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SOC 2 readiness

Get SOC 2 audit-ready without turning your engineering team into a compliance department.

EK Treasure works alongside your team to scope the SOC 2 program, implement priority controls, establish ownership, organize credible evidence and prepare your organization for independent audit.

Book an Enterprise Trust Triage See how the 12-week program works

Readiness and implementation support for growth-stage SaaS and AI companies.

Build it. Prove it. Operate it.

Implementation support—not another gap report.

  • Controls with accountable owners
  • Evidence mapped to requirements
  • A remediation path teams can execute
  • An operating cadence that survives the project

In twelve weeks, we help you

Move from scattered compliance work to an audit-ready operating program.

The exact scope is agreed before delivery begins. The twelve-week objective is implementation acceleration and readiness—not a promise that an independent examination or Type II observation period finishes inside twelve weeks.

01

Define the scope

Confirm the system boundary, services, environments and Trust Services Criteria that belong in the program.

02

Identify blockers

Assess current controls and rank deal, evidence and audit-readiness gaps by urgency and impact.

03

Implement priority controls

Work with owners and engineering teams to put the highest-value controls into operation.

04

Establish ownership

Assign accountable control owners, approval paths and a practical operating cadence.

05

Prepare credible evidence

Define, collect, organize and quality-check evidence before independent review.

06

Prepare the organization

Rehearse auditor requests, establish questionnaire-ready responses and sequence what remains.

How the work creates value

Pressure becomes trust when implementation and evidence move together.

EK Treasure connects the commercial trigger to the controls, proof and operating rhythm needed to answer it credibly.

01

Enterprise pressure

Questionnaire · SOC 2 request · audit deadline

02

Control implementation

Requirements become owned operating controls

03

Evidence

Current, reviewable proof mapped to each control

04

Independent assurance

Customer, CPA firm or certification-body review

05

Enterprise trust

A defensible answer to the buyer’s risk question

06

Commercial momentum

Less friction across procurement and renewals

Build it. Prove it. Operate it.

We don’t just tell you what’s missing.

EK Treasure helps build the program, prove it with credible evidence and establish the rhythm needed to keep it working.

Build

01

Turn requirements into specific operating practices your teams can execute.

  • Controls
  • Policies
  • Ownership
  • Remediation

Prove

02

Create credible proof and prepare the organization for independent review.

  • Evidence
  • Testing
  • Readiness
  • Customer assurance

Operate

03

Install the cadence that keeps ownership, controls and evidence current.

  • Monitoring
  • Reviews
  • Updates
  • Audit continuity

SOC 2 delivery path

A structured readiness journey with clear decision gates.

Workstreams overlap deliberately so implementation and evidence capture advance together without waiting for a long assessment phase to end.

  1. WEEKS 1–201

    Assess

    Current-state assessment, business pressure and deal blockers.

  2. WEEKS 1–302

    Scope

    System boundary, criteria, owners and implementation priorities.

  3. WEEKS 3–903

    Build

    Control, policy and remediation sprints with client teams.

  4. WEEKS 6–1104

    Evidence

    Evidence catalogue, collection, validation and request mapping.

  5. WEEKS 10–1205

    Rehearse

    Readiness review, request rehearsal and final remediation decisions.

  6. WEEK 12+06

    Audit handoff

    Independent auditor handoff and Type II observation period, where applicable.

Responsibility model

One program. Three clearly separated responsibilities.

EK Treasure prepares and supports implementation. Your team owns the environment and decisions. The independent reviewer remains responsible for its own assessment and conclusion.

Readiness and implementation lead

EK Treasure

  • Scope the program and translate the business trigger into a delivery plan
  • Assess the current state and map priority controls
  • Build the remediation roadmap and facilitate implementation
  • Develop or tailor policies, ownership and evidence requirements
  • Validate evidence quality and track remediation decisions
  • Prepare leadership and support independent-review interactions

Owners and source of evidence

Your team

  • Provide system access and existing documentation
  • Assign control owners and a senior decision-maker
  • Implement agreed technical changes with EK Treasure support
  • Generate source evidence and attend working sessions
  • Approve policies and make business or risk decisions

Independent examination

Independent CPA firm

  • Perform the SOC 2 examination
  • Independently test controls and evidence
  • Assess the applicable criteria
  • Issue the SOC 2 opinion and report

Tool-agnostic delivery

Already using a compliance platform? Good. Keep it.

EK Treasure works through your existing environment where practical. The platform can track the work; we help configure the control model, establish ownership, close gaps, validate evidence and make the program operate. Tool names are illustrative only and do not imply a partnership.

