Real sequencing, real outcomes

How teams put the program together.

The examples below are anonymized, illustrative composites drawn from common engagement patterns. Named, client-approved studies will replace them as they are published.

Illustrative composites

Illustrative

Series B SaaS

Blocked on an enterprise deal that required a SOC 2 report.

Ran a SOC 2 readiness assessment, issued a Type I in weeks, then a Type II across the next window — and reused the same controls for ISO 27001.

SOC 2ISO 27001
Illustrative

Telehealth platform

Payer procurement stalled without documented HIPAA and SOC 2 assurance.

Completed a HIPAA security risk analysis alongside a SOC 2, mapping shared controls once so the two programs did not duplicate work.

HIPAASOC 2
Illustrative

PE-backed rollup

Buy-side diligence and post-close integration on a tight clock.

Delivered a Quality of Earnings analysis for the acquirer, then handled purchase price allocation and a SOC 1 for the servicing platform.

QoESOC 1

Composites are labeled to keep them honest; they do not represent a single identifiable client.

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