Security | Atrean
Security & infrastructure

Built like the balance sheet it protects.

Each family’s book walled off from the next. Built for the bank’s vendor-risk questionnaire and the family’s outside counsel.

NDA availablePrivate AI
Diligence posture
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Four boundaries

Segregated by family. Encrypted. Activity logged.

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Posture

Private by design, including the AI.

Each family’s book is kept apart from every other, and models operate privately. What a query can return is scoped on the data before the model sees it, not left to prompt instructions.

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Access controls

Scoped seats, inside the office and out.

Portfolios, entities and reports, scoped per seat. You set who sees what, and for how long.

Inside the office

Scoped seats for the team.

Investment team, ops and finance, each scoped to the portfolios and entities they cover.

Investment teamOperationsFinance & reporting
Outside the office

Controlled access beyond the office.

Principals, G2, auditors, CPAs and counsel see the entities in scope and nothing else. Open it for the engagement; close it at sign-off.

Principals & familyAuditorsAccountants & taxOutside advisors

Have your security team talk to ours.

Diligence materials available under NDA. Bring the vendor-risk questionnaire.

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