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FIND the TINY SEED PLAYBOOK Rob Walling

The “TinySeed Playbook” is not a public standalone book or PDF; it is TinySeed’s internal curriculum of talks and frameworks delivered to founders during the first three months of the accelerator, led by Rob Walling and the TinySeed team.12

What the TinySeed Playbook Is

  • TinySeed describes the first quarter of its accelerator as “The TinySeed Playbook,” a structured series of presentations and calls on pricing, hiring, funnels, and lead generation for B2B SaaS founders.21
  • It is positioned as a high‑touch, internal education track (presentations, Q&A, mastermind calls), not an externally downloadable playbook.12

How to Access Similar Material

  • To get the actual TinySeed Playbook you effectively need to be in a TinySeed batch; the program page and “what it’s like” write‑up are the closest public descriptions of its contents.21
  • For public, Rob‑authored “playbook” content, the available resource is his book The SaaS Playbook, plus associated talks and podcast episodes, which cover many of the same SaaS topics he uses inside TinySeed.345

If the goal is to reconstruct or approximate the TinySeed Playbook for your own agentic/SaaS context, say so and a follow‑up can outline a topic map and reading list that tracks the internal Playbook structure. 6789101112131415


approximate the TinySeed Playbook for my CODITECT agentic/SaaS context

Based on the TinySeed program structure and Rob Walling's The SaaS Playbook curriculum, here is an approximated CODITECT-focused TinySeed Playbook organized for your agentic platform-as-a-service targeting regulated industries (healthcare, finance).


Module 1: Market & Positioning (Weeks 1–2)

The TinySeed Playbook opens with understanding market fit and competitive positioning. For CODITECT, this translates to:16

  • ICP Definition: Define 1–3 buyer tiers for regulated-industry buyers (e.g., VP Engineering at mid-market healthtech, CTO at fintech scaleups) including technographic filters (GCP users, Kubernetes adopters), firmographic qualifiers, and disqualifiers.17
  • Competitive Moat Analysis: Identify defensibility via integrations, compliance certifications (SOC2, HIPAA), and high switching costs; features alone are insufficient.18
  • Pain-Point Validation: Conduct 10–15 customer discovery calls focused on compliance pain (audit prep, policy drift, access review) to validate demand before scaling.1918

Prompt for deeper exploration:

"What are the top 5 compliance pain points for mid-market fintech and healthtech CTOs when adopting agentic AI platforms, and which are underserved by existing solutions?"


Module 2: Pricing & Packaging (Weeks 3–4)

Rob Walling emphasizes pricing as a compounding lever—getting it right early accelerates year-over-year growth.2016

DecisionCODITECT Recommendation
ModelUsage-based + seat hybrid (agents executed + active users)
Tier structureStarter (dev/sandbox), Growth (prod + audit logs), Enterprise (custom SLA, dedicated infra)
Price anchoringLead with Enterprise tier to anchor value; Starter free or near-zero to reduce compliance friction
Price raisesSchedule 12-month review; raise prices for new customers first, grandfather existing 20

Prompt for deeper exploration:

"What pricing models do compliant SaaS platforms (Vanta, Drata, Teleport) use for regulated-industry customers, and how do usage-based vs. seat-based models affect CAC payback period?"


Module 3: Funnels & Lead Generation (Weeks 5–7)

The Playbook covers B2B SaaS marketing approaches and funnel optimization. For regulated industries, product-led growth (PLG) is constrained by compliance friction, so a signal-led approach is better.21201716

  • Signal Taxonomy: Define 5–10 high-value signals (e.g., pricing page visits ≥3, sandbox agent deployment, audit-log export) and score accounts accordingly.17
  • Qualification Tiers:
    • MQL: ICP fit + meaningful engagement (whitepaper, webinar)
    • PQL: ICP fit + in-product activation (first agent deployed)
    • SQL: Sales-qualified with clear next step17
  • Speed-to-Lead: Route PQLs to AE within 5 minutes; lower-tier within 1 hour.17
  • Content Strategy: Compliance-focused thought leadership (HIPAA for AI agents, SOC2 for multi-tenant platforms) to build trust before demo requests.21

Prompt for deeper exploration:

"What are the most effective inbound content topics and gated assets for B2B SaaS targeting healthcare compliance officers and fintech security leads?"


