Bank-Grade Security

Built for Wall Street's
security standards.

We understand that investment banks have the most stringent data security requirements in the world. DealForge was designed from the ground up to meet and exceed them.

Certifications

Certified and audited.

SOC 2 Type II
Audited annually by Big 4. Security, availability, and confidentiality controls.
ISO 27001
International information security management standard.
GDPR
Full compliance with EU General Data Protection Regulation.
AES-256 + TLS 1.3
Encryption at rest and in transit. Customer-managed keys available.
Chinese Wall

Information barrier enforcement.

Each deal lives in a completely isolated data container. The AI for Deal A cannot access any data from Deal B. Ever.

Deal A (M&A Advisory)
Isolated data container
Deal documents & CIM
Financial model data
AI context & history
Separate AI model instance
Full audit trail
Deal B (ECM/IPO)
Isolated data container
S-1 drafts & filings
Pricing model data
AI context & history
Separate AI model instance
Full audit trail

WALL — No data flows between deals. No cross-deal AI learning. Zero leakage.

Security Features

Defense in depth.

Customer-Managed Keys (CMEK)
Enterprise customers manage their own encryption keys. Even DealForge cannot access your data without your key.
Data Residency Options
Choose where your data lives: US (AWS GovCloud), EU (Frankfurt), UK (London), or Asia-Pacific (Singapore). Meets all jurisdictional requirements.
Complete Audit Trail
Every action logged: who accessed what data, when, from where. SEC 17a-4 compliant record-keeping for all AI interactions.
Role-Based Access Control
Granular permissions per user, per deal, per document. SSO integration with Okta, Azure AD, and Google Workspace.
Private Cloud Deployment
Enterprise plan offers single-tenant private cloud or on-premises deployment. Your data never leaves your infrastructure.
No Data Training
Your deal data is never used to train our AI models. Each bank's data is completely isolated. We contractually guarantee this.

Security questions? Let's talk.

We're happy to walk your CISO through our architecture. Or start with the demo.

Contact Security Team Try Demo