Can I gate documents per partner?
NDA-gated documents require a per-request workflow. Each banking partner submits a request, signs the NDA, and receives a watermarked, time-limited download.
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Who's asking
Banking partners, payment processors, broker-dealer counterparties, and enterprise customers with risk teams.
Documents typically shared in Fintech
SOC 2 Type 2 report
PCI DSS AOC
Penetration test report
Business continuity / disaster recovery plan
Cyber insurance certificate
Information security policy
Vendor management policy
AML / KYC summary
What slows down deals today
Bank security teams expect formal release
Sending a SOC 2 over email does not meet the controls bank vendor reviewers expect.
Regulator letters are too sensitive for email
They need NDA, watermark, time-limited access and a clear audit trail.
Annual reassessment is constant
Every banking partner re-audits annually. Without a portal, you re-run the same drill every quarter.
Frequently asked
Does VendorLens support PCI DSS evidence?
Yes — host your AOC, ROC summary and SAQ in the portal. Mark the AOC as NDA-required if your acquirer expects it.
Is the audit log enough for bank vendor reviews?
For most reviews, yes. The log captures NDA signature, request, approval, every view and every download with timestamps.
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