Invest Direct

Privacy Policy

Last updated: February 2026

1. Introduction

Invest Direct ("we", "our", "us") is a Swiss-based investment platform operated from Switzerland. We are committed to protecting your personal data in accordance with the Swiss Federal Act on Data Protection (FADP/DSG) and, where applicable, the European General Data Protection Regulation (GDPR).

2. Data Controller

The data controller responsible for processing your personal data is Invest Direct, based in Switzerland. For any data protection inquiries, please contact us at info@invest.direct.

3. Data We Collect

We may collect and process the following categories of personal data:

  • Account Information: Name, email address, phone number, company name, and professional details provided during registration.
  • Investment Profile: Investor type, investment preferences, and accreditation status.
  • Usage Data: IP address, browser type, pages visited, and interaction data collected through cookies and similar technologies.
  • Communication Data: Messages sent through our contact form or direct correspondence.
  • Document Data: Files uploaded to the platform, including pitch decks, NDAs, and supporting documents.

4. Purpose and Legal Basis

We process your personal data for the following purposes:

  • Contract Performance: To provide and manage your account, facilitate investment opportunities, and process NDA signatures.
  • Legitimate Interest: To improve our platform, ensure security, prevent fraud, and communicate relevant updates.
  • Legal Obligations: To comply with applicable Swiss financial regulations and anti-money laundering requirements.
  • Consent: Where required, we obtain your explicit consent before processing, which you may withdraw at any time.

5. Data Sharing

We do not sell your personal data. We may share data with:

  • Service Providers: Trusted third-party providers who assist in operating our platform (e.g., hosting, email delivery, analytics), bound by strict data processing agreements.
  • Legal Requirements: When required by law, regulation, or legal process.
  • Investment Partners: Limited information may be shared with companies listed on the platform, only after you have signed a Non-Disclosure Agreement.

6. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable law. Account data is retained for the duration of your account and for a period of 10 years thereafter to comply with Swiss regulatory requirements.

7. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. These include encryption in transit and at rest, access controls, and regular security assessments.

8. Your Rights

Under applicable data protection law, you have the right to:

  • Access your personal data and obtain a copy
  • Rectify inaccurate or incomplete data
  • Request deletion of your data (subject to legal retention requirements)
  • Restrict or object to certain processing activities
  • Data portability in a structured, machine-readable format
  • Withdraw consent at any time

To exercise your rights, please contact us at info@invest.direct.

9. Cookies

Our platform uses essential cookies required for the proper functioning of the service (e.g., authentication, session management). We do not use third-party advertising cookies. Analytics cookies may be used to improve our services and are anonymized where possible.

10. International Data Transfers

Our primary data processing takes place in Switzerland, which is recognized by the European Commission as providing an adequate level of data protection. Where data is transferred to other jurisdictions, we ensure appropriate safeguards are in place.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our platform with a revised "Last updated" date.

12. Contact

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Invest Direct
Email: info@invest.direct
Location: Switzerland