FAQ
Frequently asked
questions.
Don't see your question? Use the contact form — every message is answered by a person on the team, not a ticket queue.
About TrustDeck
- Who builds TrustDeck?
- TrustDeck is an independent, bootstrapped software company focused exclusively on data rooms for project finance and emerging-market infrastructure deals. The team has spent years on the deal side of DFI diligence — the product is built from that experience. We are onboarding our first design partners in renewables and infrastructure now.
- How is it different from Datasite, Intralinks, Firmex, Papermark?
- Generic VDRs are built around mid-market M&A in New York and London. They're excellent at that — but none of them ship pre-loaded diligence templates for IFC Performance Standards, Equator Principles, or REIPPPP, and none of them have native Lender's Technical Advisor workspaces. The PF wedge is the difference.
- Is this a side project or a real product?
- Real product. The application can already run a full deal end-to-end — workspace-isolated auth, NDA-gated rooms, document version history, threaded Q&A with auto-routing, immutable audit log, diligence templates, LTA workspaces. We're in production, not in research.
Project finance specifics
- Which diligence frameworks are pre-loaded?
- IFC Performance Standards 1-8, Equator Principles 4 (2020 update), and the REIPPPP submission structure ship as system templates. ATIDI, MIGA, and World Bank ESF are on the roadmap; tell us which you need next.
- Can I customise a diligence template?
- Yes. Workspace admins create custom templates from scratch or by copying a system template, edit them as a Markdown-ish outline (sections, items, optional flags, stream tags), and apply them to a room. The applied template materialises into editable sections and items per room — your edits there don't affect the master template.
- How do LTA workspaces work?
- Each room can have one or more Lender's Technical Advisor (LTA) engagements. LTA team members are added as room members with role 'lta'; they land on a scoped portal showing their engagement, assignments, and routed Q&A — not the full deal-stat overview internal teams see.
- Can external counterparties really see only what I want them to?
- Yes. Every external invite is magic-link gated behind your NDA. Per-member access toggles (download / print / forward) ship on every paid tier, with revoke + expiry controls. Workspace admins can revoke access at any moment with an audit trail.
Security & compliance
- What's your security posture?
- Workspace-isolated Row-Level Security at the database layer, MFA (TOTP + recovery codes) on every account, immutable append-only audit log with insert-only triggers and REVOKE on UPDATE/DELETE/TRUNCATE. SOC 2 audit on the roadmap.
- Where is my data stored?
- EU (Ireland) by default — documents live in Cloudflare R2, metadata in Supabase Postgres. Additional residency regions are available on Enterprise by arrangement.
- Can I export everything?
- At any moment. Workspace admins can download a full room export — every current document, laid out by folder, with a manifest of versions and checksums — as a ZIP from room settings, and the complete audit log as CSV. We never hold your data hostage.
- NDA acceptance evidence?
- Every NDA acceptance is recorded as an immutable row capturing IP address, user agent, timestamp, signature method, and a frozen copy of the rendered HTML the user saw. Show the court exactly what was agreed, even if the template was later edited.
Setup & support
- How long does setup take?
- Under two minutes from sign-up to a working room. Drag-drop your first document, send your first NDA-gated magic-link invite. No procurement, no professional services.
- Do you offer onboarding help?
- Self-service on Free / Starter / Professional. Project Finance tier includes a 60-minute onboarding session with a project finance veteran. Enterprise gets a named customer success manager.
- Support response times?
- Free: best effort. Paid tiers: priority email with a next-business-day target — in practice usually much faster. Project Finance and Enterprise get a named contact on the founding team; formal SLAs are agreed on Enterprise contracts.
- API access?
- On the roadmap — programmatic access is how we plan to ship integrations like deal-CRM sync and bulk migration. If an API would unblock your team today, tell us via the contact form: design partners get early access.
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