Certification standard
Kantis
PriView Limited Trust Center
Security & compliance
PriView Limited Trust Center
Review our security posture, compliance programs, subprocessors, and available assurance materials.
Software platform for investors in private markets. We ingest confidential reporting from private funds and use AI-assisted data extraction to standardise portfolio, performance and exposure data, which we present back to investors through our analytics platform.
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Public disclosures
Security information
Policy titles shared publicly. Approved users can download the published policy PDFs.
Acceptable Use & Workstation Security
Access Control & Least Privilege
AI Governance Policy
Authentication & Password
Background Screening & On/Off-boarding
Backup, Business Continuity & Disaster Recovery
Change & Release Management
Code of Business Conduct
Compliance & Regulatory Monitoring
Confidential Information & Personal Account Dealing Policy
Data Classification & Handling
Data Subject Request Workflow
Encryption & Crypto Controls
Incident Response & Breach Notification
Information Security Objectives
Information Security Policy
Information Security & Privacy Governance
Information Sharing & Transfer
Internal Audit Procedure
ISMS Change Management Procedure
ISMS Communication Plan
ISMS Monitoring & Measurement Plan
ISMS Scope & Context
Logging, Monitoring & Audit
Management Review Procedure
Nonconformity & Corrective Action Procedure
Physical Security & Environmental
Policy Management & Exception Handling
Privacy & Data-Subject Rights
Remote Access & BYOD
Retention & Secure Disposal
Risk Management
Sanctions & Disciplinary
Secure Configuration & Hardening
Secure Software Development Lifecycle
Security & Privacy Awareness Training
Vendor & Third-Party Risk
Vulnerability & Patch Management
Third parties that process data on the organization’s behalf.
1Password Vendor selected during onboarding
ISO 27001SOC 2GDPRPCI DSS
Adobe Adobe is a multinational software company known for its creative, marketing, and document management software products including Photoshop, Acrobat, and Creative Cloud.
SOC 2ISO 9001ISO 27001PCI DSSHIPAAGDPR
Alpha Vantage Alpha Vantage delivers free APIs for real-time and historical stock market and forex data, supporting financial analytics and trading applications.
Amazon Web Services AWS Bedrock is a fully managed service by Amazon Web Services that allows developers to build and scale generative AI applications using foundation models from leading AI startups without managing infrastructure.
ISO 27001ISO 42001ISO 9001PCI DSSSOC 2
DocSend DocSend provides secure document sharing and analytics services, allowing users to track interaction and engagement with shared files in real-time.
SOC 2PCI DSSGDPR
GitHub Vendor selected during onboarding
SOC 2GDPR
Google Workspace Vendor selected during onboarding
HIPAA
Notion Vendor selected during onboarding
SOC 2ISO 27001HIPAAGDPR
Serper Serper is a search API tool designed for integrating Google's search capabilities into applications, enabling enhanced search experiences via AI-powered retrieval.
Supabase Supabase is an open-source backend-as-a-service platform providing developers with a suite of tools and APIs for building applications, including database management, authentication, and realtime subscriptions.
SOC 2HIPAAISO 27001GDPR
Twelve Data Twelve Data offers financial data APIs providing real-time and historical stock, forex, cryptocurrency, and other market data for developers and businesses.
GDPRSOC 2
Vercel Vendor selected during onboarding
ISO 27001SOC 2PCI DSSHIPAAGDPR
Xero Xero is a cloud-based accounting software platform designed for small and medium-sized businesses to manage invoicing, bank reconciliation, bookkeeping, and more.
SOC 2PCI DSS
ZeptoMail ZeptoMail is an enterprise-grade transactional and marketing email delivery service designed for developers to send bulk and personalized emails reliably.
Zoho Corporation Zoho offers a comprehensive suite of cloud-based software applications for productivity, collaboration, CRM, finance, and more targeted at businesses of all sizes.
ISO 9001SOC 2PCI DSSGDPR
Security safeguards published for customer and partner review.
Acceptable Use
Access Rights
Asset Inventory
Asset Return
Change management
Compliance Register
Configuration & Patch Management
Continuity-Time Security
Credential Management
Data Masking
Data Privacy
Data Retention & Destruction
Disaster Recovery Planning
Disciplinary process
Encrypted Data at Rest
Encryption Key Management
Endpoint Protection
Endpoint Security
GDPR
Independent ISMS Review
Information Classification
ISO
Management Security Accountability
Network Security
Organization Structure & Reporting Lines
Personnel Security
Physical Access Control
Policy Compliance
Regulatory Compliance
Regulatory Liaison
Remote-Work Security
Resource Capacity Management
Risk Management
Secure Data Transfer
Secure SDLC Integration
Security Governance Roles
Security Incident Management
Security Logging
Security Monitoring & Detection
Segregation of duties
Standard Operating Procedures (SOPs)
Supplier Security
Threat intelligence
Utility Tool monitoring
Vulnerability Management