TERMS OF USE

TERMS OF USE AND REGULATORY INFORMATION:

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VISITORS TO THE INVISION WEBSITE ARE REQUESTED TO READ THE FOLLOWING:

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Thank you for visiting the website of Invision Management Inc. (“Invision”).  By accessing this website, you acknowledge and agree to accept the following terms and conditions of use (“Terms of Use”), which may be updated by Invision at any time.  Any updates to the Terms of Use will be posted here, and are effective upon posting.  As Invision is under no obligation to alert the users of its website to such updates, you should consult this Terms of Use page each time you visit the website.

If you have any questions or comments about the Terms of Use, please contact us at info@invcg.com and (312) 236-4600. 

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1. Use of Website and Content

All content and information, and all trademarks, logos, copyrights and other intellectual property displayed on the website is owned by Invision or others.  By visiting this website you agree to not use any website content commercially, forward it as a mass distribution, post it on another site, or otherwise copy, distribute, download or modify any portion of it without advance permission.  Other trademarks, service marks, images and logos may be owned by other parties, who may or may not be affiliated with Invision.  Nothing on this website shall be interpreted as granting, by implication, estoppel or otherwise, any license or right to use any content on this website without the written permission of Invision or such other third party that may own such content.  All rights not expressly granted are reserved.

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   2. Regulatory Disclaimers

Invision is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended.  Registration of an investment adviser with the SEC does not imply a certain level of skill or training.  Further information about Invision is also available in Invision’s Form ADV Part 2, filed with the SEC, available at www.adviserinfo.sec.gov.

All information contained on this website, including any transaction described therein, is for informational and/or illustrative purposes only.  Statements contained on this website that are not historical facts are based on current views, forward-looking expectations, estimates, projections, opinions and/or beliefs of the Invision team.  Such statements involve risks, uncertainties and other factors.  You should not rely on these statements as if they were facts.     

The investments and strategies discussed throughout the website may not be suitable for all investors and are not obligations of or guaranteed by Invision or any of its affiliates.  Nothing on this website is to be construed as a solicitation to offer investment advice or services.  Information about investing in Invision funds is only available in the form of private placement memoranda and other offering documents.  These documents contain information to help investors evaluate Invision funds’ investment objectives, risks, fees and expenses, among other factors, before considering an investment.  By using this website, you agree that Invision is not liable for any action you take or decision you make in reliance on any website content.  

Past performance is not necessarily indicative, nor a guarantee, of future results and no representation is made that any fund will or is likely to achieve results that are similar to those of Invision’s or its principals’ current or previous funds.  Prior investments may have been made under different market, economic or other conditions than those in which future investments and/or strategies will be pursued, and as a result may not be replicated.  Investors may lose part or all of their investment capital or face various other risks as described in the applicable offering documents. 

The “Founder-Friendly Investors” award is a program designed by Inc. Magazine to help founder-led companies accelerate growth and create revenue.  Inc. Magazine is not affiliated with Invision.  Private equity and venture capital firms that have exited U.S.-based, founder-led portfolio companies are eligible to apply.  For investments to qualify, portfolio company founders must have remained actively involved in their business for at least one year post-investment.  Winning firms are selected based upon their track record, reputation, leadership and founder references.  Invision is not aware of the number of advisers also surveyed for the award.  Like all entrants, Invision paid a fee to be considered for this award and pays a fee to Inc. Magazine to use the collateral associated with the use of the award and logo.  This award is not to be construed as indicative of Invision’s future performance.  Reference to an award is only one piece of information relevant to an evaluation of an investment adviser such as Invision.   This ranking should not be construed as a testimonial regarding Invision’s advisory capabilities and does not necessarily relate to the profitability or performance of its funds.  Finally, this award represents information as of a specific date and time and may not reflect important information related to an evaluation of the investment adviser which has occurred prior to, or subsequent to, the award. Invision received this award in 2021, 2022, 2024 and 2025.

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   3. Website Security and Account Management

Certain areas of the website require registration or otherwise ask you to provide information to participate in certain features or access certain content.  Do not share your password or login ID with anyone, including anyone from Invision.  If you share your password with a third party, you assume all responsibility for all such party’s activity related to this website.  You must notify Invision immediately of any breach of security or unauthorized use of your account.  If Invision determines you have violated these Terms of Use or applicable law, Invision may terminate your access to this website and its features, cancel any related user accounts and/or delete all information associated with such accounts.  For further information regarding Invision’s privacy procedures regarding the use of this website, please see Invision’s privacy notice.

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   4. Representations and Limitations of Liability

All website content is provided “as is” and “as available.”  Invision makes no representations about the reliability of the website, its content or any other website features.  Invision and its affiliates disclaim all liability in the event of claims, losses or damages arising out of or in connection with any access, use or distribution of the website.  Invision, its affiliates and their respective officers, directors, managers, partners, members, shareholders, employees, affiliates and agents are not responsible for any damages or injury, including but not limited to special, indirect, incidental or consequential damages, that result from your use of (or inability to use) this website, including any damages or injury caused by any failure of performance, error, omission, interruption, defect, delay in operation, computer virus, line failure, or other computer malfunction.  You understand and agree that your use of this website is predicated upon your waiver of any right to sue us or our affiliates or any of our or their respective officers, directors, managers, partners, members, shareholders, employees, affiliates and agents directly or to participate in a suit for any losses or damages resulting from your use of this site.

