Privacy Policy

Effective Date: April 17, 2026
Last Updated: April 17, 2026

The Invest Nest Holdings, Inc. ("Company," "we," "our," "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at theinvestnest.com, use our application at app.theinvestnest.com, or otherwise interact with our services (collectively, the "Service"). By using the Service, you agree to the practices described in this Privacy Policy.

This Privacy Policy applies to information about you (the user). Separately, the Service surfaces information about third parties (such as property owners) sourced from third-party data providers. The use of that data is governed by Section 11 below and by our Terms of Service.

1. Information We Collect

1.1 Personal Information

We collect personal information you provide directly when you create an account, subscribe to our newsletter, contact customer support, complete a form, or use the Service. This may include:

  • Your name, city of residence, phone number, and email address
  • Account credentials (username and password)
  • Billing information (collected and stored by our payment processor, Stripe, on our behalf)
  • Communications you send to us, including support tickets, survey responses, and chat messages
  • Marketing source information (whether you arrived via email, paid ads, social media, referrals, etc.)

1.2 Usage and Device Data

We automatically collect information about your interaction with the Service, including:

  • Pages and screens viewed, features used, and actions taken within the application
  • Date, time, and duration of visits
  • IP address, device type, operating system, browser type and version, screen resolution
  • Referring URLs and exit pages
  • Diagnostic and crash data

1.3 Cookies and Tracking Technologies

We and our service providers use cookies, pixels, tags, web beacons, and similar technologies to operate the Service, analyze usage, personalize content, and support advertising. You can configure your browser to refuse cookies or alert you when cookies are being sent. Disabling cookies may limit your ability to use parts of the Service.

2. Third-Party Service Providers and Data Processors

We use the following service providers ("processors") who may receive, process, or store your personal information on our behalf. We are the data controller; these providers act as processors under our instructions.

  • Amazon Web Services (AWS): Hosts the Service, including databases, file storage, authentication, and email. All user data is stored in US-based AWS regions.
  • Stripe: Processes payments, manages subscriptions, and stores billing information. We do not store full credit card numbers on our systems.
  • HubSpot: Stores contact records, captures email engagement, tracks behavioral events, and powers email marketing, segmentation, and customer relationship management.
  • Intercom: Powers our in-app chat widget, stores conversation history, captures contact attributes, and delivers in-product messages and surveys.
  • Google Analytics 4 (GA4) and Google Search Console: Measure website and application traffic, conversions, and user behavior.
  • Google Ads: Serves advertising and measures ad performance, including conversion tracking and remarketing.
  • Meta Pixel: May be deployed to measure advertising performance and support remarketing across Meta properties (Facebook, Instagram).
  • Smartlook: May be deployed to capture session recordings and heatmaps to help us understand how users interact with the Service.
  • Hotjar: Captures session recordings and heatmaps showing how users interact with our Service. Hotjar records clicks, scrolls, mouse movement, and form interactions while masking sensitive fields.
  • Supademo: Embeds interactive product walkthroughs and tours within our website and application.
  • RealEstateAPI: Provides the underlying property records, ownership data, and skip-trace data displayed within the Service. See Section 11 for details.

We may engage additional service providers from time to time. We will update this Privacy Policy when material changes occur.

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, maintain, and improve the Service
  • Authenticate users and secure accounts
  • Process payments, subscriptions, trials, and refunds
  • Communicate with you about your account, transactions, product updates, support requests, and (with appropriate consent) marketing
  • Personalize your experience and surface relevant features
  • Measure and analyze usage, performance, and conversion
  • Detect, prevent, and respond to fraud, abuse, security incidents, and technical issues
  • Comply with legal obligations and enforce our agreements

We process personal data on the following legal grounds:

  • Consent: For purposes such as marketing communications. You may withdraw consent at any time.
  • Contractual necessity: To deliver the Service you have signed up for.
  • Legal obligation: To comply with tax, accounting, and other laws.
  • Legitimate interests: To improve the Service, secure our systems, and grow our business, balanced against your privacy rights.

