How Pivott Achieved SOC 2 Compliance

Adam Cowley
CEO

Key takeaways
- Pivott is officially SOC 2 Type I compliant, with our Type I report received in May 2025.
- SOC 2 is an independent third-party audit of the systems, processes, and controls that protect customer data.
- We treated the audit as an opportunity to mature our workflows and clarify ownership — not just a compliance checkbox.
- We're committed to maintaining compliance through regular reviews and annual audits going forward.
We're excited to share that Pivott is officially SOC 2 Type I compliant. This marks an important milestone in our commitment to earning and maintaining your trust through robust security practices.

What is SOC 2, and why does it matter?
SOC 2 (Service Organization Control 2) is a widely recognized compliance framework developed by the American Institute of Certified Public Accountants (AICPA). It evaluates how well a company protects customer data based on trust service criteria including security, availability, and confidentiality.
Undergoing a SOC 2 audit means our systems, processes, and internal controls were reviewed by an independent third party. The result is a verified report affirming that Pivott is operating securely and responsibly.
Why SOC 2 matters to Pivott — and to you
Security has been a core focus for Pivott from day one. As we scale, we're committed to building on a foundation that puts your trust and your data first.
Achieving SOC 2 Type I was a proactive decision. It reflects our effort to reduce risk early, build operational maturity, and protect the contract and vendor data that flows through our platform. We received our Type I report in May 2025, and we're committed to maintaining compliance through regular reviews and annual audits going forward.
Our SOC 2 journey
Getting here required alignment across the entire team. Over several months, we reviewed and strengthened our internal policies, integrated critical systems, and worked cross-functionally to ensure security was built into our operations — not bolted on afterward.
We didn't treat SOC 2 as a checkbox. We used it as an opportunity to mature our workflows, clarify ownership across teams, and ensure that how we build aligns with the trust our customers place in us.
What this means moving forward
This achievement validates the safeguards we've built and sets the stage for what comes next. As we continue to grow, security, trust, and operational excellence will remain core to how we serve our customers.
We're proud of what the team accomplished, and even more committed to making Pivott a platform you can count on — now and into the future.
You can find all the details at trust.pivott.io.
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