Real-time data protection for the modern endpoint
Protect your client data, deal materials, and the proprietary models financial work runs on.
Bold runs AI on the device to classify data by meaning and stop risky actions before data leaves.
Why the endpoint
In the AI era, more and more work happens directly on the device. Especially financial work.
Financial data gets downloaded, modeled, reworked, and shared there, and that is where exposure becomes real.
A banker emails a confidential deal model to the wrong external recipient.
A private equity associate copies portfolio data into a public AI tool during diligence.
An analyst shares research to a personal account or the wrong tenant.
A deal team keeps client data and financial models in large local spreadsheets.
The endpoint is the one layer where data sensitivity, intention, and the action itself come together.
Controlling risk there is what makes prevention possible before data leaves the institution.
Where Bold fits
Bold runs alongside the security investments you already have and reaches the data risk those tools cannot.
What Bold delivers
Accidental exposure, insider misuse, and email misdelivery stop in the moment, not after.
Local spreadsheets, models, and downloaded deal files are found, classified, and protected locally.
No regex means any client PII, financial model, research, deal info, or proprietary IP, is in scope.
No file content is sent anywhere, and the metadata Bold receives can be masked.
Evidence is encrypted and stored in your own cloud tenant. Your keys, your access.
Behavioral history, data interactions, and lineage arrive already attached to the incident.
Bold's endpoint agent runs small language models at under a third of the footprint of legacy agents.
How Bold works
Bold runs AI locally to understand data, analyze intention, and prevent risk in real time.
See every deal file and model
Bold lives on the endpoint and sees everything: every channel, every app, every deal file, every workflow. No API gaps, no blind spots, including the desktop apps network tools cannot see.
Know what the file is and why it is moving
Bold’s AI classifies data by meaning and reads the intention behind every action: whether a file is a working deal model or a published research note, where it came from, who is moving it, their role, and their risk profile.
Stop the model before it leaves
Bold acts in real time, redirecting a client list headed for a personal account or blocking a deal model on its way to an unmanaged AI tool. Most risk is stopped before it ever becomes an alert to triage.
Investigate without rebuilding the story
When something does need review, Bold has the full picture: what the data was, who moved it, where it went. Investigations that took days close in minutes.
Built for locked-down environments
Even in tightly controlled financial environments, risk still appears at the moment of action:
Sensitive data accessed, downloaded, or shared locally
Approved tools used in ways policy cannot anticipate
New tools adopted before security teams hear about them
Exception users operating with elevated or deviated access
Deal teams and executives working with external counterparties
Misaddressed emails sent under time pressure
The outcome
Bold prevents the most common and most consequential forms of exposure at the moment they happen, gives insider risk investigations the data context they have been missing, and protects sensitive information at rest and in motion on every device. Control improves without a cost to performance, privacy, or the controls you already run.
One platform, three use cases
Endpoint DLP
AI Usage Control
Endpoint Insider Risk
