ENTERPRISE-GRADE SECURITY
Your deals deserve bank-grade protection
The private capital CRM with enterprise-grade security.
Secure data management built for private capital
SOC 2 Type II
Audited annually for security, availability, and confidentiality.
ISO 27001
Certified against the global standard for information security.
GDPR & DPF
Full compliance with EU and US data privacy frameworks.
How we protect your firm's data.
Encrypted at every layer
Sensitive data is encrypted at rest and in transit. Your relationship and deal data never travels unprotected.
Isolated network architecture
Production services run in an isolated Virtual Private Cloud on AWS. Only protocols essential to the platform are open at the perimeter.
Multi-factor access controls
Internal systems require VPN access and device-based authentication tokens. No single credential grants entry to customer data.
Annual independent penetration testing
World-class security firms test our defenses every year, alongside an ongoing bug bounty program that catches vulnerabilities continuously.
Certified to the standards your LPs expect
SOC2 Type 2
Security, availability, and confidentiality, audited annually.
ISO 27001
Global gold standard for information security management.
ISO 27017 & 27018
Cloud security and personal data protection in the cloud.
ISO 27701
Privacy information management, extending ISO 27001.
GDPR & CCPA
Compliant with EU and California data privacy regulations.
DORA
Digital operational resilience for financial services.
Visit our Trust Center for certifications, policies, and compliance documentation
Put your firm’s network to work