Module 4: Hiring & Team Structure (Weeks 8–10)

The Playbook prescribes specific roles over distributed tasks:2220

Revenue StageRecommended Hires
$0–$100K ARRFounder-led sales, part-time compliance advisor
$100K–$500K ARRFirst full-stack engineer, customer success/onboarding
$500K–$1M ARRHead of Marketing (content + demand gen), DevRel or solutions engineer
$1M+ ARRDedicated security/compliance engineer, sales AE
  • Prefer equity/profit sharing for early hires over high base salaries.20
  • Outsource legal and HR until Operations roles justify full-time.22

Prompt for deeper exploration:

"What is the optimal hiring sequence for a bootstrapped B2B SaaS platform serving regulated industries, and at what ARR thresholds should each role be added?"


Module 5: SaaS Metrics & Bottleneck Analysis (Weeks 11–12)

Rob Walling's "3 High / 3 Low" framework focuses on the metrics that matter most:1920

CategoryMetricCODITECT Focus
HighMRR / ARRTrack separately for each ICP tier
HighNet Revenue Retention (NRR)Expansion via agent-execution usage
HighCAC Payback PeriodTarget <12 months for Growth tier
LowChurnSegment by industry vertical
LowLTV:CAC ratioTarget ≥3:1
LowActivation rate% of trials deploying first agent within 7 days
  • Build a weekly dashboard (Metabase, Hex, or custom) surfacing these metrics.
  • Identify funnel bottlenecks (trial → activation, activation → paid, paid → expansion) and prioritize fixes by revenue impact.1922

Prompt for deeper exploration:

"What are the benchmark activation rates and churn rates for B2B SaaS platforms in healthcare and fintech, and which leading indicators predict expansion revenue?"


Module 6: Mindset & Founder Resilience (Ongoing)

Walling emphasizes founder psychology—proactive decision-making, stress management, and avoiding burnout. Regulated industries amplify this because compliance is never "done."22

  • Schedule quarterly "compliance sprints" to address audit findings proactively.
  • Build a peer mastermind (TinySeed uses bi-weekly calls with 4–6 founders at similar stage).2316
  • Protect focus time; limit meetings to ≤4 hours/week during deep-work phases.16

Suggested Next Steps

  1. ICP Workshop: Run a 90-minute session mapping CODITECT's ICP tiers, buyer roles, and disqualifiers.
  2. Pricing Teardown: Audit 3 competitors (Vanta, Teleport, Indent) and draft a pricing page mockup.
  3. Signal Scoring Spec: Write an OpenAPI-style spec for your lead-scoring events and routing rules.

Would you like me to draft a detailed ICP definition template, a competitive pricing teardown prompt, or a signal taxonomy schema for CODITECT? 242526272829303132


What are the top 5 compliance pain points for mid-market fintech and healthtech CTOs when adopting agentic AI platforms, and which are underserved by existing solutions?" What pricing models do compliant SaaS platforms (Vanta, Drata, Teleport) use for regulated-industry customers, and how do usage-based vs. seat-based models affect CAC payback period? What are the most effective inbound content topics and gated assets for B2B SaaS targeting healthcare compliance officers and fintech security leads? What is the optimal hiring sequence for a bootstrapped B2B SaaS platform serving regulated industries, and at what ARR thresholds should each role be added? What are the benchmark activation rates and churn rates for B2B SaaS platforms in healthcare and fintech, and which leading indicators predict expansion revenue? ICP Workshop: Run a 90-minute session mapping CODITECT's ICP tiers, buyer roles, and disqualifiers.

Pricing Teardown: Audit 3 competitors (Vanta, Teleport, Indent) and draft a pricing page mockup. Signal Scoring Spec: Write an OpenAPI-style spec for your lead-scoring events and routing rules. Draft a detailed ICP definition template, a competitive pricing teardown prompt, or a signal taxonomy schema for CODITECT

Below is a compact, CODITECT-specific “TinySeed-style” playbook answering your questions and giving you three concrete workshop artifacts (ICP template, pricing teardown prompt, signal taxonomy schema).


1) Top 5 compliance pain points (mid-market fintech & healthtech CTOs)

For agentic AI platforms, these pain points are everywhere but underserved by current tooling.

