Your intelligence is yours — isolated, consented, auditable, and always under human control.
Each request is scoped to your institution inside our shared platform and database. Customer records are not pooled across firms.
Your private relationship graph comes from sources your team provides or authorizes. Separately, research tools can use public web and licensed data sources.
Research workflows retain source links and provenance where the underlying source provides them. The product shows missing evidence instead of inventing a citation.
Review-required agent work is staged for a person to approve or deny. Direct user actions and automated operational writes follow their documented workflow.
Role-based access (GP, Ops and read/write roles), a separate platform-admin boundary, and sign-in through your identity provider.
All traffic between your team and CapitalCoda is served over encrypted TLS connections.
This inventory covers services that can process customer-derived data. Which services are active depends on platform configuration, enabled capabilities and the integrations your team authorizes.
Data residency, retention, encryption details, questionnaires — request a security briefing and we'll walk your team through our controls.
We'll walk your team through isolation, access, auditability and our data-handling practices — and answer your questionnaire.