Fintech SOC 2 Readiness

Fintech SOC 2 Readiness

Got a fast-moving fintech startup through SOC 2 Type II certification in time to close a major enterprise deal.

The Challenge

A major enterprise prospect made SOC 2 Type II certification a hard requirement for signing, with an 8-week deadline the startup's small team couldn't meet alone.

Our Approach

• Embedded with the engineering team to implement required controls
• Wrote all policy and procedure documentation
• Coordinated directly with the external audit firm
• Closed all gaps identified during the readiness assessment

The Result

The startup passed its SOC 2 Type II audit with no exceptions and closed the enterprise deal on schedule.