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The Pre-Series B Security Checklist for Crypto Companies

The 5 areas that generate the most friction in Series B security diligence. What investors actually look for, and how to pass the test before they ask.

  • Compliance & audit readiness
  • Crypto-specific security controls
  • Incident response & operational resilience
  • Third-party & supply chain risk
  • Board reporting & governance

Based on 20+ investor diligence calls and the security program that took a crypto company public via SPAC and IPO.

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Latest perspectives

Deep dives on the topics that keep operators and investors up at night.

Why Your SOC 2 Auditor Might Be the Wrong One

Most crypto companies fail SOC 2 on key management and access control — not because they're sloppy, but because the auditor doesn't understand digital assets. Here's how to evaluate whether your auditor understands your business model before you waste $30K.

The audit is one slice of the program — our fractional CISO for fintech services cover the rest.

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The Security Question That Killed a Term Sheet

A founder told me his Series B term sheet was delayed 6 weeks because of one security question. Not a breach. Not a failed audit. Just a question he couldn't answer well. Here's what it was, and how to make sure you're not the next story.

Custody questions like this one come straight from our digital asset cybersecurity practice.

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CISO Priorities for FinTech, Payments & Digital Assets

Seven priorities for fintech security leaders, ordered by what breaks first when it goes wrong. Custody, PCI scope, vendor concentration, exam evidence, AI governance, fintech-specific incident response, and board reporting that earns its agenda slot.

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You Can't Govern AI You Haven't Found

Shadow AI is the part of your AI risk nobody budgeted for. A four-pass discovery method that finds it, and the six-week program that makes it governable before the diligence question arrives.

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How Much Does a Fractional CISO Cost in 2026?

Published market ranges by model and company size, what drives the 5x spread, and the fractional vs full-time breakeven math — with the honesty note that every public figure is a market list-price range, not an audited survey.

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