Referral program for venture and private equity investors

Venture-backed software companies often hold exactly what AI labs ask for: long-running helpdesks, private codebases with review histories, and CRMs with years of won and lost deals.

A data license is revenue for the company that doesn’t require selling equity, and the company keeps ownership of its data. Each business approves scope, permitted use and terms before anything is shared.

Portfolio companies that are winding down can also license their archives, which can add to what investors and creditors recover. See the wind-down advisors page.

• Software companies with 20 or more full-time employees and several years of operations
• Large support, sales or engineering teams relative to company size
• Companies in domains with little public data, such as healthcare administration, logistics, insurance or finance operations
• Companies preparing a wind-down or asset sale

1. Mention it at a board meeting or portfolio check-in, and share the qualification criteria.
2. If the founder is interested, get their permission before you pass on their details.
3. Submit the referral with the founder or operator who would own the decision as the contact.

The guide to introducing a company has an email you can adapt.

• Check your fund documents: some fund agreements require fees the manager earns from portfolio-company transactions to be disclosed to investors or offset against management fees.
• The company’s management and board decide whether to license. Tell them you would receive a referral fee.
• Don’t share company data or internal documents with SourceX yourself. A description of what the company holds is enough.
• Health records, billing and claims data are protected health information. Licensing them generally needs patient authorization or HIPAA-standard de-identification.

This is general information, not legal or tax advice.

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.

• Software engineering data

  Private codebases with full commit history; pull requests with code review threads; issue and sprint histories; incident, on-call and postmortem records.

• Customer support data

  Helpdesk ticket threads with resolutions; live chat and messaging transcripts; qA-scored support interactions.

• Sales and CRM data

  CRM pipelines with won/lost outcomes; outbound sequences with replies and outcomes; RFP responses and proposals with win/loss outcomes.