Introducing Data Licensing During Founder Retirement: An Advisor's Playbook

As an advisor guiding founders through the complex process of retirement, you're focused on maximizing their legacy and financial security. Unlocking value from their company's data assets can be a significant, often overlooked, component of that strategy. SourceX provides the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment.

This playbook outlines a practical, step-by-step plan for introducing data licensing through SourceX, ensuring a seamless and secure process for your client.

Step 1: Initial Client Fit Check

Before even mentioning data licensing, assess if the client's company aligns with SourceX's core requirements. This saves time for everyone involved.

• Is it a US company?
• Does it have 50+ full-time employees at peak? (Exclude contractors.)
• Does it have years of operating records?
• Does the company have clear rights to license its data?
• Is there an authorized sponsor within the company who can champion this initiative?

If the answer to all of these is yes, proceed to the next step.

Step 2: Educate and Gauge Interest

Introduce the concept of data licensing as a potential asset monetization strategy, particularly relevant during a founder's exit.

Explain that SourceX facilitates data licensing for AI labs and data buyers. It's crucial to clarify that SourceX manages data licensing transactions and does not train AI models. Emphasize that the partner reward is a share of SourceX's fee and is never deducted from what the company receives.

Seek explicit permission from the company's authorized sponsor to explore this avenue further.

Step 3: SourceX Program Overview (Partner Benefits)

Once interest is confirmed, share how the SourceX partner program works for you as an advisor.

• Anyone can join the program, from any supported country. Licensed professionals should check their own rules on referral fees.
• You, as the partner, will earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals.
• Rewards are capped at $100,000 cumulative per referred company.
• Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting or signed agreement alone does not trigger payment.
• Credit for the referral goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

Step 4: Company Scope and Privacy Assurance

This is a critical step. The company must explicitly approve the scope of data licensing. Remind your client that their company retains full control.

Stress that all personal details (e.g., PII/PHI) are removed, aggregated, or anonymized from any potential data licensing transaction. You, as the partner, never handle company data.

Step 5: Facilitate the Introduction

Once the company is clear on the process and benefits, and has approved proceeding, it’s time to make the introduction.

Option 1: Direct Link Share Provide your unique referral link to the authorized company sponsor. They can then complete the application directly, ensuring all details come from the source.

Option 2: Facilitated Introduction Arrange a direct introductory call or email between the authorized company sponsor and SourceX. Ensure the sponsor is prepared to discuss their data assets at a high level, maintaining privacy and control.

Step 6: Follow-up and Support

After the introduction, SourceX will engage directly with the company. Your role transitions to a supportive one, ensuring your client feels comfortable and informed throughout the process.

This structured approach ensures that you, as an advisor, can effectively introduce a valuable new revenue stream to your founder clients during their retirement planning, all while maintaining professional boundaries and client trust.

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