At Benchmark, we understand that securely handling your data is not just a technical responsibility—it's central to building your trust. We serve institutional investors that handle highly sensitive financial information, where one principle has remained unwavering: Security first, always.

This isn't marketing speak. It's the foundation upon which we've built our entire platform, our team culture, and our approach to serving enterprise customers who entrust us with their most sensitive information.

Three Pillars of Security Excellence

While many companies treat security as a checkbox exercise, we've embedded it into our DNA through three fundamental pillars that guide every decision we make:

Proactive Protection means we don't wait for threats to emerge. Our approach centers on 24/7 continuous monitoring, regular security audits, and automated threat detection systems that work around the clock to protect your data.

Complete Transparency ensures you always know how your data is protected. We maintain clear security policies, detailed documentation, full visibility into data handling, and open communication about our security posture.

Uncompromising Standards drive us to maintain enterprise-grade infrastructure with rigorous daily operations, zero shortcuts, and industry-leading practices that exceed minimum requirements.

How We Protect Your Most Sensitive Data

Our data protection philosophy is simple: We handle your data like it's our own. This commitment manifests in three critical areas:

Battle-Tested Protection starts with encrypting your data both in transit and at rest. Each customer's data is completely isolated to prevent cross-contamination, while regular third-party security audits validate our measures. Our zero-trust architecture requires verification for every access request, assuming no user or system is trustworthy by default.

Ironclad Data Privacy ensures your raw data is never used to train models or shared with other customers—it remains exclusively yours. We maintain complete data segregation and anonymization, strict sub-processor controls, and transparent data policies so you always understand how your information is protected.

Complete Control means you maintain full deletion rights across Benchmark and all sub-processors. For example, when an investor receives a deletion request for a deal they've decided not to pursue, we can completely purge all related data from our entire stack—from active systems to backups to sub-processors—with a few clicks.

Enterprise-Grade Infrastructure and Compliance

Our security foundation is built on best-in-class infrastructure with enterprise-grade security controls. We maintain continuous protection through 24/7 vulnerability scanning, automated threat detection, and defined incident response procedures that ensure rapid response to potential security events.

Most importantly, we've achieved and maintained our SOC 2 Type II certification—the gold standard for security, availability, processing integrity, confidentiality, and privacy. This isn't just a badge on our website; it represents rigorous third-party validation of our security practices by independent auditors who verify we meet the strictest industry standards.

Beyond SOC 2, we maintain regular third-party security audits and comprehensive security policy documentation that your technical teams can review by requesting access to our trust center.

Validated by Leading Financial Institutions

Our security approach isn't theoretical—it's been tested and validated through extensive enterprise deployments. We've successfully partnered with institutional investment firms that have the most stringent security requirements, consistently meeting their unique and demanding standards.

These enterprise customers have conducted their own rigorous security assessments, and our track record speaks for itself: we've deployed Benchmark at firms managing $1T+ of capital and built lasting partnerships based on demonstrated trustworthiness. This real-world validation proves our security approach works in the complex, high-stakes environment of enterprise operations.

Ready to dig deeper? Contact our team at security@withbenchmark.com to request access to our trust center and learn how we can protect your organization's most sensitive information.