Investor Intros™and all subsidiaries or affiliated brands and Investor Intros Companies (hereinafter referred to as “Investor Intros”, “We”, “Us” or “Our”) stand behind all of our products and your satisfaction is very important to us. Any and all purchases made from us (including all related website sales, and sales over the phone are covered by the following policies.


Offers/Special Packages cannot be used in conjunction with each other unless otherwise stated. Special Packages are only valid during the advertised promotion period. Prices are subject to change without notice. 

Privacy Policy. Please review our Privacy Policy, which also governs your visit to our website and any purchases made on our website.

No Guarantee of Results.   

We do not guarantee that you will achieve any financial or other results or earn any specific amount of income or reach any particular goal. The information provided is provided only on an informational basis and is only for your personal use. If you use such information, you do so at your own risk and are solely responsible for any decisions and actions that result from your decision to use such information.  We will never provide legal, investment, professional, tax or financial advice. There is no assumption of responsibility for any errors or omissions that may appear in any program materials or written information.

Entrepreneurship and speaking with investors to raise capital involves risk and hard work. Always consult with your financial, tax, finance, legal and business professionals. “Guaranteed Investors” applies to Investor Intros’ introductions program and is not a guarantee of investment funding of any amount from any investor.  Any testimonials showing our success or our client’s success are not to be interpreted as common, typical, or expected. It takes education, drive and hard work to reach your goals.

Investor Scheduled Appointments and Digital Download Products

There is no refund at all on any scheduled appointment programs or any digital products. You will receive access to the video, membership, or digital product that was stated on the product description you purchased. If you have any problems accessing the digital content you have purchased please contact our Customer Support Department immediately at 833-4INTROS during the hours of 9 AM – 6 PM PST, Monday through Friday, so we can resolve the issue. Purchase of any Investor Intros product does not grant rights to the buyer to share, reproduce or resell the product in any way. Digital Access is deemed fully delivered when the email is sent to the email address used to sign up for the services. If you do not receive the digital access link within 5 calendar days of signing your service agreement, it is incumbent upon you to email [email protected]  to inform the Company that you have not received the link. If you have not sent an email to notify the Company that you have not received the link and the email was delivered to your email address, the digital assets are deemed fully delivered.

If you have subscribed to the individual monthly Investor Intros membership  Access program, to cancel your subscription please visit  investorintros.com/cancel and select “Individual Account” and follow the prompts. Please be advised, that the cancellation of the monthly subscription is effective in the month in which you have canceled. There are no refunds regardless of usage of the product.

All digital and downloadable product sales are final. We do not offer digital product refunds, once a download/digital access has been assigned to you there is nothing we can retrieve back. If you are attempting to cancel your automatic renewal of Investor Intros membership or Investor Intros digital product, please visit investorintros.com/cancel

Please be advised that any and all agreements for downloadable/digital products, Investor Intros appointment programs and/or digital products are NOT subject to cancellation, refund or store credit.   We do not accept any verbal modifications of these Agreements and the “no refund and no cancellation”  policy stated in the Agreements is strictly adhered to. AFTER the full term of the agreement has expired, you may request to cancel the automatic renewal of the Agreement or your Agreement will be converted into a month-to-month Agreement. Any cancellations submitted prior to the full term of the agreement will only cancel the auto renewal and your monthly invoices will still be due and owing until the full value of the agreement has been paid in full. ALL BUILD OUT FEES AND SET UP FEES ARE NONREFUNDABLE AS THEY ARE SERVICES RENDERED TO CREATE YOUR ACCOUNT. There is NO refund on digital products or build-out fees.  By signing the Agreement, you agree to all Terms of Use and this Terms of Purchase and Refund Policy. including that you agree to not do a chargeback for any services rendered, or for digital products that have been delivered. You also agree and acknowledge that you are paying in monthly installments on your total contract value as a payment plan, not a recurring subscription fee.

Canceling or removing the credit card on file does not cancel your subscription and violates the terms of the agreement. If at any time you have delinquent invoices past 90 days, or the account is paid delinquently for three consecutive payments, your account will be suspended, and you will still be liable for the full contract value through the term of the agreement.

If you have any problems accessing the digital content you have purchased please contact our Customer Support Department immediately at 833-4INTROS during the hours of 9 AM – 6 PM EST, Monday through Friday, so we can resolve the issue. Digital product purchases do not grant rights to the buyer to share, reproduce or resell the product in any way.

