Security & privacy

Built to be trusted

How we keep your fund data private, verified, and EU-resident.

EU data residency

All customer data stays in EU regions at every stage of processing. AWS Bedrock (eu-west-2 / London), Vertex AI (europe-west4 / Netherlands), Supabase Postgres and Storage (EU), and AWS SES (eu-west-1) — no data leaves the EU envelope.

Citation verification

Every claim in a Deal Book is verified before it reaches your screen. A dedicated verifier model checks that each citation grounds in its source passage. Anything that fails is flagged [unverified] rather than silently published.

SOC 2coming soon

We're pursuing SOC 2 Type II as we land first institutional customers. Architecture is designed for institutional-grade certification. Target: SOC 2 Type I within 6 months of initiation; Type II 6 months after. Report available on request once complete (targeted Q4 2026).

Questions on security?

Talk to us about your requirements.

DPA, sub-processor list, and SOC 2 timeline on request.