Security & Governance

The Riskiest Moment in Your Deal Deserves More Than Our Word

Every engagement at Blue Ops runs inside a governed environment built for the most sensitive moment in a company’s life, a transaction.

  • ISO 27001 and SOC 2 Type II certified.
  • Independent third-party testing, annually.
  • No PHI or PII handling, ever.

Certified

ISO 27001 and SOC 2 Type II, independently audited.

Tested

Independent penetration testing conducted annually.

Governed

Least-privilege access, segregated by engagement.

Blue Ops Partners is ISO 27001 and SOC 2 Type II certified, firm wide.

Our Firm

Certification isn’t something we bolted onto a product; it’s how the firm operates, across every engagement, every sector, every team.

Retention and Deletion

Data is kept only as long as the engagement needs it, then permanently deleted.

Access
Control

Access is granted on a least privilege basis and revoked promptly when someone rolls off. 

Personnel
Checks

Every team member is background-checked and trained before accessing deal data.

Incident
Response

Clients are notified promptly if a security incident is confirmed. 

Insurance
Protected

Backed by cyber liability coverage. 

Powered by SMITH, built with our technology partners EBM Software and XGS.ai.

Our Technology

We don’t build our own AI infrastructure from scratch, and we don’t think you’d want us to. Instead, every engagement runs on SMITH, a platform built for exactly this kind of sensitive, high-stakes data, developed by our partners at EBM Software and XGS.ai.

  • Certified at the platform level.
    SMITH holds both ISO 27001 and SOC 2 Type II certification.
  • Your data stays yours.
    Client data is never used to train any model, ours or anyone else’s.
  • Governed, not open.
    Every AI interaction runs through a single governed gateway, not a patchwork of ungoverned tools, so every query is auditable and every result is traceable back to your own data.
  • Hosted where you need it.
    Data hosting location is available on request.

Security
by the Numbers

0

PHI or PII data handled

Annual

Independent Penetration Testing

100%

Staff Security Training

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Interim CFO Services  

The Blue Ops team has multiple experienced CFOs on our roster who can step in to serve as interim or fractional CFO. Our experience spans a range of industries, including consumer goods, food and beverage, cosmetics, and more.

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VP Finance or Director 

When you need support from senior players, Blue Ops is here to help. We work with companies coast to coast with experienced interim executives who can launch key initiatives, fill critical gaps, and stand up new functions. 

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Managers or Analysts  

We staff high-level data scientists, managers, and financial analysts who can provide short and long-term assistance on critical projects that fall outside your management team's expertise or current bandwidth. 

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Controller, Accounting and Audit 

From MBAs to CPAs, we bring a wide range of expertise across many accounting roles. We can serve in interim roles, stand up new accounting functions, or fill in on a short or long-term basis for special projects. 

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Verified. Not Just Claimed.

The same rigor we bring to your deal, we bring to your data.