Accountants and CPAs
You already sit with the records, and with the owner who is asking what they are worth.
For advisors
When a client asks, bring us in.
For accountants, fractional CFOs, IT service providers, VCs, and M&A and insolvency advisors. A competent place to send a client who asks about licensing operational records. We protect the relationship and keep you informed.
Who
You see these companies first.
When a client asks whether their operational records could be licensed, introduce us. We tell them how we are paid before any introduction, and we do not contact your client without your go-ahead.
Fractional CFOs
You are often the person asked whether the company's data can be licensed.
IT service providers
You know which systems the company actually runs. That is the first question an inventory asks.
Venture investors
The question shows up in diligence. A careful introduction protects the company and the round.
M&A advisors
A license can change what a buyer of the company is acquiring. It should be understood before it is signed.
Insolvency counsel
A wind-down still has duties to employees, customers and the court. An inventory is a careful first step.
How
Introduce, confirm consent, stay informed.
- 01
You introduce us
A warm introduction, with your client's knowledge. We take the relationship as it stands. We never contact your client without your go-ahead.
- 02
We confirm consent
If a conversation turns toward a buyer, an authorized person agrees in writing. The writing names the buyer and how we are paid.
- 03
We keep you informed
You hear where things stand. Partner terms are set out in a written agreement.
Partner terms are set out in a written agreement.
A note you can forward
Plain language, if you want it.
- You could write
- If you want an independent read on whether your operational records could be licensed, before anyone moves a file, I can introduce you to Steamwire Labs. They are not a buyer. They will tell you how they are paid before any introduction.
Questions from advisors
How are partners compensated?
In a written agreement. We keep you informed, and we do not contact your client without your go-ahead.
Can I send a list of companies?
Bring us a warm introduction you would make anyway, with the client's knowledge. We are not set up for bulk outreach, and we won't contact your client without your go-ahead.
Do I send files?
No. The first conversation needs no files, logins or exports. If preparation is ever in scope, it is a separate engagement with the company, and your own client's administrator would run any export.