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Guides & Checklists

Resources for SaaS, AI, and Healthtech Teams

Practical checklists and short guides to help you navigate security, privacy, and AI governance—without a full‑time compliance team or a 200‑page framework.

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Use these with your founders, product and engineering leads, and whoever owns security and privacy today.

Featured Readiness Checklists

SOC 2 Readiness Checklist

Quickly assess if you’re truly SOC 2-ready or still prepping.

AI Feature Launch Checklist (Security, Privacy & Risk)

Pre-launch checklist to manage AI security, privacy, and risk.

ISO 27001 Readiness Checklist

Check the readiness of your info security management system for ISO 27001.

ISO 27701 Readiness Checklist

Focus on privacy controls and legal requirements for ISO 27701.

HIPAA Readiness Checklist

Clarify your role and safeguards for HIPAA compliance in health data.

Guides & Deep Dives

What Enterprise Buyers Really Mean When They Ask About SOC 2

Understand what buyers want beyond the SOC 2 report to win deals.

Get the Guide
Minimum Viable Evidence (MVE) for Security Questionnaires

Build a small evidence pack to answer most security questionnaires quickly.

Get the Guide
AI Governance for SaaS: 5 Questions to Ask Before You Ship

Five key questions to govern AI features responsibly before launch.

Get the Guide

How to Use These Resources

  • With your leadership team: Use the checklists to create a shared, honest view of where you are today across security, privacy, and AI.

  • With product and engineering: Turn vague “we should do SOC 2 / fix HIPAA / add AI” conversations into concrete next steps and trade‑offs

  • With your board and investors: Show that you have a realistic, right‑sized plan instead of a pile of disconnected checklists.

If you’d like a neutral second opinion on your results—or help turning them into a concrete roadmap—you can book a short intro call:

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