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Financial Services

Exam-ready files, receipted end to end.

Fund launches, regulatory exams, and audits all run on documents: K-1s, 1099s, subscription documents, policies, and correspondence records. VDRPros reads and seals the set locally in your browser during the first pass, builds the evidentiary index, and flags gaps with citations.

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14-day free trial. No credit card required. First-pass review runs locally in your browser.

Why teams choose VDRPros

The same engine runs every workspace: local first pass, hash-sealed intake, cited findings, and a drafted report you can verify.

Exam prep without the scramble.

The evidentiary index keeps policies, filings, investor records, and supporting materials organized by content. When a regulator or auditor asks, the answer is an export, not a project.

Every intake action receipted.

Each finding carries a signed receipt naming the agent, task, evidence page and quote, file hash, and status. The receipts log classifies every intake action as ALLOW, SOFT, or HARD with reasons and hashes, so the review itself is auditable.

A governance scope you can show.

The Workspace Boundary panel records mode, industry pack, use cases, jurisdiction, and role capabilities as a client-side audit record, so the frame the review ran under is documented, not remembered.

The document work around AML and KYC.

Onboarding and client files classify by content, with flags for missing signatures, expired documents, and unredacted PII, each cited to page. Findings are drafted for professional review; compliance determinations stay with your team.

Sensitive files reviewed locally.

The first pass runs in your browser during initial review, and no model training happens on your data. You decide what leaves your browser, when, and for whom.

Straight answers

Does it make compliance determinations?

No. It organizes documents, flags defects with citations, and drafts findings for professional review. Reports stay in Draft mode until a person finalizes them.

Can we prove a file has not changed since intake?

Re-verify its SHA-256 seal against the value recorded at intake. A match confirms integrity; a mismatch is immediately visible. Seals are printed in the report appendix and the seal history is exportable.

How does it help before an SEC or FINRA exam?

It gets the document set in order: an index built around your categories, gaps flagged with citations, and reports that export for your counsel and consultants. It does not certify exam outcomes, and we make no such claim.

Walk into the exam with the record already built.

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14-day free trial. No credit card required.
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