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vCISO Lite

Built for the 33 million companies everyone else ignored.

Security, Compliance & Risk Management for SMBs

ANGEL ROUND  |  AUGUST 2026

THE PROBLEM

You got the email.
You weren't ready.

"Can you fill out this
security questionnaire?"

A 200-question spreadsheet. Due Friday.
You understood maybe half of it.

"Do you have a
security policy?"

Data handling. Access control.
Incident response. You have none of them.

"Are you SOC 2
compliant?"

Enterprise clients need it. You Googled it.
It costs $50K+. You have $0 budgeted.

THE IMPACT

These aren't security problems.
They're growth killers.

34%

of SMBs lost a deal due to
missing security certification

A-LIGN 2024

70%

of investors factor cyber
maturity into valuation

Marsh & McLennan 2023

21%

of M&A deals derailed
by security gaps

Westbourne Partners 2025

Lost deals. Stalled partnerships. Raises that fall apart in due diligence.

MARKET OPPORTUNITY

The window is wide open.

WHY NOW

Every enterprise buyer now demands SOC 2

It's table stakes for any B2B deal over $50K. SMBs are scrambling.

AI is creating new attack vectors daily

Boards that ignored cyber risk two years ago are now asking about it every quarter.

The market is enforcing what regulators won't

Insurers, investors, and enterprise buyers all require proof of security posture now — regardless of what Washington does.

Nobody's built for the companies getting hit hardest

The incumbents went upmarket. 33M+ SMBs are on their own.

MARKET SIZE
TAM
$21B 11% CAGR
GRC + Cyber Risk Quantification

Phase 3 — Data network plays here

SAM $3.5B
SMB segment

Phase 2 — Risk infrastructure expands here

SOM · BEACHHEAD $50M

Phase 1 — Compliance wedge starts here · ~6,000 SMBs at $8.4K ACV

Year 1 capture: ~1% → $527K ARR

THE SOLUTION

Security that starts with
your business — not a checklist.

Every other tool asks "are you compliant?" We ask: "What happens to your revenue, your pipeline, and your next raise if you're not?" Then we build from there.

BUSINESS CONTEXT FIRST

"Is this really that big of a deal?"

We map risk directly to the metrics you actually care about — deal velocity, renewal rates, valuation impact. Not abstract threat scores. Real business outcomes.

RISK IN DOLLARS

A number your board can act on

FAIR-based quantification turns "we might get breached" into "$340K in annualized exposure, reduced to $85K." That's a conversation a CEO can have with anyone.

ALWAYS READY

The questionnaire lands. You're already done.

Continuous compliance, auto-generated policies, and a living security posture that updates as your business changes. Not a binder on a shelf.

90 days from zero to SOC 2 ready
$299/mo not $200K for a consultant
Self-serve no calls, no consultants, just start
THE PRODUCT

This isn't a
mockup.
It's live.

Five modules. Continuous monitoring. Risk quantified in dollars — not traffic lights.

Security posture scoring
FAIR-based risk quantification
Compliance gap tracking
Vendor risk management
Policy enforcement (SML + OPA)
Vendor Risk Vendor Risk
Compliance Gaps Compliance Gaps
Risk Analysis Risk Analysis
Technical Controls Dashboard Technical Controls Dashboard
WHAT YOU GET

From panic to posture.

C
CEO
Are we SOC 2 compliant? The Meridian deal depends on it.
B
BOARD
What's our actual financial exposure right now?
I
INVESTOR
We need to see your security posture before we close this round.
P
PARTNER
Can you fill out this 200-question security assessment? Due Friday.
M
CORP DEV
Is this acquisition target secure enough for us?
IN
INSURER
Premiums are going up unless you can prove risk reduction.
$
CFO
Is this really that big of a deal? What's the actual business impact?
vC
vC
vCISO LITE
SOC 2 roadmap generated. 47 controls mapped. 90-day timeline active. ✓
vC
vCISO LITE
Annualized loss exposure: $340K → reduced to $85K with current controls. ✓
vC
vCISO LITE
Security questionnaire auto-completed. 192/200 questions answered. Ready to send. ✓
vC
vCISO LITE
Acme Co due diligence: 3 critical gaps found relative to your risk tolerance. Report ready. ✓
vC
vCISO LITE
Board dashboard updated. Executive summary + risk forecast attached. ✓
S
SALES
"We closed on that stuck deal after getting our SOC 2."
L
LEGAL
"Based on this, I think we should be cautious about acquiring Acme Co."
F
FINANCE
"That data labeling project should help us keep our insurance premiums low this year."
C
CEO
"First time I've actually understood our risk posture. Send this to the board."
Policies Compliance Vendor Risk Pen Testing Risk Quantification M&A Due Diligence Executive Reporting Education
THE GAP
88%