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   5. Governing Law, Jurisdiction and Severability

These Terms of Use will be governed by and construed in accordance with the laws of Illinois without regard to conflicts of laws principles.  By using this website, you hereby agree that any and all disputes regarding these Terms of Use will be subject to the courts located in Chicago, Illinois, and you hereby consent and submit to the personal jurisdiction of such courts for the purposes of any such dispute or action.   You must commence any cause of action you may have with respect to your use of this website within one year after the claim or cause of action arises or such claim or cause of action will be deemed to have been waived.  If any provision of these Terms of Use shall be unlawful, void or for any reason unenforceable, then that provision shall be deemed severable from these Terms of Use and shall not affect the validity and enforceability of any remaining provisions.  The failure of Invision to enforce the strict performance of any provision of these Terms of Use shall not be a waiver by Invision of its right to subsequently enforce such provision or any other provision or provisions of these Terms of Use.

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​INVISION MANAGEMENT INC. PRIVACY NOTICE:

 

Invision Management Inc. (“Invision,” “our,” “us” or “we”) collects and processes Personal Data (which we define below) about you from your use of this website and through other means, such as by contacting us directly by phone, email, text message or more generally in the course of operating our business.  This Privacy Notice explains how we collect Personal Data, how we use your Personal Data and how you can assert your rights in accordance with applicable data protection laws.  This Privacy Notice does not address our privacy practices with respect to any Personal Data we may collect from an investor in the funds that we sponsor or manage.  We address these practices in separate notices to investors as required by law.

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1. What is Personal Data and what Personal Data do we collect?

“Personal Data” is any information relating to you or that we can otherwise link to you or your household. 

                                    

The Personal Data we collect on this website may include your name, email address, address, IP address, telephone number, login information for our investor portal and other contact information.  Some of this information we will only have access to if you provide it to us.  When you visit our website, we may collect information about you when you enter and browse our website through the use of “cookies,” web server logs and other electronic tools.  This information may include, without limitation, the number and frequency of your visits to our website, the websites accessed before and after you visit our website, the internet browser used by you and your IP address.

 

In other interactions, we may also collect certain information such as mobile telephone numbers and information as archived through our electronic communications archiving platform, including both email and archived text messaging.

 

    2. How do we collect Personal Data?

We collect Personal Data that you voluntarily provide to us, such as through “contact us” forms you choose to submit on our website to obtain more information about Invision or our funds.  We may also collect Personal Data through the use of “cookies” on our website, in the ordinary course of evaluating service providers, vendors and investments, in marketing our funds or from publicly available or accessible directories, databases and agencies.  We may combine personal information that you provide to us with information that we collect from or about you from publicly available sources. This will include information collected in an online or offline context.

 

In addition to Personal Data collected from your use of our website, we may also collect Personal Data regarding our business contacts, partners, current and prospective investors, vendors and other contacts.  We will collect some of this Personal Data if you contact our office or employees directly, including through electronic communications, including on email and archived text messages. 

 

    3. How do we use your Personal Data?

We use the Personal Data we collect from you on our website for communication purposes, such as, but not limited to (i) sending you information about Invision and/or our investment funds and (ii) maintaining our list of contacts.  We use the Personal Data we collect from you through other means for business purposes, such as, but not limited to (i) communicating with service providers and vendors (ii) researching investment opportunities and (iii) managing our investments.  No automated decision-making, including profiling, is used when processing your personal information.

 

    4. Why do we process your Personal Data?

We process your Personal Data collected from your use of this website for certain business reasons, including communication and marketing purposes.  We process your Personal Data collected by other means for other business reasons, including managing our business and our funds’ investments.

 

    5. What legal basis do we use to process your Personal Data?

In accordance with the European Union’s General Data Protection Regulation (“GDPR”), we rely on our legitimate business interests (including, but not limited to, internal administrative purposes, direct marketing or conducting market research), contractual obligations, legal obligations or your consent in maintaining business relationships, communicating about Invision’s business and performing other business services as the basis for collecting and processing your Personal Data.  

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    6. Is it necessary to provide Personal Data?

You are not required to submit information to us through this website.  However, we may collect “cookies”, which may be automatically collected and will not necessarily require your consent.  For our service providers, vendors, investors and other contacts, it is necessary to provide some Personal Data in order for us to do business with you.

 

    7. With whom do we share your Personal Data?

We will not share your Personal Data with third parties except as permitted or required by law or regulation and to affiliates and service providers, including in the context of those third parties acting as data processors on our behalf and with whom we have a need to share such information.  For example, we may use a customer relationship manager software platform to organize our business contacts, and your Personal Data may reside on that software.  Some of your Personal Data may also reside in our electronic communications archiving platforms. Where relevant, we will ensure that contractual safeguards are implemented with these third-party data processors to ensure the protection of your Personal Data. 

