How it works

Six steps from a one-page manifest to a signed license. You approve every one.

Most of the work happens before you arrive. We already know what vetted buyers are paying for records like yours, so a complete manifest can be priced in hours and a first offer brought back in 24 to 48 hours. Nothing moves without your signature, and nothing moves through us.

No dataset needed to start. No upfront fee. Seven questions, about three minutes.

The process

What you do, what we do, and what you get at each step.

Timing is measured from a complete manifest. The first four steps take a day or two. The competitive stage takes weeks because buyers do real diligence and your counsel does real review.

  1. 01

    Qualify

    Day 0 · about 3 minutes
    You
    Answer seven questions: headcount, years in business, the systems your records live in, industry, region.
    We
    Check the answers against the current buyer threshold and tell you plainly whether it is worth going further.
    You receive
    A yes with reasons, or a no with what to start documenting.
  2. 02

    Manifest

    Day 0–1 · one conversation
    You
    Spend 30 to 60 minutes with us describing what exists: which systems, which record types, how many years, roughly how many records.
    We
    Write it up as a one-page manifest and send it back for your approval. Nothing goes anywhere until you approve it.
    You receive
    The manifest. One page, no files, no names.
  3. 03

    Price

    Hours
    You
    Nothing. This is the part that is already done before you arrived.
    We
    Score the manifest (years, density, outcome labels, modality mix, rights clarity) and benchmark it against live demand signals from vetted buyers and comparable sets.
    You receive
    An indicative range with the reasoning behind it, before any buyer sees your name.
  4. 04

    First offer

    24–48h of a complete manifest
    You
    Read it. Ask questions. Decide whether to go to the competitive stage.
    We
    Put an anonymized profile in front of the buyers whose current demand fits, and bring back their confirmation of the range, with the buyers named to you.
    You receive
    An indicative, buyer-benchmarked offer range and the shortlist of named buyers behind it.
  5. 05

    Compete

    2–6 weeks
    You
    Sign a mutual NDA with each shortlisted buyer. Choose and approve a small de-identified sample. Answer diligence questions.
    We
    Run the process: same information to every buyer, same deadline, no exploding offers. Negotiate price and the six terms that matter alongside it.
    You receive
    Competing binding offers laid side by side: price, field of use, exclusivity, term, deletion, refresh rights.
  6. 06

    Close

    At signing · paid on the license terms
    You
    Have your counsel review the license. Sign with the buyer directly. Transfer the agreed records from your systems to theirs.
    We
    Stay in the room through counsel review and transfer logistics. Invoice our fee only after your payment has arrived.
    You receive
    A signed license, payment from the buyer to you, and a deletion certificate at the end of the term.

Measured from a complete data manifest. A first offer is a process target, not a guarantee; buyers decide eligibility, price, and terms. Timelines after the first offer depend on buyer diligence and your own counsel's review.

What a manifest is

One page. No files. The table of contents, not the book.

A manifest describes what records exist without containing any of them. It is the only thing that passes from you to us, and the only thing a buyer needs to price your data.

  • Systems. Where the records live: support desk, CRM, email, chat, phone system, accounting, project tool.
  • Record types. Tickets, threads, calls, deals, invoices, approvals, boards.
  • Years. How far back each system goes, and whether the history is continuous.
  • Approximate volume. Counts, not contents. "About 48,000 tickets" is enough.
  • Connections. Which records link to which: an email that became a ticket that became a credit note.
  • No records, no files, no exports, no logins.
  • No customer names, employee names, or contact details.
  • No permission to access anything. A manifest is a description, not a key.
Manifest · illustrativeFictional company

Regional accounting firm · 46 desk staff · 9 years

SystemRecordsYearsApprox.
Support deskClient tickets, resolutions2017–202531,000
EmailClient threads, approvals2016–2025410,000
Practice mgmtJobs, close checklists, review notes2018–20258,900 jobs
Team chatInternal problem-solving2019–20251.2M messages
PhoneRecorded client calls2021–20256,400 calls
Links: ticket ↔ email thread ↔ job ↔ invoiceExcluded: HR files, payroll, client tax returns
Metadata first

Samples only under NDA. Records only after signing.

Three rungs, each with its own gate. Most of the value is established on the first one.

Rung 1

Manifest

Gate: your approval. No NDA needed, because it contains nothing confidential.

Who sees it: us, then shortlisted buyers as an anonymized profile.

What it produces: the indicative range and the first offer.

Rung 2

De-identified sample

Gate: a mutual NDA between you and each buyer, and your choice of which 50 to 200 records to include.

Who sees it: the buyer's diligence team. Not us, unless you want us to review it first.

What it produces: binding offers.

Rung 3

Licensed records

Gate: a signed license your counsel has reviewed.

Who sees it: the one buyer you chose, after de-identification to the method named in the contract.

How it moves: directly from your systems to theirs. Never through us.

If no buyer bites

Nothing is owed. You get a written reason and a date to try again.

Not every manifest finds a buyer on the first pass. When that happens you pay nothing, because there was never anything to pay for. What you get instead is a short note explaining why: the usual reasons are a modality gap (text only, no calls or chat), a rights question your counsel could not clear, or a buyer mix that has recently filled your industry. We say what would change the answer, whether that is adding a system, waiting a quarter, or excluding a category, and we keep the manifest on file so a second pass takes an hour, not a day.

Questions about the process

Asked on most first calls.

What exactly is in a manifest?

Five things: the systems your records live in, the record types in each (tickets, threads, calls, deals, invoices), how many years each covers, approximate counts, and how the systems connect into workflows. It never contains records, files, customer names, or employee names. Think of it as the table of contents, not the book.

Do we have to send a sample to get the first offer?

No. The first offer is priced from the manifest alone. A sample is only needed in the competitive stage, after a mutual NDA, so buyers can confirm the manifest is accurate and commit to binding terms. You choose the sample, typically 50 to 200 de-identified records from one workflow.

What if no buyer makes an offer?

You owe nothing. We write up why: usually a modality gap, a rights question we could not clear, or a buyer mix that recently filled your category. We tell you what would change the answer and when it is worth trying again. You keep the manifest.

Is the first offer the real offer?

It is a real range from real buyers, confirmed against your manifest, but it is indicative. Binding terms require sample review and diligence, which is what the competitive stage is for. We say this plainly because other sites do not: nobody can give you a binding price without seeing a sample, and anyone who claims to is guessing.

We hunt. You get paid.

Step one takes three minutes. Step four takes 24 to 48 hours.

Seven questions. No dataset. No fee unless a license closes.

Measured from a complete data manifest. A first offer is a process target, not a guarantee; buyers decide eligibility, price, and terms.