Working with AI

Your trust is our most valuable asset.

We support entrepreneurs at moments when a lot is at stake, with information that must not fall into the wrong hands. We use AI deliberately to work faster and better for you. To keep your data protected, we have given ourselves binding rules and do everything we can to follow them every day.

01

People decide

02

Conversations only with your consent

03

Technically secured

04

Independent and with integrity

Our foundation

An AI architecture built with security in mind

We built our AI environment from the start so that protecting your data is part of the design, not added afterwards.

Approved tools only

We work exclusively with AI systems that we have reviewed and approved. Each of them is GDPR-compliant and covered by a data processing agreement.

Clearly classified

We classify information by confidentiality. When in doubt, the higher level applies.

See only what you need

Every mandate has its own secured team space. Only those working on the project get access.

No public free tools

No personal AI accounts for professional work either. Our rule applies without exception.

No training on your data

We switch this option off in all tools and check it regularly.

Our partners too

We contractually bind Industry Partners, experts and service providers to the same rules.

Our principles

Four rules by which you can measure us

01

People decide

  • An advisor reviews and takes responsibility for valuations, figures and recommendations before they reach you.
  • We back up facts and figures with sources.
  • We openly label documents created with AI support.
02

Conversations only with your consent

  • We only use an AI minutes assistant if you agree at the start. A no is enough, no reason needed.
  • We deliberately chose a tool that does not store audio, is hosted in Europe and is ISO 27001-certified.
  • We do not share meeting minutes without your consent.
03

Technically secured

  • Our rules require encrypted devices and sign-in with two-factor protection.
  • Business data belongs in our secured cloud, with backup instead of local single copies.
  • Exchange via our company email or secured platforms. On the road, privacy screens and code names apply.
04

Independent and with integrity

  • Before every mandate we check for conflicts of interest. We never advise both sides of the same transaction.
  • We pass competitively sensitive data to buyers from your industry only in aggregated form or via a “clean team”.
  • We only name you as a reference with your consent.

Binding for everyone

Our policies apply to the Management Board, employees, partners, experts and service providers and are confirmed regularly.

Open about incidents

Anyone who notices a breach reports it immediately. If your data is affected, we will inform you.

Continuously improved

A member of the Management Board is responsible for the use of AI and regularly reviews tools and settings.

Why we disclose this

Many use AI today. Few say how carefully.

Our own AI architecture makes our community's experience available at the push of a button. That only works if you can trust us.

That is why we disclose how we work with AI: with clear rules that apply to everyone here. Trust is built on transparency.

Questions, concerns or feedback?

Write to us or contact a member of the Management Board directly. We are happy to give you insight into our internal policies.

Get in touch
This overview summarizes our internal policies.Board Advisors AG · As of October 2026 · Created with AI support, reviewed by Board Advisors.