Readiness Desk

Stay audit-ready, insurer-ready, and deal-ready without the scramble.

A monthly managed service that keeps your organization "always ready" for audits, insurer renewals, enterprise onboarding, and transaction diligence by coordinating documents, deadlines, and third parties.

Built for PE-backed healthcare companies

Designed for teams whose next audit, renewal, or diligence request matters more than their headcount can absorb.

Who This Is For

SPAC / PE-backed healthcare & biotech companies
Healthcare SaaS vendors selling to hospitals and payers
Multi-clinic physician groups and growing provider organizations
Companies facing insurer renewals, SOC 2 audits, or enterprise security reviews
Organizations preparing for M&A diligence or partner onboarding

What We Manage

Your single point of contact for risk paperwork and readiness.

Evidence Room

Centralized, clean documentation ready to share

Renewal Calendar

T-90/60/30 tracking for insurance, certs, attestations

Request Handling

Intake and response for vendor risk questionnaires

Third-Party Coordination

Work with your lawyers, auditors, and brokers on updates

Monthly Report

What changed, what's expiring, what needs attention

Important Boundaries

We are not a law firm. No legal advice.
No PHI handled. Documentation and coordination only.
No software installs. No production system access.
Client approves all final language and disclosures.

How the Readiness Desk Works

A defined system with named phases, standing deliverables, and response-time commitments — not ad-hoc consulting.

1

Onboarding

Week 1-2

  • Inventory existing documentation
  • Build evidence room structure
  • Create renewal/expiration tracker
  • Set up intake channel
2

Always-Ready Desk

Ongoing Monthly

  • Keep documentation current
  • Handle inbound requests
  • Coordinate third-party updates
  • Deliver monthly readiness report
3

As Requests Arrive

On-Demand

  • Respond to security questionnaires
  • Support audit prep
  • Package diligence materials
  • Send approved evidence links

What we commit to, in writing

1 business day

Every inbound request acknowledged, with an owner and a timeline.

5th business day

Monthly readiness report delivered, every month, no exceptions.

T-90 / 60 / 30

Every renewal and expiration flagged at ninety, sixty, and thirty days out.

What the Desk Changes

Faster responses to vendor security questionnaires and due diligence requests
Fewer stalled deals from scattered or outdated documentation
Reduced internal burden on legal, compliance, and ops teams
Proactive visibility into what's expiring and what needs renewal
Single point of contact for risk paperwork coordination

Engagement Models & Typical Investment

Scope varies by number of entities, volume of inbound risk requests, and third-party exposure. Most clients fall within these ranges.

Readiness Snapshot · Start here

$2,500 – $3,000fixed

A two-week documented review of your current evidence, deadlines, and gaps, with a prioritized fix list. Fixed price, defined deliverable — the natural first step before a monthly desk.

Onboarding

$7,500 – $15,000one-time

Initial inventory, evidence room setup, tracker creation, and intake process configuration.

Monthly Desk

$4,000 – $12,000/ month

Ongoing evidence room management, renewal tracking, request handling, and monthly reporting.

What Drives Pricing

Number of entities or subsidiaries
Volume of inbound risk/security requests
Insurance and audit complexity
Transaction readiness requirements
Number of third-party vendors to coordinate

Book a 15-min Readiness Audit

We'll review your current state and identify quick wins.

Frequently Asked Questions

Ready to eliminate the risk paperwork bottleneck?

Book a 15-minute call. We'll review your current state and show you what "always ready" looks like.