Trust & security

How we protect your work.

DAVAI Trace produces diligence a committee can rely on — so the platform underneath it is built to the same standard. This page summarises how your data is secured, isolated and handled.

Provided for transparency. Formal attestations (e.g. SOC 2) are in progress and are marked as such below; for a signed DPA or a security questionnaire, please contact our team.

Security posture

Single sign-on & MFA

Sign-in runs through WorkOS-hosted authentication — no passwords stored by us. Multi-factor authentication (authenticator app + one-time backup codes) is available on every account.

Per-tenant isolation

Every customer's reports, documents and usage are separated at the database layer with PostgreSQL row-level security, enforced on the connection rather than trusted to the application code.

Encryption in transit

All traffic is served over HTTPS with TLS 1.2+ and automatically renewed certificates. There is no unencrypted path to the application or its API.

Encrypted off-site backups

The database is backed up on a schedule to encrypted object storage held separately from the application host, so data survives a host-level failure.

Provenance by design

Every claim in a report links back to the source it came from, and the databases queried are shown up front. Diligence output is auditable rather than taken on trust.

Admin audit trail & roles

Administrative actions are recorded, and access is role-scoped — reviewers, editors and admins see only what their role allows.

How your data is handled

What we store

Your account, the diligence questions you ask, the reports and chats they produce, and any documents you upload. Reports carry the evidence trail behind every claim so they stay auditable.

AI processing

To answer a question we send it, with the evidence retrieved for it, to our model providers (listed below) for inference under their data-processing terms. Your content is used to produce your result — not sold, and not shared with other customers.

Retention & deletion

You can delete a report or document at any time. On account closure we delete your account data on request. Encrypted backups age out on their normal rotation.

Your control

Reports export to DOCX, PDF and PPTX, and references export to BibTeX and RIS — your work leaves with you. Access inside a workspace is scoped by role.

Compliance status

An honest snapshot — what is live today, and what is on the way.

LiveEncryption in transit (TLS)Live across the app and API.
LiveSSO + MFAEnforced sign-in via WorkOS; MFA available to all users.
LiveTenant data isolation (RLS)Row-level security enforced at the database.
In progressSOC 2 Type IIUnder way with a third-party auditor.
LiveData export & deletion on requestReports export to standard formats; account data is deleted on request.

Sub-processors

The third parties that help us run the service. Each processes only what its function requires.

ProviderPurposeRegion
phoenixNAPApplication, database and knowledge-graph hostingUnited States
Anthropic (Claude)Language-model inference for report generation and chatUnited States
OpenAILanguage-model inference for evidence classification and enrichment steps within the pipelineUnited States
Moonshot AI (Kimi)Language-model inference for polarity grading of PUBLIC literature (published abstracts) and relationship extraction. Under an enterprise provider policy it never receives customer documents, chat prompts or report drafts — those are routed to the US providers above.Singapore / China
WorkOSAuthentication, single sign-on and directory syncUnited States
GoogleOptional Google sign-in, and outbound transactional emailUnited States
StripeSubscription billing and payment processingUnited States
CloudflareEncrypted off-site backup storage and DNSUnited States
SentryApplication error monitoring and diagnosticsUnited States

Running a security review?

We're happy to complete a questionnaire, share a DPA, or walk your team through the architecture.