of executives agree: measuring cyber risk is essential.

15%

actually measure the financial impact.

59% of SMBs experienced a cyberattack in the past year (Hiscox, 2025). 86% of breaches disrupted operations — halting sales, service and production (IBM, 2025).

WHY THE GAP?

The math requires a team they don't have

CRQ sits at the intersection of cybersecurity, finance, and statistics. 65% of CRQ market revenue comes from large enterprises — because they're the only ones with staff to run the models.

You can't measure a program that doesn't exist

Every CRQ tool on the market assumes a security baseline — vulnerability scanners, asset inventories, threat intel feeds. 33 million companies don't have that infrastructure.

The output is a report, not a next step

Enterprise CRQ produces a PDF for the board. vCISO Lite produces the program, the measurement, and the action plan — all in one.

They're already spending — just blind

58% of SMBs overspent on cybersecurity last year. 83% still aren't prepared to recover financially. The money is flowing — it just has nowhere intelligent to go.

Source: JumpCloud, 2025 · Gartner, 2024 · ConnectWise State of SMB Cybersecurity, 2025

COMPETITIVE LANDSCAPE

They give you a badge.
We give you a language.

Compliance tools tell you if you passed. CRQ tells your investors, acquirers, and enterprise partners what your risk is worth in dollars — the language deals actually get done in.

SMB + RISK LANGUAGE

Compliance + financial risk narrative for deals, M&A, and fundraising

★ vCISO Lite

ENTERPRISE + RISK LANGUAGE

$100K+/yr. Requires dedicated CISO.

SecurityScorecard
BitSight

SMB + COMPLIANCE ONLY

Pass/fail. No risk narrative. Can't answer "what's your exposure?"

Sprinto
Secureframe

ENTERPRISE + COMPLIANCE ONLY

Proven demand. Enterprise pricing. Moving downmarket slowly.

Vanta ($1.6B)
Drata ($2B)

WE MEET YOU WHERE YOU ARE

Sometimes the badge is enough to close the deal. We get you there.
Sometimes you need to show the gaps and what you're doing about them. We do that too.

THE REAL MOAT: DATA GRAVITY

Anyone can build a CRQ engine. Nobody can replicate 12 months of your risk history, policy evolution, and board reports. Every day on the platform makes switching harder — and our data more valuable.

$3.6B in exits prove demand.
We serve who they can't.

BUSINESS MODEL

SaaS. Expansion revenue.
Built-in upsell.

Starter $299/mo
Growth $599/mo
Business $999/mo
Ultra $1,499/mo
Enterprise $8,499/mo
$12.5K
Y1 wACV
80%+
Gross Margin
130%
Target NRR

PRODUCT MIX EVOLUTION & GROWTH — hover for details

0% 15% 30% 45% 40% 9% 30% 19% 20% 37% 10% 29% 0% 6% Q3 '26 Q4 '26 Q1 '27 Q2 '27 Q4 '27 Q2 '28 CUST. 5 15 41 72 125 192 ARR $34K $119K $470K $902K $1.8M $3.4M
Starter $299
Growth $599
Business $999
Ultra $1,499
Enterprise $8,499
GO-TO-MARKET

We don't sell security.
We remove blockers.

AI-INDEXED CONTENT

40 SME blog posts already live, optimized for AI search + traditional SEO. ProductHunt and G2 listings at launch.

~35%

of Year 1 pipeline · ~10 customers

FOUNDER & ANGEL NETWORKS

YC, Techstars, indie hackers + angel communities. Warm intros from investors who back the same stage we serve.

