SaaS Security Checklist Before a Buyer Review
You do not need a perfect security program to start preparing for buyer reviews. You need a clear checklist of the facts a buyer will ask for, and you need to know which answers are ready and which ones still need review.
Quick note
This guide is practical product education, not legal advice, security advice, SOC 2 certification, GDPR certification, or compliance certification. Review every answer against your actual product and company processes before sending it to a buyer.
Company and product facts
Prepare your company name, product name, hosting provider, database provider, regions, support contact, privacy link, terms link, and security contact. These small details appear in almost every review.
Data handling
Document what customer data you collect, where it is stored, how long it is retained, how deletion works, and whether backups contain customer data. Do not guess retention timelines.
Security basics
Prepare answers for HTTPS/TLS, access control, admin access, production access, backups, incident response, vulnerability handling, and logging. If you use managed services, note which parts are handled by the provider.
Vendors and AI
Keep a subprocessor list and an AI usage note. Buyers increasingly care about where data goes, not only whether the app has a nice privacy page.
Review before sending
Before sending any response, check every answer for unsupported claims. If an answer says “we do X,” make sure the product actually does X.
Make this easier in VettBase
VettBase helps small SaaS teams draft security questionnaire answers, save reviewed wording, reuse approved answers, and flag missing information before sending unsupported claims.