1:1
Dedicated microVM, encrypted volume, and private network per customer
TRUST & SECURITY
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
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.
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.
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.
Agents ask before running risky commands, and a fixed set of dangerous operations is refused outright.
Operator actions and sensitive administrative changes, such as credential and connection changes, are written to an append-only audit log.
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.
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.
Conversations, files, agent memory, and connected credentials are kept in your dedicated environment, not in a shared pool with other companies.
Honor confidentiality on OMs, LOIs, tenant financials, and commission details with a clear answer for where a document was handled.
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.
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.
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.
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.
This section is for CISOs, IT leads, and anyone completing a vendor security review. For the full detail, download the white paper.
StratiqAI runs on established cloud infrastructure providers, each independently audited.
| Layer | What it provides | Provider attestation |
|---|---|---|
| Compute and networking | Hardware-virtualized microVMs, encrypted block volumes, private IPv6 networking, global TLS edge | SOC 2 Type II; hardware in ISO 27001 certified data centers |
| Control-plane database | Managed PostgreSQL with automated backups and row-level security | SOC 2 Type II |
| Object storage | Encrypted storage for file attachments and backup archives | SOC 2 Type II |
| Payments | Hosted checkout, subscription billing, and card storage | PCI DSS Level 1 Service Provider; SOC 2 Type II |
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.
| Kept in your dedicated environment | Kept in the control plane |
|---|---|
| Conversations and messages | User accounts and sign-in |
| Team chat, tasks, and activity | Organizations, memberships, and invitations |
| Attachment records | Subscriptions, billing, and the AI credit ledger |
| Your sessions | Fleet provisioning, monitoring, and image rollouts |
| Your connected-system credentials (encrypted) | Workspace settings and agent roster |
| Agent memory and working files | Audit 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.
Defenses are aligned with the OWASP Top 10 and ASVS:
| Criteria | Focus | How StratiqAI addresses it |
|---|---|---|
| CC6.1 | Logical access security | Dedicated environment per customer; private per-customer network; owner, admin, and member roles; envelope encryption with per-customer keys |
| CC6.2 and CC6.3 | Granting and removing access | Central identity and membership; live membership check on every administrative request, so removals take effect on the next one; per-agent write grants |
| CC6.6 | Protection from outside threats | Single published service per environment; agent runtime on local machine only; TLS and HSTS; SSRF protection; rate limiting; strict browser security headers |
| CC6.7 | Protecting data in transit | TLS on every external connection; local-only traffic between application and agents |
| CC6.8 | Preventing unauthorized software | Digest-pinned immutable images; read-only role definitions; pinned dependencies with automated updates |
| CC7.1 and CC7.2 | Monitoring and detection | Health and readiness checks; 15-minute fleet reconciliation; alerting; append-only audit log of operator and sensitive administrative actions |
| CC7.3 to CC7.5 | Incident response and recovery | Operator triage procedures; automatic rollback; manual, reversible restores rehearsed in staging |
| CC8.1 | Change management | Tracked work items; branch and pull request flow with human merge approval; staged promotion through development, staging, and production; canary rollouts |
| CC9.2 | Vendor and business partner risk | Infrastructure providers selected for independent SOC 2 Type II and PCI DSS Level 1 attestations |
| A1.2 and A1.3 | Availability, backup, and recovery | 60-day volume snapshots; snapshot before every change; weekly full and daily quick off-platform archives; restore drills |
| C1.1 and C1.2 | Confidentiality and disposal | Per-customer encryption keys; secrets never logged or returned; retention limits; credential deletion on disconnect; deprovisioning after cancellation |
| P series | Privacy | Data used only to operate your agents; retention schedule; published privacy policy |
For principals
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.
Conversations, files, agent memory, and connected credentials are kept in your dedicated environment, not in a shared pool with other companies.
Honor confidentiality on OMs, LOIs, tenant financials, and commission details with a clear answer for where a document was handled.
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.
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.
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.
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.
StratiqAI runs on established cloud infrastructure providers, each independently audited.
| Layer | What it provides | Provider attestation |
|---|---|---|
| Compute and networking | Hardware-virtualized microVMs, encrypted block volumes, private IPv6 networking, global TLS edge | SOC 2 Type II; hardware in ISO 27001 certified data centers |
| Control-plane database | Managed PostgreSQL with automated backups and row-level security | SOC 2 Type II |
| Object storage | Encrypted storage for file attachments and backup archives | SOC 2 Type II |
| Payments | Hosted checkout, subscription billing, and card storage | PCI DSS Level 1 Service Provider; SOC 2 Type II |
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.
| Kept in your dedicated environment | Kept in the control plane |
|---|---|
| Conversations and messages | User accounts and sign-in |
| Team chat, tasks, and activity | Organizations, memberships, and invitations |
| Attachment records | Subscriptions, billing, and the AI credit ledger |
| Your sessions | Fleet provisioning, monitoring, and image rollouts |
| Your connected-system credentials (encrypted) | Workspace settings and agent roster |
| Agent memory and working files | Audit 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.
Defenses are aligned with the OWASP Top 10 and ASVS:
For compliance
| Criteria | Focus | How StratiqAI addresses it |
|---|---|---|
| CC6.1 | Logical access security | Dedicated environment per customer; private per-customer network; owner, admin, and member roles; envelope encryption with per-customer keys |
| CC6.2 and CC6.3 | Granting and removing access | Central identity and membership; live membership check on every administrative request, so removals take effect on the next one; per-agent write grants |
| CC6.6 | Protection from outside threats | Single published service per environment; agent runtime on local machine only; TLS and HSTS; SSRF protection; rate limiting; strict browser security headers |
| CC6.7 | Protecting data in transit | TLS on every external connection; local-only traffic between application and agents |
| CC6.8 | Preventing unauthorized software | Digest-pinned immutable images; read-only role definitions; pinned dependencies with automated updates |
| CC7.1 and CC7.2 | Monitoring and detection | Health and readiness checks; 15-minute fleet reconciliation; alerting; append-only audit log of operator and sensitive administrative actions |
| CC7.3 to CC7.5 | Incident response and recovery | Operator triage procedures; automatic rollback; manual, reversible restores rehearsed in staging |
| CC8.1 | Change management | Tracked work items; branch and pull request flow with human merge approval; staged promotion through development, staging, and production; canary rollouts |
| CC9.2 | Vendor and business partner risk | Infrastructure providers selected for independent SOC 2 Type II and PCI DSS Level 1 attestations |
| A1.2 and A1.3 | Availability, backup, and recovery | 60-day volume snapshots; snapshot before every change; weekly full and daily quick off-platform archives; restore drills |
| C1.1 and C1.2 | Confidentiality and disposal | Per-customer encryption keys; secrets never logged or returned; retention limits; credential deletion on disconnect; deprovisioning after cancellation |
| P series | Privacy | Data used only to operate your agents; retention schedule; published privacy policy |
Answers about isolation, encryption, SOC 2 alignment, and data retention. For product questions, see the main FAQ.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.