~30%

of Year 1 pipeline · investors → intros

Where you come in

PRODUCT-LED VIRALITY

Every trust page, compliance badge, and questionnaire response carries our name. Free risk snapshot as top-of-funnel magnet.

~20%

of Year 1 pipeline · compounds over time

WARM REFERRAL NETWORK

2–3 informal relationships by Q4: a fractional CFO, an accountant, an MSP. Simple rev share — no formal program yet.

~15%

of Year 1 pipeline · scales fastest in Year 2

Q3 '26 — 5 customers

Round closes. Enterprise tier ships. Founder-led sales from personal network. Validate positioning + pricing.

Q4 '26 — 15 customers

AI content driving inbound. G2 listing live. Free risk snapshot launched. First case study published.

Q1 '27 — 41 customers · $470K ARR

First enterprise design partner lands via partner channel. Referral partners active. Self-serve Starter.

Q2 '27 — 72 customers

$902K ARR. 2 enterprise customers via partner channel. Product-led + referrals growing. Upsell motion active.

PRODUCT VISION

Built the engine. Now own the signal.

Phases 1, 2 & 3 shipped. Platform automation launching July 9. Trust credentials next.

01 SHIPPED

Foundation

✓ Compliance Engine — policy, FAIR-based CRQ, SOC 2 readiness

✓ Risk Infrastructure — continuous scoring, automated evidence

✓ Multi-framework mapping · executive dashboards

Compliance Engine Q4 '25
Risk Infrastructure Q1 '26

→
02 SHIPPED

Enterprise Intelligence

Automated KRI derivation from dependency graphs

AI-powered risk queries — natural language, 25+ tool integrations

Quantitative incident response (conditional probability modeling)

Executive posture dashboards with $ exposure

$8,499/MO · 500–2,500 EMPLOYEES

Shipped Q2 '26 · Partner channel (partial)

→
03 LIVE JULY 9

Platform Automation

Trustworthy Automation — the agent that runs the platform

Autonomous execution across compliance, risk, intelligence layers

Eval harness keeps it honest — scope expands after each check passes

Human-in-the-loop for anything with material impact

TRUSTWORTHY AUTOMATION

Live since July 2026 · Beta expanding Q3 '26

→
04 NEXT

Portable Trust Credentials

SMB owns their verified risk posture — shares it on their terms

Flash it to close a deal, get a better insurance rate, pass due diligence

Carfax for business trust — the seller shares it because it helps them sell

WHY US, NOT BITSIGHT

They rate you whether you like it or not.
We arm you with proof you control.

$21B TAM — the SMB is always the customer, never the product

130% NRR driven by phase-based upsell + enterprise expansion

TRACTION & MILESTONES

Solo founder. Zero funding.
Already here.

PROOF OF VELOCITY

2 phases shipped

Compliance engine + risk infrastructure — in production, not on a roadmap

40 posts indexed

SME content optimized for AI search + traditional SEO, driving inbound traffic

$0 outside capital

Everything here was built bootstrapped on a lean ~$2,400/mo burn. We run to one number, the Default-Alive Ratio, and this round is the fuel to compound past it.

WHAT THIS ROUND BUYS

Month 3 — 5 customers

Design partners. Validate pricing. ProductHunt launch.

Month 6 — 15 customers

AI content driving inbound. G2 listing live. First case study.

Month 9 — 41 customers

First enterprise partner lands. Self-serve onboarding. Trust page virality.

Month 12 — 72 customers · $902K ARR

Seed-ready. Product-led growth compounding. Upsell motion live.

FOUNDER

I didn't read about
this problem.
I lived it.

