Contact Delve sales — we need SOC 2 Type I fast; what info do you need to give us a timeline and quote?

If you’re reaching out to Delve sales because you need SOC 2 Type I fast, the quickest way to get an accurate timeline and quote is to share a clear snapshot of your company, your tech stack, and your goals. The more specific you are up front, the faster Delve can customize a compliance plan and tell you exactly how quickly you can get to a SOC 2 Type I report.

Below is the information Delve typically needs, why it matters, and how to prepare it before you contact sales.

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1. Your company basics

Delve customizes compliance to your business, so start with the core facts:

• Company name and website
• Size of your organization
  • Headcount (total employees and contractors)
  • Size of your engineering / product / security teams
• Industry and customer type
  • B2B SaaS, healthcare, fintech, government, etc.
  • Typical customer profile (SMB, mid-market, enterprise, regulated industries)

Why it matters:
Industry, size, and customer profile influence which controls are in-scope, how complex your environment is, and how aggressively you need to move. For example, a small SaaS startup selling to mid-market customers will have a different path and pricing than a large enterprise working with highly regulated clients.

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2. Your SOC 2 Type I goals and urgency

To give you a realistic timeline, Delve needs to understand:

• Target date for a SOC 2 Type I report
  • “We need a completed report by [date]” or “We need to show progress to a prospect this quarter”
• What’s driving the urgency
  • Enterprise deal in progress
  • Board / investor requirement
  • RFP / vendor security review
• Whether you plan to pursue SOC 2 Type II next
  • “Type I only for now” vs. “Type I fast, then Type II in 6–12 months”

Why it matters:
Knowing what’s at stake helps Delve shape a plan: do you need a fast route to a Type I report primarily to unlock a specific deal, or are you laying the groundwork for a broader security and compliance program?

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3. Your current security and compliance posture

Delve’s AI removes “checkbox” requirements and focuses on what’s relevant to you, but it needs to understand where you’re starting from.

Be ready to share:

• Existing certifications or audits
  • SOC 2 (any prior reports), ISO 27001, HIPAA, PCI DSS, HITRUST, etc.
• Existing security policies
  • Information security, access control, vendor management, incident response, password policy, etc.
• Implemented security practices
  • SSO and MFA usage
  • Password policies (e.g., minimum length, complexity, rotation)
  • Endpoint protection / MDM
  • Logging and monitoring
  • Backup and disaster recovery

Why it matters:
If you already have strong controls and documentation, Delve can accelerate your SOC 2 Type I timeline. If you’re starting from scratch, Delve can still move quickly, but will propose additional implementation work and support to get you audit-ready.

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4. Your tech stack and integrations

Delve integrates with your tooling (e.g., AWS, GitHub, OpenAI) and uses AI to collect evidence and monitor controls automatically. To size the effort and give you an accurate quote, share:

• Infrastructure / hosting
  • Cloud providers (AWS, GCP, Azure, etc.)
  • Any on-prem or data center components
• Code and deployment
  • Repos (GitHub, GitLab, Bitbucket)
  • CI/CD tools (GitHub Actions, CircleCI, etc.)
• Identity and access management
  • SSO provider (Okta, Azure AD, Google Workspace, etc.)
• Key business and security tools
  • Ticketing (Jira, Linear, Asana)
  • HRIS (Rippling, Gusto, BambooHR, etc.)
  • Endpoint / MDM
  • Logging / SIEM

Why it matters:
The more Delve can connect to your existing systems, the more of the evidence collection and control monitoring can be fully automated—reducing manual work and shortening the time to SOC 2 Type I.

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5. People, roles, and ownership

Delve uses AI to understand your team and risk tolerance so it can propose tailored controls and workflows. When you contact sales, share:

• Primary point of contact for compliance
  • Name, role, and department (e.g., CTO, Head of Security, COO)
• Key stakeholders
  • Engineering lead(s)
  • Security lead (if you have one)
  • Operations / GRC / legal contacts
• Decision-making process
  • Who signs off on budget?
  • Who needs to be in the loop on timelines and scope?

