PJ said it out loud · 2026-05-08
7+ holding brokers in the SOC 2 category. Zero meta-matchmakers helping buyers pick the right one without ad-spend bias. SideGuy operates one layer up — operator-honest routing, partner-program economics, no SOWs, no enterprise procurement cycle. This is the thesis page.
Layer 0 buyer can't realistically evaluate 7 vendors. Layer 1 vendors compete on marketing, not honest comparison. Layer 2 is structurally missing. SideGuy fills it.
Layer 2 economics work because TWO independent flywheels compound from a single buyer acquisition. Most aggregators have only Flywheel 1.
SideGuy participates in vendor partner programs. When a buyer routes through SideGuy and engages a vendor, SideGuy receives a referral fee from the vendor's partner budget — not from the buyer's purchase price.
The same Series A-C founder buying SOC 2 is structurally a buyer for adjacent SideGuy services. Trust acquired through the SOC 2 routing converts to 4-5 cross-sell pathways per acquired buyer.
Most vendor-channel businesses stop at Stage 1 (referral fee, then they're gone). SideGuy stays through all four. The 4-stage journey is the structural reason the buyer LTV math works.
Buyer: Picks Vanta / Drata / Salesforce / Datadog / OneTrust. Signs the contract. Starts paying. Realizes after a few months that they're now in a multi-year subscription with no exit.
SideGuy: Operator-honest second-opinion BEFORE the buyer signs. Warm-intro routes them to the right vendor for their actual situation, not whoever's website they landed on first.
SideGuy revenue · Vendor referral $$ ($500/close · rev share · etc.)Buyer: Realizes the boxed SaaS doesn't cover everything. They need a custom shareable for a 2pm meeting. They need a one-off tool. They need a personal-use thing the vendor will NEVER build.
SideGuy: Operator-speed custom builds on top of the rented stack. Hours-not-weeks turnaround. Operator-honest scope. No enterprise procurement.
SideGuy revenue · Project engagements ($5K-$50K builds)Buyer: Now operating on a hybrid stack. Some processes stay on the boxed SaaS (working fine). Others run on SideGuy-built custom (where the boxed SaaS couldn't bend).
SideGuy: Ongoing operator partner — maintains custom layer, advises on what stays rented vs builds next. The fractional intelligence layer above the stack.
SideGuy revenue · Fractional retainer ($3K-$10K/month)Buyer: Eventually decides "we should stop paying rent and own this." Builds in-house. Stops the boxed SaaS subscription where they can.
SideGuy: Implementation + intelligence layer — wires the "human-first intelligence" into the in-house stack. Even when buyers OWN the software, they still need the operator-translation layer.
SideGuy revenue · Implementation engagement + ongoing intelligence consulting (multi-year)The killer insight: SideGuy's economics are aligned with the buyer's actual journey, not with locking them into one stage. Vendor partner fees flow during Stages 1-3 (they're still using the boxed SaaS); custom + implementation revenue flows during Stages 2-4 (they need build/operator help). No incentive to push the buyer where they shouldn't be.
"They can't ask Vanta to spin up a shareable for a meeting at 2pm."— PJ · 2026-05-09
If a buyer needs something custom, fast, scoped to ONE specific moment — could they get it from Vanta / Drata / Salesforce / Datadog? No. Boxed SaaS vendors structurally cannot operate at that speed:
→ Their roadmaps move in quarters · Their product scope excludes 99% of one-off operator needs · Their customer-success cycles take weeks · Their unit economics require horizontal scope (one feature for thousands of customers, not one custom build per buyer) · Zero mechanism for personal-use tools or business-adjacent custom builds.
SideGuy can. Architecture is built for one-off ergonomic flexibility (Worker pipe + AI-augmented build velocity + operator-led decisions, no committee). PJ ships custom shareables in ~30 minutes mid-conversation. That speed is the structural moat boxed SaaS cannot match.
This is why Stage 2 is INEVITABLE, not optional. Every buyer hits a 2pm-meeting moment eventually — when they need something custom, immediately, and realize their $20K/year SaaS subscription gives them zero help. That moment is the SideGuy entry point.
Every multi-vendor SaaS category where 5-7 holding brokers compete for the same buyer profile, and the cost of picking wrong is higher than the cost of an honest read.
| Category | Layer 1 Holding Brokers | SideGuy Status |
|---|---|---|
| SOC 2 / Compliance | Vanta · Drata · Secureframe · Sprinto · Scytale · Scrut · Thoropass | ✓ Done |
| Privacy / GDPR | OneTrust · DataGrail · Osano · Securiti · TrustArc · Transcend · Ketch | ✓ Done |
| Vendor Risk Mgmt | Whistic · Panorays · UpGuard · SecurityScorecard · BitSight · Black Kite | ✓ Done |
| HIPAA / BAA | Compliancy Group · Aptible · MedStack + cross-fw (Vanta/Drata) + BAA infra (AWS/Datadog/GCP) | ◐ Partial |
| Auth / IDP | Auth0 · Clerk · WorkOS · Stytch · Cognito | ○ Pending |
| Email infrastructure | SendGrid · Postmark · Resend · SES · Mailgun | ○ Pending |
| CRM | HubSpot · Salesforce · Attio · Pipedrive · Close | ○ Pending |
| Analytics | Amplitude · Mixpanel · Segment · Heap · PostHog | ○ Pending |
| Payments | Stripe · Square · Adyen · Braintree · Checkout.com | ○ Pending |
| Trust Centers | Vanta TC · SafeBase · Drata TC · SecurityPal | ○ Pending |
If you're a buyer evaluating SOC 2 software → text PJ for the operator-honest read on which vendor fits your stage. If you're a vendor in a multi-vendor SaaS category → text PJ to discuss Layer 2 partnership.
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