How to license your business data, from a 90-second check to signed terms
Licensing your records doesn’t mean handing over your systems. You answer a few questions, talk to a licensing specialist, choose what’s in scope, and sign only if the terms work. Here is every step, and who does what.
AYour time, step by step
| Step | Your part | Time |
|---|---|---|
| Eligibility check | Answer questions | 90 sec |
| Intro call | Talk it through | 30 min |
| Scope review | Pick what’s shared | Your pace |
| Agreement | Approve or decline | Your call |
BCost to check
Free
CFiles uploaded to check
None
Four parts, in order
Each part ends with a decision that’s yours. You can stop at any point before you sign.
Part I90 seconds
Take the check
Tell us about your company and the records you keep. No logins, no uploads.
- Industry and team size
- Record types and tools
- How far back they go
Part II30 minutes
Have the call
Book a time right after the check. Our licensing partner explains what buyers want and how it would work for you.
- Which records are in demand
- How anonymization works
- Typical deal structures
Part IIIPartner-led
Shape the scope
Decide which records, which years and which fields are included. Personal data is removed before sharing.
- You pick the records
- Sensitive fields excluded
- Sample reviewed first
Part IVYour decision
Approve and get paid
Terms arrive in writing from the partner. Sign if they work, walk away if they don’t.
- Written terms first
- Payment set in the agreement
- No obligation to sign
Who does what
CashData.ai gets you to the right conversation. The licensing partner does the specialist work. You make the decisions.
| Step | What happens | Who |
|---|---|---|
| Eligibility check | You answer questions about your company and records. We note how strong a fit it looks. | CashData.ai |
| Introduction | With your consent, we pass your answers to the partner so the call starts informed. | CashData.ai |
| Buyer demand | The partner explains which of your record types buyers are asking for. | Partner |
| Scope | You choose the records, years and fields. The partner explains how each choice affects value. | You Partner |
| Preparation | Records are exported and personal data is removed before anything is shared. | Partner |
| Agreement | Written terms, including payment, use limits and duration. You sign or decline. | You |
What stays in your control
The safeguards hold at every step, not just at signing.
- Nothing uploaded to checkThe check is a form about your business. No logins, no files.
- You choose the scopeLeave out any record type, time period or field.
- Personal data removed firstRecords are anonymized before they go to a buyer.
- Terms in writingYou see the proposed terms before anything is shared.
- Walk away any timeNo cost and no obligation before you sign.
- A real person to textQuestions at any stage? Text us.
Questions about the process
Timelines, effort and who sees what.
How long does the whole process take?
The eligibility check takes about 90 seconds and the first call is 30 minutes. After that, the pace depends on how much data is in scope and how quickly you review the proposed terms. Nothing moves without you.
Do I need a technical team?
No. Most owners only answer questions and review terms. If records need to be exported from a tool like Zendesk or Salesforce, the licensing partner explains what is needed and can help with the preparation.
Who sees my records?
Nobody sees records to check eligibility or during the first call. Records are only shared after you approve a written scope, and personal data is removed before anything goes to a buyer.
Can I stop partway through?
Yes. You can walk away at any point before you sign. There is no cost to checking or to the first call.
What does CashData.ai do versus the licensing partner?
CashData.ai is a referral service. We run the eligibility check and introduce you to our data-licensing partner, who handles scoping, buyer matching, preparation and terms. We may receive a referral fee from the partner.
Part I takes 90 seconds.
Free. Nothing uploaded. Book your call the moment you finish.