clients should provide only information they are authorized to share.
Investorly may supplement client-provided information with publicly available records and information obtained from third-party data or research providers.
4. Google Calendar and Google Meet
Investorly currently uses Google Calendar appointment scheduling for Research Planning Calls and may use Google Meet for virtual meetings.
When you interact with the embedded Google scheduling interface, information you provide is processed through Google services and may also be received by Investorly for scheduling and client-service purposes.
Google’s handling of information is governed by its own terms and privacy policies.
5. Client Portal and Deal Vault
Investorly may provide clients with access to a client portal or Deal Vault.
Information submitted through those systems may include:
- contact information;
- engagement information;
- opportunity information;
- offering documents;
- research materials;
- completed DealIQ reports; and
- related communications.
Access to those systems may also be subject to additional technical or service-specific terms.
6. Payments
Investorly may use third-party payment processors to process payments.
Investorly may receive transaction details such as payment status, amount, date, and limited billing information.
Investorly does not intend to store complete payment-card information when payment processing is handled directly by a third-party processor.
The processor’s handling of payment information is subject to its own privacy and security practices.
7. How We Disclose Information
Investorly may disclose personal information in the following circumstances.
Service Providers
We may provide information to vendors and service providers that help us operate the business, such as providers of:
- website hosting;
- cloud infrastructure;
- email and communications;
- scheduling and video conferencing;
- payment processing;
- client-portal services;
- security;
- analytics;
- document management; and
- research or data services.
These providers may process information only as necessary to provide their services, subject to their applicable agreements and legal obligations.
At Your Direction
We may disclose information when you ask or authorize us to do so, including to your professional advisers, custodian, sponsor, or other third party.
Legal and Safety Reasons
We may disclose information if reasonably necessary to:
- comply with law, regulation, subpoena, court order, or legal process;
- protect rights, property, or safety;
- investigate fraud, misuse, or security issues; or
- establish, exercise, or defend legal claims.
Business Transactions
If Investorly is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar transaction, information may be transferred as part of that transaction subject to applicable law and appropriate confidentiality protections.
8. Sale and Advertising Use of Personal Information
Investorly does not sell personal information for money.
Investorly does not use personal information to allow unrelated third parties to advertise their products or services to you based on your activity across unrelated websites.
If these practices materially change, this Privacy Notice should be updated before the new practice begins where required by law.
9. Cookies and Similar Technologies
Investorly and its service providers may use cookies and similar technologies for:
- essential website functionality;
- security;
- user preferences;
- performance;
- diagnostics; and
- analytics where enabled.
Embedded third-party services, including Google scheduling, may use their own cookies or similar technologies.
You can control many cookies through your browser settings, although disabling certain technologies may affect site functionality.
10. Data Retention
Investorly retains personal information for as long as reasonably necessary for the purposes described in this Notice, including to:
- provide services;
- maintain business and engagement records;
- comply with legal or regulatory obligations;
- resolve disputes;
- protect legal rights; and
- maintain security.
Retention periods may vary depending on the type of information, the service provided, contractual obligations, and applicable law.
11. Security
Investorly uses administrative, technical, and organizational measures intended to protect personal information appropriate to the nature of the information and the services provided.
However, no website, email system, cloud platform, transmission method, or storage system can be guaranteed to be completely secure.
You are responsible for protecting your own account credentials and devices.
Notify Investorly promptly if you believe your Investorly account or information has been compromised.
12. Your Choices and Privacy Rights
Depending on where you live and applicable law, you may have rights relating to your personal information, which may include rights to:
- request access;
- request correction;
- request deletion;
- request a copy of certain information;
- object to or restrict certain processing; or
- appeal a privacy-request decision where required by law.
Not all rights apply in every jurisdiction or circumstance.
Investorly may need to verify your identity before processing a request.
To submit a privacy request, contact:
Investorly will respond in accordance with applicable law.
13. Marketing Communications
If you receive optional marketing emails from Investorly, you may unsubscribe using the link or instructions included in those communications.
Service-related communications concerning appointments, engagements, reports, accounts, payments, security, or other transactional matters may still be sent where necessary.
14. Children’s Privacy
Investorly’s services are intended for adults and are not directed to children under 13.
Investorly does not knowingly seek to collect personal information from children under 13 through the website.
If you believe a child has provided personal information to Investorly, contact us so the matter can be reviewed.
15. Third-Party Websites and Services
Investorly’s website may link to or embed third-party websites and services.
Investorly does not control the independent privacy practices of those third parties.
You should review the privacy notices of services you choose to use.
16. International Visitors
Investorly is based in the United States.
If you access Investorly from outside the United States, your information may be processed or stored in the United States or other locations where Investorly’s service providers operate.
Those jurisdictions may have different data-protection laws than your home jurisdiction.
17. Changes to This Privacy Notice
Investorly may update this Privacy Notice as business practices, technology, services, or legal requirements change.
The current version will be posted with its effective date.
If a change materially alters how personal information is used or disclosed, Investorly will provide additional notice where required by law.
18. Contact
Questions or requests regarding privacy may be sent to:
Investorly™
Email: service@investorly.io