Checklists, templates, guides and roadmaps — written by the practitioners who have built compliance programmes from scratch at high-growth technology companies. No fluff. No generic advice. Just the tools we wish we had when we were on the inside.
Free resources
Frameworks covered
& Excel formats
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The single most useful thing you can do before spending a dollar on SOC 2. This 45-point checklist maps your current controls against every Trust Services Criteria — so you know exactly where your gaps are before your auditor finds them. Used by 2,000+ technology companies to self-assess before starting a SOC 2 programme.
Know exactly what to prepare before your gap assessment begins — so the time your advisor spends is spent finding real gaps, not collecting basic information.
The most time-consuming part of any SOC 2 programme is evidence collection. This structured Excel workbook maps every required evidence item to its control and owner — so nothing gets missed.
A plain-language guide to the 10 most common auditor requests — what they are actually asking for, what format to provide it in, and what gets flagged as a problem.
The most common pre-engagement question: “Which one do we need?” This comparison covers scope, audience, cost, timeline, and control overlap — so you can make the right decision before engaging anyone.
The most time-consuming part of any SOC 2 programme is evidence collection. This structured Excel workbook maps every required evidence item to its control and owner — so nothing gets missed.
Most GDPR compliance programmes stall at data mapping because nobody has a clear starting point. This structured worksheet walks through every data category, processing activity, legal basis, and third-party processor systematically.
The HIPAA Security Rule mandates a documented risk assessment — but most organisations do not know where to start or what level of detail is required. This template covers every HHS-required element with built-in risk scoring.
HealthTech companies typically need both. This guide maps exactly which controls overlap, which are unique to each framework, and how to sequence the programmes efficiently to avoid doing the same work twice.
A week-by-week plan for a startup getting SOC 2 certified with a small engineering team and no dedicated compliance resource. Direct, actionable, and written specifically for companies that need certification for a deal — not for an enterprise procurement process.
SaaS companies send hundreds of security questionnaires. This template creates a shareable Vendor Trust Report — a single document that answers 80% of the questions enterprise buyers ask, reducing questionnaire back-and-forth dramatically.
What banks, asset managers, and financial services enterprise buyers actually require from their technology vendors — and how SOC 2 and ISO 27001 map to their procurement and risk requirements across US, UK, and European markets.
Book a free 30-minute consultation. A senior advisor — not a sales rep — will talk honestly about your compliance situation and exactly what it will take to get you where you need to be.
