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Pillar 02— Cybersecurity

Cyber oversight that holds up to inspection.

Centralize third-party risk and cyber posture across the firm. Score vendors in minutes, monitor endpoints continuously, and keep inspection-grade evidence ready — run by professionals who've secured thousands of endpoints.

3

modules

100s

exam-ready evidence

Snapshot

expert-run programs
What it looks like

Vendor and endpoint risk in one screen.

Score third-party risk from SOC 2s and monitor endpoint posture firm-wide — inspection-ready at any moment.

app.surgeone.ai/cyber
SurgeONE

Cyber & Vendor Risk

Third-party + endpoint posture
S
Schwab (custodian)
SOC 2 current · no findings
Low risk
M
Marketing SaaS vendor
SOC 2 gap · encryption at rest
Review
A
Endpoint fleet
134 of 142 in posture
94%
The modules

Everything in the Cybersecurity pillar.

Buy any module on its own, or run the whole pillar. All of it shares one data fabric and one audit trail.

MODULE 01 · THIRD-PARTY RISK

Cyber & Vendor Due-Diligence

Prefill and score vendors automatically from SOC 2s, breach history, and public sources. A unified third-party risk view replaces the questionnaire-and-spreadsheet grind with a single, defensible report.

AI prefills vendor risk from SOC 2s
Breach-history and public-source scoring
Unified third-party risk register
Continuous re-assessment as risk changes

Who it's for: Firms managing vendor and third-party cyber risk under Reg S-P and SEC expectations.

MODULE 02 · ENDPOINT

Endpoint AI & Compliance Monitor

Monitor endpoint posture across Windows, macOS, and browser. A baseline period establishes what 'normal' looks like before any enforcement, so alerts are signal, not noise.

Cross-platform endpoint coverage
Baseline period before enforcement
Posture and configuration monitoring
Policy-aligned, low-noise alerts

Who it's for: Firms needing continuous endpoint security evidence for exams.

MODULE 03 · DASHBOARDS

Cyber Risk Dashboards

Score your firm's cyber risk, benchmark against peers, and surface the gaps that matter most — with inspection-ready evidence sitting behind every number.

Firm-level cyber risk scoring
Peer benchmarking
Inspection-ready evidence trail
Prioritized remediation

Who it's for: CISOs and CCOs reporting cyber posture to leadership and examiners.

In practice

How firms use the Cybersecurity pillar.

Reg S-P

Meeting the Reg S-P deadline

  1. Vendor risk register auto-populated from SOC 2s.
  2. Endpoint posture documented firm-wide.
  3. Evidence package ready for the file.
→  Compliant ahead of the deadline, with proof.
Vendor onboarding

Adding a new custodian

  1. AI scores the vendor from public + SOC 2 data.
  2. Gaps flagged before contract signature.
  3. Added to continuous re-assessment.
→  Third-party risk caught before it's your risk.
Inspection

A cyber inspection lands

  1. Pull the evidence trail behind every score.
  2. Show endpoint posture over time.
  3. Demonstrate continuous monitoring.
→  Inspection-grade documentation, on demand.
Expert services

Backed by Security Snapshot

Cyber programs run by professionals who've secured thousands of endpoints. The software does the heavy lifting; experienced professionals review where it matters most.

About Security Snapshot →
"Human in the loop means a person saw it. Principal in the loop means a regulator will respect it."
— The SurgeONE difference
Get started

See the Cybersecurity pillar on your firm.

Walk through the modules that fit — no bundle required.

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