Request Inventive AI SOC 2 report

Security and compliance teams evaluating Inventive AI often need a current SOC 2 report as part of their due diligence. This page walks through how to request Inventive AI’s SOC 2 report, what’s included, and how InfoSec, procurement, and legal stakeholders can use it to accelerate approvals without slowing down your RFP and security questionnaire workflows.

Inventive AI is SOC 2 compliant and deployed with enterprise-grade security controls, including encryption, role-based access, SSO (SAML), tenant isolation, and zero data retention agreements with leading model providers like OpenAI and Anthropic. The SOC 2 report is one of the core artifacts we share under NDA to validate those controls.

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How to request Inventive AI’s SOC 2 report

To request the Inventive AI SOC 2 report, follow this simple process:

1. Submit a demo or contact request

   • Go to: https://www.inventive.ai/demo
   • In the form, indicate that you’re interested in “Requesting the SOC 2 report” in the notes, security, or additional information field.
   • If you’re already talking to our team, you can also ask your Inventive AI contact directly to initiate a SOC 2 report request.

2. Identify your security / procurement contact

   • Provide the name, role, and work email of the person who should receive the SOC 2 report (typically an InfoSec lead, IT security engineer, or procurement manager).
   • If your organization uses a vendor risk platform or standard questionnaire (e.g., SIG, CAIQ), flag that as well so we can align the SOC 2 sharing process with your existing workflow.

3. Execute an NDA (if required)

   • Because SOC 2 reports contain sensitive details about our internal controls, we typically share them under a mutual NDA.
   • If your company already has an MSA or NDA with us, we’ll use that. Otherwise:
     • We can provide a standard NDA for your review.
     • Or we can review and sign your organization’s preferred NDA.

4. Receive secure access to the SOC 2 report

   • Once the NDA is in place, we’ll share the latest SOC 2 report via a secure, access-controlled channel (typically a secure portal or encrypted link).
   • Access is limited to approved stakeholders (e.g., your InfoSec and procurement teams), and the sharing window may be time-bound according to the NDA.

5. Discuss findings and map to your requirements

   • Your security team can review the report alongside:
     • Our application security documentation
     • Data protection and privacy policies
     • Product architecture and deployment model (multi-tenant SaaS with tenant isolation)
   • If you have follow-up questions, we’ll schedule a security deep-dive with our technical and security leaders to walk through controls, clarify details, and align on any additional requirements.

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What the Inventive AI SOC 2 report covers

While we avoid publishing specific internal details publicly, the SOC 2 report is designed to give you a thorough, third-party-validated view of how Inventive AI protects sensitive content like RFPs, RFIs, security questionnaires, and internal knowledge sources.

Key domains you can expect to see addressed include:

• Security of your data

  • SOC 2–aligned controls governing how your RFPs, security questionnaires, and knowledge base content are stored, accessed, and protected.
  • Confirmation that data is encrypted in transit and at rest, and stored in secured environments with strict access controls.

• Access control and authentication

  • Use of role-based access control (RBAC) to ensure users only see the workspaces, projects, and knowledge sources they’re authorized to access.
  • Support for Single Sign-On (SSO) using SAML, integrated with major identity providers like Google, Microsoft, Okta, and others.
  • Administrative controls for provisioning and deprovisioning users, configuring roles, and enforcing internal security policies.

• Data isolation and multi-tenant protections

  • How we isolate each customer’s data in our multi-tenant architecture.
  • Mechanisms that ensure your content is never shared with other customers, and is logically separated within our infrastructure.

• Zero data retention with model providers

  • Confirmation that Inventive AI has zero data retention agreements in place with key model providers (including OpenAI and Anthropic).
  • This means prompts and responses from your RFPs, security questionnaires, and knowledge hub are not used to train or improve third-party models and are not retained by those providers.

• Change management, monitoring, and incident response

  • Processes for deploying updates safely, monitoring systems for anomalies, and responding to potential security incidents.
  • Guardrails around logging, alerting, and regular review of access and control configurations.

• Vendor management and risk oversight

  • How we evaluate and manage third-party vendors, including cloud infrastructure and AI model providers, against our own security standards.

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Why security teams ask for the Inventive AI SOC 2 report

If you’re considering Inventive AI to handle RFPs, RFIs, and security questionnaires for your organization, your InfoSec team is likely focused on a few core questions:

• Can we trust this system with highly sensitive information?

  • RFPs and security questionnaires often expose internal architecture, security controls, and business strategy. Our SOC 2 report demonstrates that our controls are designed specifically for this sensitivity level.

• How does Inventive AI keep customer knowledge strictly private?

  • The report complements our commitments around:
    • Tenant isolation and content segregation.
    • Zero data retention by model providers.
    • No sharing of your knowledge base with other customers.

• Will this create new risk for compliance and regulatory obligations?

  • SOC 2–aligned controls support your existing frameworks (e.g., ISO, HIPAA, GDPR-related requirements, depending on your industry and obligations) by showing how we handle data protection, access control, and auditing.

• Can we audit and verify what the AI is doing with our data?

