Privacy and Data Security at Shortcut
Your financial models and proprietary data remain private—we don't train on customer files, don't retain uploads, and use ex-banker benchmarks instead of customer data to improve performance

Posted by
Nico Christie
Privacy and Data Security at Shortcut
Financial models contain your most sensitive business information: M&A targets, valuation assumptions, strategic plans, proprietary methodologies. Trusting an AI tool with this data requires absolute certainty about how it's handled.
Shortcut's approach is simple: your data stays yours. We don't train on it, don't store it longer than necessary, and never share it with third parties.
What We Don't Do
🚫 No Training
Your uploaded files, proprietary data, custom templates, and style guides are never used to train our AI models.
🚫 No Retention
File uploads automatically deleted after 30 days. Temporary processing data cleared immediately after each request.
🚫 No Sharing
Your models aren't sold to data aggregators, shared with marketing partners, or used to train third-party AI systems.
How We Improve Without Your Data
Ex-Banker Benchmark Team
We employ former analysts from Goldman Sachs, Morgan Stanley, KKR, Blackstone, and other top firms who create realistic financial modeling tasks and manually build "gold standard" solutions to every level of detail.
Proprietary Agentic Verification
Specialized AI systems assess Shortcut's performance at scale: formula validators, formatting verifiers, completeness checkers, and accuracy auditors run on every output.
Security Measures
🔒 Encryption
- • All data encrypted in transit (TLS 1.3)
- • All data encrypted at rest (AES-256)
- • Encryption keys via AWS KMS with rotation
✓ Compliance
- • SOC 2 Type 1 compliant
- • GDPR compliant for European users
- • CCPA compliant for California users
- • Regular third-party security audits
📜 Full Privacy Policy
For complete details on data handling, retention, and your rights, see our full privacy policy at: https://www.shortcut.ai/privacy
Questions about privacy or security?
Contact Security Team