The SOC 2 Interim Play

Private Moneyball Run

For teams that want Moneyball, but security says “not until SOC 2.”

You would quite like to use Moneyball.

Then the security team, being both reasonable and paid to worry about these things, says:

“Not until they are SOC 2.”

A sales leader tries to convince security to approve a tool before SOC 2, but the security gatekeeper refuses every argument.

Fair.

We are working toward a SOC 2 report. You can read the current roadmap here: SOC 2 roadmap.

But the hidden pipeline is still sitting there. Waiting six months to find it does not make it more valuable. It just gives it more time to stay buried.

That is what Private Moneyball Run is for.

It is our export-only, airgap-style path for companies that cannot yet approve the live Moneyball SaaS connection.

Instead of connecting Moneyball directly to your CRM, we create a temporary private Moneyball instance for your organization. Your team exports only the approved CRM fields, uploads that export, Moneyball runs the analysis, and the output is delivered as a Hidden Pipeline Field Manual: a PDF/workbook-style packet of the findings, shortlists, and recommended starting points.

After delivery, the temporary instance and raw/intermediate data are deleted under the agreed retention terms.

The Export-Only Path

How Does This Work?

Your team approves the export. Moneyball runs in a temporary private instance. You receive the findings, and the temporary instance goes away.

  1. We Create A Temporary Private Moneyball Instance

    We create a temporary, single-customer Moneyball instance for your organization’s run. This instance exists to process the approved export and produce the final Field Manual. It is not the live connected Moneyball app.

  2. We Agree On The CRM Export

    We work with your team to define the CRM report/export Moneyball needs to run useful analysis. Typically that means approved fields for deals, accounts, reps, dates, amounts, stages, products or services, and related sales history.

    Your team controls which fields are included.

  3. You Export And Upload The Approved Data

    Your CRM owner, RevOps person, Salesforce admin, or keeper of the sacred report folder exports the approved data from your CRM. Then your team uploads that export into the temporary private Moneyball instance.

    There is no live CRM integration, no OAuth flow, and no writeback to your CRM.

  4. Moneyball Runs The Analysis

    Moneyball processes the approved export and generates your Hidden Pipeline Field Manual.

    The standard run is machine-generated. The Moneyball team does not need to review raw row-level CRM data to produce the Field Manual.

  5. You Receive The Hidden Pipeline Field Manual

    The Field Manual is the offline artifact your team can actually use: executive overview, hidden pipeline estimate, first plays, account shortlists, suggested campaigns, notes, and appendices depending on the data available.

    It is built to be emailed, printed, marked up, shared with leadership, or handed to Johnny, who continues to believe the printer is a strategic platform.

    See What The Field Manual Looks Like

  6. We Delete The Temporary Instance

    After delivery, the temporary instance and raw/intermediate processing data are deleted according to the agreed retention terms. The final Field Manual belongs to your team.

    Want to do this again next month? We run a fresh Private Moneyball Run from a fresh approved export.

The Important Distinction

What This Is Not

This produces Moneyball findings without creating a live, continuously connected Moneyball account.

Private Moneyball Run is not the full live Moneyball app. It does not provide daily CRM sync, live rep logins, ongoing dashboards, account browsing, or real-time app access.

It is the security-friendlier bridge for producing Moneyball findings from an approved export while your team decides whether and when the live SaaS path can be approved.

If your team is cleared to use the live app, lovely. Use the live app. If your team is not cleared yet, this is for you.

Pricing

So What’s A Private Run Cost?

The range depends on the export help, additional analysis, and security review your team needs.

A Private Moneyball Run is priced like you are requesting three things at once:

  1. a Hidden Pipeline Field Manual,
  2. the Set It Up For Me service,
  3. and a private-run premium.

That premium covers spinning up the temporary private instance, helping translate the approved CRM export into something the machine can read, handling the extra security/legal/data-retention ceremony, talking to the necessary Legal Eagles, and tearing the whole thing down afterward.

Answer three questions and we’ll show the likely range.

Question 1 / 3

Would you like the gents to do some Extra Spelunking for you?

A Private Run always includes a live Front Office Readout. Extra Spelunking is the optional add-on where the Moneyball team spends additional human time digging into buried patterns, odd segments, outlier reps, and suspicious little clues the machine may not be shouting about yet. .

The Internal Forward

Send This To Security

If you need to explain the Private Moneyball Run internally, here is a clean email you can copy.

Moneyball Private Run — export-only evaluation path
To security@company.com
Cc team@moneyball.win
Moneyball Private Run — export-only evaluation path

Hi [Name],

We would like to evaluate Moneyball, but recognize the concerns around using a connected SaaS vendor that does not yet have a SOC 2 report.

For companies like ours, Moneyball offers a Private Moneyball Run that I believe is worth reviewing as an interim, export-only path while they continue toward a SOC 2 report per their SOC 2 roadmap: https://www.moneyball.win/trust/soc-2-roadmap/

At a high level, the Private Moneyball Run works without a live CRM integration. We would export only the approved CRM fields, upload that export into a temporary private Moneyball instance, and receive a static Hidden Pipeline Field Manual as the output. There is no CRM OAuth connection, no ongoing CRM sync, and the temporary instance plus raw/intermediate data are deleted after delivery under the agreed retention terms.

Relevant materials:

I have copied team@moneyball.win here in case you have specific security, procurement, or data handling questions they can answer directly.

Can you review whether this export-only evaluation path would be acceptable for an initial Moneyball evaluation?

Thanks,
[Your Name]

If Security Still Needs A Different Path.

Ask About A Private Moneyball Run.

Tell us what CRM you use, who controls the export, and what security or procurement review your team expects. The gents will come back with the right next step.