Yolonda Smith, CISM

Founder & CEO

— 20+ years in cybersecurity
— Head of Cybersecurity — Grubhub, Sweetgreen
— Led security through IPO — Sweetgreen
— Business Information Security Officer — Target
— Director of Product — Pwnie Express
— US Air Force veteran
— Certified CISO — Carnegie Mellon Heinz College
CISSP
CISM
GSEC
GCIH
Certified CISO
PREVIOUSLY AT Target Grubhub Sweetgreen Pwnie Express US Air Force
Yolonda Smith, Founder & CEO
THE ASK

$250K–$650K · SAFE

12–18 months to find our repeatable revenue motion, reach default-alive, and earn a seed. The product is already built; this capital buys the path to revenue, not the build.

WHAT IT BUYS

Founder, full-time

Off personal savings and fully on customers. A paid founder is a focused one, and it is the highest-leverage dollar in the round.

One full-stack engineer

A full-time builder who owns the product end-to-end, so the founder isn’t spec’ing and QA’ing a contractor instead of selling. Hire #1, funded at the top of the range.

Go-to-market experiment

Scale the 40-post content engine, test paid acquisition, add sales tooling. The real job of this round: find the repeatable motion to hire a seller against at seed.

Lean infra + buffer

Hold the ~$2,400/mo burn steady and keep a contingency reserve. Capital efficiency is the strategy, not an afterthought.

Looking for angels who understand B2B SaaS and compliance.

Use of

Funds

55% Founder + one engineer
20% Go-to-market
15% Infrastructure & tooling
10% Reserve / contingency
THE VISION

Built for the 33 million companies
everyone else ignored.

Let's Talk

[email protected]

vcisolite.com

Security for those who need it most

APPENDIX A

Unit Economics by Quarter

QUARTER CUST STARTER GROWTH BUSINESS ULTRA ENTER. SAAS ARR SVC REV TOTAL wACV
Q2 '26 0 0 0 0 0 0 $0 $0 $0 —
Q3 '26 5 2 (40%) 2 (30%) 1 (20%) 0 (10%) 0 (0%) $34K $10K $44K $6,800
Q4 '26 15 5 (35%) 4 (28%) 3 (22%) 2 (15%) 0 (0%) $119K $15K $134K $7,933
Q1 '27 41 12 (30%) 11 (27%) 10 (25%) 7 (18%) 1 (2%) $470K $57K $527K $11,463
Q2 '27 72 18 (25%) 18 (25%) 21 (30%) 14 (20%) 2 (3%) $902K $85K $987K $12,528
Q3 '27 98 21 (22%) 23 (24%) 30 (32%) 21 (22%) 3 (3%) $1.28M $177K $1.46M $13,082
Q4 '27 125 22 (18%) 26 (22%) 42 (35%) 30 (25%) 5 (4%) $1.82M $231K $2.05M $14,560
Q1 '28 158 22 (15%) 32 (21%) 56 (37%) 40 (27%) 8 (5%) $2.52M $270K $2.79M $15,924
Q2 '28 192 18 (10%) 36 (20%) 72 (40%) 54 (30%) 12 (6%) $3.38M $323K $3.70M $17,604
Q3 '28 226 21 38 84 67 16 (7%) $4.19M $502K $4.69M $18,540
Q4 '28 265 24 44 98 78 20 (8%) $5.02M $590K $5.61M $18,943
Q1 '29 305 28 48 112 92 25 (8%) $5.99M $672K $6.66M $19,639

SaaS tiers: Starter $299 · Growth $599 · Business $999 · Ultra $1,499 · Enterprise $8,499/mo

Services: Kickstart $5K · Audit Prep $7K · Quarterly vCISO $5.5K/qtr · Fractional vCISO $8K/mo

APPENDIX B

3-Year Revenue Maturation: SaaS + Services

SaaS ARR + Other20 services revenue by quarter. Services attach as trust deepens.

$0 $2M $4M $6M $8M YEAR 1 YEAR 2 YEAR 3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 0 0 5 15 41 72 98 125 158 192 226 265 SaaS ARR Other20 Services Total Revenue

YEAR 1

$527K

41 customers · $470K SaaS + $57K svc

YEAR 2

$2.79M

158 customers · $2.52M SaaS + $270K svc

YEAR 3

$6.67M

305 customers · $5.99M SaaS + $672K svc

OTHER20 SERVICES

Kickstart $5K · Audit Prep $7K
Quarterly vCISO $5.5K/qtr
Fractional vCISO $8K/mo

~10% of total revenue by Y3

APPENDIX C

We don't just build the product. We did the math.

