Our client sent a 200-question security questionnaire. Can you handle it?

Yes, and that questionnaire is usually the moment firms realize they need this service. We answer it from the evidence file, close the gaps that would have been "no" answers, and keep the file current so the next questionnaire takes hours instead of weeks.

Do we need a vCISO if we already have the vCIO?

They answer different questions. The vCIO owns technology strategy and budget; the vCISO owns risk, the security program, and what you tell clients, insurers, and regulators about it. Smaller firms often start with vCIO and add vCISO when a framework or major client demands it.

Do you perform penetration tests yourselves?

No, and you should be suspicious of anyone grading their own homework. Tests run through independent partners; we scope them, fix what they find, and verify the fix, which keeps the attestation credible.

Services · Security

Compliance & vCISO

Audits, frameworks, and examiners, handled by people who have sat on the audited side of the table at a federally chartered bank. Compliance as an operating state, not an annual panic.

compliance posturelive

evidence filecurrent

access reviewson schedule

retention / archiveenforced

last pen testremediated

insurance questionnaireanswerable

examiner-grade, always onmonitored 24×7

Framework readiness, with evidence

Whether the driver is HIPAA, SOC 2, PCI-DSS, CMMC/NIST 800-171, or FINRA and SEC books-and-records requirements, the work is the same shape: map the controls to your environment, close the gaps, and keep an evidence file that answers auditors with documents instead of meetings. Because we already run the environment, the controls get implemented rather than merely described.

Our background is the regulated end of finance, where examiners arrive with subpoena-grade expectations. That standard travels well: firms that prepare to it pass everything lighter.

vCISO: security leadership, fractional

The vCISO engagement puts accountable security leadership on your org chart: a written security program, risk register reviewed quarterly, policies that match reality, vendor security reviews, board and client reporting, and ownership of the annual insurance questionnaire. It pairs with the vCIO the way a CISO pairs with a CIO, and most firms consume both as one leadership retainer.

Penetration testing and assessments

We coordinate penetration tests and vulnerability assessments through independent testing partners, then own the part most firms drop: remediation. Findings become tickets with owners and dates, the retest proves closure, and the final report reads clean for the client, insurer, or regulator who asked.

Archiving, retention, and eDiscovery

Email and communications archiving with legal-hold and retention policies configured to your obligations, including SEC 17a-4 style immutable retention for financial firms. When a dispute or exam demands five years of correspondence, it is a search, not an archaeology project.

What's included

Control mapping and gap remediation for HIPAA, SOC 2, PCI-DSS, CMMC/NIST, FINRA/SEC
Maintained evidence file: policies, logs, attestations, drill reports
vCISO: security program, risk register, quarterly reviews, board reporting
Penetration test coordination with tracked remediation and retest
Email archiving, legal hold, retention, and eDiscovery support
Cyber-insurance questionnaire ownership

FAQ

Facing an audit, a framework, or a client questionnaire?

The readiness assessment maps your controls against the requirement and prices the gap. Findings in writing.

Book the readiness assessment