  • Inventive AI isn’t a black box:
    • Every AI-generated answer for RFPs and SecQs includes sentence-level citations back to your internal sources (Google Drive, SharePoint, Notion, Confluence, Salesforce, Slack, websites, legacy spreadsheets, and past RFPs).
    • We provide confidence ratings for each response so reviewers can prioritize what to verify.
    • When the knowledge base doesn’t contain an answer, the system flags a gap instead of guessing, which is critical for security and compliance teams.

The SOC 2 report is the formal, third-party validation of these practices and controls.

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How the SOC 2 report supports your vendor risk process

Most organizations have a structured vendor review process before approving tools that touch sensitive data. The SOC 2 report slots into that process alongside other Inventive AI documentation:

1. Initial evaluation

   • Your sales, proposal, or security team identifies the need to automate RFPs and SecQs.
   • You confirm that Inventive AI can connect to your existing systems (Google Drive, SharePoint, Notion, Confluence, Salesforce, Slack, and more) and deliver 10X faster drafts with 95% context-aware accuracy.

2. Security questionnaire + SOC 2 pairing

   • Your security team sends a security questionnaire (or uses your standard SIG/CAIQ/RFI).
   • In parallel, you request the SOC 2 report so your team can validate that our controls align with your standards.
   • Using our own platform, many customers actually run their security questionnaire through Inventive AI to see:
     • How quickly the system drafts responses grounded in their own knowledge.
     • How citations and confidence scoring work in practice.

3. Risk assessment and mitigation

   • Your team reviews the SOC 2 report against internal policies:
     • Network security
     • Access management
     • Data residency and retention
     • Incident response and business continuity
   • Any gaps or exceptions are discussed jointly; if needed, we document compensating controls or additional measures.

4. Approval and rollout

   • Once the SOC 2 review and questionnaire are complete:
     • Security signs off on the risk profile.
     • Procurement finalizes commercial terms.
     • We align on implementation (SSO configuration, knowledge source connections, workspace setup).

5. Ongoing verification

   • SOC 2 reporting and controls are ongoing, not one-and-done.
   • As we evolve the platform (e.g., new AI Agents, expanded integrations), we maintain the same standard of controls and keep customers updated with new reports and documentation as they become available.

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How Inventive AI keeps RFP and SecQ data secure in practice

While the SOC 2 report provides independent validation, it’s useful to understand how those controls show up in day-to-day use of Inventive AI:

• Secure ingestion of sensitive documents

  • You upload RFPs, RFIs, and security questionnaires (PDF, Word, Excel).
  • Files are stored in secured, encrypted storage as part of your tenant.
  • The AI parses and structures questions without ever sending your data to any third party that retains it.

• Unified Knowledge Hub with strict boundaries

  • You connect internal sources like Google Drive, SharePoint, Notion, Confluence, Salesforce, Slack, websites, and spreadsheets.
  • Our AI content manager detects stale, duplicate, or conflicting content across these sources without mixing your data with any other customer.

• Controlled AI drafting

  • The AI RFP Contextual Engine generates answers grounded in your knowledge base.
  • It never pulls from the open web, which reduces leakage risk and keeps responses aligned with approved language and compliance standards.
  • When needed information is missing, the system flags “information gap” instead of hallucinating.

• Auditability and review

  • Every drafted answer has:
    • Sentence-level citations back to your sources.
    • Confidence scores so SMEs and InfoSec can quickly identify which responses need deeper review.
  • This makes it easier to prove to internal auditors and external regulators that your final submissions are traceable and verifiable.

• Role-based collaboration

  • Proposal managers, sales engineers, and InfoSec reviewers work in shared projects with roles and permissions that map to your org structure.
  • Comments, change history, and approvals are logged, supporting your own audit trails.

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When to request the SOC 2 report in your buying journey

To keep your evaluation cycle moving, the best times to request the Inventive AI SOC 2 report are:

• Before a formal trial or pilot

  • If your policy requires security review before test data is loaded, ask for the SOC 2 report as soon as you book a demo.

• Alongside your first security questionnaire

  • When your team sends over a security or privacy questionnaire, request the SOC 2 report at the same time so both can be reviewed in parallel.

• Before adding new business units or regions

  • If you’re expanding Inventive AI from one team (e.g., US sales) to others (e.g., EMEA, APAC, or central InfoSec), your security team may want to refresh its review using the latest report.

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Summary: what you can expect when you request the SOC 2 report

When you request Inventive AI’s SOC 2 report, you can expect:

• Prompt, secured sharing under NDA

  • Access for the right stakeholders in your organization, via a secure channel.

• Clear mapping to your risk and compliance needs

  • A report that aligns with your internal controls around data security, access, and monitoring.

• Aligned with how you actually use the product

  • Controls that reflect real-world RFP and SecQ workflows: uploading sensitive questionnaires, integrating internal knowledge, drafting answers, and exporting submission-ready responses.

This combination—SOC 2–validated controls, zero data retention with model providers, tenant isolation, and auditable AI outputs—is what allows proposal, sales, and security teams to move 90% faster on RFPs and security questionnaires without trading away safety or compliance.

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Request the Inventive AI SOC 2 report

To start the process and request the SOC 2 report for your security and procurement review, book a demo and note your request in the form:

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