Original research driving the platform's core IP — plus the industry references that validate the problem.

ORIGINAL RESEARCH

WHITEPAPER

Calibrated Risk Tolerance Framework (CRTF)

Quantitative cybersecurity risk appetite from business context. Bridges FAIR with calibrated probability assessment for SEC Item 106 compliance.

FAIR MODEL MONTE CARLO SUPERFORECASTING
P

WHITEPAPER

Dual-Path Policy Drift Detection

Routes policy requirements to deterministic enforcement or statistical drift evaluation. Three-tier evidence model with composite drift scoring.

POLICY-AS-CODE OPA / REGO NLP
P

WHITEPAPER

DC-TPIR: Dependency-Centric Third-Party Incident Response

Extends FAIR to post-incident exposure. Conditional probability decomposition for vendor triage. Institutional memory for repeat vendor events.

CONDITIONAL PROB. INCIDENT RESPONSE SEC COMPLIANCE
P

ENTERPRISE RESEARCH

ACADEMIC PAPER

KRIE: Dependency-Aware KRI Derivation & Calibration

Automated KRI derivation from vendor dependency graphs. Calibrated thresholds via superforecasting. Conditional probability integration for cascade risk.

DEPENDENCY GRAPHS SUPERFORECASTING FAIR MODEL

TRUSTWORTHY AUTONOMY (TAC)

The unsolved problem for autonomous compliance agents isn't capability — it's proving they can be trusted to act. TAC is a two-gate certification framework and contamination-resistant benchmark for GRC agents. Published methodology, not vendor self-report.

Accepted SSRN · June 2026 · Foundation for Platform Automation (July 9)

INDUSTRY VALIDATION

NACD Cyber Risk Oversight

Directors must approach cybersecurity as a strategic enterprise risk — not an IT problem. Boards need financially-oriented tools that measure effectiveness.

WEF Global Cybersecurity Outlook 2025

72% of organizations report increased cyber risk. Supply chain complexity is the #1 concern. SMBs disproportionately affected.

IBM/Ponemon Cost of a Data Breach 2024

Average breach cost: $4.88M (+10% YoY). Organizations using AI-based security tools saved $2.2M per breach on average.

Verizon DBIR 2025

Ransomware present in 44% of breaches (+37% YoY). SMBs are the fastest-growing target segment.

This isn't a product looking for a problem — the research, the regulations, and the data all point the same direction

P Under patent evaluation
APPENDIX D

The CRQ Gap: Why 88% believe but only 15% act

Executives overwhelmingly agree that measuring cyber risk is essential. Almost none do it in financial terms. Here's why — and why it matters most for SMBs.

WHY 88% BELIEVE IT'S ESSENTIAL

Fiduciary obligation

SEC disclosure rules now require boards to describe cyber risk oversight. CISOs mentioned in 70% of annual disclosures (up from 28%). Directors face derivative lawsuits.

Capital allocation

$4.44M average breach cost globally. $10.22M in the U.S. AI-driven security saves $1.9M per breach. Quantification turns "IT problem" into boardroom math.

Regulatory convergence

SEC Item 106, DORA (EU), CPS 230 (AU) — all converging on "prove you understand your exposure." Measuring risk is a compliance prerequisite.

WHY ONLY 15% QUANTIFY

Hard math, no staff

CRQ requires cybersecurity × finance × statistics. 65% of CRQ market revenue comes from large enterprises — the only ones with teams to run the models.

No infrastructure to feed it

CRQ needs vulnerability scanners, asset inventories, threat intel feeds — all talking to each other. 33 million companies don't have that baseline.

Output is a PDF, not a program

Enterprise CRQ produces a report for the board. It doesn't build the security program, measure it, or tell you what to do next.

SMB REALITY

Under attack

59% experienced a cyberattack in the past year (Hiscox, 2025). 86% of breaches disrupted operations — halting sales, service and production (IBM, 2025).

