Refund Policy

Overview

InvestorFunnel is a subscription-based software platform. Because our product is a digital service (not a physical good), traditional return policies do not apply. Instead, we offer a clear refund and cancellation policy designed to be fair to both our customers and our business.

1. Try Before You Buy

We do not offer a free trial on paid plans. Instead, a fully-functional live demo is available at no cost and with no credit card required, giving you access to the platform so you can evaluate it before subscribing. Demo accounts reset nightly.

2. Subscription Cancellation

You may cancel your subscription at any time from your account settings or by contacting our support team. When you cancel:

• Your subscription will remain active through the end of your current billing period
• You will not be charged for the next billing cycle
• You retain access to your account and data until the end of the paid period
• No partial refunds are issued for unused time within a billing period

3. Refund Policy

We want you to be satisfied with InvestorFunnel. Our refund policy is as follows:

Within the First 30 Days of a Paid Subscription

If you are unsatisfied with the platform within the first 30 days of your initial paid subscription, you may request a full refund. This applies to your first subscription payment only and is intended to give you time to evaluate the platform against your own data.

After 30 Days

After the initial 30-day window, refunds are not available for subscription payments. You may still cancel your subscription at any time, and you will retain access through the end of your billing period.

Annual Plans

Annual subscriptions are eligible for a full refund within the first 30 days of purchase. After the 30-day window, annual plans are non-refundable but may be canceled to prevent renewal.

4. How to Request a Refund

To request a refund within the eligible window, please contact us with:

• Your account email address
• The date of your subscription purchase
• A brief reason for the refund request

Refund requests are typically processed within 5-10 business days. Refunds will be issued to the original payment method.

5. Exceptions

Refunds will not be granted in the following circumstances:

• Accounts suspended or terminated for violation of our Terms of Service
• Requests made outside the 30-day refund window
• Duplicate or accidental purchases (contact us immediately and we will resolve these on a case-by-case basis)

6. Downgrades

If you wish to switch to a lower-tier plan, you can do so from your account settings. The new rate will take effect at the start of your next billing cycle. No refund is issued for the difference between plans within the current cycle.

7. Account Data After Cancellation

When your subscription ends, your account enters a 60-day data retention window. During this period:

• All your data (leads, deals, properties, settings) is preserved and can be fully restored if you reactivate
• Platform access is suspended — data is not accessible via the application
• You may request a full data export at any time by contacting our support team
• Seven (7) days before the window expires, we will send a deletion notice to your account email

After 60 days, all account data is permanently and irreversibly deleted. This is not reversible. If there is any possibility you may return, request a data export before or immediately after canceling.

Note: Suspended accounts (payment failure) are different from canceled accounts — suspension preserves your data indefinitely until resolved. The 60-day clock only starts on formal cancellation.

8. Contact Us

If you have questions about this Refund Policy or need to request a refund, please contact us:

• Operated by: Dustin Scaffide
• Website: investorfunnel.com
• Email: [email protected]