Your Deals Shouldn't
Stall at the Security Review.
Matterlyt captures compliance knowledge the first time it's asked — from a deal, an expert, your docs — and applies it automatically to every questionnaire that follows.
Most enterprise deals lose weeks to compliance queues. Matterlyt answers security questionnaires automatically — so your AEs close the deal, not the questionnaire.
The Problem
The bottleneck is the process, not the people.
Security reviews do not kill deals. The manual, fragmented, human-dependent process behind them does. Every question answered from scratch is time your deal is standing still.
The root cause: compliance and sales are in each other's critical path. One can't move without the other.
The Questionnaire Lands. The AE Forwards It. Then Waits.
Your AE gets a 200-question security review. They forward it to compliance. Compliance has no domain knowledge — so they triage it, chase engineering, ping legal, and assemble answers manually. Three weeks later the deal is at risk.
52% of Enterprise Deals Are Delayed by Security Reviews
The average security review adds 3.1 weeks to a deal cycle. That is not a compliance problem — it is a pipeline problem. Every week in review is a week your champion loses momentum and your competitor gains ground.
The Same Questions Get Answered From Scratch Every Time
Your infra lead answered the encryption question in March. In June, a different deal needs the same answer. Nobody finds it. It gets answered again — possibly differently. That inconsistency is a liability and the wasted time is invisible.
Knowledge Lives in People's Heads, Not in Your Process
Compliance has no domain expertise — they depend on engineers, legal, and security to provide answers. Those experts are pulled into every deal, one question at a time, with no memory of what they said last time.
The Shift
Two teams.
Two jobs.
Decoupled by design.
The problem was never people — it was coupling. Matterlyt breaks it.
Sales
Get the answer.
Not the wait.
- Uploads the questionnaire — any format, any length
- Gets answers back in minutes, drawn from accumulated company knowledge
- Downloads the completed file and sends it from their own email
- Never waits on a human to respond before moving a deal forward
Compliance
Own the knowledge.
Not the stress.
- Curates Lore quality — on their own schedule, not in reaction to a live deal
- Reviews flagged and uncertain answers before they reach the buyer
- Controls what gets shared, with whom, and under what conditions
- Never pulled into a deal at 6pm for a question they've answered before
Neither side waits for the other.
That's the point.
How It Works
Upload.
Lore answers.
Download.
Send.
The AE owns the process start to finish. Lore handles the knowledge. Experts are looped in only when needed.
01
AE Uploads the Questionnaire
Any format — spreadsheet, Word doc, PDF. The AE drops it into Matterlyt and gets on with their day. No forwarding to compliance. No Slack messages. No waiting for someone to pick it up.
02
Lore Answers It
Lore matches every question against your accumulated compliance knowledge and drafts answers automatically. Questions it cannot answer confidently are routed to the right domain expert — infra to engineering, legal to legal — without compliance having to triage manually. The AE is notified when the questionnaire is ready.
03
AE Downloads and Sends
The completed questionnaire comes back in the same format it arrived. The AE downloads it and sends it directly to the buyer from their own email — no portal, no hand-off, no delay. If Lore answered 70% or more, the AE can choose to send a preliminary response immediately with pending answers marked inline.
FEATURES
Lore answers.
Experts fill the gaps.
AEs close the deal.
Every feature is built around one outcome: your AE handles the security review — start to finish — without pulling in compliance, engineering, or legal.
Expert Loop: Questions Answered Once, Never Asked Again
When Lore cannot answer confidently, Matterlyt routes the question to the right domain expert automatically — infra questions go to engineering, legal questions go to legal. Their answer is captured in Lore immediately. The next questionnaire never asks them again. Your CTO answers an infra question once. That is the last time.
Lore: Compliance Knowledge That Compounds
Every answer given in a deal feeds Lore — Matterlyt's self-building knowledge system. Import existing Q&A in seconds to skip the ramp. Lore detects stale entries, flags inconsistencies across deals, and surfaces what's missing before the next questionnaire lands. Compliance manages Lore quality on their own schedule — not in reaction to live deals.
