How Irish advisors can refer US companies and earn a data licensing reward

Why are Irish advisers well placed to refer US companies?

Irish advisers often sit closest to the finance function of a US group's Irish entity, which gives them a route to the US parent's CFO, controller or general counsel. If that US company has 50+ full-time employees at peak (contractors excluded), years of records and an authorized sponsor, you can introduce it to SourceX and earn a reward if it licenses its data and the deal is paid.

The typical Irish vantage points are a statutory audit or tax compliance engagement for the Irish subsidiary, a payroll or bookkeeping service, a corporate secretarial role, or an interim finance seat during a transition. None of these require you to touch the US company's records. They give you something more useful: the name of the person in Boston, Austin or Chicago who can say yes.

Data licensing is the licensing of a company's own operational records, such as tickets, deal histories, engineering reviews and approvals, to AI developers for a one-time payment. The company keeps ownership and signs only if price and terms work. SourceX runs the process; you make the introduction.

Which US companies in your Irish book fit?

Look at the US side of the group, not the Irish branch. The Irish entity may have 12 people while the group has 400, and the group is the unit that qualifies.

Software, IT services, professional services and engineering groups with an Irish support or R&D center tend to screen best. The who qualifies page has the full baseline.

The 3-door test for reaching the right person

Irish advisers usually reach a US group through one of three doors. Decide which one you hold before you write anything.

• Door 1, the parent CFO: you report to or work alongside the group finance lead. Raise it directly.
• Door 2, the Irish country manager: you know the local head but not the parent. Ask for a warm introduction, and do not pitch the local manager as if they could sign.
• Door 3, a shared contact: a lawyer, banker or investor knows both sides. Brief that person and let them decide whether to open the door.

An authorized sponsor, meaning an owner, CEO, CFO or authorized representative, must be involved before anything proceeds. A local manager cannot license the group's records.

When in the Irish calendar does the topic come up naturally?

How the introduction works without you handling data

1. Register as a partner at /register and take your referral link, or submit the company through the referral form.
2. The US group's sponsor applies at sourcex.si/apply with your code attached, or SourceX contacts the sponsor using your details.
3. SourceX screens the group on size, history, data breadth and rights.
4. The company's own team lists its systems and what can be exported; your Irish contacts are not asked to help.
5. Price and terms are settled as one all-in figure before any buyer sees material.
6. AI labs and data buyers review; once the company is deal-ready, buyers typically respond within about two weeks.
7. If a deal closes, the company is paid, typically within about 60 days of invoicing once the buyer selects the data. Your reward follows once SourceX has received its fee.

You never export, upload or describe confidential records. Redaction and de-identification rules are agreed with the company before work begins, and delivery happens only under an executed agreement.

What to say to a US group finance lead

The introduction email builder can draft a longer version. Keep reward amounts and promises out of the first message.

What do Irish professional and tax checks look like?

Check three things before you accept any reward, and do them in this order.

• Your professional body. If you are a chartered accountant, read your body's rules on commissions and referral fees first. The page on Irish accountants and referral fees under your code covers what to look for. Rules often depend on whether you also provide audit or assurance services to the client, so the Irish entity you audit may be the very company you cannot refer.
• Your own tax position. Income from a foreign referral arrangement is something to declare with Revenue as your tax adviser directs. Do not guess.
• The paperwork the payer asks for. A non-US firm paid by a US payer is typically asked for Form W-8BEN-E, which documents foreign status and goes to the payer, not to the IRS. The IRS explains the form on its About Form W-8 BEN-E page. Our walkthrough, how to fill out a W-8BEN-E for an advisory or consulting firm, shows the steps for a consultancy.

This is general information, not legal, tax or financial advice. Confirm with your own counsel, tax adviser or professional body before acting.

How do partner rewards work?

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 per referred company. The reward is paid only after the buyer pays and SourceX receives its fee; an introduction, meeting or signed agreement alone does not trigger payment, and no reward is guaranteed. The reward is a share of SourceX's fee and is never deducted from what the company receives. Details are set by the signed agreement and the program terms; the referral earnings calculator shows how the formula works.

When should an Irish adviser not bother?

• The company is under 50 full-time employees at peak, or the only large entity is a pass-through with no operating records.
• The US company holds mainly its clients' data, as an outsourcer or agency would, and the clients have not consented.
• You audit the company and your professional rules or independence policy rule out a fee.
• The records are mostly consumer personal data or health data with no licensing basis.
• You cannot reach an owner, CEO, CFO or authorized representative.

Advisers in other markets face similar questions; compare the approach in the guides for Canada, the Nordics, Singapore and the UAE, or read the overview for international partners.

Next step

Pick one US group you already know through an Irish entity and run it through the company fit checker. If it looks plausible, register as a partner and ask for the introduction.