What You'll Learn

  • Decide which Trust Services Criteria belong in your report — and defend the ones you exclude,Implement CC1 through CC9 as concrete controls
  • not theory
  • at a real SaaS company,Name the exact evidence an auditor will sample under each criterion
  • before they ask for it,Run the full Type 1 → observation period → Type 2 lifecycle without surprises,Generate your policies
  • risk register
  • incident response plan and vendor checklist with the companion app,Build an evidence vault that survives a Type 2 sampling test,Compare Vanta
  • Drata and Secureframe on capability rather than marketing,Avoid the failure modes that produce most first-audit findings

Requirements

  • A working SaaS product
  • or one in development,Basic familiarity with cloud infrastructure (AWS
  • GCP or Azure),Node.js 20+ to run the companion app locally — installation is covered in Section 3,A free Google Gemini API key — obtaining it is covered in Section 3,No prior SOC 2
  • audit or compliance experience required

Description

This course contains the use of artificial intelligence.

Your biggest prospect just asked for your SOC 2 report.

You don't have one. Nobody at the company has been through an audit. The deal is now waiting on you, and every article you find explains what SOC 2 is rather than what you actually have to do on Monday morning.

This course is the other thing. It doesn't teach SOC 2 the way you'd study for an exam — it teaches the audit: the scoping decisions, the controls, the evidence, and the conversations you will genuinely have with your auditor.

How it works

Every Common Criterion, CC1 through CC9, gets the same treatment. What the control actually requires, in plain language rather than AICPA phrasing. How it looks at a real Series A SaaS company. And — the part most courses skip — the exact artifact an auditor will ask you to produce, and what makes them doubt it.

We work through the whole thing at RelayDesk, a 75-person B2B SaaS company on AWS with three enterprise deals blocked on a Type 1 report, no policies, no risk register, and one security engineer. If that sounds like your company, that's the point.

The companion app

A Next.js application ships with the course. You run it locally with your own free Gemini API key, set your company profile once, and it drafts:

  • A code-of-conduct and tone-at-the-top policy (CC1.1)
  • A risk register with scoring and treatment plans (CC3.2)
  • An information security policy (CC5.1)
  • An access control policy (CC6.1)
  • An incident response plan (CC7.3)
  • A vendor due-diligence checklist (CC9.1)
  • A readiness gap assessment scored across every criterion in scope
  • An evidence vault checklist with one row per control

Everything exports as a styled Word document naming your company, your leadership, and your stack — not a template with placeholders to fill in. Eight lectures show the app running end to end, unedited, so you can see exactly what it produces before you run it yourself.

To be clear about what the app is: it produces a first draft. The course spends as much time on the human work that turns a draft into evidence — the review, the approval, the signature, and the operating history — as it does on generating it.

What you'll finish with

Six hands-on assignments take you through the work itself: scoping your criteria, building and defending a risk register, reality-checking your access control policy against how access actually works today, running a tabletop against a Saturday-night breach scenario, tiering your real vendors, and turning a gap assessment into a 90-day plan. Each comes with a full worked solution, so you can compare your answers against a strong one.

By the end you'll have a complete first-draft control set, an evidence vault structured by criterion, and a dated remediation plan that gets you to fieldwork.

What this course does not do

It won't make you a CPA, and it won't get you certified — SOC 2 is an attestation performed by a licensed audit firm, and no course substitutes for that engagement. It covers one observation period rather than multi-year Type 2 renewals, and it mentions ISO 27001 and NIST CSF for comparison without mapping them in depth.

What it will do is get you from nothing to audit-ready without paying a consultant twenty thousand dollars to tell you what your policies should say.

Who this course is for:

  • SaaS founders whose first enterprise deal is blocked on a SOC 2 report,Engineering leads told to "get us SOC 2 ready" with no compliance background,Technical co-founders evaluating Vanta
  • Drata or Secureframe and wanting to understand what they are buying,Solo security engineers running readiness alone at a Series A or B company,GRC professionals adding SOC 2 to an existing ISO 27001 or NIST toolkit
SOC 2 for SaaS: Pass Your First Audit with AI

Course Includes:

  • Price: FREE
  • Enrolled: 15 students
  • Language: English
  • Certificate: Yes
  • Difficulty: Beginner
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