  1. Model/data lineage & auditability
    • Need to prove “who accessed what data, with which agent, using which model, and why” to regulators and auditors.3334
    • Most LLM platforms log prompts, not policy-aware lineage that maps to SOC2/HIPAA controls.
  2. Regulatory-safe content & decision automation
    • Automated decisions or generated content must not trigger UDAAP, SEC, HIPAA, or FDA issues; compliance officers need pre-approved templates, not opaque LLM behavior.353633
    • Existing AI vendors focus on hallucination reduction, not “regulator-safe” guardrails and review flows.
  3. Third-party risk & shared-responsibility ambiguity
    • CTOs must map cloud + AI vendors into their vendor risk programs: DPAs, BAAs, sub-processor chains, data residency, incident handling.3634
    • Current AI platforms rarely provide out-of-the-box documentation aligned with healthcare/fintech vendor risk questionnaires.
  4. Continuous compliance vs. point-in-time certifications
    • SOC2/HIPAA docs are static snapshots; regulators and enterprise customers increasingly want continuous control verification, especially for AI workflows that change weekly.34
    • Dev/agent platforms (LangChain, etc.) provide no opinionated way to keep controls in sync with evolving graphs and agents.
  5. Marketing & external communications compliance
    • Any AI-generated external text (emails, marketing, patient communications) must pass HIPAA/UDAAP/etc. review; a single violation is very expensive.3533
    • Existing “AI for marketing” tools almost never have integrated compliance workflows or approval queues.3335

Underserved gaps CODITECT can own:

  • Agent-graph aware audit trails mapped directly to SOC2/HIPAA control IDs.
  • Policy-as-code for agents (who can call which tools on which PHI/PII, with explainable reasons).
  • Regulator-aligned reporting (exportable evidence packages for audits).
  • Embedded approval flows for AI-generated communications.

2) Pricing models (Vanta, Drata, Teleport) & CAC payback

Current pricing patterns

  • Vanta
    • Per-employee pricing for core compliance, plus add-ons for frameworks (SOC2, ISO) and adjacent modules.37
    • Strong “per seat / per employee” anchor for mid-market.
  • Drata
    • Similar compliance automation model: tiers by framework, company size, and number of integrations.37
    • Pricing discussions are sales-led; public pages emphasize outcomes, not exact numbers.
  • Teleport (infrastructure access & security)
    • Generally a combination of core platform fee plus usage-linked or resource-based pricing (e.g., nodes/resources) for larger customers.37
    • Focus on security, access, and compliance posture for infra-heavy teams.

How pricing model affects CAC payback

  • Pure seat-based or “per employee” models:
    • Pros: Simple, predictable; easy for finance buyers; MRR scales with headcount; often yields shorter CAC payback when upsell is tied to org growth.3837
    • Cons: Misaligned with “agentic workload”; discourages broad technical adoption if priced on named users.
  • Usage-based (agents, executions, tokens, workflows):
    • Pros: NRR-friendly; high expansion potential for heavy users; aligns revenue with value.38
    • Cons: Harder to forecast; can lengthen CAC payback if onboarding is slow or usage ramps gradually.

CODITECT-relevant hybrid

  • Entrance: compliance-friendly “environment-based” platform fee (per tenant / workspace) plus usage blocks for agent execution.
  • Compliance tiers: higher tiers bundled with compliance features (audit exports, BAAs, dedicated VPC), serving as natural expansion levers.
  • CAC payback:
    • Optimize for: high-ACV, low-volume customers (fintech/healthtech) → accept longer initial sales cycles but target <12-month payback by bundling compliance (BAA, evidence exports) as premium.

3) Inbound topics & gated assets (healthcare compliance officers, fintech security leads)

Inbound themes that convert regulated buyers

  • For healthcare (CISO / Compliance Officer / VP IT)
    • “Designing HIPAA-compliant AI workflows: minimum viable controls and audit trails.”363533
    • “How to pass your next HIPAA audit with AI agents in production.”3435
    • “De-identification, PHI handling, and AI: what OCR and LLM vendors don’t tell you.”3533
  • For fintech (CISO / VP Risk / CTO)
    • “LLM agents vs. UDAAP/SEC: safe automation patterns for customer communications.”3933
    • “Continuous compliance for AI-driven financial workflows (SOX, SOC2, PCI).”3936

Best-performing gated assets

  • Framework-aligned guides and checklists
    • “HIPAA + AI implementation checklist” (mapped to specific CFR sections and control IDs).3634
    • “Vendor risk questionnaire template for AI platforms” (downloadable Word/Excel).34
  • Evidence-heavy assets
    • Case studies showing reduced audit prep time / fewer findings.
    • ROI calculators tied to audit hours saved and incident risk reduction.33
  • Workflow tools
    • “Compliance review workflow template for AI-generated content” (Miro/Lucidchart + PDF).3533

4) Optimal hiring sequence & ARR thresholds (bootstrapped, regulated SaaS)

