For banking, funds & advisory

For conversations that move markets

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

The problem

Why the usual tools don’t fit

MNPI on the open cloud

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, retention control and clear data residency — 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, encrypted in transit over a relay you can self-host.

Audit trail by default

Every login, invite, NDA acceptance and document access is logged for your record-keeping and controls.

Residency you choose

EU-hosted, or self-hosted in your own jurisdiction — so data location is a decision, not a surprise.

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, and nothing touches a consumer cloud.

Compliance posture

Controls your risk team will recognise

We give you controls, not a badge we don’t hold — and self-hosting keeps regulated data inside your own boundary.

Full compliance posture
  • Access control, NDA gating and comprehensive audit logging support record-keeping and information-barrier requirements.
  • Self-host and MNPI-bearing conversations and documents stay entirely within your regulated environment.
  • Data residency is explicit — the EU on our hosted service, or wherever you deploy on-premise.
  • We provide the controls and a DPA; we don’t claim a certification we don’t hold. See the security page for the honest posture.
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). Recordings and retention are under your control, especially when self-hosted. We provide controls; your compliance team owns the programme.

Where does deal data live?

In the EU on our hosted service, or entirely on your own infrastructure when self-hosted — in the jurisdiction and network you choose.

Bring finance conversations in-house.

See it on your own infrastructure. Tell us your environment and requirements, and we’ll size a proof of concept with you.

Book a demo See self-hosting