Security & Compliance
SOC 2 readiness
Get from 'we should probably do SOC 2' to a clean report — without freezing the rest of the roadmap to do it.
Who this is for
- SaaS companies fielding SOC 2 questions in enterprise deals for the first time
- Teams that started a SOC 2 process with a compliance automation tool but stalled on actually implementing controls
- Founders who need a straight answer on Type I vs Type II and what each realistically takes
What this addresses
- A prospect's security team has asked for a SOC 2 report and there isn't one
- A compliance automation tool flags dozens of open controls with no clear order to close them in
- Nobody is sure whether Type I or Type II is what the deal actually requires
Our approach
We map the Trust Services Criteria the engagement actually needs — usually Security, sometimes Availability or Confidentiality — against what's already in place, so scope reflects the business rather than a generic checklist.
Gaps get closed in the order that unblocks deals fastest, with evidence generated as a byproduct of doing the work rather than assembled the week before an audit.
For Type II, we help build the operating history an auditor needs to see, not just the point-in-time snapshot a Type I asks for.
Every engagement follows the same six-step methodology — see our approach.
What to expect
Scope and timeline depend on the starting point — a company using a compliance automation tool with most controls already mapped moves faster than one starting from nothing. We don't quote a fixed number of weeks before seeing the environment.
Frequently asked
Do we need SOC 2 Type I or Type II?
Type I confirms controls are designed correctly at a single point in time; Type II confirms they operated effectively over a period, typically 3–12 months. Most enterprise buyers eventually want Type II, but Type I can unblock a deal sooner while the operating history builds.
Can we do this alongside our existing compliance automation tool?
Yes — those tools are good at tracking control status and collecting evidence, but they don't implement the controls themselves. That implementation work is what this engagement focuses on.
Does OCPL perform the actual audit?
No. SOC 2 reports are issued by a licensed CPA firm. We prepare the environment and evidence so that audit goes smoothly, and can help with auditor selection if needed.
Related
ISO 27001 readiness
Overlapping controls, different report — worth scoping together if EU or global customers are asking for ISO too.
Fractional CISO
Ongoing leadership to keep the program from decaying once the first report is issued.
Security Posture Snapshot
Not ready for a full engagement? Start with a focused review of where things stand.
What actually drives the cost of SOC 2
A grounded look at what moves the number, without a fake quote.
Ready to scope a SOC 2 engagement?
Tell us where the pressure is coming from — a specific deal, a renewal, or a board request — and we'll help figure out what Type and timeline actually make sense.