Who qualifies
Your company, its history and its records
Three things decide whether your records are worth a closer look. Established businesses usually tick all three.
Get my estimateSigns of useful records
Time depth
A long history reveals how work evolves.
Conversation
Threads, tickets and comments where people work through a problem together.
Joined up work
A single job traced across email, the project tool and billing.
Steadiness
A team of twenty or more producing records week after week.
The business
- At least twenty staff when you add up all your sites.
- An established business operating in the US.
- You own it, or you can bring the owner into the conversation.
Your records
Records qualify when they sit in business software your team has used for some time. Here is what that usually covers:
Email threads
Customer, vendor and internal threads, often going back years.
Files and folders
Proposals, procedures, specs and reports kept in shared folders.
Chat channels
Channels in Slack or Teams where the team settles daily questions.
CRM notes
Notes logged against accounts, deals and next steps.
Help desk tickets
Each request, the replies, and how it got resolved.
Project boards
Boards and task lists that trace every handoff along the way.
Finance tools
Invoicing, purchasing, orders and approval steps.
Codebases
Pull requests, repos and the conversations about each change.
Your history
A minimum of three years in business. A longer history tends to mean more records, and your years in business are one of the two inputs that shift your indicative range. The other is team size.
Industries
Business type is used to match you with buyers. It does not affect your range. In law, accounting or healthcare, you and your counsel decide scope, and client and patient data is excluded.
- Accounting
- Law
- Healthcare
- Manufacturing
- Freight and 3PL
- Distribution
- Construction
- Insurance
- Finance
- Professional services
- Software or tech
- HVAC
- Home services
- Other
Nothing to get ready
Before requesting an estimate, there is nothing to export, clean or rearrange. The questions are about your company, not your files. Systems and date ranges are chosen later, on a call, with a License Your Data specialist guiding you.
Not sure you fit?
Go ahead and answer the questions. In a few minutes and at no cost, you will see straight away whether you meet the bar. Should a buyer fit later, you will hear from us.