Qualify Your Financial Services Operations Referrals
As a finance consultant, you likely encounter numerous businesses that could benefit from SourceX's enterprise data licensing services. To help you identify the most promising referrals and maximize your potential earnings, we've developed this screening worksheet. It's designed to quickly check if a company meets the core criteria for a successful SourceX partnership.
SourceX manages data licensing from sourcing and rights review to delivery and payment, acting as the enterprise data transaction layer for AI. Your referral can unlock significant value for these companies by helping them license their data responsibly and efficiently.
The SourceX Partner Referral Program
Our program is straightforward: partners earn `25%` of the eligible platform fees SourceX actually collects from the referred company's licensing deals. Rewards are capped at `$100,000` cumulative per referred company. The partner reward is a share of SourceX's fee and is never deducted from what the company receives. Anyone can join, from any supported country.
Referral Screening Worksheet
Use this checklist to evaluate potential referrals. Each item directly addresses our established criteria for qualified companies.
| Criterion | Check Confirmation | Why it matters | Status (Y/N/Unsure) |
|---|---|---|---|
| :---------------------------------- | :--------------------------------------------- | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :------------------ |
| 1. Primary Business Location | Is the company headquartered or primarily operating in the US? | SourceX currently focuses on introducing US companies. | |
| 2. Company Size (Employees) | Has the company had 50 or more full-time employees at its peak? (Exclude contractors) | This indicates a certain scale and operational maturity, essential for managing complex data assets. | |
| 3. Operating History | Does the company have years of operating records? | A long operational history suggests stable data generation and robust internal processes for data retention. | |
| 4. Rights to License Data | Does the company have clear legal rights to license its data for external use? | This is fundamental. SourceX facilitates transactions; the company must own or control the data it wishes to license. | |
| 5. Authorized Sponsor | Is there an individual within the company who is authorized to sponsor or champion a data licensing initiative? | An internal champion ensures executive buy-in and drives the process forward. This person should be able to make decisions or connect SourceX with decision-makers regarding data strategy. | |
| 6. Industry Focus | Is the company primarily involved in financial services operations? | While SourceX serves various industries, focusing on this sector leverages your expertise and helps us align with sector-specific data needs for AI labs and data buyers. | |
| 7. Data Type Interest | Does the company generate or hold data that could be valuable for AI model training or analytics? | Specifically, for financial services, this could include anonymized transaction data, market trends, operational metrics, or compliance data. |
Next Steps
If your potential referral checks off most of these boxes, they are likely a strong candidate for the SourceX partner program. Remember, rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment.
This worksheet is a tool to help you identify high-potential leads. We look forward to partnering with you to bring valuable data to AI labs and data buyers, creating new revenue streams for companies you know.