For advisors
A new question to raise with owner clients.
Accountants, attorneys, M&A advisors, restructuring professionals and fractional executives often know which clients have years of well-kept operating records — including businesses that are winding down or already closed. If a client might want to explore licensing those records to companies developing AI, you can point them to us.
Who to think of
Clients with several years of records across CRM, support, project, document or specialist systems, and a team that worked mainly at desks — at present or at their peak.
How to refer
Share our site with the owner, or a link with your referral code (e.g. /apply?ref=YOURCODE). The owner completes their own profile; please don’t submit on their behalf or send us their records.
What happens next
We review fit, hold a short call with the owner and coordinate introductions only to buyers the owner approves by name. With the owner’s permission we can keep you informed.
Ground rules we hold ourselves to
So you can refer clients with confidence.
- We never ask owners for files, passwords or account access during intake.
- No profile is shared with a buyer without the owner’s approval of that specific buyer.
- We don’t promise eligibility, offers, payout amounts or the best price in the market.
- We disclose that participating buyers may pay us referral fees.
- Any arrangement with an advisor is agreed in writing in advance and disclosed to the owner.
Read our referral disclosure for how we’re compensated.