Preliminary Answers: Respond in Hours, Complete in Days
When Lore has answered 70% or more of a questionnaire, Matterlyt prompts the AE to send a preliminary response. Pending questions are marked inline — "Response pending — follow-up by Thursday" — so the buyer's security team can start reviewing immediately. The complete version follows when experts respond. The threshold is configurable.
Proactive Document Delivery with Engagement Tracking
Push SOC 2 reports, DPAs, and security policies via a unique tracked link — no portal login, no friction for the buyer. Know exactly when the security team opens your submission, how long they spend on it, and whether it was forwarded to a second reviewer. Every document is watermarked per recipient. Your AE follows up with signal, not guesswork.
Lore Blind Spot Advisor
Continuous telemetry across your accumulated questionnaire history. Matterlyt tracks where Lore answers with low confidence, where answers drift across deals, and which topics lack coverage — giving the compliance manager a proactive quality improvement agenda. Compliance improves Lore on their schedule, not in response to a live deal.
Call Prep: Know What the Buyer Will Ask Before the Call
Before a security call, enter the buyer's company name, industry, size, and geography — or pull it from your CRM. Matterlyt cross-references your Lore with buyers like them and gives your AE a briefing card: likely questions, your answers, and where your coverage is thin. Walk in ready.
Ask Lore: Instant Answers from Your Knowledge Base
AEs can query Lore directly — ask "what's our stance on data residency in the EU?" and get a grounded answer in seconds. Every response cites the source entry so nothing is taken out of context. No Slack to compliance. No waiting for someone to look it up.
Knowledge Holders: Route to the Right Expert Every Time
Define who owns each knowledge domain — infra questions to engineering, legal to legal, product to the CTO. Matterlyt routes unanswered questions automatically to the right person. No triage. No compliance manager in the middle. The right expert answers once and their knowledge is captured for good.
Connects to Your Existing Trust Center
Already have a trust center? Matterlyt syncs with it automatically — all your existing policies and documents are published instantly, so nothing starts from scratch.
Coming Soon: CRM Integration & Pipeline Health
When a deal enters security review in your CRM, Matterlyt prepares the security package automatically and notifies your AE — no manual trigger. Pipeline health gives you deal-level compliance status across your entire pipeline so nothing stalls quietly.
HOW IT COMPOUNDS
The first deal is the last one that slows you down.
Unlike productivity tools, Matterlyt gets smarter with every deal. The answers your team gives today are automatically available for every questionnaire that follows — so the questions that cost hours now cost nothing later.
Deal 1
Compliance reviews everything
Lore builds itself from every answer given. Questions AI can't answer are routed to the right domain expert — their response is automatically captured. The blind spot advisor continuously monitors Lore quality and tells compliance where to improve. Every expert answer is the last time that question costs anyone time.
Deal 5
60% answered autonomously
High-confidence questions route directly to your AE. Compliance handles edge cases and flags inconsistencies.
Deal 10+
AEs close security reviews solo
Your compliance officer wasn't paged once. And when they leave, the Lore stays — every answer your team ever gave, preserved and ready for whoever comes next.
WHO IT'S FOR
Two teams.
One workflow.
Neither waits on the other.
Built for Series A–C B2B SaaS companies selling into enterprise — where deals involve security reviews but there is no dedicated questionnaire response team yet.
Account Executives
Own the security review from upload to send.
- Upload the questionnaire — any format
- Get answers back without chasing compliance or engineering
- Send a preliminary response within hours when Lore has enough
- Download the completed questionnaire and send from your own email
- Walk into security calls briefed on what the buyer will ask
Compliance Managers
Manage knowledge quality.
Not questionnaire queues.
- Maintain the specialist roster — who owns infra, legal, security questions
- Improve Lore quality on your own schedule, not in response to live deals
- Review the Blind Spot Advisor to find coverage gaps before they hit a deal
- Stop being pulled into every questionnaire as the manual triage layer
- Be the enabler, not the bottleneck — without working harder
“
We were losing enterprise deals at the security review stage. Matterlyt turned our longest stage into one of our shortest. Our account executives actually love the compliance process now.
Head of Enterprise Sales
Series B SaaS company
Not for you if
- You have a dedicated questionnaire response team already
- Your deals do not involve security reviews before signature
- You are at 200+ employees with a CISO and a GRC function
FAQ