Email Template: Introducing Data Licensing to Clients

As a wind-down advisor, you're focused on maximizing value for your clients. Data licensing through SourceX can be an unexpected asset. This template provides a structured, neutral way to introduce the concept to your clients, ensuring they understand the opportunity without making any premature promises about outcomes or timelines.

Why Use a Template?

Standardized communication helps manage expectations and ensures all necessary information is conveyed. This template is designed to be concise and clear, allowing your client to consider the opportunity on their terms.

Template: Data Licensing Introduction Email

Use this template as a starting point. Remember to personalize it for each client.

``` Subject: Potential Value Creation: Data Licensing Opportunity

Dear [Client Contact Name],

I'm writing to you today about a potential opportunity we've identified to explore additional value from the company's assets during this wind-down phase: data licensing.

Many companies, even those winding down, possess valuable operational data. SourceX is a platform that helps companies license their structured and unstructured data to qualified AI labs and data buyers. This involves managing the entire licensing process, from identifying potential buyers to handling rights review, delivery, and payment.

Importantly, pursuing this path is entirely at your discretion. You maintain full control over what data (if any) might be considered, the scope of any engagement, and final approval of any licensing terms. This is an exploration, not a commitment.

This is not a guarantee of income or a specific timeline; any revenue is contingent on actual licensing deals and payment from the buyer. However, it's an avenue worth exploring to potentially unlock additional financial value from existing assets.

If you'd like to learn more about how this could work, please let me know, and we can schedule a brief discussion.

Best regards,

[Your Name/Firm Name] ```

Key Considerations for Advisors

When introducing SourceX, keep these facts in mind:

• Client Control: The company always retains full control over the data licensed and final approval. "You maintain full control over what data (if any) might be considered, the scope of any engagement, and final approval of any licensing terms." (from template)
• No Guarantees: Avoid making any promises about revenue or timelines. Rewards are conditional and based on SourceX's actual collection of fees. "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)
• Who Qualifies: SourceX focuses on introducing US companies with specific attributes: "50+ full-time employees at peak, years of operating records, rights to license the data and an authorized sponsor." (F06)
• Your Reward: As a partner, you earn "25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals," up to "$100,000 cumulative per referred company." (F01, F02)
• Independent Advice: Licensed professionals should always check their own rules regarding referral fees. "Licensed professionals should check their own rules on referral fees." (F05)

This structured approach helps ensure clear communication and sets appropriate expectations for your clients.

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