Secure & Compliant by Design

Why Secure & Compliant?

Your investor and deal data is sensitive. Investor Tracker is built with security and compliance in mind—role-based permissions, secure data handling, and practices that help you maintain standards.

Frequently asked questions

Is my investor data secure?

Yes. Investor Tracker uses industry-standard encryption in transit and at rest. Access is controlled through role-based permissions, and we follow secure development practices to protect your sensitive investor and deal information.

What are role-based permissions?

Role-based permissions let you control who can view, edit, or export data. You might give analysts read-only access while principals get full access. This supports compliance and ensures only authorized users see sensitive information.

Are there audit trails?

Yes. Key actions are logged so you can see who did what and when. This helps with compliance, accountability, and troubleshooting.

Can I export my data anytime?

Absolutely. Your data is yours. Export investors, deals, and commitments to CSV at any time. There are no lock-in practices—you can take your data elsewhere if you ever choose to.

Is this compliant with securities regulations?

Investor Tracker is built to support your compliance workflow with secure data handling and audit trails. We don't provide legal or compliance advice—you should work with your counsel to ensure your processes meet applicable requirements.

Where is my data stored?

Data is stored in secure, redundant infrastructure. For specifics on data residency and hosting, refer to our terms and privacy policy.