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For banking, funds & advisory

For conversations that move markets

Advisory calls, investment committees, board meetings and live deal rooms — encrypted and auditable, so material non-public information stays contained.

The problem

Why the usual tools don’t fit

MNPI on consumer tools

Deal discussions and board materials on consumer platforms expose material non-public information to infrastructure you can’t bound.

Record-keeping obligations

Regulated firms need auditable access and retention control — not a vendor’s opaque defaults.

Data rooms that leak

Traditional data rooms scatter confidential documents across downloads and forwards with weak per-user control.

How Ollasync helps

Confidentiality that fits your workflow

Confidential deal rooms

Per-deal document rooms with role-based access, NDA gating and audited downloads — a virtual data room with live video built in.

Encrypted advisory calls

Browser video for advisory, IC and board meetings, with end-to-end encryption when a discussion can’t leak.

Engagement analytics

See who accessed which documents and when — every invite, NDA acceptance and view is logged for the compliance file.

Live translation

Cross-border committees follow in their own languages — captions and spoken audio, per listener.

In practice

An investment committee, on the record

A fund runs its IC over encrypted video, with the deal memo and model in a role-gated deal room. Partners see everything; a prospective LP sees only the teaser folder after signing an NDA. Every access is logged for the compliance file, the data stays in the EU, and the sensitive portion runs end-to-end encrypted.

Compliance posture

Controls your risk team will recognise

We give you controls, not a badge we don’t hold — encryption, access control, audit logging and a DPA.

Full compliance posture
  • Access control, NDA gating and comprehensive audit logging support record-keeping and information-barrier requirements.
  • End-to-end encryption keeps the most sensitive deal calls unreadable to us — ciphertext only.
  • A DPA covers processing and retention, with access control and audit logging on every room.
  • Encryption, role-based access control, audit logging and a DPA — see the security page for each layer.
FAQ

Finance — common questions

Can Ollasync serve as a virtual data room?

Yes. Deal rooms are confidential document rooms with role-based folders, NDA gating, in-browser view-only mode with watermarks, and audited access — with live encrypted video in the same room.

Does it support our record-keeping obligations?

Ollasync logs security-relevant actions (logins, invites, NDA acceptance, document access), and recordings and retention are under your control. We provide controls; your compliance team owns the programme.

Where does deal data live?

In your workspace on our hosted service, access-controlled — with a DPA covering processing and retention.

Start encrypted finance in one click.

AI-powered training and meetings with end-to-end encryption and access-controlled rooms. Tell us your requirements and we’ll set up a proof of concept.

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