What happens in a data licensing deal, step by step?

You fill in a form with counts and dates, not files: which systems you run on, how many jobs, tickets, matters, photos or hours of calls, and which years they cover. You also tell us what you know is sensitive or isn't yours to license.

Your part: answer the form and name who has admin access to each system. Nothing leaves your systems at this point.

We read your intake and raise problems early: recordings with unclear consent, vendor reports you can't pass on, customer contracts with confidentiality clauses, client files that need each client's consent. Then we agree on what's in scope and what's off-limits. HR, financing, screening and health records are excluded by default, and income tax return information is never licensed.

Your part: a call with us, and the final say on what goes in and what stays out.

We write an anonymized summary of your record: industry, region, size bands, years of history and volumes. It leaves out your name, your website and your customers. We put it in front of qualified buyers in several categories, such as data labs, AI labs, vertical AI companies building for your industry, insurtech and voice AI, and each one is under an NDA before seeing anything. Before anyone bids, you can rule out competitors and uses you don't want.

Your part: answer the questions buyers raise, which we pass along, and tell us if anything about your records changes.

Offers come back in writing, often in rounds: first indications, then sharper ones once buyers have had their questions answered. We line them up so you can compare more than price. Exclusivity, term, field of use and payment terms all change what an offer is worth to you.

Your part: choose. You can take the strongest offer, a different one that fits you better, or none. Nothing binds you until you sign a license.

The license spells out what's covered, what the buyer may use it for, for how long, whether it's exclusive, and how and when you're paid. It can also carry restrictions, such as no re-identifying anyone in the data or no use by named competitors. Payment terms are set in the license and differ from one buyer to the next, so we compare them the way we compare price.

Your part: read it, and have your own lawyer read it. We aren't your lawyer, and this isn't legal advice.

Before anything reaches the buyer, customer and employee identifiers are removed under the terms of the license. We don't take custody of your raw data. Exports come from your own systems, which is why delivery needs someone with admin access to the systems in scope.

Your part: provide that access, or have your admin run the exports.

You're paid on the schedule written into the license. That might be a single payment, installments or milestones tied to delivery, depending on what you and the buyer agreed. We are paid a small commission out of a deal that closes. If nothing closes, you owe nothing.

If no offer is worth taking, you say no. The process ends without a license, and you owe us nothing. You can come back to it later if your records or your plans change.