Security

Enterprise security for secondary market SaaS

Tenant isolation, least-privilege roles, strong authentication, immutable audit trails, and deal-scoped data room controls, designed for firms with compliance and IT scrutiny.

Secure document review

Overview

Secondary data demands institutional controls

LP information, deal documents, and wire instructions are sensitive. Platforms without tenant isolation, access logging, and role discipline create audit and reputational risk.

Security monitoring dashboard

Overview

Security embedded in product architecture

secondri enforces permissions server-side on every API route. Investors see only their data. Compliance and IC roles receive least-privilege bundles. Activity is logged for investigations.

  • Multi-tenant isolation with organization-scoped data
  • RBAC with PE permission bundles and custom role JSON
  • 2FA (TOTP) and passkey support
  • Immutable activity and audit logs
  • Encrypted transport; encryption at rest for stored data

Security capabilities

Authentication

Email verification, password policies, 2FA, passkeys, login history.

Authorization

Granular permissions on deals, data room, fund admin, and portal.

Data room

Watermarked PDFs, party-scoped grants, access logging, lock/share controls.

Audit

Org-wide activity log for admins; personal trails for all users.

Integrations

OIDC SSO for enterprise directory alignment.

Operations

Backup and monitoring tooling for admin/ops teams.

Enterprise review path

  1. 01

    Discover

    Review this page and platform module map.

  2. 02

    Document

    Request security FAQ and architecture summary from sales.

  3. 03

    Validate

    Align RBAC and SSO with your IAM policies.

  4. 04

    Operate

    Monitor audit logs and retention policies ongoing.

SOC2-ready posture

secondri is designed with SOC2-ready controls. Contact us for current certification status and customer security packages, we do not overclaim compliance beyond what is verified.

Contact for security review

Cloud

Delivery

Multi-tenant

Architecture

API-ready

Integrations

SOC2-ready

Posture

Frequently asked questions

Is secondri SOC 2 certified?
secondri maintains a SOC2-ready security posture. Contact sales for current certification status and audit reports available under NDA.
How is tenant data isolated?
All queries are scoped to organization context. Cross-tenant access is prevented at the application and database layers.
Can investors see other LPs data?
No. Portal permissions enforce strict investor isolation with server-side 403 on unauthorized access attempts.

See secondri in action

Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.