How the assessment works, from first answer to any introduction

Step 1: Describe your company

The assessment asks six short groups of questions: your company, your team and history, the software where work happens, what your records contain, who can authorize a discussion, and how to reach you. It takes most owners a few minutes.

We ask which records exist, never for the records themselves. There are no uploads, no system connections, and no exports. Every question that might be hard to answer has an explicit "Not sure" option, and an honest unknown is more useful to us than a guess.

Step 2: We review potential fit

Your profile is compared against criteria that licensing channels have published, such as team size, operating history, record types, geography, and language. Each criterion we use carries a source link and a verification date. Where a channel has not published a requirement, we treat it as unknown rather than as a pass.

A person on our team then reviews the result. Automated comparison is a starting point, not a decision. Read our methodology for how evidence, uncertainty, and review fit together.

Step 3: You decide whether to explore an introduction

If we see a plausible fit, we contact you to discuss it. You decide whether to proceed and with whom. Submitting the assessment does not grant permission to share your profile with anyone, and it does not license any data.

• We record your permission for each named organization, including the date and how it was given.
• We confirm that questions about ownership, client contracts, and authority have been reviewed before an introduction.
• You can decline at any point.

After an introduction: buyer due diligence and negotiation

A prospective buyer runs its own evaluation. That usually includes a closer look at record types, volume, quality, permitted uses, and your right to license. Final eligibility and commercial terms depend entirely on that review. We do not guarantee an offer, a price, or a timeline.

Any license agreement is negotiated between your company and the buyer. We strongly recommend independent legal advice before signing.

How we may be compensated

Some licensing channels publish referral programs. If a referral relationship applies to an introduction, we will tell you before that introduction is made. Compensation never determines how we rank potential fits.