Sep 10, 2025

Capsa AI Achieves SOC 2 Type II Compliance

We're pleased to announce that Capsa AI has achieved SOC 2 Type II compliance, marking a significant milestone in our commitment to enterprise-grade security and data protection.

What This Means for Private Equity Firms

SOC 2 Type II certification demonstrates that Capsa AI has implemented robust security controls and maintains them effectively over time. This independent validation provides our private equity clients with greater confidence in how we handle their most sensitive deal data, from confidential information memorandums to proprietary financial models.

Why Security Matters in PE Technology

As AI adoption accelerates across the private equity industry, data security and trust have become non-negotiable requirements. Investment firms entrust technology platforms with highly confidential information about portfolio companies, potential acquisitions, and competitive intelligence. The stakes are high, and the security standards must match.

SOC 2 Type II compliance is widely recognized as the gold standard for SaaS platforms serving enterprise clients. The certification evaluates security across five trust service criteria: security, availability, processing integrity, confidentiality, and privacy.

Building Trust Through Transparency

For private equity firms evaluating AI platforms, security credentials matter. SOC 2 Type II compliance provides third-party validation that Capsa AI meets rigorous security standards, giving investment teams peace of mind as they integrate AI into their deal workflows.

Our clients can continue to focus on what matters most: making better investment decisions, faster - knowing their data is protected by industry-leading security practices.

As we continue scaling our platform and serving more private equity firms globally, maintaining the highest security standards remains a top priority. SOC 2 Type II compliance is one step in our ongoing commitment to enterprise-grade security and client trust.

Ready to transform your due diligence workflows with enterprise-grade security? Book a demo to see Capsa in action, or explore our career opportunities if you're interested in building with us.

See Capsa in Action

See Capsa in Action

Discover how leading private capital firms are using Capsa to accelerate their investment processes and win more deals.

Discover how leading private capital firms are using Capsa to accelerate their investment processes and win more deals.

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