Your data stays in your region: the EU or the US.
DataWhere your deal data is kept
Data residencyWhere your team is basedEU
DataWhere your deal data is kept
Data residencyWhere your team is basedEU
Standards and audits
- SOC 2An independent audit of our security controls. It completes on 21 October 2026.In progress
- Penetration testingOur penetration tests are under way.In progress
- DPAA data processing agreement on every plan, naming every sub-processor.
- EU processingWith EU residency, everything runs in the EU, AI processing included.
One document, from arrival to deletion.
- 1How it is stored
“Uploaded content is protected with encryption in transit and at rest.”
It is stored with the rest of the deal, beside the version it replaces. - 2What AI does with it
“Your uploaded content is not used to train or fine-tune AI models.”
“Precurion does not sell personal information.”
When it arrives, Operion reads it and updates your drafts for your review. - 3Who can access it
“Access controls and regular security assessments are part of the current Privacy Policy.”
You invite your own team from Settings. - 4How to export or delete it
“Customers may request access, correction, deletion, export, or certain opt-outs depending on location.”
“After account deletion, Precurion deletes or anonymizes data within 60 days except where law requires retention.”
You can also export every deal and its documents yourself, from Settings.
NameAdded byUpdated
Operating statement v2.pdfAM9m
North Quay Works credit paper.docx6m
NQW model v7.xlsxAMYesterday
North Quay Works valuation report.docxSPMon
Operating statement v1.pdfAMMon
Borrower accounts 2025.pdfAMThu
Heads of terms.docxAM8d
Title register.pdfSP8d
Planning consent.pdfSP8d
Leases, units 1 to 6.pdfSP9d
Insurance schedule.pdfJC11d
Site photographs.pdfJC11d
Environmental report.pdfJC12d
Operating statement v2.pdf
- Added
- By Alex Morgan, from the borrower's email
- Encryption
- In transit and at rest
- Earlier version
- Operating statement v1.pdf, kept
- Pages
- 7
- Cited in
- Credit paper, section 4
- 1How it is stored
“Uploaded content is protected with encryption in transit and at rest.”
It is stored with the rest of the deal, beside the version it replaces.NameAdded byUpdatedOperating statement v2.pdfAM9mNorth Quay Works credit paper.docx6mNQW model v7.xlsxAMYesterdayNorth Quay Works valuation report.docxSPMonOperating statement v1.pdfAMMonBorrower accounts 2025.pdfAMThuHeads of terms.docxAM8dTitle register.pdfSP8dPlanning consent.pdfSP8dLeases, units 1 to 6.pdfSP9dInsurance schedule.pdfJC11dSite photographs.pdfJC11dEnvironmental report.pdfJC12dOperating statement v2.pdf- Added
- By Alex Morgan, from the borrower's email
- Encryption
- In transit and at rest
- Earlier version
- Operating statement v1.pdf, kept
- Pages
- 7
- Cited in
- Credit paper, section 4
- 2What AI does with it
“Your uploaded content is not used to train or fine-tune AI models.”
“Precurion does not sell personal information.”
When it arrives, Operion reads it and updates your drafts for your review.AIThe models that read your documents and draft your papersYour data
AI processingWhere the models read your documentsEUTraining on your dataIncluding fine-tuningNeverRead for the credit paper
DocumentUsed inReadOperating statement v2.pdfSection 49mOperating statement v1.pdfSection 4MonBorrower accounts 2025.pdfSection 4ThuHeads of terms.docxSection 38d - 3Who can access it
“Access controls and regular security assessments are part of the current Privacy Policy.”
You invite your own team from Settings.Members3 of 5 paid seats in useInviteNameSeatActiveAMAlex MorganHead of creditPaidNowJCJamie ChenCredit analystPaid12mSPSam PatelCredit analystPaid2hNHNina HoltCredit committeeFreeYesterdayRARuth AdlerCredit committeeFreeMonMLMaya LindRiskFree3hPSPriya ShahFinanceFreeInvited - 4How to export or delete it
“Customers may request access, correction, deletion, export, or certain opt-outs depending on location.”
“After account deletion, Precurion deletes or anonymizes data within 60 days except where law requires retention.”
You can also export every deal and its documents yourself, from Settings.ExportEvery deal and document in this workspaceExport everythingEvery deal, with its documents, models and papersExport allRecent exports
FileByCreatedNorth Quay Works.zipReadyAMNowWeaver's Court.zipSPMonHarbour Point.zipJCFriCredit team, everything.zipAM12dDeletion
Delete this workspaceIts data is deleted or anonymised within 60 days, except where law requires retentionDelete
Precurion answers your security questionnaire.
“Send your questionnaire to privacy@precurion.com. We answer it directly.”
Operion is made by Precurion Inc. and runs under Precurion's privacy policy and terms.
Email usYour questionnaire
QuestionAnswer
Where is our data stored?In your region: the EU or the US
Is it encrypted?In transit and at rest
Is it used to train AI models?Never
Does everything stay in the EU with EU residency?Yes, AI processing included
Do you have a SOC 2 report?Our audit completes on 21 October 2026
Is Operion penetration tested?Our tests are under way
Is there a data processing agreement?Yes, on every plan, naming every sub-processor
Can we export all our data?Yes, every deal and its documents
Is it deleted or anonymised if we leave?Within 60 days, except where law requires retention