Aware but spending blind

78% fear a breach could end the business. 57% say it's their top priority. 58% overspent on cybersecurity last year — with no way to know if it worked.

The bridge

$12K/year in preventive measures delivers 11× ROI. But 83% aren't prepared to recover. The money is flowing — it just has nowhere intelligent to go. That's vCISO Lite.

Sources: IBM 2025 · PwC Global Digital Trust Insights 2025 · ConnectWise State of SMB Cybersecurity 2025 · JumpCloud 2025

APPENDIX E

Tackling the enterprise. Three problems we solve better than anyone.

$8,499/mo  ·  Market comps run $75–100K/yr  ·  500–2,500 employees

01

VENDOR INCIDENT RESPONSE

SHIPPED Q2 '26

Vendor breach hits. Your options are already on the table.

CONTINUOUSLY MONITORING YOUR VENDORS OPTION COST RISK-ADJ. TIMELINE Accept risk $0 $72K — Mitigate RECOMMENDED $30K $55K 2 weeks Reduce dependency $200K $236K 3 months Exit vendor $800K $800K 6-12 mo AI: Mitigate — lowest risk-adjusted cost. Vendor has 2 prior incidents — step up monitoring.

Options modeled to your risk tolerance. Every decision defensible to the board.

02

BUSINESS CONTINUITY & RESILIENCE

SHIPPED Q2 '26

"What if Okta goes down for 24 hours?" Answer in dollars.

Employee Prod. Customer Portal Revenue Ops SSO Auth API CRM Billing Okta ⚠ SPOF Salesforce Stripe FUNCTIONS SYSTEMS VENDORS 76 RESILIENCE $420K 4hr Okta outage cascading impact

Dependency mapping · Scenario simulation · Concentration risk detection

03

KEY RISK INDICATORS

Replace the quarterly risk review with a number that updates daily.

RISK POSTURE LIVE 76 GRADE B ↑ +4 from Q4 28 within target 4 warning 2 limit breach TOP BREACHES Vendor concentration Single points of failure RISK CATEGORIES Infra Cyber Vendor People Recovery Compliance

Auto-derived from dependency graph · Calibrated thresholds · Board-ready

EXPERIENCE LAYER

AI-Powered Risk Intelligence

All three capabilities, conversational. Users interrogate risk data in plain English — vCISO Lite becomes a trusted advisor, not a dashboard.

25+

MCP TOOLS

Shipped Q2 '26 via partner channel (partial)  ·  30 enterprise customers → $3.06M ARR by Q1 '29

APPENDIX F  ·  PLATFORM SURFACE AREA

Built the engine. Here's how we ship it.

Slide 12 introduced the engine. The surface area on top of it is eleven products, named for what each one is for and who buys it. Same Foundation underneath every surface — different protocols, different buyers, different deployment models.

PRODUCT
C
Carbon
Web app · CISOs, founders, compliance
Frameworks, evidence, vendor risk, posture. The base layer every other surface builds on.
Live · 1.x
Au
Gold
Cyber diligence · PE deal teams
QCD framework in production. Both sides of the deal — buyers running diligence, founders preparing for it.
Live · qcd-v1
Hg
Mercury
Carrier surface · cyber insurance underwriting
Underwriting + claims signal for cyber insurance carriers. Same evidence base, different consumer.
Discovery · Q4 2026 reveal
PLATFORM
Ti
Titanium
MCP platform · developers, agents
Tool graph everything else composes through. Audit-grade evidence inherits from here.
1.x shipped May 2026
Cu
Copper
REST API · partners, resellers, SI
Versioned contract. Per-call audit, per-tenant residency. SOC 2 gates GA.
Q4 2026 design partners
Pt
Platinum
Autonomous layer
Agent that runs the platform for you. Eval harness keeps it honest before scope expands.
Beta Q4 2026 · GA Q1 2027
CHANNEL & FORM
Ag
Silver
Channel + white-label · MSSPs, advisors
Bundled Carbon + Gold under partner brand. Cooperative signal sharing in 2.0.
1.0 Q1 2027
Al
Aluminum
Mobile-native · industrial / OT / air-gapped
Form factor for environments where Carbon doesn't deploy.
Discovery · gated on design partner
Rh
Rhodium
Audit-firm-as-buyer · cross-customer console
Where audit firms run their book. AI-assurance-ready samples, cryptographically chained, year-over-year continuity.
Design partners 2H 2027 · GA 2H 2028
DEPLOYMENT
W
Tungsten
Hardened · defense, regulated finance
On-prem / air-gapped variant of the platform. Discovery only until a design partner names itself.
Q1 2027 go/no-go
Ir
Iridium
Federation · global Fortune 500
Multi-tenant federation across global org structures. Aspirational; build only on enterprise pull.
2027+ aspirational
APPENDIX G  ·  GOLD

