TRUST & SECURITY

Protect the deals, documents, and relationships that make your firm.

Offering memoranda, rent rolls, NDAs, and client files don't belong in a consumer chatbot. Every StratiqAI customer runs in a dedicated environment with its own virtual machine, encrypted volume, private network, and encryption key: isolated by design, not by policy.

1:1

Dedicated microVM, encrypted volume, and private network per customer

AES-256-GCM

Envelope encryption with a key unique to your environment

60 sec

Lifetime of the signed, single-use handoff into your workspace

60 days

Volume snapshot retention, plus off-platform archives

A dedicated environment for every customer.

Your web application, data, and StratiqAI agents run inside a dedicated, hardware-isolated virtual machine with its own encrypted volume and private network. Your working data never shares a runtime, a database, or a network with another customer's.

Encryption everywhere.

Traffic is encrypted in transit with TLS. Data is encrypted at rest. Credentials you connect are encrypted again at the application layer with a key that belongs only to your environment.

Least privilege by default.

Your environment holds no credential that can read another customer's data. Agents start read-only. People get only the role they need, and sensitive actions require a fresh sign-in.

Humans approve consequential actions.

Agents ask before running risky commands, and a fixed set of dangerous operations is refused outright.

Privileged actions are recorded.

Operator actions and sensitive administrative changes, such as credential and connection changes, are written to an append-only audit log.

Aligned with SOC 2.

Our controls are designed to align with the AICPA SOC 2 Trust Services Criteria. Our infrastructure providers hold their own independent SOC 2 Type II and PCI DSS attestations.

For principals

Your competitive advantage is confidential. Treat it that way.

In commercial real estate and finance, the value is in the relationships and the information: who is selling, what the rent roll shows, what the buyer will pay, and what your client asked you not to share. When that material lands in a free or consumer AI tool, it can leave the firm under terms you did not negotiate, and that your NDA may not allow.

StratiqAI exists so your producers can move faster with AI while your firm still honors listing agreements, NDAs, and client expectations. You can tell a client, a partner, or an auditor where the work happened, and that another brokerage cannot see it.

Your firm's work stays yours.

Conversations, files, agent memory, and connected credentials are kept in your dedicated environment, not in a shared pool with other companies.

Built for NDAs and listings.

Honor confidentiality on OMs, LOIs, tenant financials, and commission details with a clear answer for where a document was handled.

People stay in control.

Agents ask before running risky commands and start read-only on your connected systems. AI prepares the work; your team owns the decisions and the client relationship.

A straight answer for security reviews.

Controls are designed to align with SOC 2, our providers hold their own SOC 2 Type II reports, and we publish what we haven't finished yet.

Document security that matches how CRE actually works.

Work with the materials you already handle every week, such as offering memoranda, rent rolls, leases, and underwriting models, without routing them through a mass-market chatbot. Agents work with the tools your team already uses, such as Microsoft 365, Google Workspace, CRMs, and data providers, and connections start read-only. Organizations with their own model provider agreements can supply their own keys.

If your team is already using AI, you need a controlled path.

Teams will use AI with or without a firm standard. The risk is not curiosity. It is unmanaged use of consumer tools on NDA-bound files. A private StratiqAI environment gives leadership a yes: producers get the speed they want, and the firm keeps control of where deal documents and client data live. It protects reputation, reduces accidental disclosure, and lets you answer client security questionnaires with specifics instead of hope.

For IT

This section is for CISOs, IT leads, and anyone completing a vendor security review. For the full detail, download the white paper.

Shared responsibility+

StratiqAI runs on established cloud infrastructure providers, each independently audited.

LayerWhat it providesProvider attestation
Compute and networkingHardware-virtualized microVMs, encrypted block volumes, private IPv6 networking, global TLS edgeSOC 2 Type II; hardware in ISO 27001 certified data centers
Control-plane databaseManaged PostgreSQL with automated backups and row-level securitySOC 2 Type II
Object storageEncrypted storage for file attachments and backup archivesSOC 2 Type II
PaymentsHosted checkout, subscription billing, and card storagePCI DSS Level 1 Service Provider; SOC 2 Type II
  • Providers secure physical data centers, hardware, the hypervisor, and the underlying network.
  • StratiqAI secures customer isolation, identity and access, encryption and key management, the agents and their permissions, application security, change management, monitoring, and backups.
  • Your organization decides who has access and in what role, which outside systems you connect, which agents may write to them, and how your people review agent output.
Customer isolation+
  • Dedicated microVM.

    Each environment is its own lightweight virtual machine with its own kernel, behind hardware virtualization. That's a stronger boundary than the shared-kernel containers many multi-tenant services use. No other customer's workload runs inside it.

  • Dedicated encrypted volume.

