Effective Date: October 22, 2026
These Terms of Use (“Terms”) govern your access to and use of investorly.io and the websites, content, research services, scheduling tools, reports, client resources, and other services made available by Investorly™ (“Investorly,” “we,” “us,” or “our”).
By accessing the website, booking a call, creating an account, purchasing a service, submitting an opportunity, or otherwise using Investorly’s services, you agree to these Terms.
If you do not agree, do not use the website or services.
1. Eligibility
You must be at least 18 years old and legally capable of entering into a binding agreement to use paid Investorly services.
Some investment opportunities discussed or researched through Investorly may be subject to separate investor-eligibility requirements imposed by law, regulation, sponsors, issuers, custodians, or other parties.
Investorly does not guarantee your eligibility to participate in any investment.
2. Investorly Services
Investorly provides private-market research, due diligence, education, and related operational support.
Services may include:
- Private Placement Due Diligence;
- written DealIQ™ reports;
- DealIQ Walkthroughs;
- Research Planning Calls;
- SDIRA Concierge services;
- educational resources; and
- related research or support services.
The exact scope of a paid engagement may be further described in a proposal, order, engagement agreement, checkout flow, client portal, or other written confirmation.
3. Your Investment Decisions
Investorly provides research and information to assist your evaluation of an opportunity.
You remain solely responsible for your investment decisions.
Unless expressly agreed otherwise in writing and lawfully provided, Investorly’s standard services are not intended to provide individualized portfolio management, asset allocation, tax advice, legal advice, or a personalized recommendation to buy, sell, hold, or avoid a security.
You should consult qualified professional advisers where appropriate.
4. No Offer or Solicitation
Investorly does not use this website to offer securities for sale on behalf of issuers or sponsors.
Nothing on the website or in Investorly’s standard research materials should be interpreted as an offer to sell or solicitation of an offer to purchase a security.
5. Research Limitations
Investorly’s work is based on the agreed scope and information reasonably available at the time research is performed.
Information may come from:
- materials provided by you;
- sponsors or issuers;
- public records;
- government sources;
- third-party databases;
- websites;
- financial or property records;
- regulatory or litigation records; and
- other sources Investorly considers relevant.
Investorly cannot guarantee that any source is complete, current, accurate, or free from error.
Investorly does not guarantee that every material fact, claim, representation, risk, conflict, or issue will be discovered.
6. Client Responsibilities
You agree to provide information that is accurate to the best of your knowledge and to provide documents reasonably necessary for the agreed research scope.
You are responsible for:
- reviewing the final research;
- asking questions you believe remain important;
- obtaining appropriate legal, tax, accounting, or investment advice;
- confirming investment eligibility;
- complying with sponsor, issuer, custodian, and legal requirements; and
- making your own investment decision.
Do not knowingly submit false, misleading, unlawful, or unauthorized information.
7. Timing and Delivery
Any delivery estimate begins only when the requirements stated for that service have been satisfied.
For the standard DealIQ service, the current stated delivery target is within three business days after a complete submission, unless otherwise agreed.
Delivery estimates are service targets rather than guarantees when circumstances outside Investorly’s reasonable control interfere with completion.
Investorly will communicate material delays when reasonably practicable.
8. Fees, Payment, Cancellations, and Refunds
Current public pricing may be displayed on the Pricing page.
Fees, payment timing, cancellation rights, refund terms, and other service-specific commercial terms may also be provided during checkout, within the client portal, in an order, or in an engagement agreement.
You agree to pay authorized charges associated with services you purchase.
If service-specific written terms conflict with these general Terms, the service-specific terms control.
9. Client Accounts and Deal Vault
Some services may require access to an Investorly account, client portal, or Deal Vault.
You are responsible for maintaining the confidentiality of your account credentials and for activity conducted through your account.
Notify Investorly promptly if you believe your account has been accessed without authorization.
You may not attempt to access another user’s account, data, reports, or materials.
10. DealIQ Reports and Permitted Use
DealIQ reports and other Investorly-created research materials are provided for the purchasing client’s personal or internal use in evaluating the applicable opportunity.
You may share your report with your own attorneys, accountants, tax professionals, investment professionals, custodians, and similar advisers for purposes related to your evaluation of the opportunity.
Unless Investorly gives written permission, you may not:
- sell or commercially redistribute Investorly research;
- publish a DealIQ report publicly;
- remove proprietary notices;
- represent Investorly research as your own work;
- create a competing research product from Investorly materials; or
- reproduce substantial portions for unrelated commercial purposes.
