How Israeli advisors can refer US-headquartered companies to SourceX

How can Israeli advisers refer US-headquartered companies?

Israeli advisers can refer a company by identifying its US operating entity, finding the authorized sponsor and making the introduction to SourceX. Many Israeli-founded companies are incorporated and headquartered in the US with R&D in Israel, so the people you know in Tel Aviv or Herzliya often report to a US CEO or CFO. If the US company has 50+ full-time employees at peak (contractors excluded) and years of records, it may qualify.

The reward is a share of SourceX's fee, earned only if the company licenses its data and the deal is paid.

Which Israeli relationships lead to a US company?

The fractional CFO playbook for advisers outside the US goes deeper on the finance-lead route.

Which Israeli-founded companies actually fit?

The structure matters more than the founders' nationality. Many such companies have a US parent with sales and customer success in New York or California and engineering in Israel. Ask these questions.

• Is the US entity an operating company with its own customers, or only a holding company?
• Do 50+ full-time employees at peak work for the group, counting the people whose records live in the group's systems?
• Have customer support, sales and engineering been recorded in the same tools for several years?
• Do the company's customer contracts and privacy notices allow licensing records?
• Is there a US owner, CEO, CFO or authorized representative who can sign?

A software company whose product tickets, code reviews, incident postmortems and sales histories span a decade is a better candidate than a company that moved platforms last year and deleted the old data. If the old platforms still exist, an export may be possible; ask before you assume otherwise.

Where do the records usually sit?

A common pattern is a split: engineering records in Israel-hosted repositories and issue trackers, go-to-market records in US cloud tools, finance in a US ERP. Every location matters to the inventory.

The data inventory builder helps the company list its own systems. You do not need to see any of them.

How does the introduction work?

1. Register at /register, then use your referral link or the referral form.
2. The US sponsor and SourceX talk through size, history, data breadth and rights.
3. The company inventories its systems, including any hosted in Israel.
4. Price and terms are agreed as one all-in figure; the company signs only if it wishes.
5. Buyers review; deal-ready companies typically get a response within about two weeks.
6. At closing the data is delivered under the agreed redaction rules, and the company is paid, typically within about 60 days of invoicing once the buyer selects the data.
7. Your reward is paid after SourceX receives its fee.

Partners make introductions and give basic fit information only. Redaction and de-identification requirements are agreed with the company before work begins.

What should you say to a US CEO or CFO?

Offer an introduction, not a pitch. Make clear you are not asking for access to any records.

Which Israeli and US checks should you run?

This page does not interpret Israeli tax or professional rules. Take these questions to your own advisers.

• Professional rules. Lawyers, accountants and investment professionals should check their own bodies' rules on referral fees, conflicts and disclosure. Fiduciary roles toward the company are the hard cases.
• Israeli tax treatment. Ask a tax adviser how foreign referral income is reported and whether VAT or similar rules apply to you.
• Withholding questions. Payments to non-US persons can raise US withholding questions that depend on the facts, such as where services are performed. The IRS describes the general framework for withholding agents in Publication 515. The program does not set a rate for partner payments; your tax adviser should confirm yours.
• Forms. Entities typically use Form W-8BEN-E and individuals Form W-8BEN; see the W-8BEN-E guide for consulting firms.

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. The referral earnings calculator explains the formula and the program terms set the details.

When should you not make the introduction?

• You are an investor or board member whose duties to the company or other holders make a fee inappropriate without full disclosure and approval.
• The US entity is a shell and the operating company is elsewhere.
• Records were deleted when the company changed platforms.
• The company's data is mainly end-user personal data without a licensing basis.
• It has already licensed the same data for AI training.

See how advisers in the Nordics, Singapore, the UAE and Canada approach the same question, or start with the overview for international partners.

Next step

List the Israeli-founded companies you know where the US entity is a real operating business, check the strongest against the questions above and register as a partner.