    Conversations, files, agent memory, and connected credentials live on a block volume attached only to your virtual machine, encrypted at rest by the infrastructure provider.

  • Private network per customer.

    Each environment has its own private IPv6 network (6PN) for its entire life. Networks for different customers have no route and no private DNS between them, so one customer's environment cannot even discover another's.

  • Minimal public surface.

    The agent runtime and its management dashboard listen only on the local machine and are not published to the internet or to any private network. Your web application is the only service your environment exposes. It accepts HTTPS and redirects HTTP to HTTPS. Internal maintenance endpoints are never exposed on the public edge, and a private health-check path exposes only health and readiness status.

  • Suspend when idle.

    Unused environments suspend to zero compute. Nothing runs until a request wakes them.

Architecture and data authority+
Figure 1. Your dedicated environment and the StratiqAI control plane.StratiqAI control planeIdentity andteam rolesBilling andAI credit ledgerPlatform key vault(versioned master keys)Audit log(append-only)Sign inSingle authenticated, customer-scoped channelYour browser(signed-in team member)TLS + signedone-time handoffYour environmentDedicated microVM · encrypted volume · private IPv6 network (6PN)Web application(the only published service)local onlyStratiqAI agents(local machine only)SQLite database(on the encrypted volume)Credential vault(key unique to you)Another customer'senvironmentNo route orprivate DNS
Figure 1. Your dedicated environment and the StratiqAI control plane.
Kept in your dedicated environmentKept in the control plane
Conversations and messagesUser accounts and sign-in
Team chat, tasks, and activityOrganizations, memberships, and invitations
Attachment recordsSubscriptions, billing, and the AI credit ledger
Your sessionsFleet provisioning, monitoring, and image rollouts
Your connected-system credentials (encrypted)Workspace settings and agent roster
Agent memory and working filesAudit log of administrative actions

Your environment talks to the control plane over a single outbound HTTPS channel, authenticated with a rotatable credential unique to your environment and accepted for your organization only. Only an explicit allowlist of operations is accepted. No customer environment holds the central database credentials, the infrastructure management token, the payment processor secret, or the platform key vault's master keys. Even a fully compromised environment would hold nothing that can read another customer's data.

Identity and access+
  • Sign-in: Email and password, or a supported single sign-on provider such as Google, handled centrally by the control plane.
  • Sessions: Cookies are HttpOnly, Secure, and SameSite=Lax. Sessions last at most 8 hours, and account sessions end after 1 hour of inactivity.
  • Signed handoff: Opening your workspace uses an Ed25519-signed token (RFC 8032). It names the person, their role, and the one environment it's for. It expires within 60 seconds, can be used once (replays are refused), and is rejected by any other environment. The exchange endpoint is rate-limited.
  • Live permission checks: Every administrative request is re-checked against current membership. When you remove a team member, their access to administrative operations ends on their next request.
  • Step-up for sensitive actions: Destroying a workspace, rotating credentials, and replacing or disconnecting a connected system's key all require a sign-in from the last 10 minutes.
  • Team roles: Owner, admin, and member.
  • StratiqAI operator access: Limited to a named allowlist of staff accounts that sign in through single sign-on. Every operator change requires a written reason and is recorded in the audit log. Destructive operations also require typing the workspace name. Infrastructure credentials are scoped to a single environment.
Encryption and key management+
  • In transit: TLS for all browser traffic, plus HSTS for one year including subdomains. HTTPS between your environment and the control plane, and to outside services. Traffic between your web app and agents never leaves the local machine.
  • At rest: Customer volumes, object storage (attachments and backup archives), and the control-plane database are encrypted at rest.
  • Application-layer envelope encryption: Connected-system credentials (OAuth tokens, API keys) are each encrypted with their own random 256-bit data key using AES-256-GCM (NIST SP 800-38D). That data key is wrapped with a key-encryption key. Each secret is bound to its owner (your organization and the kind of secret), so a copied secret won't decrypt elsewhere.
  • A key that belongs only to your environment: Each environment has its own independently generated key-encryption key. It is installed only in that environment and never stored in the control-plane database. The control plane's vault keys are never present in customer environments.
  • Rotation: Key-encryption keys are versioned. When a new version is installed, your environment re-encrypts every stored secret under it at startup. The previous version is retired only after an operator confirms nothing still uses it.
  • Escrow and recovery: Each environment key is sealed to an offline recovery key (X25519, RFC 7748; HKDF-SHA256; AES-256-GCM). Only the sealed copy is kept centrally. Environments pin the recovery key's fingerprint and refuse to seal to any other.
Connecting outside systems+
  • OAuth: Sign-in starts and finishes at the control plane. Your environment collects the encrypted bundle over its authenticated channel and stores it in its own vault, and then the control plane deletes its temporary copy. Tokens refresh on demand and are stored locally.
  • API keys: Go straight to your environment, are verified with the vendor, and are stored only in your environment's encrypted vault. They are never returned to the browser, written to logs, or sent to the control plane.
  • Read-only by default: Connections start read-only. Write access must be turned on per connection and then granted per agent. The Microsoft 365 connector requests read-only permissions to mail, calendar, and files.
  • SSRF protection: HTTPS only, per-connector host allowlist, no redirects, private/loopback/link-local/internal destinations refused, and capped response sizes.
AI agent safety+
  • Approval before action: By default, agents need a person's approval before running a command flagged as risky. Admins can choose a less strict mode, but deny rules always apply.
  • Hard deny rules: These operations are always refused: accessing credential files, editing the agent's own configuration, touching the workspace database directly, piping downloaded content into a shell, and wiping the data volume.
  • Guarded memory and skills: When enabled, changes an agent makes to its long-term memory or skills require approval.
  • Separate agents, separate keys: Each hired agent has its own profile, memory, and access keys. Roles you haven't hired aren't installed.
  • Spending controls: Each customer has its own AI model gateway key, capped by your prepaid AI balance. When the balance runs out, new AI work pauses. Your environment can read its credit status but can't change balances.
  • Bring your own model keys: Organizations with their own model provider agreements can supply their own keys.
  • No cross-customer context: Agents see only your environment's data.
Application security+