Synthesizing bootstrapped SaaS and growth-stage SaaS hiring guidance.404138

ARR rangeCore roles (incremental)Notes
0 – 100kFounder-engineer, fractional legal/compliance advisorFounder does sales & product; advisory-only compliance.38
100k – 300kFirst full-stack or platform engineerStabilize infra, unblock founder from pure coding.38
300k – 600kCustomer Success / Onboarding leadReduce churn by owning onboarding & support.40
600k – 1MMarketing generalist (content + ops)Own compliance-first content, webinars, gated assets.4033
1M – 2MAE or Sales Lead + DevRel / Solutions EngineerMove from founder-only sales to repeatable motion.42
2M – 3MSecurity/Compliance Engineer, RevOps/DataHarden posture, build dashboards, improve NRR.40
  • Keep hires multi-disciplinary; bias toward roles that lower churn or accelerate deal cycle.
  • Use contractors for point-expertise (privacy counsel, audit prep) until ARR supports full-time.

5) Activation & churn benchmarks; expansion leading indicators

Public benchmarks for AI-in-regulated specifically are scarce, but B2B SaaS in healthcare/fintech shows some directional patterns.4337

Directional benchmarks (you’ll still want your own baselines)

  • Trial/POC → Activation (meaningful usage)
    • General B2B SaaS PLG activation (first key action) often sits in the 20–40% range.4445
    • In healthcare/fintech (heavier security/compliance), expect 10–25% activation for cold-sourced trials; higher for sales-led POCs.
  • Logo churn (annual)
    • “Good” B2B mid-market logo churn often in the 5–10% / year band; top performers lower.4338
    • Healthcare and fintech can exhibit lower logo churn once embedded, but front-loaded non-starters skew early data.
  • NRR and expansion signals
    • Strong NRR (110–130%+) typically driven by:
      • More teams/regions using the platform (internal expansion).
      • New frameworks/verticals (e.g., adding PCI, HITRUST).43

Leading indicators of expansion for CODITECT

  • Number of agent graphs in production environments (not just POC).
  • Spread of usage from initial champion team → additional departments.
  • Integration count (EHRs, CRMs, core banking systems).
  • Growth in compliance artifact exports (evidence packs, audit logs) per quarter.

6) ICP Workshop: 90-minute CODITECT session outline

Goal: walk out with 2–3 clearly defined ICP tiers and disqualifiers.

Structure

  • 0–15 min: Align on “must-have” vs. “nice-to-have” ICP attributes (industry, size, infra, compliance maturity).
  • 15–45 min: Build Tier 1, 2, and 3 ICPs; define pains, triggers, buying committee, and current alternatives.4544
  • 45–75 min: Define hard disqualifiers and risk flags (e.g., on-prem only, no cloud allowed; <20 employees; no urgent compliance trigger).38
  • 75–90 min: Turn into a scoring rubric used by sales/marketing.

7) ICP definition template (CODITECT-ready)

You can paste this verbatim into Notion/Confluence and fill in.

# CODITECT ICP Definition – Tier X

## 1. Firmographics
- Industry/vertical:
- Geography:
- Company size (employees):
- Annual revenue:
- Funding type (bootstrapped, venture-backed, PE-backed):

## 2. Technographics
- Cloud providers (GCP/AWS/Azure/On-prem):
- Orchestration (Kubernetes/GKE/EKS/Other):
- Data stack (DBs, warehouses, event buses):
- Existing AI/automation tools (e.g., LangChain, internal orchestrators):

## 3. Compliance Posture
- Frameworks (SOC2, HIPAA, PCI, HITRUST, ISO, SOX):
- Upcoming audits or renewals (timeline, owners):
- Use of compliance automation tools (Vanta, Drata, Tugboat, in-house):

## 4. Primary Pains (Top 3)
1.
2.
3.

## 5. Triggers & Timing
- Recent events (funding, breach, audit findings, new regulation):
- Internal initiatives (AI working group, digital transformation, cost-cutting):

## 6. Buying Committee & Roles
- Champion (title, team):
- Economic buyer:
- Security/compliance stakeholders:
- Procurement / legal:

## 7. Status Quo & Alternatives
- Current tooling (manual, spreadsheets, other vendors):
- Why change now?
- What makes them say “no”:

## 8. Disqualifiers
- Hard disqualifiers (non-negotiable):
- Soft disqualifiers (proceed with caution):

## 9. Signal Mapping (for scoring)
- High-intent signals:
- Medium-intent signals:
- Disqualifying signals:

8) Competitive pricing teardown prompt (Vanta, Teleport, Indent)

Use this as a focused research prompt for yourself or another model:

"Analyze pricing models for three compliant SaaS / security platforms: Vanta, Teleport, and Indent.

