SOC 2 Type II: Why Optidata's certification is redefining cloud security and trust in Brazil

Brazil’s and Latin America’s digital landscape is in constant upheaval, and not always for good reasons. In 2025, the average cost of a data breach in Brazil will hit an eye-popping BRL 7.19 million, a number that can be even higher for companies that rely on the cloud.

IBM (2025), Cost of a Data Breach Report 2025: “In 2025, a data breach in Brazil costs an average of BRL 7.19 million.” It’s a loud warning: security is no longer a differentiator—it’s a non-negotiable necessity.

Latin America leads the world in the growth of cyberattacks, with a 39% spike in 2025, and 44% of Brazilian companies have already been victimized this year.

Check Point Research (2025), Latin America 2025 Mid-Year Cyber Snapshot: “Latin America leads the world in cyberattack growth, with a 39% increase in 2025, and 44% of Brazilian organizations have been targeted this year.” Amid this wave of threats, regulatory complexity is rising, and 69% of organizations admit they struggle to verify the compliance of their technology vendors.

The question echoing inside the boardrooms of CEOs, CTOs, and IT leaders is: how can we actually prove our data is secure in the cloud?

The answer cannot rely on promises. It demands proof. That’s where SOC 2 Type II comes in as a watershed moment, firmly established as the international gold standard for cloud security. It’s no coincidence that 66% of B2B buyers now require SOC 2 reports before signing a deal—SOC 2 has become a prerequisite for trust.

Uzado (2025), Why 66% of B2B Buyers Now Demand SOC 2 Reports: “66% of B2B buyers now demand SOC 2 reports before closing a deal.” In this post we’ll dive into the world of SOC 2 Type II and show how Optidata—potentially the first private cloud in Brazil to earn it—is lifting the bar for security and trust as a company, not just a stack of servers.

You’ll understand the critical difference between Type I and Type II, learn about the 88 rigorous controls audited during our journey, and, most importantly, see how this achievement solves real risk-management challenges by saving your organization time and money.

SOC 2 Type II: The Security Gold Standard You Need to Understand

SOC 2 (System and Organization Controls 2), created by the American Institute of Certified Public Accountants (AICPA), is an independent, third-party audit report that validates how an organization manages customer data. But be careful: not every SOC 2 report is the same.

The Critical Difference: Type I vs. Type II

Many companies claim to have a SOC 2 report, but the distinction between Type I and Type II is fundamental—like comparing a photograph to a movie:

Aspect	SOC 2 Type I	SOC 2 Type II
What it validates	Controls exist and are well designed	Controls exist AND operate effectively over time
Timing	Single point in time (snapshot)	Ongoing observation period
Minimum period	Not applicable	90 days of proven evidence
Renewal	Not applicable	Annual, with 12 months of evidence
Complexity	Lower	Significantly higher

Type II proves you didn’t just write the rules—you follow them consistently. It’s evidence of sustained operational effectiveness, which is what matters when your data is on the line.

Optidata’s Three Trust Pillars: Security, Availability, and Confidentiality

Our SOC 2 audit focused on the three Trust Services Criteria most relevant for a high-performance cloud provider:

• -> Security: The mandatory criterion that protects systems against unauthorized physical or logical access.
• -> Availability: Ensures the system is available for operation and use as committed, resulting in uptime and reliability for you.
• -> Confidentiality: Protects information classified as confidential, crucial for anyone handling sensitive data, intellectual property, or strategic insight.

Full Scope: An Entire Company Audited, Not Just Servers

It’s vital to understand that Optidata’s SOC 2 Type II certification goes far beyond technology. It validates the organization end to end—from HR to finance, from infrastructure to processes.

“When we say Optidata is SOC 2 Type II certified, we aren’t just talking about secure servers. We’re talking about an entire company audited—from infrastructure to finance, from code to HR, from processes to people.”

Our audit scope covered:

• -> IaaS (Infrastructure as a Service): The entire cloud infrastructure layer.
• -> SaaS (Software as a Service): Optidata Work and its toolset.
• -> Cloud Control Portal: The management and administration interface.
• -> Organizational Processes: People, documentation, financial processes, and day-to-day operations.

The Real Problem SOC 2 Solves: Eliminating the Hidden Cost of Vendor Risk Assessments (VRA)

For organizations with high information-security maturity, selecting a technology vendor isn’t trivial. It requires a Vendor Risk Assessment (VRA), a rigorous process in which cloud providers are, by default, flagged as high risk.

The Invisible, Repetitive Cost of Risk Assessments

The VRA process is notoriously manual, repetitive, and expensive. Research shows IT leaders spend an average of 6.5 hours per week (338 hours per year) evaluating vendor risk. At an average blended rate of BRL 150/hour, that’s a hidden cost of BRL 50,700 per year for each customer—just in assessment time.

