Terms & Conditions
2025
Legal
Last Updated: July, 2025
Welcome to the website of Investor Ventures LLC (“Investor Ventures”, “we”, “us”, or “our”). By accessing or using this website (the “Site”) or purchasing any of our services or digital products, you agree to be legally bound by the following Terms and Conditions (“Terms”). If you do not agree with these Terms, please do not use this Site.
1. Who We Are
Investor Ventures LLC is a limited liability company based in the United States and registered as an Exempt Reporting Adviser (ERA). We offer investment-related services to qualified clients under applicable exemptions and provide non-advisory digital tools globally.
We are listed on the Investment Adviser Public Disclosure (IAPD) platform. Our services may not be available in all jurisdictions.
2. Eligibility and User Conduct
You may use this Site only if:
You are at least 18 years old (or the age of majority in your jurisdiction).
You are not a resident of a jurisdiction in which the use of our Site or services is prohibited.
You agree to use the Site and any related services in compliance with all applicable laws.
You agree not to misuse or interfere with the integrity of our systems, reverse-engineer any part of our platform, or falsely represent your identity or financial status.
3. Services Offered
Investor Ventures offers:
Digital Products: Downloadable strategy templates, planning tools, and educational resources (non-advisory).
Advisory Services: Advisory consultations, strategy sessions, portfolio design and management, private fund advisory and management services—only available to users who formally engage under a signed advisory agreement.
Purchasing a digital product does not constitute an advisory relationship. Investment management services require a formal client agreement.
4. Payments and Refunds
All payments are processed securely via third-party providers. Prices are listed in U.S. dollars unless stated otherwise.
Digital Products: Non-refundable once delivered or accessed.
Advisory Services: Refunds or rescheduling are available under our specific engagement terms, which are outlined in your agreement at the time of booking.
5. No Investment Advice
Unless you have formally entered into an advisory agreement, nothing on this website constitutes personalized investment advice, an offer to buy or sell securities, or a recommendation for any financial instrument.
The content and tools on this site are for general informational and educational purposes only.
6. Intellectual Property
All content, templates, logos, trademarks, and underlying code are the intellectual property of Investor Ventures or its licensors. You may not reproduce, copy, or distribute any part of this Site without written permission, except where explicitly allowed.
7. Disclaimers
The Site and all content are provided “as is” and without warranties of any kind, either express or implied. We do not guarantee any outcomes from the use of our tools or services.
We are not liable for any indirect, incidental, or consequential damages arising from your use of the Site or services.
8. Jurisdiction and Governing Law
These Terms are governed by the laws of the State of Texas, without regard to its conflict of law principles. Any disputes shall be resolved exclusively in the courts of Texas, USA.
9. Modifications
We may update these Terms at any time. The most current version will be posted on this page. Continued use of the Site after changes constitutes acceptance of the revised Terms.
10. Contact
If you have any questions about these Terms or wish to inquire about our services:
📧 info@investor-ventures.com
📍 Investor Ventures LLC, 5900 Balcones Dr. Suite 100, Austin, TX 78731, USA
