The complete policy, evidence, and workspace foundation that turns SOC 2 Type I prep from a $15K+ consulting engagement into a focused self-serve project.
One-time purchase · No subscription · Access to this version indefinitely
“Before we can move forward with the contract, our security team needs to review your SOC 2 report.” The deal is $80K+. You don’t have a report. You don’t have a program.
Compliance platforms want $15K/yr before you’ve closed the deal. Consultants quote $20–50K and a 3-month timeline. Google gives you 47 blog posts that all say “it depends.”
You spend 60+ hours Googling, writing policies from scratch, guessing which controls matter. Meanwhile the prospect goes quiet and the deal slips. The problem was never technical. It was structural.
Built by security architects who have reviewed dozens of first-time SOC 2 audits. Not a generic template pack.
Information Security, Access Control, Change Management, Incident Response, Risk Assessment, Vendor Management, Data Classification, BC/DR, Acceptable Use, and HR Security. Each policy includes ownership fields, real procedures, and inline auditor notes explaining exactly what reviewers look for. Written to sound like a real startup — not a Fortune 500 copy-paste.
Every AICPA Common Criteria control (CC1–CC9, plus Availability and Confidentiality) mapped to: what auditors expect, what you can provide right now, and what can wait. Stops you from over-engineering and focuses your effort where it counts.
Complete workspace architecture with 5 pre-built database schemas (Risk Register, Vendor Inventory, Incident Log, Access Review Tracker, Evidence Matrix), page templates, quarterly review cadences, and evidence repository structure. Import directly into Notion.
Week-by-week action plan broken into 2-week sprints. Designed for a solo CTO spending 10–15 hours/week. Each sprint has clear deliverables and notes on what actually matters vs. what can wait.
20-item pre-flight checklist with Required vs. Recommended priority tiers. Complete this before engaging an auditor. Saves you from wasting $5K+ on a readiness assessment that finds obvious gaps.
Replace the bracketed fields with your company details. Remove anything that isn’t true. Ship in days.
| DIY from scratch | Compliance platform | This Toolkit | |
|---|---|---|---|
| Time to audit-ready | 3–6 months | 2–4 months | 2–4 weeks |
| Policies included | Write from zero | Generic templates | 10 startup-realistic policies with auditor notes |
| Evidence guidance | Google it | Platform-dependent | Control-by-control mapping with "now vs. later" |
| Ongoing commitment | All your time | $15–25K/year | None — yours forever |
| Built for team size | Any | 25+ employees | 5–30 employees |
| Cost | 60+ hours of founder time | $15,000–25,000/yr | $349 |
We had a $120K deal stalled on SOC 2. This toolkit got us from zero policies to a credible security posture in 11 days. The auditor said our documentation was better than companies twice our size.
— CTO, Series A B2B SaaS · 12 employees
You’re the CTO, Head of Engineering, or founder who inherited security because there’s no one else. You need structure, not a 400-page compliance manual.
An enterprise prospect asked for your SOC 2 report or security documentation. The clock is ticking. You need to show credible progress, fast.
Vanta and Drata make sense at 50+ employees. Right now, you need the foundation — not a $15K annual subscription to a dashboard you’ll outgrow the audit.
Your next enterprise prospect will ask. Be ready when they do.