On the other side, providers answer almost 37 assessment requests per month, creating friction that delays projects and burns resources.

The Proof Challenge and the Churn Risk: Why 50% of Companies Terminate Contracts

Even with excellent internal practices, a cloud provider without a recognized certification can’t prove its effectiveness. The result? Automatically classified as high risk—or worse, removed from consideration. No wonder 50% of organizations have already cancelled contracts over security concerns.

Under Brazil’s LGPD, where accountability is shared, a vendor failure can expose the customer to serious fines and reputational damage. SOC 2 Type II operates as a robust proof point for due diligence, protecting your business legally and financially.

The Definitive Solution: The Audit “Answer Key” That Accelerates Your Deals

SOC 2 Type II eliminates this headache by delivering an external audit “answer key.” A 66-page report that proves, control by control, the effectiveness of every security practice. It removes friction, stops the endless questionnaires, and shortens B2B sales cycles by up to 41%, giving buyers the confidence to make fast, well-founded decisions.

Optidata’s 90-Day Journey: Commitment and Resilience in Action

Earning SOC 2 Type II isn’t for the faint of heart. It demands technical maturity, discipline, and an organization-wide commitment. Optidata achieved this milestone in 90 calendar days—a testament to the team’s agility and dedication.

The Unmatched Timeline

Phase	Duration	Description
Heavy Lifting	60 days	Organizing and drafting policies, building processes, and implementing the 88 security controls.
Observation Period	30 days	Demonstrating sustained control effectiveness and collecting evidence for the audit.
Audit and Approval	Within the 90 days	Rigorous validation by an independent auditor and final approval by the AICPA.

The 88 Audited Controls: Security in Every Detail

Exactly 88 controls were audited, covering every facet of our operation. A few practical examples include:

• -> Strong Password Policies: Enforced complexity, periodic rotation, and mandatory MFA.
• -> Employee Background Checks: Full verification before hiring to ensure trustworthiness.
• -> Principle of Least Privilege: Every team member only accesses what is essential for their role.
• -> Information Classification: Every piece of data is ‘stamped’ with a risk level for proper handling.
• -> Clean Desk Policy: No sensitive documents or information left exposed.
• -> Data Encryption: Information encrypted in transit and at rest.
• -> Restricted Access to Critical Areas: Sensitive infrastructure zones limited to qualified staff.
• -> Backup Management: Automated, tested backup routines under continuous monitoring.

A Collective Effort During a Record-Breaking Growth Quarter

This achievement involved everyone at Optidata—from engineering to HR, finance to sales. The most impressive part? The 90-day journey happened during the highest-volume sales quarter in the company’s history.

“In the busiest sales quarter we’ve ever had, the team not only delivered every customer project’they secured SOC 2 certification. That’s commitment. That’s resilience. That’s Optidata.”

The direct certification cost, including tooling and the third-party audit, was roughly USD 10,000. But the real investment is ongoing commitment: SOC 2 Type II requires yearly renewal with an even stricter audit based on 12 full months of evidence.

Six Direct, Quantifiable Benefits for Optidata Clients: The Value of Proof

Optidata’s SOC 2 Type II certification isn’t just a badge—it’s a strategic asset that translates into tangible customer value.

• 1. Reduced Time and Cost for Risk Assessments: The 66-page SOC 2 Type II report removes VRA friction, freeing your IT team to focus on strategic work and saving the BRL 50,700 spent annually on vendor evaluations.
• 2. Built-In Compliance Enablement: If your organization needs to pass audits (LGPD, ISO 27001), you can present Optidata’s SOC 2 report to prove your infrastructure already meets international standards, simplifying and lowering your own certification costs.
• 3. Competitive Edge in RFPs and B2B Sales: In regulated sectors—financial services, healthcare, government—certified vendors are now table stakes. By running on Optidata’s certified infrastructure, you gain an immediate competitive edge and leave uncertified rivals behind.
• 4. Lower Legal and Financial Risk: In a security incident, having a certified provider like Optidata is powerful due diligence. It reduces liability exposure, shields you from lawsuits, and minimizes the risk of regulatory fines that can climb into the millions (remember the BRL 7.19M average breach cost).
• 5. Access to International Markets: For companies with global ambitions, especially in the US and Europe, SOC 2 is non-negotiable. Optidata removes that barrier so you can scale abroad without migrating to more expensive international hyperscalers.
• 6. Higher Retention and Lower Churn: With 50% of businesses switching vendors over security concerns, using certified infrastructure protects you from churn driven by compliance demands. It’s an extra layer of stability and operational predictability.

