SOC 2 Type II, encryption at rest and in transit, tenant isolation, and the only relationship platform with jurisdiction gates built into every LP profile.
Every workspace is tenant-isolated. Your LP graph, warm paths, briefings, and pipeline never touch another customer's data. Ever.
AES-256 at rest. TLS 1.3 in transit. Envelope encryption for sensitive PII (LP contact info, meeting notes, private connections).
SSO (SAML + OIDC), SCIM provisioning, role-based permissions down to the LP-record level. Full audit log exported to your SIEM.
The only relationship platform where SEBI AIF, LRS, AIFMD, and SEC Reg D gates fire before outreach. Every acknowledgement logged with user, timestamp, and jurisdiction.
Advisory + Enterprise plans include region pinning. All plans include cross-region backup + disaster recovery.