Navigating Security and Compliance with

Joshua Masia

December 11, 2023

At, we understand the paramount importance of data security, compliance, and risk mitigation in the evolving landscape of deal management. Our commitment is to provide you with a cutting-edge Deal Relationship Management (DRM) platform that not only streamlines your processes but ensures the highest standards of information security and regulatory compliance.

Your Data, Your Control

We prioritize your data ownership and security. With, your information is stored exclusively on your own white-label SaaS platform hosted on Azure infrastructure. This not only aligns with the robust security measures of Microsoft Office products, but it also ensures that your sensitive data remains under your control.

Localized Language Models for Enhanced Privacy

In our commitment to privacy, utilizes open source Large Language Models (LLMs) while maintaining their localization. This means that your data is never shared with third parties for redistribution, eliminating the risks associated with unauthorized data exposure.

Compliance at the Core

To address the stringent audit needs of industries such as banking, finance, law, and insurance, stores data on SOC2 compliant blob storage. This approach ensures that your documents, vital for training localized deal models, comply with key regulations including HIPAA, GDPR, and SOC.

Transparency and Flexibility embraces the OpenAPI standard, facilitating seamless integration with your existing systems. This not only enhances accessibility but also empowers you to seamlessly access your data securely and integrate with other platforms. We believe in providing you with the flexibility to grab your data and transition effortlessly should you choose to explore other vendors.

Small Language Models (SLMs) for Precision takes an innovative approach with Small Language Models (SLMs) to build personalized models for each deal. This strategic choice eliminates the risk of hallucinations, where generative AI might create fictional information. Our grounded models ensure accuracy, reliability, and precision in the information generated.

Conclusion: Embrace Secure Deal Management is more than a DRM platform; it is your partner in secure and compliant deal management. By placing your trust in us, you gain not only the benefits of a revolutionary platform but also the assurance that your data is handled with the utmost care, adhering to the highest standards of security, compliance, and transparency.

Embrace the future of deal management with – where security, compliance, and innovation converge for a seamless and confident deal-making experience.


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