B2B SaaS Platform: SOC 2 Type II Readiness that Unblocked an Enterprise Deal
For Indian SaaS selling to US enterprises, SOC 2 is frequently the difference between winning and losing. This case (client name withheld under NDA) shows how Cybersigma took a SaaS platform from no attestation to Type II readiness and unblocked a stalled enterprise deal.
Client Overview
The client is a B2B SaaS platform serving enterprise customers, with a live US enterprise deal blocked in the security-review stage for lack of SOC 2.
- Industry: B2B SaaS
- Region: India / US
- Scope: SOC 2 (Security, Availability, Confidentiality)
Challenge
A signed-but-pending US enterprise contract required SOC 2 Type II. The client had no attestation, no evidence-collection process, and a compressed timeline.
- No SOC 2 attestation and no ISMS
- Enterprise deal blocked in security review
- No continuous evidence-collection process
- Compressed buyer timeline
Objectives
- Achieve SOC 2 Type I readiness fast, then Type II
- Map controls to the Trust Services Criteria
- Stand up continuous evidence collection
- Unblock the enterprise deal
Our Approach
1. Criteria Scoping
We selected the Trust Services Criteria the buyer required and scoped the ISMS boundary.
2. Controls & Evidence
Implemented and documented controls with evidence collection set up from day one for the Type II window.
3. Type I readiness
Reached Type I readiness quickly to give the buyer immediate assurance.
4. Type II & Audit Coordination
Ran the observation window and coordinated the attestation.
Solution
- Selected the Trust Services Criteria the buyer required and scoped the ISMS
- Implemented and documented controls with day-one evidence collection
- Reached Type I readiness quickly for immediate buyer assurance
- Ran the Type II observation window and coordinated the attestation
Results
- Enterprise deal unblocked from the security-review stage
- SOC 2 Type I readiness reached in weeks
- Continuous evidence-collection process established
- Clear path to a Type II report on the buyer's timeline
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