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HR Tech SaaS Unlocks $1.2M in Enterprise Deals with SOC 2
Industry
HR Tech SaaS
Timeline
88 Days
Investment
$40K
Company Size
120 Employees
Challenge
Series B HR Tech company stuck selling to SMB customers ($5K-$15K contracts). Lost 12 enterprise deals in 6 months—all due to "no SOC 2" auto-rejection during vendor security reviews. Big 4 consultant quoted $120K and 18 months.
Solution
Engaged for $40K fixed-price SOC 2 program. Audit-ready in 88 days. Implemented Security + Availability + Confidentiality criteria. Leveraged existing tools (AWS, Okta, Datadog) instead of expensive new platforms. Passed Type 2 audit with zero findings.
"SOC 2 changed everything. Within 60 days of getting our report, we closed 3 enterprise deals worth $400K ARR. Our sales cycle dropped from 8 months to 3 months. Best $40K we ever spent."
— CRO, HR Tech SaaS Company
Results
- ✓ $400K ARR closed within 60 days (3 enterprise deals)
- ✓ Sales cycle: 8 months → 3 months
- ✓ Enterprise win rate: 15% → 45%
- ✓ Pipeline grew $3.2 x from $600K to $1.9M
- ✓ Raised $15M Series C at 40% higher valuation
Manufacturer Saves $15M Contract with 92-Day Certification
Industry
Manufacturing
Timeline
92 Days
Investment
$35K
Company Size
500 Employees
Challenge
IoT sensor manufacturer faced 120-day deadline: get ISO 27001 certified or lose $15M contract with German automotive customer. Already had SOC 2, but EU customers required ISO 27001. Previous consultant quoted $120K and 12+ months.
Solution
Leveraged existing SOC 2 controls (80% overlap) to fast-track ISO 27001. Built ISMS documentation in 4 weeks. Focused on the 20% unique to ISO 27001. Used certification body relationships to schedule audits within 90 days. Passed both Stage 1 and Stage 2 with zero findings.
"We had 120 days to get ISO 27001 or lose our biggest customer. Careful Security delivered in 92 days—saving a $15M contract. Now we're using ISO 27001 to bid on additional EU contracts worth $40M."
— CISO, Manufacturing Company
Results
- ✓ $15M contract renewed (met deadline with 28 days to spare)
- ✓ Bid on 5 additional EU contracts worth: $40M
- ✓ Won 2 new contracts $18M value
- ✓ EU sales team expanded 3→12 people
HR Tech SaaS Unlocks $1.2M in Enterprise Deals with SOC 2
Industry
AI/ML SaaS
Timeline
92 Days
Investment
$50K
Company Size
55 Employees
Challenge
AI recruiting platform with ML-powered facial recognition. Strong US presence ($5M ARR) but struggling in EU expansion. Lost 3 major EU deals in 4 months due to AI governance concerns. SOC 2 didn't address AI-specific risks like bias testing and explainability.
Solution
Implemented complete AI Management System under ISO 42001 in 91 days. Built AI policy framework, comprehensive bias risk assessment (12 risks identified), training data governance, explainability framework with SHAP values, and human oversight mechanisms. Passed certification with zero findings.
"ISO 42001 opened the entire EU market for us. We closed an €8M deal within 60 days—a deal that explicitly required ISO 42001 in the contract. Our EU pipeline grew 9x in 90 days."
— CEO, AI Recruiting Platform
Results
- ✓ €8M deal closed within 60 days (3-year contract)
- ✓ EU pipeline grew 9x from €2M to €18M
- ✓ Raised $25M Series B at 50% higher valuation
- ✓ "EU AI Act ready" positioning loved by investors
Healthcare SaaS Closes $1.2M Hospital Deal in 78 Days
Industry
Healthcare Tech
Timeline
78 Days
Investment
$35K
Company Size
65 Employees
Challenge
Series A patient engagement platform with $3M ARR and 40 clinic customers. Lost 3 hospital deals worth $2M+ in 6 months—every enterprise RFP required HIPAA compliance documentation they didn't have.
Solution
Complete HIPAA program in 78 days: comprehensive risk analysis (OCR's #1 requirement), 42 policies covering Privacy and Security Rules, workforce training for all 65 employees, BAA templates for 12 subcontractors, and incident response procedures.
"We went from losing every hospital deal to closing a $1.2M contract in 45 days. HIPAA compliance was the unlock we needed for the enterprise healthcare market. Zero findings in every customer security audit since."
— CEO, Healthcare SaaS Company
Results
- ✓ $1.2M hospital deal closed within 45 days
- ✓ Compliant in 78 Days (12 days ahead of deadline)
- ✓ 4 additional health systems in active discussions
- ✓ Zero findings in customer security audits
HR Tech SaaS Unlocks $1.2M in Enterprise Deals with SOC 2
Industry
FinTech
Duration
18+ Months
Investment
$10K/month
Value Protected
$5M+
Challenge
Series B FinTech (200 employees) completed SOC 2 Type 2 but couldn't justify a $250K+ full-time CISO. Needed ongoing security oversight for regulatory requirements, board reporting, and customer security reviews.
Solution
Professional tier Securely Ever After service: fractional CISO, security engineer access, and 24/7 monitoring via dashr.ai Platform. At 2:47 AM on a Sunday, detected credential stuffing attack (10,000+ failed auth attempts). Contained within 45 minutes. Zero data compromised.
"The breach attempt happened at 2:47 AM on a Sunday. Without 24/7 monitoring, we wouldn't have known until Monday—30+ hours of exposure. They contained it in 45 minutes. That Sunday morning response alone paid for a year of service."
— CTO, FinTech Company
Results
- ✓ Zero data compromised in attack
- ✓ Zero downtime during incident response
- ✓ Competitor breach 2 months later cost them $5M
- ✓ Board approved $150K additional security budget
- ✓ Client retained for 18+ months (ongoing)
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Questions about our process? Call us: +1-818-533-1402 or email icare@carefulsecurity.com