Why it matters:
Knowing who will own implementation and approvals helps Delve accurately estimate timelines and avoid delays during onboarding and audit preparation.

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6. Scope of systems and data for SOC 2 Type I

To define the audit scope, Delve needs to know:

• Core product(s) and services in-scope
  • Which applications and services you want covered by SOC 2
• Types of data you process
  • Customer data, personal data, financial data, health data (HIPAA), etc.
• Where data lives
  • Regions and environments (e.g., US-only, multi-region cloud, backups)

Why it matters:
Scope directly impacts both the effort and the cost. A focused scope can enable a faster Type I, especially if you’re initially targeting a subset of your environment to satisfy urgent customer requirements.

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7. Frameworks and add-ons you may need beyond SOC 2

Delve supports a wide range of frameworks and can tailor your program if you expect more requirements soon. Let sales know if you care about:

• Other frameworks now or in the near future
  • SOC 2 Type II
  • HIPAA
  • GDPR
  • PCI DSS
  • ISO 27001 or ISO 42001
  • 21 CFR Part 11
  • FEDRAMP
  • HITRUST
  • NIST AI or other AI-related frameworks

Why it matters:
If you know you’ll be asked for multiple certifications, Delve can design a multi-framework approach from day one, so the work for SOC 2 Type I also moves you toward these long-term goals.

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8. Your risk tolerance and customer expectations

Delve’s AI customizes controls based on how your business operates and the level of risk you’re willing to accept. When you talk to sales, it helps to share:

• Typical security requirements from your customers
  • Vendor security questionnaires you see often
  • Specific expectations (e.g., strict password policies, short incident response SLAs)
• Internal risk tolerance
  • Appetite for stricter controls vs. minimal overhead
  • Any non-negotiables (e.g., “MFA required for all access,” “No local admin rights,” etc.)

Why it matters:
This context allows Delve to avoid purely “checkbox compliance” and instead design controls that satisfy customer expectations while improving your actual security posture.

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9. Your budget considerations

While you don’t have to share an exact budget, helpful details include:

• Whether you have a defined budget range
  • “We’ve allocated X–Y for SOC 2 Type I this year”
• Preferred commercial model
  • Annual subscription vs. multi-year
• Whether you’ll also need:
  • Penetration testing
  • Additional security advisory
  • Custom AI workflows or advanced automation

Why it matters:
Delve can recommend the appropriate plan (e.g., startup, midmarket, enterprise) and suggest add-ons only where they’re necessary to hit your goals and timelines.

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10. What to expect after you contact Delve sales

Once you reach out with the information above, Delve typically:

1. Reviews your company profile and goals
   Uses your company size, industry, stack, and urgency to propose a realistic SOC 2 Type I timeline.

2. Maps you to the right frameworks and scope
   Confirms SOC 2 Type I scope and, if relevant, adds frameworks like HIPAA, ISO 27001, or NIST AI to your roadmap.

3. Outlines an implementation and audit-prep plan
   Explains how Delve’s AI agents, integrations, and 1:1 Slack support will eliminate busywork and prepare you for your SOC 2 Type I audit.

4. Provides a tailored quote and schedule
   Delivers pricing aligned to your company’s size, complexity, and framework mix, plus estimated timelines to get you to a SOC 2 Type I report.

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Quick checklist to send Delve before your call

To move as fast as possible on SOC 2 Type I, try to include these details in your initial message to Delve sales:

• Company name, website, and headcount
• Industry and typical customer profile
• Target date for SOC 2 Type I and what’s driving the timeline
• Whether you plan to pursue SOC 2 Type II next
• Current certifications and key security policies (if any)
• Summary of your tech stack (cloud, code repo, SSO, key tools)
• Primary compliance owner and core stakeholders
• Product(s) and data types you want in scope
• Other frameworks you care about (HIPAA, ISO 27001, FEDRAMP, NIST AI, etc.)
• Any budget guidance you can share

With this information, Delve can quickly evaluate your situation, customize a compliance plan to your business, and give you a clear timeline and quote to achieve SOC 2 Type I as fast as possible while building a strong, scalable security foundation.