SaaS Companies

SOC 2 as the deal-closer — not the deal-blocker.

You built a great product. The demos go well. Then someone on the buyer’s security team sends a questionnaire — and the deal stalls. For SaaS companies selling to mid-market and enterprise buyers, SOC 2 is no longer a nice-to-have. It is a revenue requirement. We get you certified in 10–12 weeks so you stop losing deals you should be winning.

Typical timeline

10–12 weeks

First-time pass rate

98% of our SaaS clients

Engineering impact

4–6 hrs/week during active phase

Infrastructure

AWS, Azure, GCP — all scoped correctly

Pricing model

Fixed fee — agreed before we start

Why Clients Choose Us

A full assessment across every Trust Services Criterion.

01

Close enterprise deals you are currently losing

When an enterprise prospect asks "are you SOC 2 compliant?" and you say no, the deal either dies or gets deprioritised. SOC 2 means you say yes with confidence — and keep moving. Our clients routinely close their first post-certification enterprise deal within weeks of receiving their report.

02

Cut security questionnaire time from weeks to hours

Without SOC 2, answering a security questionnaire takes your engineering team days per deal. With a SOC 2 report, most questionnaire answers are already documented — you share the report and the questionnaire is effectively answered. Sales cycles shorten. Engineering stays focused on product.

03

Command premium pricing and enterprise contract values

SOC 2 certification signals maturity. Enterprise buyers associate it with lower risk, better data handling, and a more professional vendor. Companies with SOC 2 routinely command 20–40% higher contract values than non-certified competitors — because they are perceived as less risky to work with.

04

Expand into regulated industries your competitors cannot access

Healthcare, financial services, insurance, and government sectors have procurement requirements that effectively exclude non-certified vendors. SOC 2 is your entry ticket to these markets. Pair it with ISO 27001 for international expansion or HIPAA for healthcare — and you systematically unlock verticals.

What We Cover

Built specifically for cloud-native SaaS.

SOC 2 for SaaS is not a generic audit. It needs to reflect how your product is actually built and operated — your cloud infrastructure, your SaaS tools, your multi-tenant data model.

Cloud infrastructure scoping — AWS, Azure, and GCP

Most SaaS companies run on AWS, Azure, or GCP. Your SOC 2 scope needs to correctly reflect your cloud environment and the shared responsibility model that applies. We scope your audit correctly from day one — so you are not over-scoped or under-scoped. Getting this right on day one is the most consequential early decision in a cloud-native SOC 2 programme.

SaaS-specific control areas

SOC 2 for SaaS covers areas particular to your business model: multi-tenant data isolation, API security, CI/CD pipeline controls, SLA and availability monitoring, customer data handling, and subprocessor management. We build controls that are practical for an engineering team — not bureaucratic checkboxes designed for on-premise enterprise IT.

Vendor and subprocessor management

Your SOC 2 scope includes the critical vendors you rely on — Stripe, Twilio, Segment, Intercom, and similar tools that touch customer data. We help you build a vendor review process and obtain the necessary security documentation from your subprocessors, so your auditor has everything they need.

Evidence automation for engineering teams

Manual evidence collection — screenshots of access logs, audit trail exports, configuration change documentation — is the part of SOC 2 that engineering teams dislike most. We streamline evidence collection to minimise disruption to your product roadmap, using automation where possible and organising manual collection into efficient targeted workflows.

Our Process

From zero to SOC 2 certified — in a straight line.

Day 1–2
Gap Assessment

We audit your current security controls, cloud infrastructure, policies, and vendor relationships against SOC 2 Trust Services Criteria. You receive a detailed gap report and prioritised remediation plan within two weeks — before any implementation work begins and before you have committed to anything further.

Day 3–8
Control Implementation

We work alongside your engineering and operations team to implement every required control. We provide policy templates, configuration standards, and hands-on guidance — so your team is building product while compliance gets done in parallel. Typical engineering involvement is 4–6 structured hours per week.

Day 9-10
Pre-Audit Readiness

We conduct a full mock audit using the same procedures your formal auditor will use, compile your evidence package, and prepare your team for auditor interactions. Every gap we find at this stage is closed before the auditor arrives. This is why 98% of our clients pass on the first attempt.

Audit Week
Audit & Report Issuance

Your independent CPA auditor conducts the formal assessment. We support you throughout — managing evidence requests, answering auditor queries, and reviewing the draft report before issuance. You receive your SOC 2 report, ready to share with customers. Then we stay for your next annual cycle.

Type 1 vs Type 2

Which SOC 2 report do you actually need?

SOC 2 Type 1

Point-in-time attestation

A Type 1 report attests that your controls were suitably designed as of a specific date. It does not require an observation period — making it significantly faster to obtain. Most mid-market enterprise buyers will accept Type 1, particularly when Type 2 is in progress.

SOC 2 Type 2

Ongoing operational effectiveness

A Type 2 report covers a defined observation period — typically 6 to 12 months — during which controls are tested for operational effectiveness. Required by large enterprise buyers, financial institutions, and healthcare organisations. Almost universally preferred over Type 1 for serious vendor relationships.

Our recommendation for most SaaS companies: start Type 1 now and begin your Type 2 observation period at the same time. You get a Type 1 report in 10–12 weeks for near-term deals, and a Type 2 report roughly 8–12 months later — without any wasted time between them.

"Three enterprise deals were stalled on security review. We completed SOC 2 in 10 weeks. All three signed within the following quarter. The advisory paid for itself several times over in the first contract alone."
CEO — B2B SaaS, New York

SOC 2 Type 2 · 10 weeks · 3 enterprise deals closed

10 wks

Kick-off to certified report

3

Stalled deals closed post-certification

1st

Passed audit on first attempt

FAQs

Common questions about our consultations.

If your question is not here, just email us — we will give you a straight answer.

A senior compliance advisor will talk through your specific situation — which frameworks you actually need, what timeline is realistic, what it typically costs, and what the main risks are for a company in your situation. There is no sales pitch, no generic presentation, and no obligation. You will leave with a clear picture of what is required and what your next step should be.

You will speak directly with a founding team member or senior advisor — not a sales representative or business development contact. SOC 2 Advisory does not use BDRs or SDRs to qualify inbound enquiries. Every first conversation is with a practitioner who can give you a substantive answer.

Within one business day — usually the same day for enquiries received before 3pm EST. You will receive a direct reply from a named advisor, not an automated sequence, with proposed times for the consultation call.

Yes. We have offices in New York, London, and Dubai and work with technology companies across the US, UK, UAE, Singapore, and Australia. All frameworks we advise on — SOC 2, ISO 27001, HIPAA, HITRUST, GDPR — have cross-border relevance and we are experienced with the buyer requirements in each market.

Work With Us

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.

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Related Services

The natural next steps after your gap assessment.

Advisory Service

SOC 2 Readiness Assessment

After remediation, confirm you are genuinely ready before your auditor arrives. Our readiness assessment runs the same tests your auditor will run.

Advisory Service

SOC 2 Audit Support

We stay with you through the formal audit — managing auditor requests, reviewing evidence, and handling every question until your report is issued.

Knowledge

SOC 2 Type 1 vs Type 2

Not sure which type of SOC 2 report your customers actually require? We break down the difference and help you choose the right path.