Solutions / Security Questionnaires

Security questionnaires, solved.

Enterprise prospects send security questionnaires. You can either answer them faster — or stop most of them from arriving in the first place. Targhee does both.

QA
Enterprise Security Review
47 questions · CAIQ v4
AI Complete
38 / 47 auto-completed Avg confidence 95%
What security certifications does your company hold?
SOC 2 Type II certified, ISO 27001:2022 compliant, and HIPAA aligned.
Security Policy v4.2 · pg 3
98%
Do you encrypt data at rest and in transit?
AES-256 at rest, TLS 1.3 in transit. Keys rotated quarterly via AWS KMS.
Data Protection Addendum · §2.1
97%
List all subprocessors with access to customer data.
AWS, Stripe, Datadog, Postmark, Okta… Subprocessor list may be outdated.
Subprocessor list · updated 8 mo ago
61%
4min
Team review
per questionnaire
95%
AI first-pass
accuracy
40+
Questionnaire
frameworks
75%
Never arrive
with Trust Center
§ 01 — The problem

Security questionnaires have become a universal deal blocker.

If you sell to enterprise or regulated industries, you've encountered them. A 47-question form arrives mid-deal asking how you handle encryption, access control, incident response, and a dozen other things — and everything stops until you answer.

What they are

A custom interview on your security posture.

Security questionnaires are structured question sets buyers send to vet your data handling, access controls, compliance certifications, incident response, and subprocessor relationships. They range from short lists to 600+ question deep-dives.

Most follow standard frameworks, but roughly a third are custom — written by the buyer's security or GRC team to probe their specific concerns.

SIG Lite · 128q SIG Core · 627q CAIQ v4 · 300+q NIST CSF HIPAA Custom
Why they hurt

40 hours of work per form. Every single one.

Each questionnaire pulls security engineers off product work for 40+ hours. You're answering the same questions you answered last quarter — pulling the same documents, writing slightly different wording, hoping nothing is outdated.

Meanwhile, the deal sits idle. Every week of delay is revenue that slips to next quarter — or to a competitor who moved faster.

3–6 wk avg delay 40+ engineer hours Deals slip quarters Repeated content
§ 02 — The approach

Two complementary strategies. One platform.

Faster answers only solve half the problem. The other half is stopping questionnaires from arriving at all. Targhee handles both — and they share one knowledge base underneath.

Strategy 01

Deflect: stop most from arriving.

A Trust Center gives buyers self-serve access to your SOC 2, ISO 27001, pen tests, and DPA — behind a click-wrap NDA. Most questionnaires are just attempts to confirm you have these docs. Show them proactively and the questionnaire never happens.

−75%
Fewer inbound questionnaires in first 90 days
Explore Trust Center →
Strategy 02

Automate: answer the rest in hours.

Some buyers will always send a formal questionnaire — especially in regulated industries. Targhee's AI reads it, drafts every answer from your documentation with source citations and confidence scores, and your team reviews in minutes.

4 min
Avg team review per questionnaire
Explore Questionnaire Automation →
§ 03 — Under the hood

From inbox to submitted, same afternoon.

When a questionnaire does arrive, Targhee handles every step of the workflow — from format parsing to portal submission — while your team stays in control of final approval.

End-to-end workflow

Four steps. Mostly automated. Always reviewed.

The AI does the slow parts — parsing, drafting, citing. Your team does the fast parts — reviewing flagged answers, approving the rest, hitting submit. A questionnaire that used to take a week now takes an afternoon, without compromising accuracy.

  • Upload any format — Excel, PDF, Word, portal URL
  • AI drafts answers with source citations and confidence scores
  • Your team reviews only what's flagged (typically 5–10%)
  • Export in the original format, or submit directly to portal
Questionnaire workflow
TechVentures · CAIQ v4 · 47 questions
1
Upload & parse
47 questions extracted from CAIQ v4 spreadsheet
28 sec
2
AI drafts answers
Matched against 1,253 Q&A pairs in knowledge base
2.4 min
3
Team reviews flagged
7 low-confidence items queued for SME review
~4 min
4
Submit
Export in original format or submit to portal
30 sec
Total questionnaire time ~8 minutes
Format & portal support

Whatever your buyer sends — we handle it.

No reformatting. No copy-paste between tools. Excel spreadsheet in → filled Excel spreadsheet out. PDF form in → completed PDF out. Portal link in → answers populated directly in the portal. Your buyer never sees the translation layer.

  • Excel, CSV, PDF (fillable and flat), Word, and Google Docs
  • OneTrust, Whistic, SecurityScorecard, Process Unity, Vendict, CyberGRX
  • Custom enterprise portals via API integration
  • Format preserved end-to-end — no reformatting on either side
Supported formats
5 types · 6+ portals
XLS
Excel
PDF
PDF
DOC
Word
WEB
Portals
Third-party portals
OneTrust Whistic SecurityScorecard Process Unity Vendict CyberGRX
§ 04 — Who it helps

Every team that touches a security questionnaire.

Questionnaires cross functions — sales owns the relationship, security owns the accuracy, GRC owns the tracking. Targhee compresses the timeline for all three.

§ 05 — Questions

What teams always ask us.

Common questionnaire questions.

Specific to your industry, portal, or questionnaire cadence? Bring a real questionnaire to the demo — we'll walk through it live on your actual docs.

Book a demo →
Any structured question set a buyer sends to assess your security posture. Most follow standard frameworks — SIG Lite (128 questions), SIG Core (627), CAIQ v4 (300+), NIST CSF, HIPAA, or PCI DSS assessments. About a third are custom questionnaires written by enterprise buyers' security teams. Targhee handles all of them.
Our customers see 95%+ first-pass accuracy once their knowledge base is populated (SOC 2 report, policies, past questionnaires). Accuracy climbs over time — every approved answer gets indexed, so the hundredth questionnaire is faster and more accurate than the first.
Targhee only generates answers grounded in your source documents. If no relevant content exists in your knowledge base, the system flags the question for human input rather than fabricating a response. Every answer is traceable to a specific source citation, so your team can verify anything in seconds.
Yes — when the documents they need are accessible. Most questionnaires are buyers trying to confirm you have SOC 2, ISO, a DPA, and a pen test. If they can download those under an NDA in 30 seconds, the questionnaire often never gets sent. Teams see 75% fewer inbound questionnaires within 90 days of launching a Trust Center.
Fully supported. Paste the portal URL and Targhee handles the rest — filling in answers directly in the portal or generating responses you can paste in. We support OneTrust, Whistic, SecurityScorecard, Process Unity, Vendict, and CyberGRX natively. Custom enterprise portals can be integrated via API.
No. Generic LLMs don't know what a security questionnaire is. Targhee is purpose-built: format-aware parsing for Excel/PDF/portals, source citation requirements, confidence scoring, review workflow, audit trail, and knowledge base that learns from approved answers. Teams that DIY with ChatGPT typically spend 3–6 months and land somewhere worse than Targhee's out-of-box product.

Your next questionnaire in an afternoon.

Bring a real questionnaire to the demo. We'll run it through Targhee live — on your actual documents, in the actual format — so you can see exactly how it performs on your data before committing to anything.

3 free questionnaires · No credit card · 20-minute demo