Defenses are aligned with the OWASP Top 10 and ASVS:

  • Content Security Policy (first-party only by default).
  • Clickjacking protection (frame-ancestors 'none', X-Frame-Options: DENY).
  • Browser isolation headers (nosniff, COOP/CORP same-origin, strict Referrer-Policy, Permissions-Policy disabling camera, microphone, and geolocation).
  • CSRF origin checks.
  • Rate limiting on handoff, chat, attachments, connections, and agent tool endpoints.
  • Secret redaction in logs.
  • Attachment upload links that expire after 15 minutes by default, with downloads access-checked by the app.
  • Signed payment webhooks.
  • No card data on StratiqAI systems.
  • Row-level security on control-plane tables.
  • The web app runs as an unprivileged OS user.
Change management and supply chain+
  • Separate environments: Development, staging, demo, and production run in separate cloud accounts, each with its own database, keys, tokens, and payment config. Nothing is shared between them.
  • Tracked and reviewed changes: Every change ties to a tracked work item and lands via a pull request with human merge approval. Changes are tested in development and staging before production.
  • Immutable, pinned images: Runtime images are referenced by cryptographic digest, and non-pinned references are refused. Each image is built once and promoted unchanged. Dependencies are pinned, with automated update PRs. Agent role definitions are read-only at runtime.
  • Careful rollouts: Updates go to a canary environment first. If readiness checks fail, the platform tries an automatic rollback, which never deletes volumes or environments.
Backups and monitoring+
  • Volume snapshots: Kept 60 days, plus a snapshot before every configuration change, agent hire or removal, and software rollout.
  • Off-platform archives: Weekly full and daily quick archives go to separate encrypted object storage, so they survive even if the compute platform is unavailable.
  • Control-plane database: Automatic provider backups, plus a manual backup before each schema migration.
  • Tested restores: A restore builds a new volume and keeps the old one, so it is reversible. It also rotates agent access keys. The full destroy-and-restore sequence is rehearsed in staging.
  • Continuous monitoring: Health and readiness checks run on every environment. A reconciler compares intended and actual fleet state every 15 minutes and reports drift (it never deletes on its own). Critical findings and failed jobs, rollouts, and restores alert the operations team.
Data lifecycle+
  • You own your data. Your organization keeps ownership of everything you provide. We process it only to operate your agents.
  • Retention: Chat messages and agent tool activity are kept 90 days on base plans and 365 days on higher plans, then deleted automatically.
  • Disconnect and removal: Disconnecting a system deletes its stored credentials. Removing an agent deletes its profile and keys.
  • Cancellation: There is a 7-day grace period, after which the environment, including its virtual machine and volume, is deprovisioned.
  • Data residency: Customer environments and the control-plane database run in United States regions by default.

