Control
Built for work
that can't be wrong.
The person who signs always knows where each number came from, who reviewed it and where it ran.
Control
Every number can be checked.
Citations to the page
Every figure in an output links to the document and page it came from. Reviewers check the source in one click instead of searching for it.
Review before anything leaves
Dave prepares. People decide. Outputs wait in a review queue, and sending, sharing or filing needs an approver.
Nothing leaves without a named approver.
Traceability for each deal
Who asked, what Dave did, what changed and who approved it are recorded per deal, so any output can be reconstructed afterwards.
Privacy
Deal information does not leave the firm.
In investment banking and funds, confidentiality is not a feature. A leak can end a transaction. Dave is designed around that.
Documents, deal files and templates stay inside the firm’s environment. They are not shared across clients.
Your content is context for your own deals. It is not used to train any shared system.
Dave only reads what the requesting user may read, and respects deal walls and information barriers.
Deal information is material non-public information. Access, retention and deletion follow the firm’s own policy.
Regulation
Designed for European rules.
Regulated firms in Europe need a vendor that fits their obligations, not one that asks them to work around them.
Data minimisation, purpose limitation, access controls, retention and deletion, and processing inside the EU.
Clear ICT third-party boundaries, logging, incident traceability and an architecture that supports exit and portability.
Human oversight, transparency about when AI produced the work, and records that let the firm explain an output.
These are design principles. Dave is built to support compliance programmes. It does not replace your own compliance assessment, and no certification is implied.
Deployment
Run it where your data lives.
Choose the level of control your firm requires. The product is the same in all three.
Private deployment
Dedicated environment for your firm, hosted in the EU. The fastest way to start.
- Dedicated to one firm
- EU hosting
- Managed by us
Virtual Private Server
Dave runs on a VPS in your own cloud account or your chosen provider, under your access rules.
- Your cloud account
- Your network rules
- Your keys
On-premise
Installed in your data centre, behind your firewall. Documents never leave your network.
- Inside your network
- Your hardware
- Full data residency