Terms of Service

NOTICE TO ALL USERS: CAREFULLY READ THE FOLLOWING LEGAL AGREEMENT

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

NOTICE TO ALL USERS: CAREFULLY READ THE FOLLOWING LEGAL AGREEMENT. THESE TERMS CONTAIN A MANDATORY ARBITRATION PROVISION AND CLASS ACTION WAIVER (SECTION 22) THAT AFFECT HOW DISPUTES BETWEEN YOU AND US ARE RESOLVED. PLEASE REVIEW CAREFULLY.

1. Introduction

This software and subscription service are provided to you by The Invest Nest Holdings Inc. ("Company," "The Invest Nest," "TIN," "we," "our," or "us"), a Delaware corporation with a mailing address at PO Box 60, Buckeystown, MD 21717. These Terms of Service ("Terms") govern your access to and use of our website located at theinvestnest.com (including app.theinvestnest.com) (the "Site") and any related products, features, content, applications, and services we provide (collectively, the "Service").

By accessing or using the Service, you agree to be bound by these Terms and our Privacy Policy, which is incorporated by reference. If you do not agree with any part of these Terms, you must not use the Service.

2. Geographic Scope; United States Only

The Service is offered to and intended for use solely by residents of the United States. We do not target or actively market the Service to users outside the United States. If you access the Service from outside the United States, you do so on your own initiative and at your own risk.

3. Eligibility

You must be at least 18 years old to use the Service. By using the Service, you represent and warrant that you are at least 18 years old, have the legal capacity to enter into these Terms, and are not barred from receiving the Service under applicable law. The Service is not directed to children under 13.

4. Account Registration

To access most features of the Service, you must create an account. By creating an account, you agree to:

  • Provide accurate, current, and complete information during registration.
  • Maintain and promptly update your account information.
  • Keep your login credentials secure and confidential.
  • Accept responsibility for all activity that occurs under your account.
  • Notify us immediately at info@theinvestnest.com of any unauthorized use.

You may not create more than one account, create an account on behalf of another person without authorization, or use someone else's account.

5. Subscription, Free Trial, and Auto-Conversion to Paid

5.1 Free Trial

When you sign up for a paid Premium subscription, you may be offered a free trial period of seven (7) days. During the Free Trial, you have access to Premium features, subject to usage limits described in your account.

To start the Free Trial, you must provide a valid payment method. Your card will not be charged during the Free Trial unless it converts to a paid subscription.

5.2 Automatic Conversion to Paid Subscription

At the end of the seventh (7th) day of your Free Trial, your card will be automatically charged for the first month of the Premium subscription unless you cancel before that time. By starting a Free Trial, you authorize us to charge your payment method at the end of the trial period and on each subsequent renewal date.

To avoid being charged, you must cancel before the end of the seventh day. You may cancel at any time from your Account Settings or by contacting info@theinvestnest.com.

5.3 Subscription Term and Renewal

Premium subscriptions are billed monthly. Your subscription will automatically renew unless you cancel before the next renewal date. Upon cancellation, you retain access through the end of the current billing period.

5.4 Subscription Tiers and Usage Limits

The Service is offered in one or more subscription tiers. Features and limits applicable to your subscription are displayed in your account and at checkout. We may adjust tiers and limits over time.

6. Billing and Payments

6.1 Subscription Fees

By subscribing, you agree to pay the applicable subscription fees as displayed at checkout. The fee in effect for your account is the fee when you most recently subscribed or renewed.

6.2 Payment Method

You authorize us, through Stripe, to charge your designated payment method for all applicable fees. You are responsible for providing accurate billing information and keeping your payment method current.

6.3 Automatic Renewal

Your subscription automatically renews until you cancel. Cancel at any time in Account Settings or by contacting info@theinvestnest.com.

6.4 Price Changes

We reserve the right to change subscription fees with at least thirty (30) days notice by email or within the Service. Continued use after a price change constitutes acceptance.

6.5 Taxes

All fees are exclusive of applicable taxes. You are responsible for paying all taxes, levies, or duties.

6.6 Refunds

Subscription fees are generally non-refundable. You may request a refund by contacting info@theinvestnest.com within thirty (30) days of a charge. Refund requests are evaluated case-by-case at our sole discretion.

6.7 Payment Disputes

If you believe you have been billed incorrectly, contact us at info@theinvestnest.com within thirty (30) days.

6.8 Third-Party Payment Processor

We use Stripe, Inc. as our payment processor. By using the Service, you also agree to Stripe's Services Agreement. We do not store full payment card numbers.

6.9 Promotional Offers

We may offer promotional pricing, discounts, or affiliate codes. Promotional offers are subject to their own terms and may be modified or discontinued at any time.

