Trust Center

Security, confidentiality and corporate transparency.

Independent advisory work depends on trust. This page consolidates the third-party validations of our infrastructure, the controls we apply to transaction data, our corporate identification and the channels through which security researchers and clients can reach us.

02 — Transaction Data Protection

Controls applied to every mandate.

Confidentiality is a discipline, not a clause. The controls below are enforced for every client engagement, from preliminary discussions through closing and post-closing record retention.

  • Mandatory NDA for access

    Every counterparty signs a non-disclosure agreement before any project material is shared.

  • Granular permission control

    Permissions are scoped per user, per document and per project phase.

  • Document watermarking

    Sensitive files are dynamically watermarked with the recipient's identity and timestamp.

  • Download auditing

    All downloads are recorded with user, IP, document and timestamp.

  • Immediate access revocation

    Access can be revoked in real time — including for files already opened.

  • Full activity logs

    Tamper-evident logs of every view, print, download and share are retained for the life of the mandate.

  • Per-user restricted sharing

    Sharing is disabled by default; secondary distribution requires explicit partner approval.

03 — Corporate Identification

Who you are contracting with.

Legal name
Apeltrys Serviços Administrativos Ltda
CNPJ
56.005.202/0001-80
Registered address
Av. Paulista 1106, sala 01, 16º andar — São Paulo, SP, Brazil
Ownership structure
100% nationally owned (Brazil)
Applicable jurisdiction
Federative Republic of Brazil
Institutional contact
societario@apeltrys.com
04 — Track Record

Scale of the platform.

Active mandates
30+ live projects
Aggregate transaction volume
> US$ 1 billion
Strategic & financial investors reached
3,000+
Geographic coverage
Latin America, United States, Canada, Europe, Israel, United Kingdom & Ireland
05 — Operational Status & Incidents

Uptime and security incident history.

Status
All systems operational

Public website, secure deal-room infrastructure and client communication channels are monitored continuously. Incidents are published here as they are confirmed.

Security incident history
No incidents recorded

Apeltrys Advisors has had no confirmed security incidents to date. Any future incident affecting client data will be disclosed here, in writing to affected counterparties, and to the competent authorities as required by applicable law.

06 — Responsible Disclosure Policy

Reporting a vulnerability.

Apeltrys Advisors welcomes reports from security researchers, clients and the public regarding potential vulnerabilities in our digital assets. We commit to acting in good faith toward anyone who reports an issue through the channels described below.

Our commitments
  • Acknowledge receipt of valid reports within five business days.
  • Provide an initial assessment and indicative remediation timeline within fifteen business days.
  • Not pursue civil or criminal action against researchers acting in good faith and within the scope of this policy.
  • Credit reporters publicly when remediation is complete, with their consent.
In return, we ask researchers to
  • Give us a reasonable opportunity to remediate before any public disclosure.
  • Avoid accessing, modifying or destroying data that does not belong to them.
  • Refrain from denial-of-service testing, social engineering of our staff, or physical attacks against our offices or counterparties.
  • Comply with all applicable laws, including the Brazilian General Data Protection Law (LGPD).
07 — Vulnerability Disclosure Program

How we handle reports internally.

  1. Step 01
    Intake

    Reports received via security@apeltrys.com or the anonymous whistleblowing channel are triaged within one business day by the security contact.

  2. Step 02
    Validation

    Findings are reproduced in a controlled environment and classified by severity using CVSS v3.1.

  3. Step 03
    Remediation

    Critical and high-severity issues are remediated within 7 and 30 days respectively. Medium and low-severity findings follow the next quarterly maintenance window.

  4. Step 04
    Verification

    Fixes are independently re-tested before closure. The reporter is invited to confirm the remediation.

  5. Step 05
    Disclosure

    Once remediated, findings may be disclosed in coordinated fashion with the reporter, including CVE assignment where relevant.

  6. Step 06
    Post-mortem

    Significant findings trigger a written post-mortem with structural fixes, retained as part of our internal control library.

08 — Security Contacts

How to reach us, securely.

Dedicated security contact
security@apeltrys.com

Direct channel for vulnerability reports, security inquiries and audit requests.

Anonymous whistleblowing
Hushline channel

For sensitive disclosures requiring anonymity, use our Hushline channel at tips.hushline.app/to/apeltrys. Messages are end-to-end encrypted.

PGP key
Not currently published

Apeltrys does not currently publish a PGP key. For confidential communication please use the Hushline channel, which provides equivalent end-to-end encryption without key-management overhead for the reporter.

09 — SOC 2 Roadmap

Path to formal attestation.

Apeltrys Advisors is not yet SOC 2 certified. The roadmap below sets out the path we are following toward Type I and Type II attestation, and is shared in the interest of transparency.

  1. Q3 2026
    Phase 1 — Readiness

    Scoping exercise, control gap analysis and selection of a Big-4 audit firm. Internal policies aligned to the Trust Services Criteria (Security, Confidentiality, Availability).

  2. Q4 2026 – Q1 2027
    Phase 2 — Remediation

    Implementation of identified controls: access governance, vendor risk management, incident response runbooks, business-continuity testing and continuous monitoring tooling.

  3. Q2 2027
    Phase 3 — SOC 2 Type I

    Point-in-time attestation of control design. Report shared with clients and counterparties under NDA.

  4. Q4 2027 – Q1 2028
    Phase 4 — SOC 2 Type II

    Twelve-month observation window covering operating effectiveness, followed by Type II attestation.

The dates above are indicative and may shift based on auditor availability and the completion of remediation milestones. This page will be updated as each phase concludes.