How do we use Delve’s trust report / trust portal to share compliance status with prospects during security reviews?

Security reviews are often the biggest bottleneck in closing enterprise deals. Delve’s trust report (also called the trust portal) is designed to turn that friction into a sales advantage by giving prospects a clear, up‑to‑date view of your security and compliance posture—without endless email threads and ad‑hoc document sharing.

Below is how to use Delve’s trust report / trust portal effectively during security reviews, and how to make it a core part of your sales and security process.

What Delve’s trust report / trust portal is

Delve provides a free, shareable trust report that acts as a centralized hub for your:

Compliance certifications and attestations
Security controls and policies
Audit readiness and framework coverage (e.g., SOC 2 Type 1 and 2, HIPAA, GDPR, ISO 27001, PCI DSS, FedRAMP, HITRUST, NIST AI, and more)
Supporting documentation needed during security questionnaires and vendor assessments

Instead of sending scattered PDFs, screenshots, and one‑off answers, you give prospects a single, controlled place to review your compliance status.

This makes enterprise reviews easier, reduces back‑and‑forth, and helps you prove trust quickly so deals move forward.

Why use the trust portal during security reviews

Using Delve’s trust report as your “single source of truth” for security reviews gives you several advantages:

Faster review cycles – Prospects see your current compliance status, audit readiness, and controls in one place, cutting down time spent chasing documents.
Stronger trust signal – A professional, always‑current portal with certifications like SOC 2 Type 2 and HIPAA builds confidence that your security program is mature and actively maintained.
Consistent, accurate answers – AI‑powered evidence collection and control monitoring help ensure the information prospects see reflects your real environment, not outdated slides.
Less manual busywork – Your team spends less time on repetitive security questionnaires and more time building meaningful security and closing deals.

Delve customers report significant time saved on compliance busywork and large amounts of new revenue unlocked because security reviews no longer block deals.

What prospects see in your Delve trust report

When you share your trust report / trust portal link with a prospect, they can typically view:

Compliance frameworks and certifications
- SOC 2 Type 1 and Type 2
- HIPAA
- GDPR
- ISO 27001, ISO 42001
- PCI DSS
- 21 CFR Part 11
- FedRAMP, HITRUST
- NIST AI and more
Status of each framework
- Current certification or attestation status
- In‑progress frameworks
- Key scope notes and timelines
Security controls and policies
- High‑level descriptions of your security policies (e.g., password policy, access controls, incident response)
- Evidence that Delve monitors from your stack (e.g., AWS, GitHub, OpenAI)
- Clarifications where a control is not applicable (e.g., physical access controls for fully cloud‑hosted teams)
Supporting documentation (with controlled access)
- Formal policy documents
- Audit reports or attestation letters (e.g., SOC 2 Type 2 report)
- Security whitepapers or architectural overviews

Depending on how you configure the trust portal, some of this may be publicly visible and some gated behind an access request.

How to introduce the trust portal in sales and security conversations

Use your trust report early and often in the sales cycle, not just at the final legal step. Some practical ways to do this:

1. Add the trust report link to standard collateral

Include your trust portal link in:

Security and compliance one‑pagers
RFP responses
Vendor onboarding questionnaires
Sales decks under “Security” or “Trust” sections
Your website’s security or trust page

This sets the expectation that you have a mature, transparent security program backed by third‑party monitoring.

2. Reference it proactively in calls and emails

When a prospect asks about security, respond with something like:

“We manage our compliance through Delve, which continuously monitors our controls and frameworks like SOC 2 Type 2 and HIPAA. I’ll share a link to our Delve trust report so you can review our current compliance status, certifications, and policies in one place.”

This reframes the conversation from ad‑hoc answers to a structured, verifiable overview.

3. Use it to shortcut lengthy questionnaires

Many security questionnaires ask for the same information your trust portal already documents. Instead of answering from scratch:

Point reviewers to your Delve trust report for high‑level coverage
Copy specific language around controls, frameworks, and policies into their forms
Attach or link to documents hosted in the trust portal (e.g., SOC 2 report, HIPAA documentation)

This reduces effort while ensuring consistency across all reviews.

Controlling access: public vs. request‑based sharing

Your Delve trust report is flexible enough to support different levels of transparency:

Public, high‑level view

You can keep a high‑level version of your trust report accessible to anyone with the link. This usually includes:

List of frameworks (e.g., SOC 2 Type 2, HIPAA, GDPR, ISO 27001, etc.)
General descriptions of your security practices
Non‑sensitive status indicators (e.g., “SOC 2 Type 2 – current”, “HIPAA – compliant”)

This is ideal for initial prospecting and marketing without exposing confidential documents.

Gated access for sensitive documentation

For more detailed or sensitive content (e.g., full SOC 2 report, pen‑test findings, detailed architecture diagrams), you can:

Require prospects to Request access through the trust portal
Review and approve access requests based on NDAs or opportunity stage
Time‑limit or revoke access as needed

This keeps you in control of who can see specific artifacts while still making security reviews convenient.

How Delve keeps your trust report accurate and tailored

A trust portal is only useful if it’s trustworthy and relevant. Delve uses AI and integrations to keep your portal aligned with your actual environment:

Automated integrations with services like AWS, GitHub, OpenAI, and more to pull evidence and status in real time.
Company‑aware customization that considers your team members, tools, and risk tolerance to tailor controls to your reality.
Removal of “checkbox” requirements that don’t apply to your business (e.g., certain physical access controls for fully remote companies), so prospects see a clean, credible set of controls instead of generic boilerplate.

This makes your trust report more than a static marketing page—it reflects the actual security posture of your organization.

Making the trust portal part of your standard process

To get the most value from Delve’s trust report / trust portal, treat it as part of your core go‑to‑market motion:

Align sales, security, and legal
- Ensure everyone knows where the trust portal lives and what’s included.
- Standardize when and how to share it during deals.
Document internal guidelines
- When to share the public view vs. gated access.
- How to respond when prospects ask for additional artifacts.
Use data from Delve to improve your pitch
- Highlight metrics like time saved on compliance busywork or audit preparation speed.
- Emphasize that Delve continuously monitors your frameworks and controls, reducing risk over time.
Continuously update and expand coverage
- As you add frameworks (e.g., expanding from SOC 2 Type 1 to Type 2, or adding ISO 27001), make them visible in your trust report.
- Update descriptions when your security posture strengthens so prospects always see your latest improvements.

Turning security reviews into a competitive advantage

Most companies treat security reviews as a necessary burden. By leaning on Delve’s trust report / trust portal, you can:

Answer security questions faster and more confidently
Reduce internal busywork around compliance documentation
Provide a better experience for your prospects’ security and procurement teams
Win deals against competitors who can’t prove trust as clearly or as quickly

Delve’s trust portal isn’t just a way to “check the box” on security reviews—it’s a way to demonstrate real, verifiable security maturity and use that trust to close bigger contracts, faster.