Security

Deal data is commercially sensitive. This page describes the controls we operate today. It is a description of our practices, not a certification.

Last updated August 2026

Access control

  • Every record is scoped to a workspace and enforced at the database layer, not only in the interface.
  • Roles decide who can create or edit deals; other members hold read access.
  • Privileged operations verify the caller's role on the server before they run.
  • Report links shared outside the workspace use single-purpose tokens that owners can revoke.

Data protection

  • All traffic to the application and its APIs is encrypted in transit.
  • Uploaded documents live in private storage readable only by the owning workspace.
  • Managed database backups run on a regular schedule.
  • Credentials and API keys are held in a secret store and never shipped to the browser.

Application hardening

  • Server-side URL fetching validates targets to prevent requests to internal network addresses.
  • Scheduled and webhook endpoints verify their caller before doing any work.
  • Input to server functions is validated before use.
  • Analyst actions such as score overrides are written to an append-only audit trail with a required reason.

AI safety controls

The analysis layer is built to avoid fabricated certainty. Claims without a retrievable source are labelled as estimates or assumptions, conclusions carry a traceable path from data to evidence to reasoning to score, and analysis is gated when retrieval coverage is too thin to support a verdict.

Responsible disclosure

If you believe you have found a vulnerability, contact us through our contact page with enough detail to reproduce it. Please avoid accessing other customers' data, degrading the service or publishing the issue before we have had a reasonable chance to fix it. We will acknowledge your report and keep you updated on the remediation.