RevOps Startup
A scaling RevOps startup hit real security events while pushing into regulated-industry customers. We embedded as their fractional CISO — running incident response, standing up data loss prevention, and driving both HIPAA and SOC2 certifications to landing.
- Client
- RevOps Startup
- Sector
- Fractional CISO
- Services
- Fractional CISO
- Incident response
- Data loss prevention (DLP)
- Security audit & remediation
- HIPAA certification
- SOC2 certification
The company had the velocity of a scale-up and the exposure of a platform sitting on top of customer revenue data and PII. Phishing campaigns were landing in real inboxes, enterprise buyers were demanding SOC2 and HIPAA, and there was no one in the seat owning security as a program — just a careful engineering team and a stack of open questionnaires. They needed leadership, not a vendor.
What we built.
- 01
Incident response, in the room
Led the response to multiple active phishing campaigns — scoping exposure, coordinating lock-downs, and standing up the detection and training patterns so the next wave didn't cost anything. Lessons captured in a living playbook, not a one-off post-mortem.
- 02
Data loss prevention, end-to-end
DLP rolled out across endpoints, email, and the SaaS stack. Policies tuned to the actual data flow — not shelfware templates that drown the team in alerts no one triages.
- 03
Security audit + remediation roadmap
Full security audit with gaps scored by risk and effort, then a sequenced remediation plan with named owners. No 200-page PDF — a live roadmap the team actually shipped against.
- 04
HIPAA + SOC2 to landing
Stood up the controls, wrote the evidence, and walked the auditors through. Both certifications achieved — and the program stayed intact after we rotated out, because it was built as operating practice, not audit theater.
Both HIPAA and SOC2 certifications achieved. Phishing campaigns contained with a working response pattern for the next attempt. DLP running across the stack. The security program survived the engagement — which is the whole point.
- CertificationsHIPAA + SOC2
- EngagementFractional CISO
- Incident postureContained + instrumented