Who can refer companies to SourceX
People who see inside many companies make the best referral partners: investors, advisors, consultants and operators. Pick your role for what to look for, how to raise it and what to check first.
Choose your role
- Venture and private equity investors
Portfolio companies with years of tickets, code and customer conversations.
- Wind-down and restructuring advisors
Companies shutting down, whose archives still have value.
- M&A advisors and business brokers
Owners of established businesses, before or alongside a sale.
- Accountants, bookkeepers and fractional CFOs
Clients with long, well-kept operating histories.
- IT, data and software consultants
Clients whose systems you already know from the inside.
- CX and contact-center consultants
Support operations with recorded calls, chats and QA scores.
- Executives, operators and board members
Companies you know that keep detailed records of how work gets done.
What every good referral has
- The company knows you’re introducing it and expects to hear from SourceX.
- The contact can decide for the company, or can bring in whoever does.
- A specific description of the data: which systems, how many years, what kinds of records.
- No data, exports or credentials attached.
What the program pays
- Referral fees
- Up to $100,000 in referral fees on deals that close
- When it’s paid
- After the buyer accepts the data and SourceX receives payment
- Which terms apply
- SourceX’s referral terms in effect when you refer. Start at sourcex.si/refer.
- Guarantee
- None. Submitting a referral doesn’t create a right to payment.
- Cost to you
- Nothing. Submitting a referral is free.
Know a company with years of records?
Introduce the company to SourceX. If its data deal closes, you can earn up to $100,000 in referral fees, paid after the buyer accepts the data and SourceX receives payment.