How It Works
Import or manually add your portfolio companies with investment dates and amounts.
Send personalized survey links to founders. They enter demographic info securely.
One click generates your DFPI-compliant annual report, ready for submission.
Security First
Demographic data is sensitive. We built SB54 Comply with security at every layer, so founders and VCs can trust that their information is protected.
All PII uses AES-256 encryption. Data is encrypted before it even leaves your browser.
Built with enterprise compliance requirements in mind from day one.
Every data access is logged and timestamped for regulatory review.
Data Ownership
Founders retain full control
State Reporting
Only aggregates shared with DFPI
Record Retention
5 years per SB 54 requirement
Mark your calendar
Critical SB 54 Deadlines
March 1, 2026
DFPI Registration Due
April 1, 2026
First Annual Report