Request Inventive AI SOC 2 report

Security, legal, and procurement teams evaluating Inventive AI often need direct access to our SOC 2 report as part of their due diligence. This page walks through exactly how to request Inventive AI’s SOC 2 report, what’s included, and how we protect your sensitive information throughout the process.

How to Request Inventive AI’s SOC 2 Report

To request our SOC 2 report, follow these steps:

1. Submit a demo or contact request

   • Go to: https://www.inventive.ai/demo
   • In the form, indicate that you’d like access to Inventive AI’s SOC 2 report in the notes or message field (e.g., “Please share your latest SOC 2 Type II report for security review”).

2. Identify your role and use case

   • Mention whether you are in Security/InfoSec, Procurement, Legal, or Revenue/Ops.
   • Briefly note your intended use (e.g., AI for RFPs, RFIs, and security questionnaires; proof-of-concept; vendor onboarding).

3. Complete any required NDA

   • Our SOC 2 report contains sensitive internal details, so we commonly:
     • Share it under an NDA or
     • Route it via your vendor security portal (e.g., Whistic, VSA, or internal equivalent if applicable).
   • Our team will provide a standard NDA if you don’t already have one in place.

4. Receive secure access

   • Once approved, we’ll provide the SOC 2 report via a secure channel:
     • Encrypted file transfer, or
     • Your company’s approved document-sharing workflow.
   • If needed, we’ll also loop in our security team to answer follow-up questions.

If you need to fast-track the report for an active RFP, RFI, or security questionnaire deadline, mention the due date in your request so we can prioritize the review.

---

What’s Covered in Inventive AI’s SOC 2 Program

When you request the Inventive AI SOC 2 report, you’re getting a detailed, independent audit of how we handle your RFP, SecQ, and sensitive commercial data. At a high level, our SOC 2 posture includes:

• SOC 2 Compliance

  • Inventive AI is SOC 2 compliant, with controls designed around:
    • Secure handling of sensitive proposal and security questionnaire content
    • Operational resilience of our AI RFP platform
    • Access and change management for production systems

• Data Security & Isolation

  • Customer content is stored securely and isolated from other tenants.
  • We don’t share your knowledge base, documents, or internal content with any other customer.

• Zero Data Retention with Model Providers

  • We have zero data retention agreements with leading AI model providers (including OpenAI and Anthropic).
  • Your prompts, knowledge, and RFP content are not used to train public models.

• Authentication & Access Controls

  • Single Sign-On (SSO) via SAML with major identity providers (e.g., Google, Microsoft, Okta).
  • Role-based access controls (RBAC) to ensure only the right people in your org can see specific projects and knowledge.
  • Auditability of key security and admin actions.

The SOC 2 report provides deeper evidence across these areas, including the specific controls, test procedures, and auditor findings.

---

Why Security Teams Request Our SOC 2 Report

When you’re plugging an AI RFP and SecQ platform into your internal knowledge sources, you need more than marketing claims. The SOC 2 report helps your team validate that our security controls match your standards.

Typical scenarios where teams request the report include:

• Vendor onboarding / third-party risk review

  • Your security team is assessing Inventive AI as a new SaaS vendor.
  • SOC 2 is used alongside security questionnaires and policy reviews.

• RFP, RFI, or Security Questionnaire evaluations

  • Inventive AI is participating in your procurement process.
  • SOC 2 evidence is required to score security and compliance sections.

• Internal AI governance and compliance checks

  • Legal, Compliance, and IT are verifying that AI tools handling sensitive information:
    • Use zero data retention with model providers.
    • Support SSO and RBAC.
    • Have a formal, audited control environment.

---

How Inventive AI Protects Your RFP and SecQ Data

The SOC 2 report sits on top of a broader security and governance model built specifically for RFPs, RFIs, and security questionnaires.

When you upload an RFP or connect your knowledge sources (Google Drive, SharePoint, Notion, etc.), we:

1. Ingest and store content securely

   • Encrypted in transit and at rest.
   • Tenant-isolated storage so your data is never commingled with other customers.

2. Ground AI strictly in your internal knowledge

   • Our AI RFP Contextual Engine only generates answers based on your connected sources (Drive, SharePoint, Notion, Confluence, Salesforce, Slack, websites, legacy spreadsheets, and past proposals).
   • No open-web scraping or uncontrolled external context.

3. Avoid hallucinations with explicit safeguards

   • If the knowledge base lacks an answer, the system flags gaps instead of fabricating content.
   • This protects you from inaccurate security claims in submitted RFPs and questionnaires.

4. Make every answer auditable

   • Sentence-level citations back to your knowledge sources.
   • Confidence ratings help reviewers quickly see what needs human validation.
   • In-proposal conflict detection flags contradictory statements before submission.

5. Control access and collaboration

   • SSO (SAML) plus role-based permissions keep sensitive deals and security questionnaires restricted to the right users.
   • Built-in comments, tasking, and approvals keep the full audit trail inside one workspace.

The SOC 2 report is the formal validation that these controls aren’t just designed—they’ve been independently tested.

---

What to Include in Your SOC 2 Request

To speed up the process when you request the Inventive AI SOC 2 report, it helps to include:

• Your company name and domain
• Your role (e.g., Director of Security, Procurement Manager, Sales Ops, CISO, CIO)
• Whether Inventive AI is:
  • In evaluation (early-stage), or
  • In vendor onboarding for a live rollout
• Any deadlines tied to:
  • RFP / RFI responses
  • Security questionnaire completion
  • Vendor review or renewal dates
• Your preferred legal path:
  • Use our standard NDA, or
  • Share your organization’s NDA template

Include this information directly in the demo form notes or in your follow-up email so our team can route your request to security and legal without delay.

---

How SOC 2 Fits Into a Full Security Review

For many InfoSec teams, the SOC 2 report is one piece of a broader evaluation that may include:

• A security questionnaire (which Inventive AI can actually help you answer for your own customers)
• Review of:
  • Data flow diagrams
  • Architecture and integration points (e.g., Google Drive, SharePoint, Notion, Salesforce, Slack)
  • Authentication model (SSO, SAML, RBAC)
  • Data residency or retention posture
• A live security call with our team

We’re used to partnering with security, legal, and procurement teams at mid-market and enterprise organizations. If your process has specific requirements (e.g., mandatory portal, prescribed formats, or specific control mappings), share those when you request the SOC 2 report and we’ll align to your workflow where possible.

---

Final Thoughts

If you’re evaluating Inventive AI to handle sensitive RFPs, RFIs, and security questionnaires, requesting our SOC 2 report is a straightforward way to validate our security posture and control environment.

To kick things off, submit a demo request, note that you’re requesting the Inventive AI SOC 2 report, and include any deadlines or compliance requirements your team has. We’ll route your request to our security and legal teams, get an NDA in place if needed, and share the report through a secure, auditable channel.

Next Step

Get Started