Roofing
$450,000
Roofing company
Exclusive · perpetual · full operating record
How your firm does the work is what agent builders can't make up.
A consulting firm or agency runs on repeatable judgment: how a proposal gets scoped, how a plan bends when the client changes course, how a draft gets reviewed before it ships. Teams testing AI on knowledge work often have to invent fictional clients to get anything like it. A real engagement history, with client details removed and client consent where it's needed, is far scarcer. We take an anonymized summary of yours to several buyers at once, and you choose the license.
Small commission on close. Nothing up front.
Usually held in
- Harvest
- Kantata (Mavenlink)
- Asana
- monday.com
- Notion
- HubSpot
- Salesforce
- Figma
- Google Drive
- Slack
What buyers pay for in professional services.
Buyers value records that show a decision and what came of it more than they value finished paperwork. These are the parts of your record they look for.
Proposals and statements of work
What was pitched, how it was scoped and priced, and whether it was won, plus the change requests that followed. Win and loss outcomes make a proposal library worth studying.
Project plans and status reporting
Plans, weekly status notes, risk and issue logs, and how the plan moved against what actually happened.
Time, budget and staffing
Timesheets and budgets by phase, estimate against actual, and how teams were staffed, with people's names removed.
Templates, methods and playbooks
Your own frameworks, onboarding checklists, quality checks and standard procedures. For agencies, the campaign setup and ad-ops checklists that keep accounts running.
Drafts and review history
Versions of decks, models and reports with the review comments between them. Internal work can be in scope; client deliverables need that client's written consent.
Internal and client communication
The email and chat threads where work gets decided, with client names and personal details removed and private channels scoped out first.
Systems that hold it and what to watch for.
This is where the record usually lives. Where we've written a data guide for a system, its card links to it, with steps to find out how much you have.
- HarvestTime tracking and project billing
- Kantata (Mavenlink)Time tracking and project billing
- AsanaIssue tracking and projects
- monday.comIssue tracking and projects
- NotionDocs and knowledge base
- HubSpotCRM and job managementRead the data guide
- SalesforceCRM and job managementSalesforce keeps standard field history (the log of who changed which field and when) for only 18 to 24 months unless you pay for Field Audit Trail, so older change history may already be gone.Read the data guide
- FigmaProduct designFigma Community files and purchased UI kits belong to their creators. Only designs your team made can be licensed.
- Google DriveFiles and documents
- SlackTeam chatOn Slack's free plan you can only see the last 90 days of messages and files, and anything older than a year may be permanently deleted, so older history may already be gone.
Who buys it and what they do with it.
We describe buyers by category and don't publish their names. Each one is qualified and under NDA before seeing your summary, and when they bid you see every offer side by side, with exclusivity, term and payment next to the price.
Agent builders for knowledge work
Teams building agents that research, analyze and draft the way a consultant does. Real engagements show them how a question turns into a plan and a plan into a deliverable.
Benchmark and evaluation builders
Groups that test models on multi-day professional tasks and today have to invent the client, the files and the inbox. A real engagement record grounds those tests.
Project delivery and PSA software
Products that forecast staffing, flag budget overruns and draft status reports. Plans and timesheets set against what was delivered are what they learn from.
Proposal and sales-enablement AI
Tools that draft proposals, statements of work and RFP answers. A proposal library with outcomes shows them what wins.
What a package looks like to a buyer.
Before anyone signs, a buyer sees a summary shaped like this one. It is built from rounded ranges: no name, no website, no people, no addresses.
The numbers in this example are made up. Yours come from your intake and the review call, and you read the summary before any buyer does.
See the full processExample package · Professional services
Illustrative- Sector
- Operations consulting firm
- Region
- Northeast US
- History
- 9+ years, continuous
- Record
- ~900 engagements, ~120K project tasks, ~35K proposal and deliverable versions
- Mix
- ~60% fixed fee, ~40% time and materials
- In scope
- Proposals and SOWs, project plans, timesheets, templates, consented client work
- Left out
- Client names, deliverables without consent, deal-advisory files, HR records
What stays out by default.
Some records aren't yours to license, and some shouldn't leave the building. Intake and the review call bring these up early. The main ones for this industry are below.
Client-owned deliverables without consent
Many service agreements assign the finished work to the client. Those deliverables stay out unless the client agrees in writing. Your own templates, methods and project records are usually yours to license, subject to your contracts.
Client confidential information
Data, documents and plans a client shared with you under an NDA or a master agreement stay out, whoever owns the deliverable. If a client has the right to keep something private, it isn't licensed.
Deal and transaction advisory files
Work on mergers, financings and other transactions can hold non-public information about listed companies and their counterparties. It stays out of scope.
Staff records and private messages
HR files, performance reviews, compensation and recruiting records are excluded by default, and we suggest leaving direct messages and personal channels out too.
This is not legal advice. Whether a record can be licensed depends on your contracts, your software terms and how it was collected, and your counsel should review any license before you sign.
Licenses in our network closed by buyers, not by us.
Recent licenses of operating records, closed by buyers in our network. A marketing agency is among them.
Construction
$300,000
General contractor
Exclusive · 24-month term · full operating record
Solar
$275,000
Solar company
Exclusive · 18-month term · full operating record
Marketing
$110,000
Agency with global clients
Exclusive · 24-month term · full operating record
Licenses closed by buyers in our network, shown to describe the market. They are not deals thedata.broker brokered and not a forecast of what your record will bring. Every record is priced on its own.
Professional services questions worth settling early.
More in Answers, or ask us on a call after your intake.
Often a good deal. Proposals, statements of work, project plans, status reports, timesheets, templates and playbooks are usually the firm's own records, and they show how the work gets done. Client deliverables can be added for clients who agree in writing. Your contracts decide where the line falls. This is not legal advice.
Usually only for work they own or information they gave you in confidence, and your contracts decide which is which. Intake asks whether you hold client-confidential material and how consent would work: some clients may already have agreed, you may ask client by client, or you can leave client work out entirely. Whether to ask is always your call. This is not legal advice.
Yes. Campaign setup, onboarding steps, ad-ops checklists and creative review history are the agency version of the same record. Client ad accounts and brand assets usually belong to the client or the platform, so the same consent rules apply to them.
They can be valuable, since that's where scope gets negotiated. Client names and personal details are removed before delivery under the license, and shared channels with client staff need the same care as client documents. We also check your chat tool's terms for what an export may be used for.
We are paid a small commission out of a deal that closes. If nothing closes, you owe nothing. You keep ownership of your records and keep using them.
Not quite your business?
See every industry we take on, the business functions buyers ask for, and which records need special handling.