7. Acceptable Use

You agree to use the Service only for lawful purposes. You must not:

  • Use the Service for any unlawful purpose or in violation of any law.
  • Violate or infringe the rights of others.
  • Interfere with or disrupt the Service or connected networks.
  • Transmit any harmful code.
  • Send, store, or transmit any unlawful, defamatory, or abusive material.
  • Impersonate another person or entity.
  • Use bots, scrapers, or automated means to extract data in bulk.
  • Reverse engineer, decompile, or disassemble the Service.
  • Bypass access controls, rate limits, or security measures.
  • Resell, sublicense, or commercially exploit the Service or its data.
  • Use the Service to operate as a competing data broker or skip-trace service.

7.1 Permitted Commercial Use

Using the Service to identify, evaluate, contact, and pursue real estate investment opportunities for your own business is the intended and permitted use. The restriction on commercial exploitation prohibits reselling data, scraping in bulk, or operating as a competing data broker.

8. Data Use Restrictions for Property and Owner Data

The Service surfaces information about real properties and associated individuals ("Property Data"). You agree to use Property Data only for lawful real estate-related purposes. You may NOT:

  • Resell, redistribute, license, or transfer Property Data to any third party.
  • Use Property Data for identity theft, fraud, or any criminal purpose.
  • Use Property Data to stalk, harass, intimidate, dox, or harm any individual.
  • Use Property Data to compile consumer profiles sold to others.
  • Use Property Data outside the United States.
  • Use Property Data in violation of the TCPA, CAN-SPAM, FDCPA, state telemarketing laws, or DNC regulations.
  • Use Property Data for any purpose regulated by the FCRA (see Section 9).

9. FCRA Disclaimer (Important)

The Invest Nest is not a consumer reporting agency, and the Service is not a consumer report. You may NOT use the Service or any Property Data for any FCRA-regulated purpose, including:

  • Pre-employment screening or hiring decisions;
  • Tenant screening or housing eligibility decisions;
  • Credit decisions or credit-related decisions;
  • Insurance underwriting, eligibility, or pricing;
  • Any other purpose requiring "permissible purpose" under the FCRA.

By using the Service, you agree not to use Property Data for any FCRA-regulated purpose and agree to indemnify The Invest Nest from any claim arising out of your misuse.

10. Compliance with Telemarketing Laws

You are solely responsible for ensuring compliance with all applicable telemarketing laws, including the TCPA, FCC one-to-one consent amendments, the Telemarketing Sales Rule, the National Do Not Call Registry, applicable state DNC and telemarketing laws, and the CAN-SPAM Act.

The Invest Nest does not place calls or send messages on your behalf. You acknowledge that:

  • You are responsible for obtaining consent required under the TCPA before contacting any individual.
  • You are responsible for scrubbing phone numbers against DNC lists before placing calls.
  • You are responsible for honoring revocation of consent and stop requests.
  • The Invest Nest is not responsible for any legal claims arising from your outreach activities.

11. Privacy and Security

Our Privacy Policy describes how we collect, use, and share information about you. By using the Service, you also agree to our Privacy Policy, incorporated by reference.

12. Content

12.1 Your Content

You retain ownership of content you submit through the Service. By submitting content, you grant us a worldwide, non-exclusive, royalty-free license to use it in connection with operating and improving the Service.

12.2 Our Content

The Service and all original content, features, and functionality are the exclusive property of The Invest Nest and its licensors, protected by copyright, trademark, and other laws.

12.3 Third-Party Content

The Service may include third-party content, including Property Data. We are not responsible for third-party content.

12.4 Community Guidelines

If you participate in user-to-user communication, you agree to treat all users with respect, post only appropriate content, respect privacy and intellectual property, and not impersonate others. We may remove content or take action against accounts that violate these guidelines.

13. DMCA Copyright Policy

We respect the intellectual property rights of others. In accordance with the DMCA, we will respond to clear notices of alleged copyright infringement.

If you believe content on the Service infringes a copyright you own, send a written notice to our Designated Agent including:

  • A physical or electronic signature of the copyright owner or authorized agent.
  • Identification of the copyrighted work claimed to have been infringed.
  • Identification of the material and information to permit us to locate it.
  • Your name, address, telephone number, and email address.
  • A statement of good faith belief that the use is not authorized.
  • A statement under penalty of perjury that the information is accurate.

Designated Agent:
The Invest Nest Holdings Inc.
Attn: DMCA Agent
PO Box 60, Buckeystown, MD 21717
Email: info@theinvestnest.com (subject: "DMCA Notice")

14. Intellectual Property Disputes

If you believe content on the Service infringes any intellectual property right other than copyright, contact us at info@theinvestnest.com with a detailed description.