Investor Scheduled Appointments Program

There are no refunds for the program and no refunds or credit for any appointments that you miss. No part of the program is transferable to another person. It is incumbent upon the client to dial the investor appointments and follow the process outlined in onboarding. Please refer to the remaining Terms of Purchase and Refund Policy for our online company guidelines.  

If you received this program as part of a bundled promotion, or if you received another product or service with the purchase of the Program, please be advised that gratis items do not have monetary value and are not transferable nor are they eligible for refunds or credit.  By participating in any Investor Intros programs, you agree to abide by our online company guidelines, and you agree to all the terms and conditions of our refund policy, terms of service and privacy policy. 

I hereby hold harmless, release, and forever discharge Investor Intros™,  and all affiliated companies from all claims, demands, and causes of action which I, my heirs, representatives, executors, administrators, or any other persons acting on my behalf or on behalf of my estate have or may have by reason of this authorization. If my testimony is cut or not used, I agree that this was at the artistic discretion of Investor Intros™,  and all affiliated companies and or its affiliates and that I will not take legal action. I also agree that any claims will be Arbitrated through the American Arbitration Association and that jurisdiction for any all claims is Orange County, California.

I hereby RELEASE, WAIVE and FOREVER DISCHARGE any and all claims arising out of, or in connection with, such use by Investor Intros™,  and all affiliated companies, including without limitation any and all claims for libel or invasion or privacy. I have read the above Release and am fully familiar with the contents thereof. This Release contains the entire agreement between the parties hereto and supersedes any other Agreement that may exist.

Please contact our Customer Support Department at 833-4INTROS during the hours of 9 AM – 6 PM EST, Monday through Friday or via email at [email protected] 

 Payment Plans

If a product or service is purchased utilizing a monthly payment plan the customer is responsible for 100% of agreed-upon payments equaling the original purchase price of the product. If any payments are not received, the entire purchase is void and the payments made up to that point are forfeited to and will not be refunded. Access to any digital product or program will be removed. 


Offers and discounts may not be combined.

We reserve the right to discontinue or replace any bundled items with suitable replacements.  We also reserve the right to cancel and terminate any program or product if the Purchaser or holder of that program or product violates the Company’s terms and Conditions, Terms of Purchase or Terms of the Agreement with which the product or program was granted. 

Purchase made using a Third Party Company

You hereby agree to indemnify and hold harmless Investor Intros, and its subsidiaries and Clients, and their directors, officers, employees, agents, shareholders, partners, members, and other owners, against any and all claims, actions, demands, liabilities, losses, damages, judgments, settlements, costs, and expenses (including reasonable attorneys’ fees) (any or all of the foregoing hereinafter referred to as “Losses”) insofar as such Losses (or actions in respect thereof) arise out of the use of any third-party company. You agree to perform your own due diligence and acknowledge that Investor Intros  is not performing any financial services of any kind.

Purchases from an Affiliate

Any purchase made through a third-party affiliate is subject to the affiliate’s terms and conditions. Any requests from refunds should be made directly to the affiliate from whom the product or service was purchased. Be sure to save your invoice and receipts from any affiliate purchase so that we may direct you to the proper party should an issue arise.

Account Status

If your account is in arrears or not in good standing for any reason, then any special offers, flash sales, deals, bonuses, gifts with purchase, coupons, discounts and incentives are not available for use.


From time-to-time, Investor Intros™ and the Investor Intros Companies may host, co-host or co-venture with an affiliate, business associate or sponsor at an event or for a special promotion. As such, some of the items or deals may not be purchased from Investor Intros™ or any of the Investor Intros Companies. If you purchased an item from an affiliate, business associate or sponsor you are subject to the terms of their purchase, and we are not able to provide any exchanges or refunds. Please contact the affiliate, business associate or sponsor on your receipt from your purchase for their policy and instructions.

Any item purchased from an affiliate that is to be fulfilled by an affiliate will require the purchaser to communicate with the affiliate regarding any customer service or technical issues. We cannot guarantee or provide a refund or credit on items we do not fulfill.

By purchasing any item, product or service from this website, you acknowledge and agree to be bound by the terms and conditions set forth in this Policy as well as the Terms of Use and Privacy Policy If you do not agree to these Policies, please do purchase anything, or enter into any transaction with us.

Be sure to return to this Policy periodically to review the most current version of the Policy. We reserve the right at any time, at our sole discretion, to change or otherwise modify this Policy without prior notice; however, the date of any effective changes shall be reflected at the bottom of this page and upon request we will provide you with information regarding any changes made. This policy was last updated on July 8th, 2022.

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