For each vendor:
- Identify their primary pricing units (seats, employees, resources, frameworks, tenants, etc.).
- Describe public pricing tiers, add-ons, and notable enterprise-only features.
- Infer their ideal customer profile from pricing, messaging, and case studies.
- Note how they package compliance-related features (audit evidence, policy management, vendor risk, SSO, SCIM, private cloud, BAAs).
- Estimate ACV ranges by segment (SMB, mid-market, enterprise) using any available public references, job postings, and customer quotes.

Then:
- Propose a CODITECT pricing structure that:
- Uses a hybrid platform-fee + usage model (agents or executions).
- Bundles compliance features into higher tiers as natural expansion levers.
- Minimizes sales friction for pilots/POCs in regulated industries.
- Output a mock pricing page with 3 tiers (Starter, Growth, Enterprise) plus 2–3 common add-ons for regulated customers."

9) Signal taxonomy schema for CODITECT (lead scoring)

Below is an OpenAPI-style spec describing lead-scoring events & rules.

openapi: 3.1.0
info:
title: Coditect Lead Scoring API
version: 0.1.0

paths:
/events:
post:
summary: Ingest behavioral and firmographic events for scoring
operationId: ingestEvent
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/LeadEvent'
responses:
'202':
description: Event accepted

/leads/{leadId}/score:
get:
summary: Get current score and segment for a lead or account
operationId: getScore
parameters:
- in: path
name: leadId
required: true
schema:
type: string
responses:
'200':
description: Current score snapshot
content:
application/json:
schema:
$ref: '#/components/schemas/ScoreSnapshot'

components:
schemas:
LeadEvent:
type: object
required: [leadId, eventType, occurredAt]
properties:
leadId:
type: string
accountId:
type: string
eventType:
type: string
enum:
# Website/content
- PAGE_VIEW_PRICING
- PAGE_VIEW_SECURITY
- PAGE_VIEW_COMPLIANCE
- DOWNLOAD_WHITEPAPER
- DOWNLOAD_CHECKLIST
- WATCH_WEBINAR
# Product
- SIGNUP_TRIAL
- CREATE_SANDBOX_ENV
- DEPLOY_FIRST_AGENT
- CONNECT_PROD_DATA_SOURCE
- ENABLE_AUDIT_LOG_EXPORTS
- INVITE_TEAM_MEMBER
# Sales
- REQUEST_DEMO
- ATTEND_DEMO
- SECURITY_QUESTIONNAIRE_REQUEST
- LEGAL_REVIEW_STARTED
# Firmographic/ICP
- ICP_MATCH_STRONG
- ICP_MATCH_MEDIUM
- ICP_MISMATCH
# Negative
- UNSUBSCRIBE_EMAIL
- INACTIVE_30_DAYS
metadata:
type: object
additionalProperties: true
occurredAt:
type: string
format: date-time

ScoreSnapshot:
type: object
properties:
leadId:
type: string
accountId:
type: string
totalScore:
type: integer
segment:
type: string
enum: [NURTURE, MQL, PQL, SQL]
lastUpdatedAt:
type: string
format: date-time
rationale:
type: array
items:
type: string

x-scoringRules:
# High-intent actions
PAGE_VIEW_PRICING: 10
PAGE_VIEW_SECURITY: 10
PAGE_VIEW_COMPLIANCE: 10
DOWNLOAD_WHITEPAPER: 8
DOWNLOAD_CHECKLIST: 8
WATCH_WEBINAR: 12

SIGNUP_TRIAL: 20
CREATE_SANDBOX_ENV: 25
DEPLOY_FIRST_AGENT: 35
CONNECT_PROD_DATA_SOURCE: 40
ENABLE_AUDIT_LOG_EXPORTS: 20
INVITE_TEAM_MEMBER: 10

REQUEST_DEMO: 30
ATTEND_DEMO: 30
SECURITY_QUESTIONNAIRE_REQUEST: 40
LEGAL_REVIEW_STARTED: 40

ICP_MATCH_STRONG: 30
ICP_MATCH_MEDIUM: 15
ICP_MISMATCH: -40

UNSUBSCRIBE_EMAIL: -15
INACTIVE_30_DAYS: -20

x-segmentation:
NURTURE:
scoreRange: [0, 50]
action: "Enter automated nurture sequence"
MQL:
scoreRange: [51, 90]
action: "SDR qualification within 24 hours"
PQL:
scoreRange: [91, 130]
action: "AE outreach within 4 hours"
SQL:
scoreRange: [131, 999]
action: "Immediate AE follow-up (<1 hour), prioritize security & compliance discussion"

If you want to go deeper next, a good follow-up is: “Design the CODITECT ‘compliance evidence pack’ (control mappings, exports, and APIs) that becomes the main expansion lever and lock-in for mid-market fintech/healthtech.” 46474849


Design the CODITECT ‘compliance evidence pack’ (control mappings, exports, and APIs) that becomes the main expansion lever and lock-in for mid-market fintech/healthtech.

