Data Opportunity Handoff Checklist for Acquisition Integration

For private equity operating partners, successful acquisition integration extends beyond financial and operational synergies to unlocking the full potential of newly acquired assets. In today's AI-driven economy, data is a critical asset. This checklist helps you prepare a newly acquired company's data for potential licensing opportunities through SourceX, ensuring a smooth handoff and qualification process.

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Acquisition Data Opportunity Handoff Checklist

This checklist is designed to guide your team in assessing and preparing a company's data licensing potential post-acquisition. Focus on gathering the necessary information for a referral, not on handling sensitive data yourself. SourceX manages data licensing from sourcing and rights review to delivery and payment (F09), and partners never handle company data.

1. Company Profile Assessment

• US-based Entity: Confirm the company is headquartered in the United States.
• Employee Count: Verify the company had 50+ full-time employees at its peak (contractors are excluded from this count) (F06).
• Operating History: Confirm the company possesses years of operating records (F06).

2. Data Licensing Rights & Inventory

• Rights to License: Confirm the company holds clear rights to license its proprietary data assets (F06).
• Data Types: Identify the types of data assets available for licensing. (e.g., transactional, sensor, usage, historical archives).
• Data Volume & Granularity: Understand the scale and detail of the available data (without disclosing specifics).
• Data Currency & Update Frequency: Note how frequently the data is updated or if it represents a static archive.

3. Authorized Sponsor Identification

• Key Contact: Identify an authorized sponsor within the acquired company who can champion the data licensing initiative (F06).
• Internal Stakeholder Alignment: Ensure this sponsor has the authority and internal support to pursue data licensing opportunities.
• Knowledge of Data Assets: Confirm the sponsor has a deep understanding of the company's data landscape and licensing capabilities.

4. Readiness for Introduction

• Initial Interest Confirmed: Ensure the authorized sponsor is open to exploring data licensing opportunities for AI labs and data buyers.
• Information Prepared: Confirm that basic, non-confidential information about the data assets can be shared for initial qualification.
• No Data Handoff to Partner: Reiterate that you, as a partner, will not handle or transmit any company data directly. SourceX facilitates these transactions directly with the company. (This is a core principle: Partners never handle company data).

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Understanding the Referral Reward

When you refer a qualified US company (F06) through SourceX, you can earn a share of the fees SourceX collects. Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals (F01). Rewards are capped at $100,000 cumulative per referred company (F02).

Remember, the partner reward is a share of SourceX's fee and is never deducted from what the company receives (F07). Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment (F03).

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment (F09). We do not train AI models (F10).

Refer a company · How rewards work