Cyber diligence,
made financial.

Gold is the diligence surface from Slide G. It runs QCD — a five-pillar framework that produces CCOD: a single dollar figure expressed against enterprise value.

Per engagement — five-pillar CCOD with Monte Carlo distribution and recommended action
Across deals — active engagements, closed counts, average CCOD/EV by quarter
Per portco — year-0 baseline vs current, trended, with remediation progress

Outcome: Q99 above 15% of EV triggers structural intervention — price adjustment, R&W escrow, or walk. Findings move deal terms.

METHODOLOGY · Appendix D
BOOK · Someone Else's Debt · Amazon · Leanpub

Portfolio rollup dashboard
Per-portfolio company posture
Single engagement: Apex HealthTech CCOD with five-pillar decomposition
APPENDIX H  ·  TITANIUM + PLATINUM

MCP and agentic ops. Built with receipts.

Most demos. Ours ship. Marketplace-listed, enterprise-authed, methodology-published — and both sit on the same evidence base.

Ti

Titanium

APRI Gateway · MCP platform

Bring vCISO Lite into any agent's workflow.

→

Compliance queries from Claude, Cursor, or any MCP client

→

Ship risk operations as first-class tools in your IDE

→

Zero-friction developer + partner onboarding

69 tools live at mcp.vcisolite.com · Anthropic + Cursor marketplaces

Pt

Platinum

Trustworthy Automation · agentic layer

Run the platform itself. Prove it's doing the right thing.

→

Automated compliance actions with statistical guarantees

→

Audit-grade attestation for every autonomous decision

→

Human-in-the-loop only where it materially matters

TAC framework (SSRN, June 2026) · Live July 2026

CLASSIFIER v1 · bert-v2.3.1 RETRIEVER v2 · text-embed-3 HISTORY v3 · customer-db POLICY LLM v4 · gpt-4-2027-q1 → deny SAFETY v5 · safety-v3.2 RESPONSE v6 · gpt-4-2027-q1 CHAIN INTACT · 6 / 6 SIGNED

THE EVIDENCE GRAPH  ·  FOUNDATIONAL IP

The foundation under both surfaces.

Every model call, tool invocation, policy decision — signed at write time, causally linked, replayable end-to-end. What makes trustworthy autonomy claimable, not asserted.

Foundation for Slide 12's Portable Trust Credentials (Phase 04).

APPENDIX I  ·  RHODIUM

Where audit firms
run their book.

Rhodium is the audit-firm surface from the metal family map. The Big Four, regional, and specialist firms manage their book of client engagements in vCISO Lite alongside the customers being audited.

Per engagement — pending submissions, auditor decisions due, evidence quality vs firm average
Across the book — partner utilization, framework mix, customer concentration, windows closing
Evidence graphing — cross-audit, cross-customer, year-over-year continuity attestation

Outcome: One firm runs 38 engagements across 22 customers. APRI builds the sample packs, chains them to last year's, surfaces the book-level signals — partners read summaries, not dashboards.

STATUS · Design partners 2H 2027 · GA 2H 2028
METHODOLOGY · Evidence Graphs working paper v0.2

Per-engagement detail: HIPAA 2028 controls in scope
Sample workbench: cross-framework projection + chain verification
Audit firm book overview: 38 engagements across 22 customers
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