Benefit	Quantified Savings / Value (from the pillar post)
Reduced VRA time	BRL 50,700 per year
Legal risk mitigation	Up to BRL 7.19M (average breach cost)
Faster B2B sales cycles	41% fewer delays in the sales cycle
Lower churn	50% of companies switch providers over security

Optidata’s Security Architecture: How the Controls Protect Your Data in Practice

A certification is only as strong as the controls behind it. At Optidata, security is a layered architecture that protects everything—from physical access to application data. Our multilayer design ensures that a failure in one area doesn’t compromise the entire system, leveraging many of the 88 audited controls:

• -> Layer 1: Access and Identity: Strict controls over who can access what, including mandatory MFA, least-privilege access, and background checks.
• -> Layer 2: Network and Perimeter: Hardened defenses against external threats with Anti-DDoS, Web Application Firewall (WAF), and Zero Trust Network Access (ZTNA).
• -> Layer 3: Data and Application: Data-level protection with end-to-end encryption, information classification, and file-integrity monitoring.
• -> Layer 4: Backup and Recovery: Business continuity assured with automated backups, built-in Disaster Recovery (DR), and audited recovery testing.
• -> Layer 5: Monitoring and Response: 24/7 threat detection and response through SIEM, active threat hunting, and continuous vulnerability analysis.

Smart Comparison: Optidata vs. Hyperscalers—Where Experience Beats Scale

Global hyperscalers also hold SOC 2 reports, but Optidata’s value proposition stands out in the dimensions that directly impact your cost structure and daily experience:

Aspect	Hyperscalers (AWS, Azure, Google)	Optidata
SOC 2 Type II certification	Yes	Yes
Specialized support	Basic (ticketing) or premium add-on	Direct access to senior engineers, no extra cost
Egress cost (outbound traffic)	High and unpredictable	No egress fees
Disaster Recovery	Extra service, complex to configure	Included by default
Contract flexibility	Rigid and standardized	Tailored to each customer

Optidata doesn’t just match the security standards of the global giants—it outperforms them in cost efficiency, transparency, and customer support. With Optidata, you get the same level of security plus superior ROI, total pricing transparency, and a support team that actually knows your architecture.

Promise vs. Proof: Optidata’s Unbeatable Competitive Edge

In the cloud market, “cutting-edge security” is an overused promise. Optidata lives in the realm of proof.

Element	Description
Promise	”We’re secure.”
Proof	88 security controls audited by an independent third party and attested by the AICPA.

That distinction is the core of our competitive edge. It’s not Optidata praising itself—it’s a highly respected global body validating our operational excellence.

Market First-Mover: Setting a New Standard in Brazil

Optidata is, potentially, the first and only private cloud provider in Brazil with SOC 2 Type II embedded in its internal processes. One of the certification requirements is to publicly disclose it, which makes our leadership clear. This pioneering position isn’t just a title—it’s the embodiment of a strategic vision and a commitment to anticipating the future of cloud security in Brazil.

Radical Transparency: The Foundation of Trust

As final proof of our commitment, the full 66-page SOC 2 Type II audit report is available to customers and prospects under NDA. We believe transparency is the foundation of any long-term trust relationship.

The Future of Cloud Security in Brazil: Leading the Transformation

Achieving SOC 2 Type II isn’t Optidata’s finish line—it’s the start of an ongoing journey of improvement and leadership.

Global Trends and Optidata’s Readiness

Trends like Zero Trust Architecture, AI-assisted defense, and continuous compliance are already a global reality. Optidata is ahead of that curve with a deeply rooted security culture and a clear evolution roadmap. The next milestone is ISO 27001 certification, and the SOC 2 journey already covers 80—90% of that path.

What to Expect from the Brazilian Market

Over the next 3 to 5 years, SOC 2 adoption in Brazil will likely jump from today’s 2—5% to above 20%, especially in regulated industries. RFP requirements will make it the default, and pressure from international clients will push Brazilian firms to work only with certified partners.

Optidata isn’t just ready for this wave—we’re helping create it by educating the market and democratizing access to enterprise-grade security.

• Darlan Segalin

Conclusion: Security Isn’t a Luxury—It’s a Strategic Imperative. Choose Proof. Choose Optidata.

In a market where breaches cost millions and trust is the most valuable asset, SOC 2 Type II stops being a luxury and becomes a strategic necessity. It’s third-party evidence that a cloud provider takes security as seriously as its customers.

Optidata’s 90-day journey to earn this certification—and potentially become the first private cloud in Brazil to do it—is more than a technical milestone. It’s tangible proof of our commitment to excellence, transparency, and customer protection.

While others promise security, Optidata proves it with a 66-page report and 88 controls validated by an international body.

Security isn’t optional—it’s mandatory. In a threat landscape that escalates every day, choosing a certified provider isn’t overcautious; it’s strategic intelligence. Optidata isn’t just raising Brazil’s cloud-security bar; it’s redefining what it means to be a trusted partner. Welcome to the future of certified cloud.