1. Who we are and what this policy covers
Invon Partners ("we," "us" or "our") provides expansion, technology and automation, and exit-planning advisory services. This policy explains how we handle personal information in connection with this website, requests for an introduction and related business communications.
It applies to visitors, prospective clients, people who refer others to us and authorized users of our private administration area. Separate engagement agreements may govern client work and the handling of confidential transaction materials. This policy does not replace those agreements.
Personal information means information that identifies, relates to or can reasonably be linked to an individual. Business information may also be personal information when it identifies a founder, employee or other individual.
2. Information we collect
Information you provide. Our introduction form collects your name, email address, company and referral source. You may also provide your role, the number of locations or franchise units where relevant, an annual revenue range, your anticipated timeline and your business goals. Subsequent correspondence may include other contact details or information you choose to share.
Information about referrals. If you identify the person who suggested we speak, we receive the information you provide about that person. Please share only the details necessary to explain the introduction and only information you are entitled to provide.
Administrative account information. Authorized users of the private administration area provide account credentials. Account and session information is processed by our authentication service to manage sign-in and access.
Technical information. When you access the site, hosting and infrastructure services may process your IP address, browser and device details, requested pages, timestamps, and diagnostic or security records to deliver and protect the website. These records are distinct from the information you enter in the introduction form.
Please do not submit passwords, payment card details, government identification numbers, health information or confidential deal documents through the introduction form. We can agree on an appropriate way to exchange sensitive materials if a discussion progresses.
3. How we use information
We use information for purposes connected with our website and advisory relationships, including to:
- Review introduction requests, understand your goals and respond to you.
- Evaluate whether our expertise is a suitable fit and arrange follow-up conversations.
- Maintain inquiry records, correspondence and internal notes about potential engagements.
- Deliver and administer services where an engagement is agreed.
- Operate the website, authenticate authorized users, troubleshoot issues and prevent misuse.
- Meet applicable legal obligations and establish, exercise or defend legal claims.
Submitting an introduction request is not a subscription to a marketing mailing list.
Where a law requires a legal basis for processing, the relevant basis depends on the activity: steps at your request before entering a contract, performance of an agreement, legitimate interests in responding to business inquiries and maintaining a secure service, compliance with legal obligations, or consent where required. Where processing relies on consent, you may withdraw it without affecting the lawfulness of earlier processing.
5. Cookies and browser storage
The private administration area uses browser-stored authentication and session information to keep authorized users signed in. In development previews, a branding preference may also be stored locally in your browser; it changes that browser’s preview rather than other visitors’ experience.
The website loads web fonts from Google Fonts. Your browser connects to Google to request those font files, which means Google receives connection information such as your IP address and browser request details. Google’s handling of that information is governed by its own privacy policies.
You can manage cookies and site storage through your browser settings. Removing or blocking essential storage may require you to sign in again or may prevent the private administration area from functioning correctly. Any future use of optional analytics or advertising technologies should be accompanied by appropriate disclosures and consent controls where required by law.
6. How long information is kept
Retention depends on the purpose for which information was collected, whether a discussion develops into an engagement, and applicable legal or recordkeeping requirements. Inquiry records and correspondence may remain relevant while we consider or maintain a business relationship. Engagement records may need to be kept for contractual, tax, regulatory or dispute-related reasons.
You may request deletion of your personal information. A request may be subject to exceptions, including records needed to meet legal obligations, resolve disputes or preserve legal claims. Copies in backups or provider logs may remain until the applicable backup or log retention cycle ends.
7. Security and confidentiality
The site uses access controls to restrict introduction records to the private administration area. We approach inquiries with discretion, but no website, storage system or method of electronic transmission can be guaranteed completely secure.
Submitting information through this website does not, by itself, create an advisory engagement or a separate nondisclosure agreement. Before exchanging sensitive business or transaction materials, we encourage you to agree with us on confidentiality terms and a suitable communication channel.
8. International processing
Our service providers may process or store information in countries other than the country in which you live. Privacy laws in those countries may differ from your local laws. Where applicable law requires safeguards for an international transfer, those requirements apply to the relevant processing. You may contact us to ask about the providers and safeguards relevant to your information.
9. Your choices and privacy rights
You can choose not to provide optional form details. Without the required contact and referral information, we may not be able to process an introduction request.
Depending on where you live and which laws apply, you may have the right to:
- Ask whether we hold personal information about you and request access to it.
- Request correction of inaccurate or incomplete information.
- Request deletion, restriction of processing or a portable copy of certain information.
- Object to certain processing, including direct marketing, or withdraw consent where processing is based on consent.
- Opt out of a sale, sharing for cross-context behavioral advertising or certain other uses, if such processing occurs and the applicable law provides that right.
- Raise a concern with a relevant privacy regulator or appeal a decision where applicable law provides that option.
These rights are not absolute and may be subject to legal exceptions. To make a request, use the contact details below. We may need to verify your identity and clarify your request before responding. An authorized representative may submit a request where permitted by law, subject to appropriate verification of their authority. We will handle requests within the time limits required by applicable law and will not discriminate against you for exercising a protected privacy right.
10. Children’s privacy
This website is intended for adults acting in a business capacity and is not directed to children. If you believe a child has provided personal information through this website, please contact us so we can review the matter and take appropriate action.
11. Changes to this policy
We may update this policy to reflect changes in our services, information practices or legal requirements. The date at the top identifies the latest revision. Where required by law, we will provide additional notice of material changes or obtain consent before applying a new use of personal information.
12. Contacting us
For a privacy question or request, contact Invon Partners using the email address in this website’s Contact section below. Please use the subject line “Privacy request” and explain the information or action you are asking about. Do not include sensitive identification documents in your initial message.