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Helix integrates security operations tools into a single platform, allowing organizations to detect threats, respond effectively, and manage security incidents within one interface.
Specialized security tools protecting sensitive deal information, portfolio company data, and limited partner communications.
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Multi-factor Authentication (MFA) Requires users to verify identity using multiple credentials for critical systems. |
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Single Sign-On (SSO) Support Allows seamless, secure access to multiple systems using one set of credentials. |
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Role-Based Access Control (RBAC) Assigns system permissions based on job role to enforce least-privilege access. |
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User Provisioning and De-provisioning Speed Time required to add or revoke user access upon onboarding or departure. |
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Privileged User Monitoring Tracks activities of high-access users for early detection of misuse. |
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Audit Trail Retention Period Length of time that records of user access and changes are kept. |
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Integration With Directory Services Can synchronize with corporate directories (e.g., Active Directory, LDAP). |
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Self-Service Password Reset Allows users to securely reset passwords without admin involvement. |
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Account Lockout Threshold Number of failed login attempts allowed before an account is locked. |
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Mandatory Password Expiry Enforces periodic password changes to reduce the risk of compromise. |
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In-Transit Encryption Utilizes strong cryptographic protocols (e.g., TLS 1.2+) for data moving across networks. |
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At-Rest Encryption Ensures stored data in databases and file systems is encrypted. |
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End-to-End Encryption for Communications All communication channels (email, messaging, file transfer) support end-to-end encryption. |
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Encryption Key Management Automated and audited management of cryptographic keys. |
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Granularity of Data Encryption Defines whether encryption is file-level, database-level, or field-level. |
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Hardware Security Module (HSM) Integration Supports securing keys within HSMs for added protection. |
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Secure File Sharing Enables secure, encrypted document sharing with third parties or LPs. |
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Data Loss Prevention (DLP) Monitors and blocks unauthorized data transfers inside and outside the organization. |
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Real-time Data Encryption Speed The speed at which the system can encrypt or decrypt data in real-time. |
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Compliance with Industry Encryption Standards Effectively meets standards such as FIPS 140-2/3 or ISO/IEC 27001. |
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Real-time Threat Detection Ability to identify threats as they occur using AI/ML and signature-based detection. |
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Automated Incident Response Workflows System can automatically respond to certain threat types to contain damage. |
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Security Event Log Retention How long security events/logs are retained for forensic analysis. |
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Integration with SIEM (Security Information and Event Management) Ability to feed data to SIEM platforms for correlated analysis. |
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Alert Notification Time Maximum time between threat detection and alerting security staff. |
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24/7 Monitoring Security monitoring is available at all times, not just business hours. |
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Customizable Threat Signatures Can create and tune custom detection signatures for sector-specific threats. |
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Phishing Detection and Prevention Alerts users and blocks suspicious communications targeting credentials. |
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Incident Response Playbooks Pre-defined, customizable workflows for different incident types. |
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Mean Time to Detect (MTTD) Average time between threat occurring and being discovered. |
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Encrypted Messaging Internal and external chat/messages are encrypted at rest and in transit. |
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Secure Video Conferencing Video meetings use encryption and access controls to protect confidentiality. |
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Encrypted Email Integration Email solutions support encrypted delivery and attachments. |
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Customizable Access Policies for Communications Ability to restrict communication tools usage by user or group. |
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Automated Message Retention Policy Controls how long communication records are kept and when they are deleted. |
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Message Recall or Revocation Capability to retract messages sent in error. |
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Digital Signatures on Communications Ensures authenticity and non-repudiation for critical messages. |
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Watermarking Confidential Messages Messages can be automatically watermarked for traceability. |
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External Participant Verification Verifies the identity of external recipients in communications. |
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Communication Channel Redundancy System supports alternative communication methods in case of outages. |
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Comprehensive Audit Logs Records all relevant system and user activities for auditing purposes. |
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Customizable Reporting Dashboards Flexible dashboard tools for real-time monitoring and historical analysis. |
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Automated Compliance Reports Generates reports for regulatory and LP compliance needs. |
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Log Integrity Monitoring Detects if audit logs have been tampered with. |
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API Access to Logs Logs and reports accessible via standard APIs. |
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Alert Customization Users can define thresholds and triggers for alerting. |
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Log Retention Period Set length of time all logs are retained for compliance. |
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Anomaly Detection in User Activity Automatically highlights unusual user behavior for investigation. |
