Trusted Deal Security

Valutico safeguards your firm's most sensitive financial models and client data with SOC 2 compliance, enterprise-grade encryption, and stringent privacy protocols. Conduct valuations and execute deals with complete trust.

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Built on Trust & Security

Compliance You Can Count On

Valutico is SOC 2 compliant, ensuring your most critical deal data is protected against operational risks and unauthorized access.

End-to-end
Encryption

All financial data, proprietary models, and confidential deal
documents are strictly encrypted in transit and at rest.

Operate with Confidence

Trusted by leading deal teams and investment funds for secure, compliant company valuations and transaction modeling.

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Frequently Asked Questions

Yes. Valutico is SOC 2 Type 1 compliant and undergoing certification for SOC 2 Type 2, with controls audited on an annual basis by certified, independent auditors, to meet the strict security, availability, and confidentiality standards required by enterprise dealmakers. Executive summaries of our latest penetration tests and our SOC 2 reports are available to enterprise customers under a Non-Disclosure Agreement (NDA)

Valutico encrypts data both in transit and at rest using industry-standard encryption protocols. This ensures your financial models and company data remain protected throughout the entire transaction lifecycle.

Valutico protects your financial models by following industry-leading encryption standards and strict role-based access controls that ensure only authorized deal team members can access your data. Data that is uploaded is in no case shared with any third party (e.g., LLM providers).

Access is strictly limited to authorized users within your organization. Permissions are tightly controlled so only designated team members can view or interact with sensitive valuation data.

Valutico adheres to GDPR requirements and other applicable global privacy standards. This ensures your deal workflows and cross-border data management remain compliant across international regions.

Customer data is hosted in secure, continuously monitored infrastructure designed to meet enterprise-grade security and compliance requirements.
No. Your data remains strictly your own. Valutico does not use clients' proprietary financial data, uploaded documents, or confidential target company data to train any underlying foundational AI models. Private data is stored in siloed environments, isolated from other customer data, and used solely to power your specific workspace and workflows. This data is NOT sent to any third-party LLM providers and LLM models are never trained on customer uploaded data.

Protect Your Deals with Enterprise-Grade Security

Discover how Valutico combines world-class valuation tools with SOC 2 compliant infrastructure
to keep your most sensitive client data safe. 


Schedule a personalized walkthrough with our team today.