data permissions

Data privacy and permissions

Maintain control over sensitive relationship and deal data while enabling secure collaboration

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

Enable confident collaboration while maintaining precise control over data

Enterprise security

Deploy with confidence using industry-leading security standards

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.

Product shot: Users and Permissions

Implement comprehensive data protection

Ensure your firm is fully protected with 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.

Product shot: Collaborators list

CUSTOMER STORIES

Munich Re Ventures

96%

firm-wide CRM adoptoin

How Munich Re Ventures transformed their legacy systems into an integrated deal management platform.

Read full case study

Enterprise-grade security you can trust

Protecting your data with SOC2, ISO27001, and industry-leading security certifications

Where to next?

Enterprise-grade security

SOC2, ISO27001, and comprehensive security frameworks to safeguard sensitive relationship data.

Trust center

Detailed info about our security certifications and enterprise compliance standards.

Privacy policy

How we protect your data privacy and maintain granular controls over sensitive information.

SOC 3 report

Independently audited security, availability, and confidentiality standards.