Engineering & Design Data Referral Worksheet

Short answer

Yes, this worksheet provides a structured approach for engineering and design advisors to pre-qualify potential referrals against SourceX's core requirements. It covers company size, operational history, data rights, and sponsorship.

Engineering & Design Data Referral Worksheet: overview of Why Use This Worksheet?, Referral Screening Worksheet for Engineering & Design Firms
Covered on this page: Why Use This Worksheet? · Referral Screening Worksheet for Engineering & Design Firms

As an engineering advisor, you understand the value of data. Your clients, especially those in engineering and design, generate vast amounts of operational, project, and intellectual property data. SourceX helps companies unlock the value of this data by managing its licensing to AI labs and data buyers.

Our partner program is designed for you to benefit by connecting your clients with SourceX. To ensure a smooth referral process and maximize your reward potential (up to $100,000 per company), it's crucial to pre-qualify potential referrals against a clear set of criteria. This worksheet provides a practical framework for engineering and design businesses.

Why Use This Worksheet?

This tool is designed to help you quickly assess if an engineering or design firm aligns with SourceX's requirements before making an introduction. This helps both you and your client by focusing on companies that are a strong fit, increasing the likelihood of successful licensing deals.

Remember, your reward is 25% of the eligible platform fees SourceX collects, payable after SourceX receives its fee. Credit for the referral goes to the first valid introduction that leads to a verified company application within the attribution window. We never deduct your reward from what the referred company receives.

Referral Screening Worksheet for Engineering & Design Firms

Use this checklist to evaluate potential referrals. The target company should ideally meet all these criteria to be a strong candidate for data licensing via SourceX.

Company Profile & Data Readiness

  • US Company: Is the company based in the United States?
  • Operational Scale: Does the company have a history of 50+ full-time employees at its peak operating period? (Note: Exclude contractors from this count).
  • Operating Records: Does the company possess years of operational records, project data, or design documentation?
  • Data Rights: Does the company own or have clear, demonstrable rights to license the data it generates or holds?
  • Consider: Are there any third-party intellectual property constraints or confidentiality agreements that would prevent data licensing?
  • Authorized Sponsor: Is there an executive or senior leader within the company (e.g., Head of Engineering, CTO, CEO) who is aware of and authorized to explore data licensing opportunities?
  • Consider: Is this sponsor enthusiastic and prepared to champion the initiative internally?
  • Data Types: What types of data does the engineering or design firm generate that could be valuable?
  • Examples: CAD files, simulation data, project specifications, sensor data from constructed assets, design iterations, operational logs, maintenance records, material science data, research findings.

Understanding SourceX's Role

It's important that the referred company understands what SourceX does and does not do. SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We manage data licensing transactions and do not train AI models.

By using this worksheet, you're not just making a referral; you're making an informed connection that can genuinely benefit your clients and potentially unlock new revenue streams for them, while earning significant rewards for yourself.

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.

Free resources

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

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