Vertical Finance
Finance Teams and Safe LLM Usage: MNPI, Deals, and Board Decks
Finance teams have the most concentrated sensitive-data workload in the company. Here is the redaction playbook that keeps LLM productivity without triggering an MNPI event.
PromptShielder Security Team· Applied cryptography & privacy engineering August 26, 2025 7 min read
The four things to strip
- Deal codename and internal project ID.
- Counterparty name (including 'the target' if the industry uniquely identifies it).
- Valuation, EBITDA multiple, offer price and any bid/ask spread.
- Timing — announcement window, board-approval date, exclusivity end.
Where LLMs are genuinely useful
- Restructuring memo templates.
- Public-comps narrative once the peer set is stripped.
- Board-deck outline once the specifics are tokenised.
- First-pass drafting of an investor Q&A.
MNPI-tight redaction with PromptShielder
Set the deal codename as a custom term on day one. Every subsequent paste redacts it automatically, regardless of context. Combine with the built-in ORG detector and you catch counterparty names too. The output stays on-device; the audit trail is short.
Frequently asked
Is a private LLM safe for MNPI?+
Safer than a public one, but access control and internal-review policies still need to be tight. Redaction still helps.
What about earnings-release drafting?+
Redact the numbers. Draft the language. Insert the numbers only in the final review.
Sources
Vertical FinanceCompliance