Client data isolation
Documents, analysis and results are isolated by organisation and deal. Enforced controls prevent access across client environments.
PEVio is built to support institutional diligence with controls designed to protect client information, restrict access and preserve a traceable path from evidence to decision.
The controls below describe the protections in place today and the outcomes they provide for institutional clients.
Documents, analysis and results are isolated by organisation and deal. Enforced controls prevent access across client environments.
Analysis processing and data stores operate within private infrastructure and are not directly exposed to the public internet.
Access is restricted to authenticated users and the organisations and deals they are authorised to review.
Client data is encrypted in transit and at rest across the underlying cloud infrastructure.
Source documents, analysis and results remain connected within the client environment, supporting traceability from evidence to the investment conclusion.
Client documents and PEVio analysis are not used to train third-party AI models. Relevant services are configured against training on submitted content.
When a document is removed from a deal, its records, indexed content and derived copies created for analysis are deleted from the PEVio analysis store.
Only services required to operate the platform process relevant client information. Their terms and configuration are reviewed against the PEVio customer-data policy.
Private processing, data storage and managed platform services.
Controlled processing services configured so submitted customer data is not used for model training.
Security diligence, reviewed 9 September 2026
A review begins with the security overview: where data is hosted and in which region, how tenants are isolated, how access is controlled and how long data is retained. The sub-processor register sits alongside it, naming each provider and the transfer mechanism that covers it.
Detailed control information and supporting materials can be made available to prospective institutional clients through a structured diligence process and, where appropriate, under NDA.
Confidential conversation
Review the controls, deployment requirements and governance questions relevant to your institution in a confidential conversation.