  • Vanta
  • Drata
  • Secureframe
  • Sprinto
  • Thoropass
  • ServiceNow
  • Jira
  • SharePoint
  • Google Workspace

What the client receives

Work products your team can use, review and keep operating.

The final delivery set depends on the agreed system boundary and readiness objective. Typical work products include:

SOC 2 scope & system boundary

A defensible description of what is included and why.

Readiness assessment

Current state, gaps, priority and readiness decisions.

Deal-Blocker Map

Security and assurance issues most likely to delay customers or audit.

Control Blueprint

Controls, owners, evidence and definitions of done.

Remediation backlog

Sequenced actions with owners, targets and business impact.

Control owner matrix

Accountability and approval paths across the program.

Policy library

Policies tailored to the environment and operating model.

Evidence catalogue

Indexed evidence requirements, owners, periods and refresh dates.

Risk register

Material risks, treatment decisions, owners and review cadence.

Audit request tracker

Requests, evidence, status and review notes in one place.

Questionnaire answer library

Approved responses mapped to evidence and owners.

Executive readiness dashboard

Readiness, blockers, decisions and next actions for leadership.

Your trust operating system

What a client operating environment looks like.

These static previews illustrate the structured delivery workspace and operating model. They are not a claim that EK Treasure sells proprietary compliance software.

Illustrative demo data

Executive Trust Dashboard

Audit readiness: On track

Weekly snapshot
78%
Readiness
6
Open blockers
1
Critical blockers
42 / 54
Controls implemented
81%
Evidence validated
3
Upcoming decisions

Control register

Control: Access review
Owner: IT Lead
Status: Operating
Evidence: Validated
Control: Vendor review
Owner: Ops
Status: In progress
Evidence: Needs evidence
Control: Change approval
Owner: Engineering
Status: Operating
Evidence: Current

Evidence library

Evidence: E-104
Control: Access review
Owner: IT Lead
Next refresh: Sep 30
Evidence: E-118
Control: Backups
Owner: Engineering
Next refresh: Oct 14
Evidence: E-126
Control: Vendor review
Owner: Ops
Next refresh: Blocked

Remediation tracker

Gap: Logging coverage
Impact: High
Owner: Engineering
Status: In progress
Gap: Risk approvals
Impact: Medium
Owner: Leadership
Status: Decision due
Gap: Policy review
Impact: Low
Owner: Security
Status: On track

Questionnaire answer library

Question: Encryption
Owner: Engineering
Evidence: E-044
Reviewed: Current
Question: Incident response
Owner: Security
Evidence: E-071
Reviewed: Current
Question: Vendor risk
Owner: Ops
Evidence: E-126
Reviewed: Refresh due

Demo content only · No client or audit data shown

From compliance chaos to operating trust

The transformation is visible in ownership, evidence and repeatability.

Illustrative states show the operating difference an implementation program is designed to create. Actual scope and outcomes depend on the agreed objective and client environment.

Before

Access reviews
Missing
Incident response
Not evidenced
Vendor risk
Ad hoc
MFA
Evidence incomplete
Change management
Inconsistent
Security questionnaires
Rebuilt from scratch
Control ownership
Unclear

After

Access reviews
Operating & evidenced
Incident response
Tabletop completed
Vendor risk
Defined & operating
MFA
Implemented & evidenced
Change management
Standardized
Security questionnaires
Reusable response library
Control ownership
Assigned & accountable

Where EK Treasure fits

The platform tracks the work. The auditor tests the program. Someone still has to make it work.

EK Treasure works alongside your team between advice, tooling and independent assurance—without replacing the legitimate role of any of them.

Useful for diagnosis

Traditional advisory

Identifies gaps and recommends what should change.

Useful infrastructure

Compliance platforms

Track tasks, controls, evidence and recurring workflows.

Required independent role

Independent auditors

Test the program and issue an independent conclusion.

Implementation + operating discipline

EK Treasure

Helps build the program, establish ownership, close gaps, organize evidence and prepare teams to operate it.

EK Treasure provides readiness and implementation support. Independent SOC 2 examinations and opinions are performed by qualified licensed CPA firms. Readiness support does not guarantee an attestation or audit outcome.

Start with the live business pressure

Know what is blocking the deal. Fix it. Prove it.

Use the Enterprise Trust Triage to clarify the trigger, scope, ownership and most useful next step.

Book an Enterprise Trust Triage Assess SOC 2 Deal Readiness