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09

Data Governance: know who saw what, and when.

Tracks who touches which data, and raises a flag when something looks wrong.

Sensitive fund data is shared widely: investor lists, valuations, contracts. When something leaks or a file changes, nobody can say who did it, and a regulator or an investor may ask.

Data Governance records every access and every change, sets clear rules for each kind of data and watches for red flags in the way people use it.

What it does

Records everything

Logs who opened, changed, downloaded or shared each file, and what every agent did.

Sets the rules

Sorts data by how sensitive it is and applies a rule to each kind: who may see it and what may leave the firm.

Spots red flags

Warns about unusual behaviour: mass downloads, access outside a person's role, passwords or investor data left in shared files.

Ready for review

Keeps the records an auditor, a regulator or an investor may ask for under data-protection and AI rules.

What you get

A full record of how your data is used, clear rules and alerts on risky behaviour before it becomes a problem.

What we need from you

Admin access to your file and email systems, and one person to receive the alerts.

Set 01 · OperatorFirst version in testing in about a weekA person approves anything that leaves the firm

Venture funds · Private equity · Family offices

See it working on your own material.

In the diagnostic we look at your data and show you what this agent would do for your firm.

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