Privacy Policy


October 01, 2017


Acknowledgment and Acceptance of Terms

The website and/or the services available on it (collectively, "Invesights services") are offered by Invesights (referred to as "Invesights") and its affiliates. As we provide you (or the organization for which you are acting) with the Invesights services, we may collect some information about you, or the entity you represent, and from you. This Privacy Policy sets forth our current privacy practices with regard to the information we collect when you interact with our website.


Collection of Information

When you interact with Invesights services, we may collect information about you and others you input information on, including:

  • Information you provide when setting up an account and profile, such as, for example, email address, password, first and last name, biography, industry expertise, business name, business summary, business documents, financial information, operations information, social links, other organizations you are affiliated with or invested in, and secret questions and answers.
  • Information from your financial transactions with or through us, such as, for example, bank account details and routing number.
  • Information automatically from your computer while you browse our website, such as, for example, your Internet Protocol (IP) address, computer and connection information, browser type and version, operating system, Internet Service Provider (ISP), time stamps, banner ads you click, the URLs you come from and go to next, URLs you visit on the site, and a cookie identifier.
  • Information about you, and/or the entity you represent, through other sources such as background-check agencies and other partners.


Use of Information

Invesights uses the information we collect in a manner that is consistent with this Privacy Policy, including to:

  • Operate the Invesights site.
  • Verify your identity and contact information.
  • Provide you with information and services you request.
  • Set up and open your account.
  • Perform due diligence.
  • Transact business.
  • Customize your experience on the Invesights site.
  • Communicate with you about your transactions, service updates and other administrative and/or account issues.
  • Send you targeted marketing and promotional offers, based on your privacy preferences.
  • Measure and improve our site and services.
  • Resolve disputes, address complaints and troubleshoot technical problems.
  • Analyze site and user behavior and prepare aggregated reports.
  • Comply with applicable laws and regulations.
  • Combine your information with information collected from other sources.

If Invesights intends on using any information in any manner that is not consistent with this Privacy Policy, you will be informed of such anticipated use prior to or at the time at which the information is collected.


Sharing and Disclosure

To provide our products and services, we may disclose your information to the following parties:

  1. Inveisghts Affiliates. We may share information with present or future affiliates, including our parent company or subsidiaries, joint ventures or other companies under common control, where it may be used to provide joint services or for such purposes as internal statistics, strategic decision-making, customer Reports, identifying customer trends, customer verification, fraud prevention and security. You may limit our affiliates from marketing their products or services to you based on personal information that we collect about you and share with them. This information may include your name, email address, mailing address, age, employment status, general account and demographic information and account history with us. Your choice to limit marketing offers from our affiliates will apply until you tell us to change your choice. You can opt back in at any time. To limit affiliate marketing offers, contact us by e-mail at or change your account preferences in “My Account”.
  2. Service Providers and Partners. We may share information with service providers who help with our business operations and internal functions, for example, verifying our users, processing accounts, order fulfillment, client service, client satisfaction surveys or other data collection activities relevant to our business, maintaining the Inveisghts site, and providing related services, such as electronic funds transfers and wires. Our service providers are required to protect personal information in a manner similar to the way we protect personal information and to use it only for the services they provide to us.
  3. Legal and Other Disclosures. We may disclose information when permitted by law or under the good-faith belief that such disclosure is necessary under applicable law; to comply with legal process served on Invesights; to protect the property or interests of Invesights, its agents and employees; or to protect personal safety or the public.
  4. Sale or Acquisition of Assets. As our business evolves, Invesights may sell, transfer or otherwise share some or all of its assets in connection with a merger, reorganization or sale of assets, or in the event of bankruptcy. In such an event, personal information may be one of the assets transferred.


Other than as set forth herein, we will not disclose your information unless we obtain your prior consent or are legally required to do so.


Email Communications

We do not participate in bulk email solicitations that you have not consented to receiving (i.e. SPAM). At any time, you may opt out of receiving marketing emails from Invesights, but you may not opt out of administrative emails (for example, billing, electronic delivery of financial information, or emails about your transactions or our policy changes) while you are a registered Invesights user. In such cases, you may opt out by changing your email preferences in My Account or by following the opt-out instructions contained within the body of any email message you receive. If you send emails to a recipient through our site, they will receive your email address and any personal message you include. We use the email addresses you provide to send your requested communication and for no other purpose. If you believe that you have received an unsolicited email from us, please contact us using the contact information below.


Cookies and Web Beacons

Invesights, our service providers, and other members of our corporate family who provide us with joint services, may place anonymous cookies or web beacons on your computer when you visit the site. We use these cookies and web beacons to recognize returning users, provide relevant content, measure traffic and activity on the site, monitor and improve our services and protect against fraud. You can block cookies by changing the settings on your browser (consult your browser help menu to find out how), but doing so may prevent us from delivering certain services to you. Your browser must be set to accept cookies in order to access Invesights as a registered user.


Accessing, Reviewing and Changing Your Personal Information

We urge you to review your information regularly to ensure that it is correct and complete. As a registered user, you can review and change your personal information by accessing My Account. You may not be able to change some account information online. If you are unable to make your desired change in My Account, please contact Customer Service for assistance. Although we will require you to revalidate your personal information periodically, you should promptly update your personal information if it changes or becomes inaccurate.

You can request that we close your Invesights account by e-mailing Customer Service at After we close your account, we may retain some information to continue operating the Invesights site, comply with laws, prevent fraud, assist with investigations, resolve disputes, analyze or troubleshoot programs, enforce our User Agreement and take actions otherwise permitted by law. If your account or membership is terminated or suspended, we may retain some information to prevent re-registration.


Aggregated Statistics

Invesights may collect statistics about the behavior of visitors to its websites. For instance, Invesights may monitor the most popular content on the site. Invesights may display this information publicly or provide it to others. However, Invesights does not disclose personally-identifying information other than as described below.



Invesights takes commercially reasonable steps to protect your information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. We have implemented physical, electronic and procedural safeguards that are designed to protect the security of your information.  Unfortunately, no safeguards or processes can be guaranteed to be 100% secure. We cannot ensure or warrant the security of any information, and you provide information at your own risk. We will monitor the effectiveness of our security system and refine and upgrade our security technology as new tools become available.


Links to Other Web Sites

This Privacy Policy applies only to the Invesighhts site. The Invesights site may contain links to other websites not operated or controlled by Invesights (each, a “Third Party Site”). Your use of a Third Party Site or any information content found on a Third Party Site is subject to and governed by the terms and guidelines of such Third Party Site. We do not endorse or make any representations or warranties concerning, and will not in any way be liable for, any information content, products, services, software, or other materials available on Third Party Sites, even if one or more pages of such Third Party Sites are framed within a page of the Invesights site. We recommend and encourage that you always review the privacy policies of Third Party Sites before you provide any personal information or complete any transaction with Third Party Sites.



Although most changes are likely to be minor, Invesights may change its Privacy Policy from time to time, and in Invesights’ sole discretion. Invesights encourages visitors to frequently check this page for any changes to its Privacy Policy. You should review this Privacy Policy periodically to remain informed of any changes. You agree to accept posting of a revised Privacy Policy electronically on this site as actual notice to you. If you have an account, you should also check this section for alerts to these changes. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change. If you would like to provide feedback or comments regarding our policies please email us at


Business Transfers

If Invesights, or substantially all of its assets, were acquired, or in the unlikely event that Invesights goes out of business or enters bankruptcy, user information would be one of the assets that is transferred or acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer of Invesights may continue to use your personal information as set forth in this policy.


Contact Invesights


If you have any questions, complaints, or comments regarding our Privacy Policy, please contact us at