Rehearse the 4-day clock. Before it starts ticking.
Under the SEC 8-K rule, your next material cybersecurity incident becomes a public filing within 4 business days. Most boards have never seen what that filing looks like for their own firm. This tabletop exercise produces one — confidentially, no recording, no sales motion.
- 2-hour confidential session — CIO, GC, CFO, board members
- Custom scenario tailored to your firm's environment
- No recording, no notes shared outside your team
- Written readout delivered within 5 business days
Inquire about the tabletop
Scoping call comes after this form.
Why most firms haven't rehearsed this
The SEC 4-day clock isn't hypothetical. The disclosure becomes a public filing, an analyst call topic, and a permanent SEC record. Most boards have internalized this in the abstract but never simulated what their firm's filing would actually look like. The tabletop fills that gap before a real incident does.
Custom scenario for your environment
We don't run a generic ransomware drill. We build the scenario around your firm's actual risk profile — vendor exposure, insider threat patterns, regulatory complexity.
Strategic, not technical
The tabletop isn't a SOC drill. It's a board-level governance exercise covering materiality determination, disclosure timing, and stakeholder communication.
Confidential by design
No recording, no notes shared outside your team. The written readout we deliver belongs to you; we keep nothing.
Strategic deliverable
Boards that run the tabletop typically reallocate budget within 30 days. The exercise produces clarity about gaps the firm needs to close — separate from any IT Vortex engagement.
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Inquire about the tabletop
Scoping call comes after this form.
The form is at the top of the page. Click below and we'll take you straight there.
Quick FAQ
The questions we get most often about this asset and what comes after.
U.S.-based registered investment advisors, wealth advisors, broker-dealers, and other FINRA-regulated firms with 50-500 employees. Public companies and near-public firms preparing for IPO especially. We confirm fit on a 15-minute scoping call.
Typically CIO, GC, CFO, and one or two key board members or risk committee chairs. 4-6 people is ideal. We can adjust based on your governance structure.
Honestly — because firms that run a real tabletop with us are more likely to engage us for managed services later. But the offer is real. We run it for firms that never become clients, and the written readout is yours regardless. No strings.
Most tabletops are scheduled 3-6 weeks out. We run two per quarter for qualified firms, sometimes more depending on capacity. The scoping call clarifies timing.