4. Disclosure of Your Information

We may share your information in the following circumstances:

  • With service providers identified in Section 2, who process data on our behalf under contractual obligations.
  • For legal reasons: to comply with applicable laws, regulations, legal process, or government requests.
  • In a business transaction: If The Invest Nest is involved in a merger, acquisition, financing, reorganization, sale of assets, or bankruptcy, your information may be transferred.
  • With your consent: For any other purpose, with your prior consent.

We do not sell your personal information for monetary consideration. However, certain advertising and analytics activities may be considered "sharing" under California law. See Section 8 for your rights.

5. Data Security

We use administrative, technical, and physical safeguards to protect your personal information, including encryption in transit and at rest, role-based access controls, secure cloud infrastructure, and regular security reviews. No method of transmission or storage is 100% secure. We cannot guarantee absolute security.

5.1 Breach Notification

In the event of a data breach involving your personal information, we will notify you and applicable regulators as required by law.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, prevent fraud, and enforce our agreements. You may request deletion at any time as described in Section 7.

7. Your Privacy Rights

Depending on applicable law, you may have the right to:

  • Access the personal information we hold about you
  • Correct inaccurate or incomplete personal information
  • Delete your personal information, subject to legal exceptions
  • Receive a portable copy of your personal information
  • Restrict or object to certain processing activities
  • Withdraw consent where processing is based on consent
  • Opt out of marketing communications
  • Lodge a complaint with a data protection authority

7.1 How to Submit a Request

To exercise any of these rights, email info@theinvestnest.com with the subject line "Privacy Request." Include the right you wish to exercise, the email address associated with your account, and any information necessary to verify your identity.

8. California Privacy Rights (CCPA / CPRA)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA):

  • Right to Know: Request the categories and specific pieces of personal information we have collected about you.
  • Right to Delete: Request deletion of personal information we have collected from you.
  • Right to Correct: Request correction of inaccurate personal information.
  • Right to Opt-Out of Sale or Sharing: Opt out of the "sale" or "sharing" of your personal information for cross-context behavioral advertising.
  • Right to Limit Use of Sensitive Personal Information: We do not use sensitive personal information beyond what is necessary to provide the Service.
  • Right to Non-Discrimination: We will not discriminate against you for exercising any of these rights.

8.1 Do Not Sell or Share

To opt out, email info@theinvestnest.com with the subject line "Do Not Sell or Share." We honor Global Privacy Control (GPC) signals for California residents where technically feasible.

9. Children's Privacy

The Service is not directed to children. We do not knowingly collect personal information from children under the age of 13. If we learn that we have, we will delete that information promptly. The Service is intended for adult use only; you must be at least 18 years of age to create an account.

10. International Users and Data Transfers

The Service is intended for users located in the United States. Your information is stored and processed in the US. We do not actively offer the Service to residents of the EU, UK, or other jurisdictions outside the US. If you access the Service from outside the United States, you do so at your own risk.

11. Third-Party Property and Owner Data

The Service surfaces public-record and third-party property information. This data is sourced from RealEstateAPI and other providers. This data is not about you as a user of the Service.

11.1 FCRA Disclaimer

The Invest Nest is not a consumer reporting agency as defined by the Fair Credit Reporting Act ("FCRA"). You may not use any data obtained through the Service for any purpose regulated by the FCRA, including:

  • Pre-employment screening or hiring decisions
  • Tenant screening or rental application decisions
  • Credit eligibility, underwriting, or credit-related decisions
  • Insurance underwriting or eligibility decisions

11.2 Responsible Use

You are solely responsible for how you use property and owner data, including compliance with the Telephone Consumer Protection Act (TCPA), Do Not Call regulations, CAN-SPAM, state-level telemarketing and privacy laws, anti-stalking laws, and fair housing laws.

12. Links to Other Sites

The Service may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date at the top of this page. Your continued use of the Service after changes are posted constitutes your acceptance of the updated Privacy Policy.

14. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us:

  • By email: info@theinvestnest.com
  • Through our website: theinvestnest.com/contact-us
  • By mail: The Invest Nest Holdings, Inc., PO Box 60, Buckeystown, MD 21717