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Security at Cash Flow Portal

Keeping our platform secure is a top priority at Cash Flow Portal.

Data security

  • All data is encrypted and stored in a secure AWS Cloud, and Personal Identifiable Information (PII) is encrypted at the column level.
  • Data is encrypted in transit via Secure Socket Layer (SSL) to maintain connection security.
  • Users can enable two factor authentication to secure accounts.
  • Data privacy is outlined in our privacy policy.

Deal security

  • Limit what co-GPs see with role based access control.
  • Deal documents are kept secure with AWS S3.
  • Changelog on investment history tracks when and what changes are made.
  • Investors choose what information to share with each investment using different investment profiles.

Vendors and compliance

All third party vendors used by Cash Flow Portal are vetted to be compliant with our security standards.

Cash Flow Portal is SOC II compliant.

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Security procedures

To ensure an accurate security posture, we engage in bi-annual risk assessments and continuous vulnerability scanning.

Have a security concern? Contact [email protected].