data permissions

Your data, your rules — at every level

Team-level privacy boundaries, IP-based access restrictions, and enterprise-grade controls that scale across teams and offices without slowing down deal velocity.

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Data Access comparisons for Enterprise Admin, Admin, and Standard

Product shot: Account Role filter with checkboxes for Enterprise Admin, Admin, and Standard

Secure data management built for private capital

Team-based access controls

Protect sensitive deal and relationship intelligence

Secure data sharing

Share data with portfolio companies, co-investors, and LPs through permission-based controls with complete audit trails.

Enterprise security

End-to-end encryption, SOC2, ISO27001, and a comprehensive privacy framework built in.

Control information access with precision

Define custom permission sets for different teams and roles, ensuring sensitive data is only accessible to authorized personnel while adhering to SOC2, ISO27001, and a comprehensive privacy framework.

Implement comprehensive data protection

End-to-end encryption, isolated AWS Virtual Private Cloud deployment, multi-factor authentication, and daily encrypted backups—certified by SOC2, SOC3, and ISO27001/27017/27018/27701 standards.