Your Data, Protected: How Valutico Approaches Security and Compliance

When dealmakers evaluate a new platform, security isn’t an afterthought – it’s a prerequisite.

Financial models, target company information, and confidential transaction data are among the most sensitive assets a firm handles. At Valutico, we’ve built our infrastructure and processes around the principle that your data belongs to you, and protecting it is our responsibility.

Below, we answer the questions we hear most often from enterprise deal teams about how Valutico handles security, compliance, and data privacy.

 

Is Valutico SOC 2 compliant?

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).

 

How does Valutico encrypt customer data?

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.

 

How does Valutico ensure the security of my proprietary financial models during a deal?

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).

 

Who can access data within a Valutico account?

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.

 

Does Valutico comply with global privacy regulations like GDPR?

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.

 

Where is data stored when using Valutico?

Customer data is hosted in secure, continuously monitored infrastructure designed to meet enterprise-grade security and compliance requirements.

 

Is our proprietary financial data or target company information used to train Valutico’s AI, any LLMs, or other machine learning models?

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.

 

---

 

Security and compliance aren’t boxes to tick — they’re the foundation on which trust is built. If you have further questions about Valutico’s security posture or want to request our SOC 2 documentation under NDA, get in touch with our team.