Partner Results Research Worksheet

As a SourceX partner, your success hinges on identifying the right companies for referral. This worksheet is designed to help you methodically research and evaluate potential candidates against our program's clear criteria, ensuring you focus your efforts where they're most likely to yield results.

Why Use This Worksheet?

This tool helps you quickly assess if a company aligns with the SourceX partner program requirements. By systematically checking key attributes, you can streamline your referral process and increase the likelihood of a successful introduction. Remember, the goal is to identify companies that are a strong match for SourceX's data licensing platform.

Important Reminder: Data Privacy

This worksheet is for your internal research and evaluation only. Do not collect, store, or share any sensitive company data, personal details, or confidential information. The fields below focus on publicly available or easily ascertainable company characteristics relevant to our program. Partners never handle company data.

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SourceX Partner Referral Results Research Worksheet

Use this template to guide your research for each potential referral.

A. Company Identification & Overview

• Company Name:
• Primary Industry/Sector:
• Approximate Founding Year:
• Publicly Available Information Sources Reviewed (e.g., website, news, LinkedIn):

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B. Alignment with SourceX Baseline Criteria

Refer to program facts (F06) to ensure alignment. SourceX focuses on specific types of companies.

• Geographic Focus (US Companies Only): Is the company primarily based in the United States?

• Notes on verification: (e.g., 'Headquarters listed as in California')

• Employee Count (50+ FTE at peak): Does the company have 50 or more full-time employees (FTE) at its peak (excluding contractors)?

• Notes on verification: (e.g., 'LinkedIn shows 100+ employees', 'Company website lists ~75 staff')

• Operating Records (Years): Does the company have years of operating records?

• Notes on verification: (e.g., 'Founded 2010', 'Multiple years of press releases')

• Rights to License Data: Does the company likely possess or generate data that it has the rights to license?

• Notes on verification: (e.g., 'Company business model involves proprietary data collection', 'Public statements about data assets')

• Authorized Sponsor (Potential): Is there a clear indication of an authorized sponsor (e.g., C-level executive, department head) who would champion data licensing efforts?

• Notes on verification: (e.g., 'VP of Data listed on website', 'Chief Data Officer role observed')

C. Potential for SourceX Engagement

SourceX (F09) is the enterprise data transaction layer for AI, managing data licensing.

• Data Generation/Holdings: Does the company generate or hold valuable data that AI labs and data buyers might seek to license?

• Notes on potential data types: (e.g., 'Unique industry specific sensor data', 'Large archives of text data')

• Market Relevance: Does the company operate in a sector where data licensing for AI is becoming prevalent or critical?

• Notes on market trends: (e.g., 'Automotive industry facing demand for driving data', 'Healthcare data applications')

D. Next Steps for Partner

• Initial Assessment: (Strong Match / Moderate Match / Low Match)
• Reasoning for Assessment:
• Action Item (if Strong/Moderate Match): (e.g., 'Prepare for introduction', 'Further research on specific contact')

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By consistently using this worksheet, you'll develop a sharper eye for identifying ideal SourceX referral candidates, maximizing your potential to earn 25% of the eligible platform fees SourceX collects, up to $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 (F07).

Refer a company · How rewards work