Data Opportunity Handoff Checklist for Restructuring Advisors

For restructuring advisors, a data opportunity handoff checklist should cover the company's baseline eligibility, confirmation of data licensing rights, and identification of an authorized sponsor and relevant data archives. This ensures the company meets SourceX's criteria for data licensing.

Navigating a company through restructuring is complex. Identifying new revenue streams or leveraging existing assets can be critical. For companies with valuable historical data, licensing that data to AI labs and data buyers through SourceX can unlock significant value.

This checklist provides restructuring advisors with a structured approach to assess and prepare a data licensing opportunity for handoff to SourceX, ensuring efficiency and clarity.

SourceX Data Opportunity Handoff Checklist for Restructuring

  • Company Baseline Qualification: Does the company meet SourceX's fundamental criteria?
  • [ ] Is it a US-based company?
  • [ ] Does it have 50+ full-time employees (excluding contractors) at its peak operating period?
  • [ ] Does it possess years of operating records that could contain valuable historical data?
  • Data Licensing Rights: Is the company legally positioned to license its data?
  • [ ] Does the company have clear rights to license the data it holds?
  • [ ] Are there any existing agreements or restrictions that would prevent data licensing?
  • [ ] Has legal counsel reviewed the company's ability to license its historical operational data?
  • Authorized Sponsor Identification: Is there a key individual who can champion this initiative?
  • [ ] Identify an authorized sponsor within the company (e.g., CEO, CRO, General Counsel, board member, or an appointed restructuring officer).
  • [ ] Confirm this individual has the authority and understanding to represent the company in data licensing discussions.
  • [ ] Ensure the sponsor is prepared to engage with SourceX to explore the opportunity.
  • Archive Types and Data Readiness (High-Level): What types of data might be available?
  • [ ] Identify the existence of historical data archives (e.g., transaction records, customer interactions, operational logs, sensor data, scientific results, etc.).
  • [ ] Note the general categories or formats of data that might be present (e.g., structured databases, unstructured documents, media files).
  • [ ] Confirm that no company data, sensitive or otherwise, should be passed through the partner during the referral process.

Why Partner with SourceX in a Restructuring?

SourceX is the enterprise data transaction layer for AI. We manage data licensing from sourcing and rights review to delivery and payment. By connecting companies with AI labs and data buyers, SourceX helps monetize valuable data assets, potentially creating a new revenue stream for companies undergoing restructuring.

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee. The partner reward is a share of SourceX's fee and is never deducted from what the company receives.

This checklist is intended as a guide. Each restructuring scenario is unique, and due diligence is always recommended.

Refer a company · How rewards work

  1. Step 1Share your linkSend your personal link to a company you know.
  2. Step 2Company appliesThe company applies itself at /apply.
  3. Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
  4. Step 4You get your rewardYour share of SourceX fees becomes payable.

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By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09

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