Third-party documents incorporated into or referenced by research remain subject to their own ownership rights.
11. Intellectual Property
Investorly’s website, branding, methodologies, written content, reports, graphics, research frameworks, page designs, and other original materials are protected by applicable intellectual-property laws.
“Investorly,” “DealIQ,” associated branding, and other marks may be trademarks or service marks of Investorly or their respective owners.
Except for the limited use rights expressly granted in these Terms, no ownership rights are transferred to you.
12. Acceptable Use
You may not use the website or services to:
- violate law or another person’s rights;
- gain unauthorized access to systems or accounts;
- introduce malicious code;
- interfere with site operation or security;
- scrape or systematically extract content for unauthorized commercial use;
- impersonate another person;
- upload material you do not have the right to provide; or
- use Investorly materials in a misleading or deceptive manner.
13. Third-Party Services and Links
Investorly may use or link to third-party services, including scheduling, video conferencing, hosting, payment, data, research, portal, or communication providers.
Investorly does not control third-party services and is not responsible for their independent terms, privacy practices, availability, or content.
Your use of third-party services may be subject to separate terms.
14. Google Calendar and Google Meet
Investorly currently uses Google scheduling technology for the Complimentary Research Planning Call.
When you schedule a call, information you provide may be processed by Google under Google’s applicable terms and privacy policies.
Scheduled calls may use Google Meet or another stated meeting method.
15. Self-Directed IRA Services
SDIRA Concierge provides educational and operational support relating to the process of investing through a self-directed retirement account.
Investorly does not act as your custodian through this service and does not provide tax or legal advice.
Investorly does not make prohibited-transaction or tax-treatment determinations for you.
You remain responsible for working with your custodian and qualified professional advisers.
16. No Warranty
To the maximum extent permitted by law, the website and general website content are provided on an “as is” and “as available” basis.
Investorly does not warrant that:
- the website will always be uninterrupted or error-free;
- third-party information is complete or accurate;
- every material issue concerning an investment will be discovered;
- any investment will achieve a projected result; or
- due diligence will prevent loss.
Nothing in this section limits any obligation that cannot lawfully be limited.
17. Limitation of Liability
To the maximum extent permitted by applicable law, Investorly will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages arising solely from your use of the public website or free website content.
Paid services may be subject to additional limitation-of-liability terms contained in an applicable engagement agreement, order, or service-specific terms.
Nothing in these Terms excludes liability that cannot lawfully be excluded.
18. Indemnification
To the extent permitted by law, you agree to be responsible for losses, claims, or expenses arising from your unlawful misuse of the website or services, your violation of these Terms, or your submission of materials you had no right to provide.
This section does not require you to indemnify Investorly for Investorly’s own unlawful conduct.
19. Privacy
Investorly’s collection and use of personal information is described in the Privacy Notice.
By using third-party tools such as Google scheduling, you may also be subject to the privacy practices of those providers.
20. Changes to the Website or Services
Investorly may modify, add, suspend, or discontinue website features, services, pricing, or content.
Changes will not retroactively alter the material terms of a paid engagement already accepted unless permitted by the applicable engagement terms or agreed with the client.
21. Changes to These Terms
Investorly may update these Terms from time to time.
The updated version will be posted with a revised effective date.
Material changes will apply prospectively to the extent required by law.
22. Suspension or Termination
Investorly may restrict or terminate access to the website or services if reasonably necessary to address:
- violation of these Terms;
- suspected fraud or abuse;
- security concerns;
- unlawful activity;
- nonpayment; or
- conduct that threatens Investorly’s systems or other users.
Rights and obligations that by their nature should survive termination will survive.
23. Electronic Communications
You agree that agreements, disclosures, notices, confirmations, and other communications may be provided electronically where permitted by law.
You are responsible for maintaining a working email address and accurate contact information.
24. Governing Law
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles, except where applicable law requires otherwise.
25. Severability
If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect to the fullest extent permitted by law.
26. Entire Agreement
These Terms, the Privacy Notice, applicable Disclosures, and any engagement-specific written terms constitute the agreement governing the relevant use or service.
If engagement-specific written terms conflict with these general Terms, the engagement-specific terms control for that engagement.
27. Contact
Questions regarding these Terms may be sent to:
Investorly™
Email: service@investorly.io