 

Invision does not sell or transfer Personal Data to affiliates or third parties for value and does not intend to do so in the future.  We will amend this Privacy Notice promptly upon any changes to this policy.

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    8. How long do we retain your Personal Data?

Your Personal Data will be retained for as long as you are one of our business contacts, or longer as required by applicable law.  Your Personal Data may be deleted when it is no longer relevant or when you withdraw consent (pursuant to the rights detailed directly below which may be exercised by using the contact information contained at the end of this Privacy Notice), again within the parameters of applicable law.  If we send you emails and/or market to you, you may unsubscribe at any time from communications from us, and we will cease sending you further communications.

 

    9. What are my rights with respect to my Personal Data?

Your rights described in this Privacy Notice are applicable only if you reside in a jurisdiction where the provision of such rights is required by the data protection and privacy laws of the governing regulatory authority, as outlined further below.  These rights may be limited and subject to further legal requirements.

 

California Consumer Privacy Act, 2020

• The right to be informed about what Personal Data is being processed and the rationale for the processing;

• The right to know whether and to whom your Personal Data is sold or disclosed and to opt out of the sale, if applicable;

• The right to access (i.e. view or request copies of) your Personal Data that is being processed;

• The right to request that we delete your Personal Data under certain circumstances; and

• The right to not be discriminated against for exercising your rights under the California Consumer Privacy Act.

 

GDPR, 2018

• The right to be informed about what Personal Data is being processed and the rationale for the processing;

• The right to access (i.e. view or request copies of) your Personal Data that is being processed;

• The right to request that we rectify Personal Data if it is inaccurate or out of date;

• The right to request that we delete your Personal Data (the right to be “forgotten”) under certain circumstances;

• The right to restrict processing your Personal Data if you contest its accuracy, the lawfulness of its processing or if we no longer need it;

• The right to object to the processing of your Personal Data if processing is based on our legitimate interests or for direct marketing purposes;

• The right to be informed about and object to the existence of automated decision making, including profiling, and about its significance and consequences on you; and

• The right to request a transfer of your Personal Data to a third party in certain circumstances.

 

Should you wish to lodge a complaint with regards to how your Personal Data has been processed by us, please contact the applicable supervisory authority which will vary based on jurisdiction, but generally include the following for individuals protected by the GDPR:  https://edpb.europa.eu/about-edpb/board/members_en and for individuals protected by the CCPA can be reported to the Office of the Attorney General of California at oag.ca.gov/report or by calling 800-952-5225.

 

    10. Minors

This website and the services offered by Invision are not intended for minors and Invision does not knowingly collect Personal Data relating to minors and in the event of any inadvertent collection of Personal Data related to a minor, Invision expects to delete such Personal Data upon notice, but in any event, will comply with any provision of applicable data protection laws.  The determination of whether an individual is a minor varies by jurisdiction, and may be as low as 13 years of age in some jurisdictions; however, Invision has determined to extend the protection afforded to minors to individuals less than 18 years of age.

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    11. What security do we have in place over your Personal Data?

Invision has implemented appropriate procedural and technical security measures to help protect your Personal Data against loss and to safeguard your Personal Data against access by unauthorized persons.  We consider the protection of sensitive information to be a sound business practice and a top priority, and to that end we employ physical, electronic and procedural safeguards to protect your Personal Data.  Although we employ certain safeguards to protect your Personal Data, we cannot guarantee the security of any information or data transmitted to or through our site; any transmission of information or data by you to or through this site is at your sole risk.

 

If you would like to request more information regarding the procedural and technical safeguards we have in place, please contact us at the email address below.

 

    12. What are our procedures in the event of a breach to your Personal Data?

Depending on the applicable law, Invision may be required to notify you or the appropriate authority in the event of a breach.  Various jurisdictions that have enacted data protection laws may require different procedures in the event of a breach of your Personal Data, including with regard to notification to certain regulators or agencies and the data subject; in each case and in the event of such a breach to your Personal Data, we will follow the laws of the applicable jurisdiction. 

 

    13. Updates to this Privacy Notice

This Privacy Notice was updated in April 2026.  We may amend this Privacy Notice from time to time and for any reason, in our sole discretion, without notice, to reflect changes in our practices with respect to the processing of Personal Data or changes in applicable law.  Future changes to this Privacy Notice will similarly be posted to this website; however, we will use information only in accordance with the Privacy Notice under which the information was collected.  

 

    14. Contact information

If you have any questions about how we process your Personal Data or to make a request regarding such Personal Data pursuant to one of the rights enumerated above, please contact us at info@invcg.com and (312) 236-4600.  If you would like to contact us by telephone without incurring telephone charges, please submit your request and telephone number through the Contact Us form, and we will call you on the following business day.  We may require additional information prior to completing any such request, but will in any case respond in a timely manner to any request, including, if necessary, a response notifying you that additional time is required to complete such request.