Investly Capital – Advisory Team Terms

1. Acceptance of Terms

By accessing or using investlycapital.com (the “Site”), including participation as an advisory team member, consultant, or authorized user, you agree to be bound by these Terms of Use, Privacy Policy, and Advisory Team Participation Terms (collectively, the “Terms”).

If you do not agree to these Terms, you must not access or use the Site.

The Site is operated by Investly Capital (“Investly Capital,” “we,” “us,” or “our”) and is intended solely for internal team members, advisors, partners, and other authorized participants.


2. Purpose of the Site

The Site is provided to support Investly Capital’s investment, acquisition, advisory, and operational activities by facilitating collaboration, information sharing, and administrative coordination. Content on the Site does not constitute legal, tax, investment, or financial advice, nor does it constitute an offer or solicitation to buy or sell securities unless expressly stated in writing.


3. Advisory Team – Invitation and Intent

Purpose

The advisory team’s primary objective is to provide strategic guidance, industry insights, and value-added services to Investly Capital, its managers, and portfolio companies, both pre-acquisition and post-acquisition.

Intent

Investly Capital maintains a limited number of advisory relationships. When specific needs arise, advisory team members may be contacted for information regarding services, availability, scope, and potential engagement terms. Engagements are evaluated on a deal-by-deal or project-by-project basis.

No Obligation or Commitment

Participation does not create any binding commitment for either party.

  • Investly Capital may or may not engage an advisory team member for any opportunity
  • Advisory team members may accept or decline participation at their discretion

No employment, partnership, joint venture, fiduciary, or agency relationship is created.


4. Advantages of Advisory Participation

Advisory team members may be:

  • Included in Investly Capital’s shortlist of preferred advisors and service providers
  • Introduced internally within Investly Capital’s ecosystem
  • Referenced in appropriate business or collaboration contexts

Participation does not involve fees, revenue sharing, or guaranteed engagements.


5. Advisory Profile Sharing Terms

To promote transparency and collaboration, Investly Capital may display limited professional profiles of advisory team members on the Site or in similar related materials.

By accepting an advisory invitation or participating on the Site, you agree to the following:

Consent

You consent to the display and use of your professional profile information.

Accuracy

You agree to provide accurate, current, and non-misleading information.

Information Shared

May include:

  • Name
  • Company name
  • Title or role
  • Service or industry specialty
  • Professional photo
  • LinkedIn profile

Personal contact information (such as email or phone number) will not be shared without explicit consent.

Usage

Information is used solely to:

  • Promote Investly Capital and its advisory ecosystem
  • Facilitate collaboration among business owners, sellers, brokers, lenders, investors, and consultants
  • Support private equity and acquisition-related activities

Opt-Out

You may request modification or removal of your profile at any time by either deleting your account (login and click “Delete Account” at bottom right hand section of profile management page). If this fails please contact Investly Capital.


6. Eligibility and Access

Certain areas of the Site require authorization or login credentials. You agree to maintain the confidentiality of your credentials and to provide accurate information.

Investly Capital reserves the right to suspend or terminate access at any time for security, compliance, or operational reasons.


7. User Conduct

You agree not to:

  • Use the Site for unlawful or unauthorized purposes
  • Misrepresent your identity or affiliation
  • Upload malicious, confidential, or unauthorized content
  • Attempt unauthorized access to systems or data
  • Interfere with Site security or functionality

Usage may be monitored for security and compliance purposes.


8. Intellectual Property

All content on the Site, including text, documents, branding, graphics, and software, is owned by or licensed to Investly Capital and protected by applicable intellectual property laws.

No content may be copied, distributed, or used for commercial purposes without prior written consent.


9. Information We Collect

Comments and Submissions

When users submit comments or forms, we collect the information provided, along with IP address and browser user agent data for security and spam prevention.

Approved comments may be visible to authorized users.

Media Uploads

Uploaded images or files should not include embedded location data (EXIF GPS). Uploaded content may be accessible to other authorized users.


10. Cookies and Tracking Technologies

The Site uses cookies for authentication, security, and functionality, including:

  • Comment convenience cookies (one year)
  • Temporary login cookies
  • Login and “Remember Me” cookies
  • Screen preference cookies (one year)
  • Content editing cookies (one day)

Disabling cookies may limit Site functionality.


11. Embedded Third-Party Content

Pages on the Site may include embedded content from third-party websites. These third parties may collect data, use cookies, and track interactions independently.

Investly Capital does not control third-party privacy practices.


12. How We Use Information

Information is used to:

  • Operate and maintain the Site
  • Manage access and advisory participation
  • Improve security and functionality
  • Respond to administrative inquiries
  • Comply with legal and regulatory obligations

Personal data is not sold.


13. Data Sharing and Disclosure

Information may be shared:

  • With service providers supporting Site operations
  • To enforce these Terms or protect rights and security
  • If required by law or legal process

Password reset emails may include IP address information for security purposes.


14. Data Retention

  • Comments and metadata are retained indefinitely
  • Advisory and user profile data is retained while relevant or active

Certain information may be retained to satisfy legal, regulatory, or security requirements.


15. Your Data Rights

Subject to applicable law, you may request:

  • Access to personal data held about you
  • A portable copy of your data
  • Correction or deletion of personal data

Requests may be denied where retention is legally required.


16. Data Security

Reasonable administrative, technical, and organizational safeguards are implemented to protect information. No system can be guaranteed to be completely secure.


17. International Data Processing

Information may be processed or stored in jurisdictions where Investly Capital or its service providers operate.


18. Disclaimers

The Site is provided “as is” and “as available.” No warranties are made regarding accuracy, completeness, or availability.


19. Limitation of Liability

To the maximum extent permitted by law, Investly Capital shall not be liable for indirect, incidental, or consequential damages arising from use of the Site or advisory participation.


20. Modifications to These Terms

These Terms may be updated at any time. Continued use of the Site constitutes acceptance of the revised Terms.


21. Governing Law

These Terms are governed by the laws of the applicable U.S. jurisdiction in which Investly Capital operates, without regard to conflict-of-law principles.


22. Contact Information

For questions regarding these Terms, privacy practices, or advisory participation:

Investly Capital contact us