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Stack of organized documents representing security, privacy, and compliance guides and checklists.

Guides & Checklists for Lean Security, Privacy, and AI Teams

Practical, risk-based resources for SaaS, AI, ecommerce, and healthtech teams—designed to help you understand where you are today and decide what matters next.

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Some resources are instant downloads. Others are short decision tools that help you assess your current state. We label each clearly.

Featured Readiness Checklists

Quick, structured ways to assess whether you’re actually ready—or still preparing.

HIPAA Readiness Checklist

 Decision Tool 

15 minutes

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

Get the Checklist

AI Feature Launch Checklist (Security, Privacy & Risk)

 Decision Tool 

20 minutes

Pre-launch checklist to manage AI security, privacy, and risk before shipping new features.

Get the Checklist

ISO 27701 Readiness Checklist

 Decision Tool 

15 minutes

Focus on privacy controls and legal requirements relevant to ISO 27701.

Get the Checklist

SOC 2 Readiness Checklist

 Decision Tool 

15 minutes

Quickly assess whether you’re truly SOC 2–ready or still in the preparation phase.

Get the Checklist

ISO 27001 Readiness Checklist

 Decision Tool 

15–20 minutes

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

Get the Checklist

Guides & Deep Dives

Short guides that explain how buyers, auditors, and regulators actually think—so you can respond with clarity instead of guesswork.

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

 Instant Access 

5 minutes

Five key questions to govern AI features responsibly before launch—without overengineering controls.

Download

What Enterprise Buyers Really Mean When They Ask About SOC 2

 Instant Access 

5–7 minutes

Understand what buyers actually want beyond the SOC 2 report—and how to respond credibly in enterprise sales.

Download

Minimum Viable Evidence (MVE) for Security Questionnaires

 Instant Access 

7–10 minutes

Build a small, defensible evidence pack to answer most security questionnaires quickly and consistently.

Download

How to Use These Resources

  • With your leadership team: Create a shared, honest view of where you are today across security, privacy, and AI—without inflating maturity.

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

  • With your board and investors: Show a realistic, risk-based 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 take the next step below.

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