Pegasus Insights Achieves SOC 2 Certification: Why It Matters

We’re proud to announce that Pegasus Insights is officially SOC 2 Type I certified—a significant milestone that underscores our commitment to security, trust, and operational excellence.

SOC 2 (System and Organization Controls 2) is a rigorous, third-party audit developed by the AICPA to evaluate how a company manages customer data across five key trust principles: security, availability, processing integrity, confidentiality, and privacy.

For both Pegasus Insights and Impact Point Co., this certification is more than a checkbox—it’s a reflection of the standards we hold ourselves to as a trusted partner to finance teams in PE-backed and mid-market businesses.

Why SOC 2 Matters for Finance Leaders

In today’s world, finance teams are expected to move fast—but not at the expense of data integrity. When selecting a liquidity or FP&A platform, your team needs to know that your data is secure, your workflows are protected, and your provider is accountable.

SOC 2 Type I certification validates that Pegasus has implemented the right controls and policies to protect client data from day one. It’s a signal to our clients—and the market—that we are serious about security and privacy.

Built with Accountability in Mind

Unlike traditional software vendors, Pegasus Insights was built inside Impact Point, by consultants who understand the sensitivity of financial data and the operational demands of PE-backed businesses. Achieving SOC 2 is a natural extension of the way we work: with discipline, transparency, and ownership.

This milestone is just one step in our ongoing efforts to provide secure, scalable solutions to finance teams navigating complexity.

Want to learn more about how Pegasus supports secure financial operations? Book a demo or reach out to our team!