Accelerated SOC 2 Type II Readiness

A Series B fintech company had committed to SOC 2 Type II in customer contracts but had no formal security program in place. Their engineering team had no bandwidth for compliance work, and their initial audit firm estimate was 18 months to certification.

• 1Conducted a 2-week gap analysis against SOC 2 Trust Services Criteria
• 2Built a prioritized 90-day remediation roadmap scoped to engineer capacity
• 3Implemented lightweight policy documentation using existing tooling (Notion + GitHub)
• 4Configured automated evidence collection to eliminate manual audit prep
• 5Coordinated directly with the auditor to align on evidence requirements upfront

• ✓SOC 2 Type II audit completed in 9 months vs. the projected 12
• ✓Zero audit findings in access control and change management categories
• ✓Automated evidence collection reduced audit prep from 3 weeks to 2 days
• ✓Security policies adopted by engineering team with zero process disruption
• ✓Customer contracts unblocked, contributing to $2.1M in new ARR