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Scheduled vs Real-time Reporting System can provide both scheduled and real-time reports. |
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Audit Log Search/Filtering Speed Rate at which logs can be queried for specific events. |
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Compliance Certifications Dashboard Displays current compliance certifications (e.g., SOC 2, ISO 27001). |
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GDPR Support Product supports General Data Protection Regulation for EU LPs and companies. |
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California Consumer Privacy Act (CCPA) Support Compliant with CCPA for handling California data subjects. |
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Automated Data Subject Requests Can handle right-to-access, right-to-be-forgotten, and correction requests. |
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Audit-trail for Compliance Actions Proof of compliance actions is logged and accessible. |
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Data Residency Controls Can restrict data storage and processing to certain jurisdictions. |
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Policy Change Alerting Alerts administrators when compliance policies change or are updated. |
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Compliance Report Generation Speed Time required to produce a full compliance report for auditors. |
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Customizable Data Retention Policies Allows organizations to define bespoke regulatory retention periods. |
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Vendor Risk Assessment Integration Integrates third-party assessments into compliance reporting. |
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Open API Availability Product offers open APIs for extensibility and automation. |
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Integration with Document Management Systems Works seamlessly with DMS like Box, Dropbox, SharePoint. |
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CRM Integration Works with Salesforce and other CRM systems for LP and portfolio tracking. |
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Automated Data Sync Frequency How frequently data is automatically synchronized across platforms. |
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Support for SAML/OAuth Connectors Allows secure identity federation across multiple SaaS tools. |
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Marketplace of Pre-Built Integrations Catalog of out-of-the-box plugins and connectors. |
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Custom Integration Toolkit Offers SDKs/libraries for custom workflow integration. |
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Real-time Integration Monitoring Notifies when integrations fail or are at risk. |
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Versioning and Backward Compatibility Ensures integration APIs remain available across product upgrades. |
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Granular Integration Permissions Permissions for integrations can be defined by user or group. |
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Automated Backups Scheduled, automatic backups of all critical data. |
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Backup Frequency How often backups are taken. |
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Recovery Point Objective (RPO) Maximum acceptable age of files in backup, indicating potential data loss time window. |
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Recovery Time Objective (RTO) Maximum acceptable time to restore systems after a failure. |
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Encrypted Backups All backup data is encrypted during storage and transit. |
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Geo-Redundant Backup Storage Backups are replicated in multiple data centers or regions. |
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Disaster Recovery Playbooks Pre-defined procedures for different disaster scenarios. |
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Backup Restore Testing Frequency How often backup restores are tested for integrity. |
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Granular Restore Capability Can restore individual files, folders, or full systems. |
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Automated Failover Support Enables seamless transition to backup systems automatically. |
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Context-aware Access Controls Adapts access policies based on user location, device, or time. |
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User Activity Feedback System provides immediate visual/audible feedback for security events (e.g., successful login, warning for suspicious activity). |
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Security Warnings/Explainability Clear and actionable security warnings for users. |
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Adaptive User Training Prompts In-app security learning for users when risky behaviors are detected. |
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Minimal Security Task Completion Time Low latency for users performing security actions (e.g., reviewing access requests). |
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Accessibility Support in Secure Workflows Features and workflows accessible to all users, including those with impairments. |
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Integrated Secure Approval Processes Enables approvals for sensitive actions within secured workflows. |
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Session Timeout Configuration Customizable length before automatic user logout due to inactivity. |
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Mobile Security Features Appropriate controls and protections for mobile users. |
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Frictionless Delegated Access Temporarily delegate access securely and efficiently. |
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Third-party Risk Assessment Automation Automates evaluation and scoring of third-party risk. |
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Vendor Access Control Restricts and monitors vendor/outsourced IT access to systems and data. |
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Continuous Vendor Security Monitoring Monitors ongoing risk from vendors (e.g., dark web exposure, breaches). |
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Vendor Security Questionnaire Management Centralizes collection and review of security documentation from vendors. |
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Vendor Breach Notification Speed Time between vendor-reported security incidents and notifications to your firm. |
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Vendor Data Segmentation Ensures vendor access is limited to specific, well-defined areas and data sets. |
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Automated Vendor Offboarding Instant removal of vendor access once a contract ends. |
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Vendor Cost Monitoring Tracks and manages the cost of vendor cybersecurity services. |
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Vendor Contract Compliance Flags Alerts for upcoming expirations, lacking attestations, or non-compliance. |
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Portfolio Company Security Guidance Tools Provides tools or frameworks for portfolio companies to follow security best practices. |
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