NEW: Answer security questionnaires from your docs

Every buyer document, from approved facts

Decks, briefs, business cases and buyer pages for each deal. Fix a fact once and every shared link updates.

Works with the tools you already use

Your files become sources, your CRM brings the deal, and buyer questions reach Slack.

Google Drive
Microsoft 365
Salesforce
Slack

Everything your team needs to answer a buyer, from first call to procurement.

Discovery

Know what the buyer needs before you write

Each requirement comes from the buyer's own words, with its proof or the gap.

Evaluation

Your draft is ready when the evaluation starts

Every sentence cites its approved source. What has no proof stays out, and nothing goes to the buyer until you approve.

Decision

See which file each deal is waiting on

What was shared, what the buyer opened, what needs an update.

Change

When a fact changes, see every place it was used

Review the edits deal by deal; keep local wording with a reason.

Approve a fact once. Use it in every deal.

Bring your sources

Website, security docs, past proposals and call notes.

Approve each claim once

Every fact keeps the passage it came from and its version history.

See the claim library

Draft for the buyer

Briefs, decks, spreadsheets and pages, reviewed before anything is shared.

Fewer tools. One set of facts.

C4fx58% of members were on passkeys within 90 days at a regional credit union.

	A	B	C	D
1	ID	Question	Answer	Source
2	Q12	Is member sign-in phishing resistant?	Yes. A passkey only works on the credit union’s real domain.	Security review deck
3	Q13	When are members asked for an extra step?	Only for a new device, new payee or unusual amount.	Security review deck
4	Q14	What passkey adoption do your customers see?	58% of members were on passkeys within 90 days at a regional credit union.	Customer benchmark 2026
5	Q15	How often would members be asked to step up?	1 in 40 logins, in a policy simulation on a credit union’s login data.	Policy simulation
6

Cobalt Credit UnionSources

Security questionnaires

Answer from approved claims, each one tied to its source.

ReplacesVanta SafeBase Conveyor

Business cases
Briefs, one-pagers and business cases as DOCX or PDF.
Decks
Check every slide and its sources before it goes out.
Buyer pages
Share a link that keeps the version you sent.

Every deal step starts with a draft.

A technical evaluation starts
Reads the deal: buyer emails, call notes and the evaluation request. Matches each requirement to approved proof and drafts the kit.

Nothing is published until a person approves it. Governance