Security built for private capital markets

Your deals contain confidential financial information, transaction documents and lender communications. Leverest is designed to protect that information.

Security at a glance

ISO/IEC 27001

ISO 27001

Audited controls for security, availability and confidentiality.

Fully encrypted

Protected in transit and at rest across the platform.

Access controls

Permissions determine which users can access specific deals, documents and information.

No training on your data

Your data is never used to train models outside your firm.

Data encrypted at rest using AES-256 and in transit using TLS 1.2+

Internationally recognised security standard

ISO/IEC 27001

ISO 27001

Leverest is ISO 27001 certified, the internationally recognised standard for information security management. The certification covers the Leverest platform and provides an independently audited framework for managing information security.

GDPR

GDPR & data protection

Leverest operates in accordance with applicable data protection requirements. Continuous compliance monitoring.

Your data stays under your control

Access is controlled at every level

  • Permissions determine who can access deals, documents and other sensitive information within Leverest.
  • Data is encrypted in transit and at rest.
  • Client data is not used to train external AI models outside the client's firm. Every AI extraction is traceable to its source clause.
  • Leverest runs on enterprise-grade hosting: redundant infrastructure, continuous backups and documented disaster recovery procedures.
Manage Rights: Advisor LLC has full access, Helio DD is granted the document rights, NorthCounsel is granted manage on the NDA and the termgrid

Information for your security review

Everything your security team needs

Security documentation, certifications, penetration testing information and Data Processing Agreements are available through the Leverest Trust Center or under NDA.

Our technical team can also work directly with your IT and security teams during the review process.

Leverest Trust Center