SOC 2 readiness that clears procurement, not just the checklist.
Scope the right criteria, design controls that survive a Type II observation window, and keep evidence flowing automatically — so a US enterprise buyer never becomes a six-month detour.
What you'll walk away with
- A defensible scope: Security plus only the criteria your buyers actually ask for.
- Control matrix mapped to the Trust Services Criteria with named owners.
- Evidence collected continuously through the observation window, not retro-fitted.
- Readiness assessment and remediation plan before the auditor arrives.
- A reusable trust profile so the next questionnaire takes hours, not weeks.
What's included
Scoping workshop
Which Trust Services Criteria, which systems, Type I first or straight to Type II — decided against your commercial deadlines.
Control design
Controls written for your stack and headcount, with evidence expectations spelled out for each one.
Readiness assessment
A dry-run against the criteria that surfaces gaps while you can still fix them cheaply.
Evidence engine
Scheduled evidence requests, access reviews and control health checks so the observation window builds its own audit file.
Auditor coordination
Help selecting a CPA firm, preparing the request list and handling questions during fieldwork.
Questionnaire reuse
Your answers, policies and report land in a Q&A library and Trust Center your sales team can self-serve.
How we work
- Step 1
Scope
Two weeks to fix criteria, systems and timeline — and to tell your buyer a credible date.
- Step 2
Build
Design and implement controls, close gaps, capture the first evidence cycle in the platform.
- Step 3
Observe
Run the Type II window with monitoring, reminders and remediation tracking so nothing goes stale.
- Step 4
Audit
Fieldwork support, sample pulls, findings response and a plan for next year's report.
SOC 2 readiness for startups FAQ
- Type I or Type II first?
- If a deal is blocked now, a Type I proves design and buys time; the Type II window then runs behind it. If your timeline allows three to six months, going straight to Type II saves money overall.
- How long is the observation window?
- Typically three months for a first Type II, extending to twelve for subsequent reports. The platform keeps evidence flowing so the window is passive work for your team.
- Do you act as our auditor?
- No — SOC 2 attestation must come from an independent CPA firm. We handle readiness, controls and evidence, and coordinate with the auditor you choose.
- We already have ISO 27001. Does that help?
- Substantially. Most Annex A controls map across, so the incremental work is criteria-specific evidence and the observation window rather than a fresh build.
Talk to us about SOC 2 readiness for startups
Share a few details and we'll come back within one working day with a proposed scoping call and indicative timeline.