Trust & Security
Your numbers stay yours.
You are handing us the financials of the company you have spent a career building. We treat that the way you would. Here is exactly how your data is handled, in plain language.
Your data is never shown to a buyer
Nothing you enter is shared with any acquirer, broker, or third party. Your numbers exist to build your score and your plan — that is all.
Encrypted in transit and at rest
Every connection runs over encrypted channels, and your financial data is encrypted where it is stored. Standard, no shortcuts.
You stay in control
You decide what to connect and what to import. You can export your data or ask us to delete your account and its data at any time.
Least-access by default
Read-only where we can be, scoped permissions everywhere, and access limited to the people and systems that need it to produce your report.
Compliance
SOC 2 Type II
PlaceholderOur SOC 2 examination is in progress. This section will state our current attestation and how to request the report once it is complete. Until then, treat this as a placeholder, not a claim.
RecognitionSample
AS FEATURED INTRADE CONTRACTOR WEEKLYM&A QUARTERLYTHE EXIT PODCASTBUILDERS JOURNAL