Portfolio Company Screening Workbook for Partners

Evaluate Portfolio Companies for SourceX Eligibility

This workbook provides a structured approach for portfolio operating teams and other partners to screen potential referral candidates for SourceX's data licensing platform. Designed to capture only publicly available or high-level attributes, it avoids any need to handle private company data, aligning with our partner guidelines.

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. By connecting suitable companies, partners can earn 25% of the eligible platform fees SourceX collects, capped at $100,000 cumulative per referred company. Rewards become payable after SourceX receives its fee.

Why Use This Workbook?

• Efficiency: Quickly determine if a company aligns with SourceX's core requirements.
• Compliance: Ensures no sensitive or private company data is collected or shared by partners.
• Clarity: Provides a clear checklist for all essential criteria.
• Maximise Referrals: Focus your efforts on companies with the highest likelihood of success.

Company Baseline Criteria Reminder

To qualify, referred companies should be US-based, have 50+ full-time employees at peak, possess years of operating records, hold the necessary rights to license their data, and have an authorized sponsor willing to engage.

How to Use the Workbook

For each potential company, create a row in your preferred spreadsheet software (e.g., Google Sheets, Excel) and fill in the columns. The goal is to obtain 'YES' for all essential criteria before making an introduction.

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