Security & Data Privacy
We treat your deal data with the highest level of confidentiality. Underlying is built on a foundation of firm-isolated infrastructure and strict data governance.
Zero Data Training Policy
Your data is yours. Underlying expressly guarantees that none of your documents, memos, or review logs are ever used by us to train internal models.
- Bring Your Own Key (BYOK) for top-tier LLMs (OpenAI, Anthropic)
- Ephemeral processing with zero API retention
Firm-Isolated Infrastructure
Client data is logically isolated. Access controls ensure that data from one firm can never bleed into the workspace of another.
- Cloud-native deployment on AWS
- Strict logical multi-tenant separation
Access Control & SSO
Identity and access management built for enterprise scale, ensuring only authorized deal team members can view sensitive data.
- Role-Based Access Control (RBAC)
- SAML 2.0 / OIDC SSO (Enterprise tier)
Data Residency & Encryption
All data is encrypted in transit using TLS 1.2+ and encrypted at rest using industry-standard AES-256.
- Regional data residency options (US/EU)
- Comprehensive audit logging of all system actions
Need to review our security posture?
We support standard vendor security questionnaires for enterprise deployments and can provide detailed architecture documentation under NDA.
Contact Security TeamReady to upgrade your firm's diligence?
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