Security & confidentiality
Confidentiality is foundational to M&A. Advilink is designed so that sensitive deal data never enters the platform in the first place.
Data handling principles
Advilink is designed around the principle of data minimisation. The platform collects only the information needed to track diligence costs — advisor names, workstream labels, fee estimates, rate cards, and progress updates. We never request, store, or process sensitive deal documents, financial models, or confidential target company data.
Minimal data approach
The data that enters Advilink is limited to cost and scope metadata. Think of it as the information that would appear on a diligence cost tracker spreadsheet: workstream names, advisor firms, budgeted and actual fees, and high-level progress notes. No Information Memorandums, no financial statements, no legal opinions — none of the sensitive materials that make deal confidentiality so critical.
No VDR access
Advilink has no integration with, connection to, or access to your virtual data room. The platform operates entirely independently from your VDR environment. There is no data sync, no file access, and no API connection between Advilink and any data room provider.
Access control
Every deal workspace in Advilink is scoped to a single organisation. Team members can only access deals they have been explicitly assigned to. Role-based permissions distinguish between administrators who can configure deals and contributors who can submit updates. Organisation membership is enforced at every level of the application.
Server-side authorisation
All access control checks are enforced server-side. Every API route, database query, and file export verifies that the requesting user belongs to the correct organisation and has the appropriate deal assignment before returning any data. Client-side UI elements are complemented by — never a substitute for — server-side enforcement.
Data storage
All data is stored in managed, encrypted databases with automated backups. Data at rest is encrypted using industry-standard AES-256 encryption. Data in transit is protected by TLS 1.2+. Infrastructure is hosted in SOC 2-compliant cloud environments.
Compliance roadmap
Advilink is working toward SOC 2 Type II certification as we scale. We are also evaluating GDPR compliance tooling and data processing agreements for EU-based clients. If you have specific compliance requirements, we are happy to discuss them during the design-partner onboarding process.
Have specific security or compliance questions?
We're happy to walk through our approach in detail.