Design the CODITECT evidence pack as the “single pane of glass” for proving that agentic workflows are safe and compliant across SOC2, HIPAA, PCI, and related frameworks.5051


Evidence pack concept

The CODITECT Compliance Evidence Pack is a structured bundle of:

  • Control mappings: agent/graph-level events mapped to SOC2, HIPAA, PCI, and internal controls.5250
  • Exports: immutable, auditor-ready workpapers for a timeframe, framework, or system.535455
  • APIs: pull-based and push-based interfaces to integrate with GRC tools, SIEMs, and audit platforms.5652

It should be usable in three modes:

  • “Click export before audit” (like Vanta/Drata workpapers).5455
  • Continuous compliance dashboards (like Kosli / unified API approaches).575352
  • Real-time evidence streaming (to SIEMs / data lake).5256

1) Control mapping model

Control mapping primitives

Define a normalized schema for Control, Signal, and EvidenceItem:

  • Control:
    • id: SOC2-CC6.6, HIPAA-164.312(b), PCI-DSS-10.2.5150
    • framework: SOC2, HIPAA, PCI-DSS, GDPR, Custom.
    • description, risk, category (Access, Logging, Change Management, Data Protection).
  • Signal: raw observables from CODITECT:
    • Agent executions, tool calls, data-source access, policy evaluations, approvals, deployment events, configuration changes.5652
  • EvidenceItem: a concrete, time-bounded proof:
    • type: log excerpt, configuration snapshot, policy evaluation result, approval record, test report.575256
    • source_system: CODITECT, IdP, K8s, EHR, core banking, etc.5852
    • hash, created_at, retention_until.

Control mapping logic

Introduce a Control Mapping Engine:

  • Pre-built mappings for major frameworks:
    • Example:
      • SOC2-CC6.6 → “All access to production agent graphs is logged with user, role, IP, and outcome.”5056
      • HIPAA-164.312(b) → “Audit controls that record PHI-related access and agent actions.”5150
      • PCI-10.2.x → “Logging all access to cardholder data, configuration changes, and administrative actions.”5950
  • Mapping table: each Control references:
    • Required Signals (e.g., AGENT_EXECUTION, DATA_ACCESS, POLICY_ENFORCEMENT).
    • Evidence assembly rules: which EvidenceItems and time ranges satisfy this control.5256

This engine runs continuously; for each control and timeframe, it maintains a ControlStatus (Pass/Fail/Warning/Unknown) with pointers to EvidenceItems.505752


2) Evidence export design

Take inspiration from “workpaper” exports and continuous-compliance tools.555354

Export types

  1. Framework Pack Export
    • Scope: framework + time window (SOC2, FY2025; HIPAA, last 6 months).
    • Content:
      • Control register (list of controls, status, risk, owners).5150
      • For each control:
        • Summary of control design (in plain language).
        • Evidence index (references to evidence files / API locations).
        • Status timeline (when it was compliant / drift events).5652
  2. System/Service Pack Export
    • Scope: application/service (e.g., “Agent Orchestration Cluster X”), all relevant controls.5852
    • Content:
      • Deployment and change history (commit IDs, PRs, approvals, tests).535752
      • Access policy snapshots for the period (RBAC, role → permission mapping).5256
      • Agent graph definitions and changes over time (tools, data sources, guardrails).
  3. Audit Workpaper Export
    • Immutable, auditor-friendly files (ZIP containing JSON, CSV, PDFs).
    • Signed with hash and timestamp; optionally notarized in a customer-controlled storage.545356
    • Mirrors the “workpaper” pattern (latest automated test run plus metadata) used by compliance tools.5554

Export formats

  • Machine-readable: JSON/NDJSON + CSV for logs and configurations.535652
  • Human-readable:
    • Markdown or PDF summaries per control with references to underlying files.5455
    • Visual diagrams of agent graphs and data flows (for non-technical auditors).

