Generic compliance advice is the reason most programmes fail. We speak healthcare, fintech, SaaS, and startup — because the requirements, the buyers, and the stakes are different in every sector.
Healthcare and HealthTech companies face the most demanding compliance requirements of any sector. Hospital systems, health plans, and digital health networks require SOC 2, HIPAA, and increasingly HITRUST from every vendor who touches patient data or clinical workflows. A single missing certification can block a deal worth millions.
We guide HealthTech companies through the complete compliance stack — from HIPAA risk assessment and SOC 2 Type 2 through to HITRUST e1 or i1 certification — using a sequenced approach that builds on each framework’s overlapping controls rather than treating them as three separate programmes.
“We needed SOC 2 and HIPAA compliance to close our first hospital system contract. The combined approach saved us four months and half our budget.”
“We needed SOC 2 and HIPAA compliance to close our first hospital system contract. The combined approach saved us four months and half our budget.”
Fintech companies selling to banks, asset managers, insurance companies, and financial institutions face some of the most rigorous vendor security requirements of any sector. US banks require SOC 2 Type 2. UK and European institutions additionally expect ISO 27001. Larger institutions run their own vendor risk assessments on top of both.
We have guided fintech companies through the exact compliance requirements of the enterprise financial sector — including helping clients respond to bank security questionnaires, navigate third-party vendor assessments, and achieve dual certification within a single coordinated programme.
For early-stage companies, SOC 2 is almost always triggered by a single event: a deal that requires it, or an investor who recommends it before a raise. The pressure is real, the timeline is short, and the internal bandwidth for a compliance programme is close to zero.
We have run SOC 2 engagements for companies with 8-person engineering teams on tight timelines. We scope the programme for your actual size, structure the workload around your existing sprints, and own the bulk of the execution — so your team keeps shipping product while we prepare the compliance programme in parallel.
“We are a 12-person team. I was terrified SOC 2 would consume us for six months. It took 11 weeks and our engineers barely felt it.”
“We had three enterprise deals stalled on security review. SOC 2 certification unlocked all three within 90 days. The advisory paid for itself in the first contract.”
SOC 2 is the de facto security standard for enterprise SaaS. Without it, enterprise procurement teams will not get your vendor questionnaire to the contract stage. With it, you remove the single most common blocker in a B2B sales cycle — the security review.
We guide SaaS companies from Series A through enterprise through their SOC 2 programme — scoping it correctly for their specific product and infrastructure, implementing controls that fit their engineering team’s capacity, and preparing them for a first-time pass on Type 1 or Type 2.
This is what enterprise procurement teams ask for, by sector. Use this to plan your compliance roadmap in priority order.
| Framework | Healthcare | Fintech | SaaS | Startups | Cloud |
|---|---|---|---|---|---|
| SOC 2 Type 2 | ✓ Required | Required | ✓ Required | → Start Type 1 | ✓ Required |
| HIPAA Security Rule | ✓ Required | If health data | If health data | Depends | |
| HITRUST CSF | ✓ Often required | Health sector only | |||
| ISO 27001 | Enterprise tier | ✓ UK/EU banks | Enterprise deals | Series B+ | International |
| GDPR | EU data | ✓ EU operations | EU customers | EU customers | EU data |
| SOC 2 Type 1 | Starting point | Interim step | Fast-track | ✓ Start here | Interim step |
"Hospital systems have extremely specific requirements. SOC 2 Advisory understood them without us having to explain them — that alone put them in a different category from every other firm we spoke to."
SOC 2 Type 2 + HIPAA · 14 weeks
"We needed both SOC 2 and ISO 27001 to close our bank partnerships in the US and UK. Running them concurrently saved us six months and the cost of a second engagement."
SOC 2 Type 2 + ISO 27001 · 16 weeks
"Three enterprise deals were stalled. We completed SOC 2 in 10 weeks. All three signed within the following quarter. The ROI was immediate and substantial."
SOC 2 Type 2 · 10 weeks
"I expected SOC 2 to dominate our entire quarter. It took 11 weeks, required maybe 5 hours a week from my engineers, and we passed on the first attempt. Nothing like what I feared."
SOC 2 Type 1 · 11 weeks
"We needed both SOC 2 and ISO 27001 to close our bank partnerships in the US and UK. Running them concurrently saved us six months and the cost of a second engagement."
SOC 2 Type 2 + ISO 27001 · 16 weeks
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.
