About
We're looking for firms on the deal side: private equity, private credit, boutique banks and due-diligence providers that keep complete records of closed deals, plus wealth and asset managers with client-level data. The most valuable material shows the full chain for one deal: the data room, the model and the memo.
- Location
- Anywhere
- Company size
- 20–200 employees
- Track record
- 3+ years of closed deals
- Kinds of companies
- Private equity and growth equity, private credit, boutique investment banks, quality-of-earnings providers, wealth managers and RIAs, asset managers, fund administrators
Is it a fit?
What we're looking for
- Records from closed deals: data rooms, CIMs, models and investment memos for the same deals
- The right to license deal and portfolio documents once anonymized
- 3+ years of deal history
Not a fit
- Firms whose only records are their own operating finances
- Documents under NDAs that forbid licensing
Who knows companies like this
Former bankers and private equity associates, fund administrators, and finance-focused fractional CFOs.
What the license covers
- Deal data rooms and memos
- Models and credit files
- Portfolio and client reporting
Nice to have, adds to what the company earns
- Credit agreements with their term sheets
- Quarterly portfolio reporting over several cycles
- Banker deliverables with their sources
- Wealth management client records: holdings, statements, advisor notes, KYC files (de-identified)
- Fund holdings, benchmarks, pricing and ESG data
Tools we work with
- Datasite
- Intralinks
- DealCloud
- Affinity
- Excel
- PowerPoint
- Addepar
- Orion
Questions we'll ask the company
If the company can answer these, it is likely a good referral.
- How many closed deals do you keep full records for?
- Do you keep models and memos alongside the data rooms?
- Can deal documents be licensed once anonymized?
- Which strategies: buyout, credit, advisory, wealth?
How referrals work
- 1
Find a fit
Pick an open request and think of a company that matches.
- 2
Refer them
Share the company and a few details about it, in about a minute.
- 3
We do the work
We scope their data, agree a license and handle the export.
- 4
You get paid
Up to $48,000 per company, after their first delivery.
On this request
Up to $48,000
- 10% of what we agree to pay the company
- Confirmed when the company signs its data license
- Paid after their first delivery