Export UI flows

  • “Export Evidence” button in each framework and control view.
  • Filters: framework, time window, environment, service, agent graph.
  • “Share with auditor” link (time-limited, scoped access similar to Vanta/Drata auditor views).6055

3) Evidence APIs

Design the evidence pack as an API-first product, so GRC/audit partners integrate and become distribution channels.575652

Core endpoints

GET /frameworks
# List frameworks & control coverage summary

GET /frameworks/{frameworkId}/controls
# List controls with status and evidence counts

GET /frameworks/{frameworkId}/controls/{controlId}/evidence
# Paginated evidence items with metadata & hashes

POST /exports
# Start an export job (framework, time range, scope); returns exportId

GET /exports/{exportId}
# Export status + signed URLs for files

GET /systems
# List systems/services (agent clusters, runtimes) with mapped controls

GET /systems/{systemId}/timeline
# Deployments, agent-graph changes, policy updates for a time range

Ingestion endpoints

Allow customers to extend CODITECT evidence with their own systems:

POST /evidence/custom
# Ingest external evidence and map it to CODITECT controls

POST /signals
# Event ingestion for non-CODITECT flows (e.g., manual approvals)

Under the hood, these flow into the same Control Mapping Engine and show up in exports.575652


4) Lock-in & expansion mechanics

Design the Evidence Pack so that the more a customer uses CODITECT for compliance, the harder it is to replace.

Lock-in levers

  • Multi-framework mapping: once SOC2 + HIPAA + PCI mappings live inside CODITECT, re-implementing them is painful.5051
  • Historical evidence: 5+ years of audit-ready agent and data-access history is difficult to migrate.615657
  • API integrations: custom GRC and SIEM workflows built on CODITECT evidence APIs become stickiness points.585652

Expansion levers

  • New frameworks / regions: add-on packs (HITRUST, ISO 27001, GDPR, export-control) reusing underlying signals.59615851
  • New systems: every additional agent cluster or application onboarded to CODITECT requires more evidence and control mapping.
  • Auditor collaboration features: built-in auditor portals, comments, attestation workflows (similar to Drata’s audit hub).6055

Tie your pricing to:

  • Number of frameworks enabled per tenant.
  • Number of systems/environments covered by evidence pack.
  • Evidence retention window (e.g., 1, 3, 5+ years).

5) Practical implementation phases

A realistic implementation roadmap:

  1. Phase 1 – Internal control catalog & mapping
    • Implement SOC2 + HIPAA + PCI control models.
    • Map existing CODITECT logs to a minimal set of Signals and EvidenceItems.
    • Build internal dashboards for control status.
  2. Phase 2 – Export & auditor UX
    • Implement workpaper-style exports and framework/system packs.555354
    • Add export UI and time-limited auditor sharing.
  3. Phase 3 – External APIs & continuous compliance
    • Ship read APIs for controls/evidence, then write APIs for custom evidence.565257
    • Add drift detection and alerts for control failures.
  4. Phase 4 – Partner integrations
    • Integrate with at least one GRC platform and one SIEM; position CODITECT as “AI/agent evidence layer” for those ecosystems.

If you want, the next step can be a concrete data model: tables/schemas for control, signal, evidence_item, and export_job optimized for Postgres, plus example queries auditors and GRC tools would run. 626364

Footnotes

  1. https://tinyseed.com/program 2 3 4

  2. https://tinyseed.com/latest/part-2-tinyseed-founder 2 3 4

  3. https://www.youtube.com/watch?v=WjezdPp2QrQ

  4. https://robwalling.com/accelerator

  5. https://thesaasplaybook.squarespace.com/s/the-saas-playbook-sample.pdf

  6. https://www.youtube.com/watch?v=cgnCO8Ry5kg

  7. https://tinyseed.com

  8. https://www.linkedin.com/in/robwalling

  9. https://partnergrow.substack.com/p/the-saas-playbook-with-rob-walling-09f

  10. https://podcasts.apple.com/us/podcast/lessons-from-the-saas-playbook-rob-walling/id831152218?i=1000624783631

  11. https://fliphtml5.com/uulkp/cxsx/basic

  12. https://www.youtube.com/watch?v=-wdDtvltNLQ

  13. https://www.leadpages.com/blog/rob-walling-saas-playbook-lessons

  14. https://churnkey.co/subscription-heroes/rob-walling/

  15. https://www.scholastic.com/content/dam/teachers/blogs/nancy-jang/migrated-files/thetinyseed.ai.pdf

  16. https://tinyseed.com/program 2 3 4 5

  17. https://directiveconsulting.com/blog/the-b2b-saas-lead-gen-framework-trusted-by-top-brands/ 2 3 4 5

