Sensitive financial information has to move. Earnings figures reach leadership before an announcement. Deal documents pass between advisers, counsel and counterparties. Investment memos, valuation materials and board packs are reviewed by people in different organisations, on different devices and under real time pressure.
Access controls protect the door. They do not preserve accountability after someone takes a screenshot or shares a copy.
ExactMark closes that gap by giving every protected view or recipient copy a hidden identity. If sensitive material appears somewhere it should not, that signal can connect it back to its source.
Financial information has to be shared
The answer cannot be to stop collaboration. Financial teams need a practical way to share critical information while retaining evidence of who received or viewed it.
ExactMark can add traceability across material such as:
- Pre-announcement earnings figures and analyst previews
- M&A term sheets, deal-room pages and due-diligence materials
- Investment memos, investment committee decks and LP reporting
- Portfolio-company decks, valuation marks and board materials
- Proprietary strategies, forecasts and research
- Client account information shared with advisers and counterparties
For signed-in web applications, ExactMark embeds a session-specific signal into the rendered page. The viewer does not see it, and the SDK does not capture the page's content. Each protected session becomes distinguishable without disrupting the product experience.
Recipient-linked images and documents follow the same principle: each protected copy carries an identity associated with the person it was prepared for.
A screenshot should not become anonymous
Screenshots are frictionless. In a second, a page can leave its application, its permissions and its access history behind. The resulting image may then be cropped, resized, recompressed or passed through a messaging platform.
ExactMark is built for that imperfect evidence. Upload the surfaced image to the Evidence Lab and the analyser checks its recovered signal against protected session history. Instead of beginning with a list of everyone who could have seen the information, the investigation begins with a confidence-scored attribution result.
Evidence can include:
- A full or partial screenshot of a protected page
- A cropped or resized image
- A recompressed screenshot or messaging-app copy
- A darkened or visually altered interface capture
- A protected recipient copy of an image or document
Results depend on the signal that survives in the submitted material, so ExactMark reports confidence rather than pretending uncertainty does not exist.
Evidence your team can act on
A ExactMark result connects the recovered signal to the context your team needs to investigate. Depending on the protected material, a report can include:
- The identified viewer or recipient
- The protected session and property
- The page associated with the captured view
- Relevant timing information
- A confidence score for the attribution
- The evidence file and analysis record
This changes the first question after a leak. Instead of asking who had access?, your team can ask which protected copy does this evidence match?
That distinction matters when legal, security, compliance and leadership teams need to respond quickly. ExactMark provides a clear evidential starting point while preserving the context and uncertainty around the result. It supports an investigation; it does not manufacture certainty or replace legal judgement.
Deterrence before incident response
Traceability is useful after material surfaces, but its value begins earlier. When people know sensitive views and copies are individually attributable, anonymous sharing becomes a less comfortable choice.
The protection remains discreet. There is no visible banner across the material, no new viewer workflow and no need to replace the authentication system your application already uses. For protected web pages, installation starts with one script and the signed-in user ID the application already knows.
Make accountability part of the workflow
Confidential financial information will continue to move between employees, clients, investors, contractors and advisers. ExactMark makes that collaboration accountable by attaching identity to the material itself—not only to the system that delivered it.
Protect the information before it leaves your control. If it surfaces later, you will have evidence ready to trace.