15. Affiliate Program

We may offer an affiliate program. Participation is subject to separate terms presented at enrollment. Affiliates are independent contractors.

16. Termination

16.1 Termination by You

You may cancel your subscription at any time in Account Settings or by contacting info@theinvestnest.com. You retain access through the end of your current billing period.

16.2 Termination or Suspension by Us

We may suspend or terminate your account in the following circumstances:

  • You materially breach these Terms (with notice and opportunity to cure where the breach is curable).
  • You fail to pay fees when due.
  • Your conduct creates a risk of legal liability for us, other users, or third parties.
  • We are required to do so by law or court order.
  • We discontinue the Service or a feature.

16.3 Effect of Termination

Upon termination, your right to access the Service ends. We have no obligation to maintain Your Content after termination. Provisions that should survive termination will survive.

17. Disclaimer of Investment Information

All investment information through the Service is for informational purposes only. We do not provide financial, investment, tax, legal, or other professional advice.

  • No professional advice. Content is not a substitute for professional advice.
  • No liability for investment decisions. The Invest Nest is not responsible for any investment decisions or losses resulting from your use of the Service.
  • No guarantees. We do not guarantee the accuracy, completeness, or timeliness of any information.

18. Disclaimer of Warranties

THE SERVICE AND ALL CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY. YOUR USE IS AT YOUR SOLE RISK.

19. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, THE INVEST NEST WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.

OUR TOTAL CUMULATIVE LIABILITY WILL NOT EXCEED THE GREATER OF (i) THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT, OR (ii) ONE HUNDRED U.S. DOLLARS ($100).

20. Indemnification

You agree to defend, indemnify, and hold harmless The Invest Nest from any claims arising out of: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any law or third-party right; (d) Your Content; or (e) your use of Property Data.

21. Dispute Resolution; Informal Resolution Required First

Before initiating any formal legal proceeding, you and The Invest Nest agree to first attempt to resolve the dispute informally. Send a written notice to info@theinvestnest.com (subject: "Notice of Dispute"). You and The Invest Nest agree to negotiate in good faith for at least sixty (60) days.

22. Mandatory Arbitration; Class Action Waiver

PLEASE READ THIS SECTION CAREFULLY. IT REQUIRES BINDING INDIVIDUAL ARBITRATION RATHER THAN COURT AND WAIVES YOUR RIGHT TO PARTICIPATE IN A CLASS ACTION.

22.1 Agreement to Arbitrate

Any dispute arising out of or relating to these Terms or the Service will be resolved through binding individual arbitration, except as provided below.

22.2 Arbitration Procedure

Arbitration will be administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules. The arbitration may be conducted by telephone, video, or written submissions. The arbitrator's decision is final and binding.

22.3 Class Action Waiver

YOU AND THE INVEST NEST AGREE THAT EACH MAY BRING CLAIMS ONLY IN AN INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS ACTION.

22.4 Exceptions to Arbitration

Either party may bring an individual claim in small-claims court if it qualifies. Either party may seek injunctive relief to protect intellectual property rights.

22.5 Opt-Out Right

You may opt out of this arbitration agreement by sending written notice to info@theinvestnest.com (subject: "Arbitration Opt-Out") within thirty (30) days after first accepting these Terms.

22.6 Governing Arbitration Law

This arbitration agreement is governed by the Federal Arbitration Act.

23. Governing Law and Venue

These Terms are governed by the laws of the State of Delaware. Any judicial action must be brought exclusively in courts located in New Castle County, Delaware.

24. Sanctions and Export Compliance

You represent that you are not located in any country subject to U.S. sanctions and are not on any restricted parties list.

25. Force Majeure

We will not be liable for any failure or delay caused by events beyond our reasonable control.

26. Assignment

You may not assign these Terms without our prior written consent. We may assign freely, including in connection with a merger, acquisition, or sale of assets.

27. Waiver

Our failure to enforce any provision will not be a waiver of that provision.

28. Severability

If any provision is held unenforceable, it will be enforced to the maximum extent permitted, and remaining provisions continue in full force.

29. Entire Agreement

These Terms, together with the Privacy Policy and any other referenced terms, constitute the entire agreement between you and The Invest Nest concerning the Service.

30. Survival of Terms

All provisions that by their nature should survive termination will survive.

31. Changes to These Terms

We may modify these Terms at any time. Material changes will be communicated with at least thirty (30) days notice. Continued use after changes constitutes acceptance.

32. Consent

By using the Service, you acknowledge that you have read these Terms, understand them, and agree to be bound by them.

33. Contact Us

If you have questions about these Terms, please contact us:

The Invest Nest Holdings Inc.
PO Box 60, Buckeystown, MD 21717
Email: info@theinvestnest.com (subject: "Terms of Service")