Minimize the data
Use only the fields required for the defined task. Sensitive data is not copied into prompts, logs, or tools without a documented need.
SECURITY & DATA GOVERNANCE
Security architecture for confidential deal workflows.
M&A systems can touch financial records, buyer and seller data, credentials, diligence materials, and consequential communications. We document where that information travels, restrict who and what can access it, and keep authorized people in control of material outputs.
Assurance status: Systemify is not currently SOC 2 certified. We do not present project controls as an independent certification.
OPERATING PRINCIPLES
Every control maps to the actual workflow.
Because Systemify builds custom systems, the exact control set depends on the client’s infrastructure and risk profile. These are the principles we use to design and document each production implementation.
Restrict the access
Use least-privilege roles, individual accounts, MFA where supported, scoped service credentials, and time-limited access where practical.
Protect the credentials
Keep API keys and passwords in platform credential stores or secrets managers, separate from workflow payloads, code, and documentation.
Trace the activity
Define the events, approvals, changes, and failures that must be logged. Log access and retention are set according to the workflow’s sensitivity.
Keep people accountable
AI may prepare, classify, summarize, or recommend. Authorized professionals review actions that can affect a transaction or external party.
Design the exit
Document ownership, handover, credential rotation, data return or deletion, and the steps required for the client to operate without Systemify.
HUMAN APPROVAL BY DESIGN
AI prepares. An authorized person decides.
Our default architecture prevents an AI-generated output from becoming a consequential deal action without review. The reviewer sees the source data, generated output, exceptions, and next action before release.
Valuations and financial analysis
Buyer or seller outreach
CIMs, teasers, and investment summaries
LOIs and transaction documents
Diligence conclusions and exception handling
Client-facing or counterparty communications
AI & DATA GOVERNANCE
Know what receives data, why it receives it, and when it is removed.
| Governance item | Project standard | Evidence provided |
|---|---|---|
| AI training | Systemify does not train its own models on client data. | Contractual commitment and provider configuration record |
| AI providers | No provider receives client data until its purpose and data fields are approved. | Provider register and data-flow map |
| Retention | Retention is minimized and defined for project files, logs, backups, and provider systems. | Retention and deletion schedule |
| Data location | Hosting regions and cross-border transfers depend on the approved client stack. | Architecture and transfer record |
| Client control | Client-owned accounts and infrastructure are preferred where practical. | Account inventory and handover checklist |
| Sensitive outputs | Human approval is the default for consequential deal actions. | Approval matrix and workflow test record |
PRODUCTION ENGINEERING
Built as operating infrastructure, not a fragile demo.
Environment separation
Development and testing are separated from production where the platform and engagement support it.
Versioning and change control
Workflow exports, code, configuration, and release notes are maintained according to the selected stack.
Testing and approval
Critical paths, permissions, failure conditions, and human approval gates are tested before live use.
Monitoring and recovery
The design defines failure alerts, retries, escalation, rollback, backup, and restoration responsibilities.
Vulnerability management
Dependencies, exposed endpoints, permissions, and platform advisories are reviewed on a risk-based schedule.
Operational handover
The client receives system documentation, ownership records, runbooks, and credential-rotation actions.
PROCUREMENT & CONTRACTING
A project-specific security package, before production data.
The package is scoped to the system being built so legal, compliance, and deal teams can review the real data path rather than generic promises.
Mutual NDA and confidentiality terms
DPA where personal data processing requires one
Architecture and data-flow diagram
AI and other subprocessor register
Access, approval, and responsibility matrix
Retention, deletion, and exit plan
Incident contact and notification terms
Backup, recovery, maintenance, and response commitments
Client ownership and handover schedule
Completed client security questionnaire
Final contractual terms, regulated recordkeeping requirements, and client-specific controls are agreed in the applicable NDA, DPA, statement of work, or services agreement. Clients should have their legal and compliance advisers review those documents.
SUBPROCESSOR TRANSPARENCY
Public website services and project providers are disclosed separately.
This website currently uses the services below. A client implementation may use different providers; those providers are listed in the project register and approved before receiving client data.
| Service | Purpose on this website | Data context |
|---|---|---|
| Vercel | Website hosting and asset delivery | Technical request and hosting data |
| Google Analytics / Tag Manager | Traffic measurement and tag management | Usage and device data |
| Microsoft Clarity | Website experience analytics | Usage and device interaction data |
| OpenAI attribution | Advertising attribution measurement | Website conversion and device data |
| Meta | Advertising measurement through the Meta Pixel | Website conversion and device data |
| Apollo.io | Business website visitor analytics | Technical request, device, and inferred business data |
| Calendly | Meeting scheduling when a visitor opens the booking experience | Contact and scheduling data entered by the visitor |
| Systemify-hosted n8n | Website forms, newsletter requests, and chat routing | Information submitted by the visitor |
| Google Fonts, Vercel Blob, and Unsplash | Font and image asset delivery | Technical request and device data |
Public website register last reviewed: August 7, 2026.
DIRECT ANSWERS
Security questions M&A teams ask.
Does Systemify use client data to train AI models?
No. Systemify does not use client information to train its own models. If a workflow requires an external AI provider, the provider, purpose, data fields, hosting path, and retention approach are documented and approved before client data is sent.
Can AI send valuations, CIMs, LOIs, or buyer outreach automatically?
Not by default. Consequential deal outputs are designed with an approval gate so an authorized person reviews and releases the output. Any exception must be explicitly authorized and documented for that workflow.
Does Systemify have SOC 2 Type II certification?
Not currently. Systemify does not claim SOC 2 certification or an equivalent independent attestation. We provide a documented, project-specific security package so clients can evaluate the actual architecture and controls in scope.
Can the system run in infrastructure controlled by the client?
Often, yes. Where the selected tools support it, production accounts, credentials, storage, and workflow infrastructure can remain under client ownership. The final deployment model is agreed during architecture and contracting.
What happens to data when an engagement ends?
The project retention and exit plan identifies what Systemify holds, what remains in client-controlled systems, the return or handover process, deletion timing, and any records that must be retained by law or contract.
Review security before sharing deal data.
Send us your security questionnaire or request the standard package. We will scope the data flow, providers, approvals, ownership, and recovery requirements before implementation.
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