Provider Review Packet v1
A comprehensive overview of VaultCore's platform architecture, data handling practices, tenant model, and operational scope. Designed to answer provider due diligence questions out of the box.
Open resourceOperator Resources
Documentation, checklists, and reference materials for VaultCore tenants and prospective operators. Resources are provided as part of the onboarding and provider review process.
Provider Readiness Documents
These materials are shared during the provider review process. They are structured for provider due diligence and help operators demonstrate operational readiness to data and clearing providers.
Permission Matrix
Detailed breakdown of system access controls, role-based permissions, and data segregation by tenant environment. Used to demonstrate least-privilege access design to providers.
Open resourceData Flow
End-to-end data flow documentation covering how market data, trader records, payout data, and credentials move through the VaultCore platform and its integrations.
Open resourceCredential SOP
Standard operating procedure for credential management, rotation, and access revocation. Covers how VaultCore handles API keys, provider credentials, and internal secrets.
Open resourceFive-Minute Demo Script
A guided walkthrough script for presenting the VaultCore platform to providers and investors in under five minutes. Covers key differentiators, tenant workflow, and platform scope.
Open resourceOperator Launch & Onboarding
These resources are provided to tenants during active onboarding. Contact [email protected] to request access.
Tenant Launch Checklist
A structured pre-launch checklist covering CRM configuration, rules engine setup, trader portal testing, ARK Guard activation, and provider credential verification. Designed to be completed in sequence with your VaultCore onboarding contact. Contact [email protected] to request access during your onboarding.
Security Questionnaire Starter
A pre-filled security questionnaire template covering data handling practices, access controls, credential management, incident response procedures, and system architecture. Used to accelerate provider due diligence reviews and reduce back-and-forth during onboarding. Contact [email protected] to request.
Demo Checklist
A structured guide for scheduling and completing your VaultCore platform walkthrough. Covers what to prepare, key questions to ask, what a live demo covers, and how to evaluate fit for your operation. Provided at no cost to qualified prospective operators. Contact [email protected] to begin.
Need a Specific Resource?
If you're looking for something not listed here, reach out. We tailor onboarding materials to each operator's provider and launch context.
Onboarding & Demo Access
Request checklists, demo materials, and onboarding documents.
[email protected]Compliance & Due Diligence
Request security questionnaires, audit support materials, or compliance documentation.
[email protected]