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Trust & Security

Our agents see only what you point them at.

Deal data is the most sensitive thing a fund owns. AI never gets more access than the job needs.

Your data, for your eyes only

No one else sees your confidential data. Not the AI. Not even us.

Not the AIAn agent reads only the deal it is assigned to. It runs on your own AI key, and nothing it reads is used to train any model.
Not usOur team has no access to your workspace. Support access happens only when you grant it, and every access is logged.
Not other fundsEvery fund's data sits in its own space. Nothing is pooled, compared or shared across funds.

Is it safe to connect AI to your CRM? Not if it sees everything.

LP dataNotesAll deals
All or nothing access. Connect an AI to your CRM and it reads everything: LP data, partner notes, every deal you ever passed on.
RetentionTrainingRegion
Your data follows their rules. Their retention, their training policy, their region. Not your fund's.
1 passwordFull access
One leaked login, one leaked AI. Whoever gets the key gets an assistant that knows your whole fund.

You decide what AI sees. Down to the deal.

Every agent sees only the deal, gate or pipeline you point it at. Everything else stays locked, from LP data to partner notes.

AI plugged into your CRM One AI. A line to everything. Tap a source to cut it off.
AI can see 8 of 8 sources Reset
●LP data ●Partner notes ●Contacts ●All deals ●Emails ●Term sheets ●Portfolio ●Cap tables
AI
Scoped agents One job each. One box each. Access is off until you point it.
Deal · Razorpaid Founder check
Deal · Razorpaid Market sizing
Deal · Stripeless Numbers check
Gate · Stage fit Thesis fit
Deal · Zeptomaybe Deal brief
Pipeline · Seed Nudges

How CompeteWiser works instead.

One owner per agentEvery agent has a named person on your team responsible for it.
Propose and approveAgents draft scores, briefs and updates. A person signs off.
Never deletesAgents can add and suggest. They can never remove anything.
Outside access off by defaultNo web or third-party access unless you switch it on.
Numbers checkAgent settings · Razorpaid
Scoped to 1 deal
Owner Rohit M.
Can see Razorpaid deal room only
Needs approval On
Can delete Never · locked
Outside web access Off
AI key Quillford (BYOK)
Audit · 28 Sep 09:21 · proposed score · approved by Rohit M.

Ready for your LPs' security questions.

Institutional LPs ask about every tool that touches deal data. These are the answers you can give them.

Encrypted everywhereYour data is encrypted in transit and at rest, on AWS.
Walls between fundsFund I's pipeline stays invisible to Fund II's team, unless you choose otherwise.
Sign-in your wayTwo-factor sign-in, plus Google or Microsoft single sign-on.
Export any timeTake every deal, note and document with you, in standard formats.
Deleted when you leaveClose your account and your data is deleted, with written confirmation.
Security pack on requestData-flow diagram, policies and answers to your security questionnaire.

What we don't do.

✕ We don't make investment decisions.
✕ We don't give black-box answers.
✕ We don't train on your data.
✕ We don't mark up AI usage.
✕ We don't charge per seat.
✕ We don't hold your data hostage.

Bring your own AI key.

Your AI provider. Your bill. Your data terms. We never mark up usage, and you cap spend by fund, person and action.

No user tax. No markup. No limits.

CompeteWiser is priced flat per fund, so adding people never costs you more.

No user tax Every person gets their own login, however many you add.
No markup on AI You bring your own key (BYOK) and pay your AI provider directly.
No limits on agent runs Run agents on every deal, as often as you need.
No shelfware Stop paying for seats nobody opens.

Everyone gets their own login, so you always know who changed what.

Questions about security.

Is it safe to connect AI to our fund's deal data?

With CompeteWiser, yes. Each agent sees only the deal, gate or pipeline it's assigned to, every change needs human sign-off, agents can't delete anything, and you use your own AI key.

How is CompeteWiser different from public AI tools or our own internal scripts?

Scripts and standalone AI tools create personal workflows that are hard to standardise across a fund. CompeteWiser is a shared layer where deal intake, pipeline stages, investment gates and research agents work together, and the knowledge stays with the firm.

Do we have to use AI scoring?

No. Switch off automated scoring or IC memo drafting any time, and use CompeteWiser just for intake, research and reminders. When you do use it, every score and draft is yours to edit. Change a score or rewrite a line, and CompeteWiser learns from your edits inside your workspace, so the next draft reads more like your fund. Your data is never used to train public models.

Ask us the hard questions.

Bring your security checklist to the demo. We'll walk through it on your own deals.

Schedule a demo