For referral partners

The security partner that stays in its lane.

Fractional CCOs, compliance consultants, CPA and audit firms, attorneys and cyber insurance brokers refer clients to Alden because we configure, operate and evidence the controls — and never write into your territory. Your client stays your client.

How a hand-off works

  • Introduce us by email, or have the firm name you on the contact form
    You are copied on the first reply
  • We qualify on headcount and Microsoft 365 before anyone spends an hour
    If it is not a fit, we tell you and them why
  • The firm signs and starts with the $995 assessment; you are invited to the readout
    You receive the gap matrix and the policy set
  • The evidence pack is yours to use in the annual review
    No exclusivity; nothing reaches your client without you knowing
Why consultants refer to us

You can write the policy. You cannot turn on Conditional Access.

Amended Regulation S-P, the FTC Safeguards Rule and the IRS's expectations all put technical obligations inside the compliance program: an incident response plan that has to match how the tenant is actually configured, vendor contracts with a notice clause, and evidence that controls run. Alden does the configuration and the evidence, writes only the security policies that describe what we configured, and hands you both — so your program and their tenant say the same thing at the exam.

We configure, operate and evidence the controls

Entra, Intune, Purview, detection and response, backup — run daily and exported monthly.

You keep the program and the relationship

Code of Ethics, Marketing Rule, custody, Form ADV, books and records, annual review — yours. We do not offer compliance consulting or take CCO designations.

One accountable party for the technical questions

When the document request asks how MFA is enforced on the shared mailbox, the answer is in writing, within the deadline, from us.

Who refers

Five seats, one gap.

Each of you sees the same thing from a different chair: a firm that has attested to controls nobody has verified. Here is what it looks like from where you sit, and what changes once Alden is in place.

01

Fractional CCOs and compliance consultants

You wrote the incident response program. The IT vendor cannot tell you whether MFA is enforced on the shared mailbox, and the exam is in six weeks. Alden gives you a configured tenant that matches the program, the exports to prove it, and someone to answer the technical questions on the document request.

02

CPA and audit firms

Your clients ask you about cyber insurance renewals, exam logistics and whether their IT spend is defensible — and your own practice has a WISP obligation of its own. Alden gives them a fixed-fee assessment with a ranked findings report you can read, and a single monthly line item that replaces a vendor list.

03

Cyber insurance brokers

The application says yes to MFA, EDR and backups. The tenant says otherwise, and that is a rescission problem at claim time. Alden verifies every answer against the live configuration before renewal and keeps the evidence file your carrier will ask for. Better answers, documented, before the quote.

04

Attorneys and title underwriters

A title agent you underwrite, or a client you advise, has a Pillar 3 certification coming due and a wire-fraud scare behind them. Alden builds the written program, locks down the mailboxes where instructions arrive, and produces the evidence package the certification form asks for.

05

Custodian and platform relationship managers

When an adviser on your platform has a wire-fraud scare or a failed due-diligence questionnaire, they call you. Alden secures the identities that log into your portal and turns the questionnaire around in days instead of weeks.

What you get back

Deliverables written with you as the second reader

The gap matrix is organized the way an examiner's document request is organized. The policies cite the controls they describe. The evidence pack is dated and attested, so you can drop it into the annual review file without reformatting it.

Have a client in mind?

Introduce them by email or through the form. You're copied on the first reply and invited to the readout.

What lands in your inbox

Deliverables that make your annual review easier, not harder.

  • ✓The control-by-control gap matrix against the client's rule
  • ✓The seven security policies, written to match the configured tenant
  • ✓The vendor register with the notice-clause status for every service provider
  • ✓A seat at the findings readout and at each quarterly review
  • ✓The dated, attested evidence pack: access, device, DLP, backup, training and tabletop records
  • ✓Technical answers for the examiner's document request, in writing, within the deadline
Referral status
What you see after an introduction
Sample
Introduction receivedOct 3
Fit call completedOct 6
Agreement signedOct 9
Readout (you're invited)Oct 30
Gap matrix and policy set to youAfter readout
We take on one new firm at a time, so you always know where your referral sits.
Next step

Introduce us, or talk to Brian first.

A 20-minute call is enough to see whether the way we draw the line between security and compliance fits the way you run your practice. No pitch, no deck. If it fits, you will know exactly what to say to the next client who asks.

Brian Dow
Brian Dow · brian@aldencyber.com

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