M&A deal support and workflow automation for US advisory firms
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Security

NDA first, private workspaces, encryption in transit and at rest, and AI that never trains on your data.

NDA before any dataAES-256 encryptionYour own environment
Security & confidentiality

Built for the most sensitive data your clients have

Deal data is the most sensitive data your clients have. These are the commitments behind every engagement and every platform build.

NDA before any data

We sign an NDA before any client data is shared, and every engagement is covered by confidentiality terms.

Private workspaces

Each client and each trial gets its own login and workspace that no other firm can see.

Your data never trains AI

Client data is not used to train AI models, and we use AI providers that don’t train on it.

Your environment, your code

After go-live the platform runs in your own environment. You own the code and the documentation.

Nothing goes out unapproved

Every upload and AI draft waits in a review queue. Nothing reaches a client or buyer without your approval.

Deleted when the trial ends

Trial files are deleted within 7 days after the trial ends, and we confirm deletion by email.

Security stack
  • OAuth2
  • Role-based access control
  • AES-256 encryption
  • Tenant isolation
  • Encryption in transit
FAQ

Security questions

Is client data kept confidential?

Yes. We sign an NDA before any client data is shared, and every engagement is covered by confidentiality terms.

Do you use AI?

Yes, to speed up the work. Our team reviews everything before delivery, and we use AI providers that don’t train on your data.

Can other firms see our trial?

No. Each trial gets its own private login and workspace that no other firm can see.

What happens to our files after the trial?

We delete them within 7 days after the trial ends and confirm by email.

Where does our data live after go-live?

In your own environment. Nothing reaches a client or buyer without your approval.

Questions about security? Talk to the team who builds it.

Book a 30-minute call

Or email harsh.jindal@valcoreanalytics.com