Should I upload company documents when making an introduction?

As a referral partner, you should never upload company documents, proprietary data, or any confidential material when making an introduction to SourceX.

Your role is to introduce a business with valuable operational data that may be suitable for data licensing partnerships. The decision to share any data, and the scope of what is shared, rests entirely with the referred company, not with you.

What your role involves

Your responsibility as a referral partner is straightforward: to make a qualified introduction. This means you identify a business that meets the initial screening profile, obtain consent from an authorized representative within that company to be introduced, and then make the introduction through your referral link or dashboard. Learn more about how it works.

What you do not need to do:

Export or upload any company documents or data. Describe specific confidential records or proprietary information. * Handle any sensitive data on behalf of the company.

How SourceX handles company data

Once an introduction is made, SourceX engages directly with the referred company. The company controls:

Whether to proceed: The company decides if it wants to explore a data licensing partnership. What scope to offer: The company determines precisely what data it is willing to license. The terms it accepts:* The company negotiates and agrees to the commercial terms of any licensing deal.

No data is ever shared or licensed without the direct consent and explicit agreement of the data-owning company. SourceX manages the evaluation, permissions, contracting, preparation, delivery, and payment collection in accordance with each approved transaction. See What each party controls for more detail.

Why this approach is crucial

This separation of roles ensures data security, privacy, and compliance. It protects the referral partner from handling sensitive information and ensures that the data owner retains full control over their assets. It also streamlines the process, allowing SourceX to work directly with the authorized decision-makers of the company to understand and evaluate their data assets properly.

If you have questions about the types of companies that typically qualify, you can use our company fit checker or review the who qualifies section.