The SourceX referral funnel, stage by stage

Short answer

Every SourceX referral moves through the same stages: introduction, qualification, evaluation, deal completion and payment. Most time is spent in evaluation, and a reward is earned only when a deal completes and is paid. Partners can track each referred company's stage in their portal — no stage before completed-and-paid guarantees anything.

The SourceX referral funnel, stage by stage: overview of Stage 1: Introduction, Stage 2: Qualification, Stage 3: Evaluation, Stage 4: Deal, Stage 5: Payment
Covered on this page: Stage 1: Introduction · Stage 2: Qualification · Stage 3: Evaluation · Stage 4: Deal · Stage 5: Payment

Partners ask what happens after an introduction. This page describes the funnel every referral moves through, so you know what to expect — and what not to promise.

Stage 1: Introduction

A company applies through your referral link, or you submit a direct introduction from your portal. From this moment the company is attributed to you within the attribution window, and you can see it in My referrals.

Stage 2: Qualification

We check the baseline: US-based, established operations, 50 or more full-time employees at peak, and — critically — that the company owns or controls the rights to license its data. Companies that do not meet the baseline are declined early, and you see that status rather than waiting indefinitely.

Stage 3: Evaluation

Qualified companies go through a deeper evaluation of their data: volume, history, formats, exportability and any restrictions. This is the longest stage. A company sitting here is a good sign, but it is not a deal.

Stage 4: Deal

When evaluation succeeds, SourceX structures a licensing agreement between the company and AI labs and data buyers. Terms, pricing and timing are between SourceX and the parties — partners are not part of negotiations.

Stage 5: Payment

Your reward is 25% of the eligible platform fees SourceX actually collects from the referred company's deals, capped at $100,000 cumulative per referred company. It becomes payable only after the buyer pays and SourceX receives its fee — a lead, meeting or signed agreement alone triggers nothing. Approved earnings are paid by bank transfer, and you can follow each step on your Earnings page.

What partners should take from this

  • Every stage is visible. My referrals shows where each company stands.
  • Nothing is guaranteed before payment. Describe rewards as conditional — always.
  • Credit is protected. The first valid referrer whose introduction leads to a verified application within the attribution window holds the credit.

Refer a company · When you get paid · 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.

Common questions

What stages does a referral go through?

Every referral moves through five stages: introduction, qualification, evaluation, deal completion, and payment. Most of the time is spent in the evaluation stage, which involves a deeper look at the referred company's data assets.

What are the minimum requirements for a referred company?

Referred companies must be US-based, have established operations, and at least 50 full-time employees at peak. Crucially, they must also own or control the rights to license their data, which is checked during qualification.

When is a reward earned for a referral?

Your reward is earned only after a deal completes and is paid by the buyer, and SourceX collects its fee. A lead, meeting, or signed agreement alone does not trigger any payment, and rewards are 25% of eligible platform fees.

How can partners track the status of their referrals?

Partners can track each referred company's progress through the funnel in their portal under 'My referrals.' This allows them to see the current stage, from introduction to payment, ensuring transparency at every step.

Free resources

By SourceX Partnerships Team · Published 2026-10-09 · Reviewed by SourceX editorial review (approved publication) · Facts checked 2026-10-09 · Updated 2026-10-09

Know a US company with valuable proprietary data?

Become a referral partner from anywhere we support, get your link and introduce an owner or authorized decision-maker.

Refer a company →

I own a business

Explore licensing your company's data to AI developers worldwide. Start a short assessment; no uploads needed.

Start an assessment