Built to protect your deal data and investor records.
FirmSource stores the sensitive information behind your acquisitions and capital relationships, including offering memos, T-12s, underwriting models, investor records, and cap tables. Security, privacy, and firm-level data isolation are built into the platform from the ground up.
Encrypted in transit and at rest
Data is protected with TLS in transit and encryption at rest, including deal documents, financials, investor records, and cap table information.
Isolated by firm
Each firm's deals, models, documents, and investor records are scoped to that firm, so sponsor data stays separated and controlled.
Your data is not used to train shared models
FirmSource Intelligence works on your data for your firm. Your documents, financials, and investor records are not used to train models served to other customers.
Roles and audit trails
Role-based permissions and audit logs help your team control access and see who touched which deal, document, or investor record.
Least-privilege internal access
Internal access is limited, logged, and granted only when needed to support the platform or your firm.
Backups and recovery
Point-in-time backups and recovery procedures help protect critical deal, document, and investor data.
Your data stays under your control.
FirmSource can support your team's security review, provide documentation on our controls, and work through enterprise security questions as part of onboarding.