Security and data
Security and data
By plan
| Starter | Professional | Enterprise | |
|---|---|---|---|
| Your export | Stays in your browser | Read in your browser. To check a plan, the columns it uses (project key, stage, amounts, winner marker, exclusion codes) are sent with names replaced by tokens. Processed in memory, not stored. | |
| Sent for AI analysis | Nothing | Column summaries, names masked, and up to 8 sample rows of selected columns | As Professional, plus titles and descriptions if enabled |
| Map | Region name only | Region name only | Region, plus addresses you geocode |
| Stored by us | Account and contact details. With the analyst, column names and code lists you confirm. Never exports, rows or boards. | ||
AI processing
Analysis requests pass through our server, which holds the provider keys. Our providers do not use these requests to train models. Enterprise customers choose the provider and region.
The board
- A single file on your PC, opened in Edge or Chrome. Works offline.
- Estimates shown as size bands; exact values and buyer names behind a PIN.
Assurance
We complete security questionnaires and support privacy impact assessments. Independent certification and penetration testing are planned. Contact: