Security

You're considering handing over the numbers behind your life's work. Here is exactly how we treat them — written as commitments we can be held to, not marketing.

Before anything else: the NDA

We sign a mutual non-disclosure agreement before you share a single financial document. Not after the first upload, not bundled into fine print — before.

What happens to your data

• Encrypted in transit and at rest, always.
• Client financials live in a segregated store, separate from everything else, with access restricted to the analyst and the named expert working on your valuation.
• The free tools store nothing — calculator and readiness answers are processed in your browser and reach us only if you ask us to email you a copy.
• Never sold, never rented, never shared with a buyer or anyone else without your explicit, per-instance consent.
• Anonymized industry benchmarks are computed only across groups of ten or more businesses, so nothing can be traced back to you — and you can opt out of aggregation entirely.

Where AI is involved — and where it never is

AI helps our analysts process documents and draft analysis. It runs server-side inside our infrastructure, with provider agreements that exclude your data from model training. What AI never does: sign a valuation (a named human expert does), send you or anyone else a message on our behalf, or make a decision about your business. Every client-facing deliverable carries the name of the human who reviewed and signed it.

Your controls

Request a complete export of your data at any time. Request deletion at any time (if a legal hold applies to something, we tell you exactly what and why). Opt out of anonymized benchmarks without affecting your service.

Where we are honest about our stage

We are pre-launch. Formal certifications (SOC 2) are on our roadmap, funded and scheduled — but not yet earned, so we won't put the badge here until they are. What is already true: the commitments above are how we operate from client one, and they are written into our agreements, not just this page.

Found a problem?

If you believe you've found a security issue on this site, tell us via the contact section on the homepage. We take reports seriously, respond quickly, and won't threaten researchers acting in good faith.