  18. https://www.v01.io/posts/bookshelf/2023-saas-playbook/ 2

  19. https://principus.si/2024/05/19/rob-walling-the-saas-playbook/ 2 3

  20. https://saasplaybook.com/toc 2 3 4 5 6

  21. https://thegood.com/insights/regulated-saas/ 2

  22. https://www.shortform.com/summary/the-saas-playbook-summary-rob-walling 2 3 4

  23. https://www.youtube.com/watch?v=-wdDtvltNLQ

  24. https://www.scribd.com/document/782907104/The-SaaS-Playbook

  25. https://microconf.com

  26. https://www.ijfmr.com/papers/2025/4/40464.pdf

  27. https://www.befreed.ai/book/the-saas-playbook-by-rob-walling

  28. https://microconf.com/themicro-newsletter/june-1

  29. https://devsdata.com/bootstrapped-saas-strategy-to-start-and-scale/

  30. https://www.audible.com/pd/The-SaaS-Playbook-Audiobook/B0CDZTDK4B

  31. https://microconf.com/on-air-episodes/best-customer-acquisition-funnels

  32. https://thesaasplaybook.squarespace.com/s/the-saas-playbook-sample.pdf

  33. https://mycontentharbor.com/blog/content-marketing-for-healthcare-balancing-complia-1756371669880 2 3 4 5 6 7 8 9 10

  34. https://intelligencebank.com/healthcare-marketing-compliance-guide/ 2 3 4 5 6

  35. https://onewrk.com/healthcare-content-strategy/ 2 3 4 5 6 7

  36. https://intelligencebank.com/wp-content/uploads/2024/03/IntelligenceBank_2024_Healthcare-Marketing-Compliance-Guide.pdf 2 3 4 5

  37. https://thegood.com/insights/regulated-saas/ 2 3 4 5

  38. https://devsdata.com/bootstrapped-saas-strategy-to-start-and-scale/ 2 3 4 5 6 7

  39. https://staffingly.com/navigating-healthcare-marketing-compliance/ 2

  40. https://latamcent.com/blog/roles-every-growth-stage-saas-startup-needs/ 2 3 4

  41. https://canny.io/blog/growing-boostrapped-startup-team/

  42. https://www.nobelrecruitment.com/structuring-the-first-five-sales-hires-in-your-saas-company/

  43. https://www.ijfmr.com/papers/2025/4/40464.pdf 2 3

  44. https://www.emailservicebusiness.com/blog/how-to-build-a-lead-scoring-model-for-b2b-saas/ 2

  45. https://altiorco.com/resources/blog/lead-scoring 2

  46. https://socialclimb.com/blog/understanding-healthcare-marketing-compliance-hipaa-stark-and-marketing-tracking/

  47. https://www.bl.ink/blog/the-compliance-playbook-secure-marketing-strategies-for-healthcare

  48. https://growpredictably.com/what-is-lead-scoring-in-b2b-saas

  49. https://nytlicensing.com/latest/methods/healthcare-content-marketing/

  50. https://www.isms.online/soc-2/framework-comparisons/soc-2-vs-hipaa/ 2 3 4 5 6 7 8 9

  51. https://sprinto.com/blog/compliance-standards/ 2 3 4 5 6

  52. https://www.leen.dev/post/how-a-unified-api-transforms-soc-2-compliance-streamlining-evidence-collection-and-control-mapping 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

  53. https://www.kosli.com/continuous-compliance/ 2 3 4 5 6 7

  54. https://help.vanta.com/en/articles/11345529-automated-test-evidence 2 3 4 5 6 7

  55. https://sprinto.com/blog/secureframe-vs-vanta-vs-drata/ 2 3 4 5 6 7 8

  56. https://www.paloaltonetworks.com/cyberpedia/dspm-data-governance 2 3 4 5 6 7 8 9 10 11 12 13 14 15

  57. https://cynomi.com/learn/continuous-compliance/ 2 3 4 5 6 7 8

  58. https://truzta.com/platform/api-security/ 2 3 4

  59. https://www.invicti.com/blog/web-security/how-dast-supports-compliance-pci-dss-iso27001-hipaa-soc2 2

  60. https://trycomp.ai/vanta-vs-drata 2

  61. https://www.zeepalm.com/blog/saas-platforms-export-control-laws 2

  62. https://www.vanta.com

  63. https://jumpcloud.com/blog/how-iso-27001-fits-with-soc-2-hipaa-and-pci-dss

  64. https://secureframe.com/blog/backup-evidence-reports