Security
Built for data your firm is accountable for.
A deal record holds financials, documents, and the numbers you report to an investment committee and to LPs. Hakina treats it with the access controls and accountability an institution expects.
01Access
Who can see and do what.
Roles and permissions
Access scoped to the seat, not the person.
Role-based access decides what each seat can see and do, from full underwriting to read-only. Viewer and Auditor seats are free, so the whole committee can look without anyone getting edit rights they shouldn't have.
- Roles
- Permissions
- Viewer / Auditor
Single sign-on
Sign in through your identity provider.
SSO lets your team authenticate through the provider you already run, so access follows the same joiner-and-leaver process as the rest of your stack.
- SSO
- Identity provider
Isolation
Your firm's data stays your firm's.
Every organization's deals, documents, and records are isolated. Your data is never pooled with another firm's, and it is never sold or used to train anything.
- Per-org isolation
- Your data
02Accountability
A record that can answer for itself.
Audit trail
Every change, back to a name and a date.
The audit trail records who did what and when across the record, and exports for your own compliance file. A committee, an LP, or an auditor can see how a number came to be.
- Audit trail
- Who and when
- Export
Versions
Nothing is overwritten in the dark.
Every underwriting is versioned with a full edit history you can restore. Accepting a deal locks the baseline it was approved on; revising it later is a deliberate, recorded act.
- Versions
- Edit history
- Accept and lock
03Data handling
Encrypted in transit, access on least privilege.
Data is encrypted in transit, hosted on managed cloud infrastructure, and reachable internally only on a least-privilege basis. For your vendor review, we will walk your team through our full security posture, subprocessors, and data-processing terms.