Data Privacy & Protection

Your sensitive financial data deserves the highest level of protection. We employ enterprise-grade security measures to ensure your cap table and company information remains strictly secure throughout the valuation process.

Your Data is Safe With Us

We understand that cap table data is among the most sensitive information your company possesses. That's why we've built our platform with security as the foundation, not an afterthought.

Enterprise-Grade Security Infrastructure

Our security protocols are built on the latest and most secure cloud platforms, ensuring your data is protected at every stage of the valuation process.

End-to-End Encryption

All data is encrypted in transit using TLS 1.3 and at rest using AES-256 encryption. Your cap table, financial statements, and company information are never stored in plain text.

Secure Cloud Infrastructure

We utilize industry-leading cloud platforms with SOC 2 Type II certification, ensuring the highest standards of security, availability, and confidentiality.

Strict Access Controls

Access to your data is strictly limited to authorized personnel only. We employ role-based access control and multi-factor authentication for all team members.

Data Isolation

Each client's data is logically isolated from other clients. Your cap table and financial information is never commingled with data from other companies.

Secure Processing Environment

All valuation processing and expert reviews occur within secure, monitored environments. We maintain strict data handling protocols throughout the entire review process.

Compliance & Auditing

Our security practices are regularly audited and comply with industry standards. We maintain detailed audit logs of all data access and system activities.

Cap Table Data Protection

We understand that your cap table contains highly sensitive ownership information. This data requires special handling and the highest level of security.

  • Encrypted Storage: Cap table data is encrypted using military-grade AES-256 encryption, both in transit and at rest.
  • Limited Access: Only authorized valuation experts with signed confidentiality agreements can access your cap table during the review process.
  • Audit Trail: Every access to your cap table data is logged and monitored for security purposes.
  • Secure Deletion: Upon request or after the retention period, your data is securely and permanently deleted from all systems.

Your Trust, Our Priority

We treat your cap table data with the same care and confidentiality you would expect from your legal counsel or auditors.

Secure Processing & Review Protocols

From the moment you upload your documents to the delivery of your final report, your data is protected by strict security protocols.

1

Secure Upload

All documents are uploaded through encrypted channels (TLS 1.3) directly to our secure cloud storage. Files are immediately encrypted upon receipt.

2

AI Processing in Secure Environment

Our AI analysis runs in isolated, secure computing environments. Your data is never used to train models or shared with third parties.

3

Expert Review Under Strict Protocols

Valuation experts access your data through secure workstations with monitored access. All reviewers are bound by strict confidentiality agreements.

4

Secure Delivery

Your completed valuation report is delivered through our secure platform. You control who in your organization can access the final documents.

Our Security Commitment

We continuously invest in security infrastructure and stay current with the latest security practices. Your data protection is not just a feature—it's fundamental to how we operate.

Questions About Our Security Practices?

Our team is happy to discuss our security measures in detail. Contact us at info@409a-valuation.com