Case Study: Global Venture Capital Firm protects investor data and regains control with Vera

Securing trust and brand reputation by protecting internal and investor data

Global Venture Capital Firm faced restricted business operations and eroding trust because sensitive investor relations communications and internal financial files lacked protection once shared outside the organization. They had lost visibility and control over documents shared with LPs and needed a solution that worked with their existing Box workflow—so they engaged Vera (vera by HelpSystems) to protect those assets.

Vera implemented persistent, frictionless protection and dynamic access controls that automatically secure sensitive data as soon as it’s uploaded to Box, preserving existing workflows while restoring visibility. As a result, the Global Venture Capital Firm regained control over external file sharing, maintained trust and brand reputation, and now has a full audit trail and enforceable access controls provided by Vera.