For compliance

SOC 2 Trust Services Criteria mapping

CriteriaFocusHow StratiqAI addresses it
CC6.1Logical access securityDedicated environment per customer; private per-customer network; owner, admin, and member roles; envelope encryption with per-customer keys
CC6.2 and CC6.3Granting and removing accessCentral identity and membership; live membership check on every administrative request, so removals take effect on the next one; per-agent write grants
CC6.6Protection from outside threatsSingle published service per environment; agent runtime on local machine only; TLS and HSTS; SSRF protection; rate limiting; strict browser security headers
CC6.7Protecting data in transitTLS on every external connection; local-only traffic between application and agents
CC6.8Preventing unauthorized softwareDigest-pinned immutable images; read-only role definitions; pinned dependencies with automated updates
CC7.1 and CC7.2Monitoring and detectionHealth and readiness checks; 15-minute fleet reconciliation; alerting; append-only audit log of operator and sensitive administrative actions
CC7.3 to CC7.5Incident response and recoveryOperator triage procedures; automatic rollback; manual, reversible restores rehearsed in staging
CC8.1Change managementTracked work items; branch and pull request flow with human merge approval; staged promotion through development, staging, and production; canary rollouts
CC9.2Vendor and business partner riskInfrastructure providers selected for independent SOC 2 Type II and PCI DSS Level 1 attestations
A1.2 and A1.3Availability, backup, and recovery60-day volume snapshots; snapshot before every change; weekly full and daily quick off-platform archives; restore drills
C1.1 and C1.2Confidentiality and disposalPer-customer encryption keys; secrets never logged or returned; retention limits; credential deletion on disconnect; deprovisioning after cancellation
P seriesPrivacyData used only to operate your agents; retention schedule; published privacy policy

Other frameworks

  • NIST Cybersecurity Framework 2.0: Controls cover all six functions: Govern, Identify, Protect, Detect, Respond, and Recover.
  • NIST SP 800-207 zero-trust principles: No request is trusted because of where it comes from. Every cross-boundary call carries a signed, audience-bound credential, and permissions are re-checked against live membership.
  • OWASP Top 10 and ASVS: See Application security.
  • CIS-style secure configuration: Minimal exposed surface, local-only services, unprivileged application processes, and centrally rendered configuration.
  • Cryptographic standards: AES-256-GCM (NIST SP 800-38D), Ed25519 (RFC 8032), X25519 (RFC 7748), HKDF (RFC 5869).

Security FAQ

Answers about isolation, encryption, SOC 2 alignment, and data retention. For product questions, see the main FAQ.

Is StratiqAI SOC 2 certified?+

Not yet. StratiqAI's controls are designed to align with the AICPA SOC 2 Trust Services Criteria, but we have not yet completed an independent SOC 2 audit. A SOC 2 Type II audit is planned. The infrastructure providers we run on hold their own current SOC 2 Type II reports.

Is my data used to train AI models?+

Your organization keeps ownership of everything you provide, and we process it only to operate your agents. Zero data retention with AI model providers, meaning prompts and outputs are not retained by upstream model providers, is planned. Organizations with their own model provider agreements can also supply their own model keys.

Where is my data stored?+

Customer environments and the control-plane database run in United States regions by default. Your working data lives on an encrypted volume attached only to your dedicated virtual machine. File attachments and backup archives are kept in encrypted object storage.

How long do you keep my data?+

Chat messages and agent tool activity are kept for 90 days on base plans and 365 days on higher plans, then deleted automatically. After a subscription is cancelled, there is a 7-day grace period, and then the environment, including its virtual machine and volume, is deprovisioned.

Do you support multi-factor authentication (MFA)?+

MFA is planned for both customer accounts and StratiqAI operator accounts. Today, sensitive actions such as destroying a workspace, rotating credentials, or changing a connected system's key require a sign-in from the last 10 minutes, and you can sign in with a supported single sign-on provider such as Google.

Does StratiqAI store my credit card details?+

No. Payments use the payment processor's hosted checkout and billing portal, and card numbers never touch StratiqAI systems. Our payment provider is a PCI DSS Level 1 Service Provider.

Can StratiqAI staff access my environment?+

Support access is limited to a named allowlist of staff accounts that sign in through single sign-on. Every operator change requires a written reason and is recorded in an append-only audit log, and destructive operations require typing the workspace's name to confirm.

Can agents change data in my CRM or email?+

Not by default. Connections start read-only. Writing to an outside system must be turned on for that connection, and then each agent must be granted write access individually.

What we haven't finished yet?+

We publish what we have not finished as well as what we have. The following work is planned: multi-factor authentication for customer and operator accounts; running the agent runtime as an unprivileged user inside each virtual machine; zero data retention with AI model providers; signed and scanned runtime images with an SBOM; an independent SOC 2 Type II audit; custom domains per customer; and published recovery objectives plus a formal incident response policy with customer notification commitments.

A practical next step

Protect your deals without slowing the desk.

Download the white paper, or request our security questionnaire responses and we'll walk through how StratiqAI fits your NDAs and client requirements.

Last updated October 2026

To request our security questionnaire responses, discuss your organization's requirements, or report a suspected vulnerability, use our contact page. We review every security report and appreciate responsible disclosure: please give us a reasonable chance to fix an issue before you share it publicly.