Industry guide
License your private equity firm's deal process to AI buyers
Private equity firms codify how they judge deals: screening frameworks, IC memos, diligence checklists, model templates and value-creation playbooks. That is exactly the reasoning AI companies want for investment agents.
Most of it already sits in a deal CRM, Excel models, data rooms and email. Buyers want the written trail of how your team actually does the work, so most owners lead with SOPs and training material, then add day-to-day records once personal details are dealt with.
- Key figure
- $100K to $2M+
- Buyers' published range
- $100K to $2M+
- Time to a written offer
- Days to 2 weeks
- Owner time, per buyers
- 1 to 3 hours
01 / What buyers value
Records a buyer will look for at a private equity firm
IC memo templates and screening frameworks
Where it lives
Docs
Why a buyer wants it
Investment judgment
Raise first
Target details
Diligence checklists and request lists
Where it lives
Docs
Why a buyer wants it
Investigation method
Raise first
Usually nothing
Model templates
Where it lives
Excel
Why a buyer wants it
Valuation structure
Raise first
Deal figures
100-day plans and value-creation playbooks
Where it lives
Docs
Why a buyer wants it
Operating method
Raise first
Portfolio details
Deal pipeline history
Where it lives
CRM
Why a buyer wants it
Passes and pursuits with reasons
Raise first
Confidential targets
| Record | Where it lives | Why a buyer wants it | Raise first |
|---|---|---|---|
| IC memo templates and screening frameworks | Docs | Investment judgment | Target details |
| Diligence checklists and request lists | Docs | Investigation method | Usually nothing |
| Model templates | Excel | Valuation structure | Deal figures |
| 100-day plans and value-creation playbooks | Docs | Operating method | Portfolio details |
| Deal pipeline history | CRM | Passes and pursuits with reasons | Confidential targets |
02 / Value
Putting a number on a private equity firm's data
No buyer publishes a price list by industry. What they do publish is a range for a whole company: micro1, Polyshares and Ventra each advertise deals from roughly $100K to $2M or more, and Pewter's licensing partner cites examples between $350K and $650K. Read those as the buyers' own marketing figures, not offers.
For a private equity firm of about 35 people, three things move the number most: how many years of history you have, how much of the work is written down in one place, and how cleanly client and employee details can be removed. Try the worth estimator for a range based on your size.
03 / Buyers
Which buyers take private equity firms
On Troveo's intake form, the closest category ("financial services, banking or fintech") sits in the top of its four demand tiers, the group it says buyers pay a premium for. Polyshares lists investment management as one of its premium industries.
Published size rule
Asks for at least 30 staff, with no upper limit
A 35-person private equity firm
Fits at 35
Published size rule
At least 20 full-time US office employees, or 10 for accounting and 6 for law
A 35-person private equity firm
Fits at 35
Published size rule
At least 20 W-2 staff in the US and three years of history
A 35-person private equity firm
Fits at 35
Published size rule
At least 20 people and three years, with a higher bar in some sectors
A 35-person private equity firm
Too small at 35
Published size rule
At least 30 US staff and three years of data
A 35-person private equity firm
Fits at 35
Published size rule
Around 30 people or more
A 35-person private equity firm
Fits at 35
Published size rule
No headcount floor; it weighs how deep the record goes
A 35-person private equity firm
No size floor
Published size rule
Publishes no minimum
A 35-person private equity firm
No size floor
Published size rule
Publishes no minimum (its calculator begins at 20)
A 35-person private equity firm
No size floor
| Buyer | Published size rule | A 35-person private equity firm |
|---|---|---|
| micro1 | Asks for at least 30 staff, with no upper limit | Fits at 35 |
| Mode | At least 20 full-time US office employees, or 10 for accounting and 6 for law | Fits at 35 |
| Nyne | At least 20 W-2 staff in the US and three years of history | Fits at 35 |
| Pewter | At least 20 people and three years, with a higher bar in some sectors | Too small at 35 |
| Ventra | At least 30 US staff and three years of data | Fits at 35 |
| Endless | Around 30 people or more | Fits at 35 |
| Polyshares | No headcount floor; it weighs how deep the record goes | No size floor |
| Mercor | Publishes no minimum | No size floor |
| Troveo | Publishes no minimum (its calculator begins at 20) | No size floor |
Some buyers pay us a referral fee. It never changes your price, and it never changes the order of our rankings.
04 / Typical week
What one ordinary week produces
- Monday: ten teasers screened.
- Tuesday: a first-round IC memo.
- Wednesday: diligence request list sent.
- Thursday: model updated after management meeting.
- Friday: a 100-day plan for a new platform.
Illustrative. Multiply one week by every year you have kept, and that is the record a buyer is looking at. The written decisions matter more than the totals.
05 / Process
How a deal works
- 1
Check the fit
Answer a few questions about headcount, years of records and the systems you use. No files change hands.
- 2
Inventory call
A buyer walks through what you hold and what it wants. Most say the owner spends one to three hours in total.
- 3
Written offer
Buyers usually send terms within days to two weeks: price, scope, term and whether the deal is exclusive.
- 4
Clean and deliver
Personal details are removed under the agreed method, then a copy is exported. Your originals stay where they are.
micro1
What it asks for
Procedures, internal wikis, project and task history, CRM activity
Offer and payment
Up to 30 days to review, then paid within 30 days of invoice
Ask about
Its master terms describe a perpetual license. It says it strips personal details "when relevant", so ask exactly how.
Ventra
What it asks for
Mainly inboxes, recorded calls and helpdesk tickets
Offer and payment
Offer in 3 to 7 days, then net 30 or 60
Ask about
Its terms warn it may be unable to erase data after delivery.
Polyshares
What it asks for
Inboxes, recorded calls, helpdesk tickets and ERP extracts
Offer and payment
Offer in 1 to 2 weeks, paid in 30 to 60 days
Ask about
Licenses are exclusive by default.
Pewter
What it asks for
Operating records for the industries on its list
Offer and payment
No fee to the owner, it says
Ask about
Launched October 2026 by a Florida sales agency. Its licensing partner, not Pewter, signs and pays.
| Buyer | What it asks for | Offer and payment | Ask about |
|---|---|---|---|
| micro1 | Procedures, internal wikis, project and task history, CRM activity | Up to 30 days to review, then paid within 30 days of invoice | Its master terms describe a perpetual license. It says it strips personal details "when relevant", so ask exactly how. |
| Ventra | Mainly inboxes, recorded calls and helpdesk tickets | Offer in 3 to 7 days, then net 30 or 60 | Its terms warn it may be unable to erase data after delivery. |
| Polyshares | Inboxes, recorded calls, helpdesk tickets and ERP extracts | Offer in 1 to 2 weeks, paid in 30 to 60 days | Licenses are exclusive by default. |
| Pewter | Operating records for the industries on its list | No fee to the owner, it says | Launched October 2026 by a Florida sales agency. Its licensing partner, not Pewter, signs and pays. |
06 / Timing
If you are selling or winding down
A data license can sit alongside a sale or a wind-down. If you are selling the business, agree with the acquirer who keeps the right to license the archive. If you are closing down, keep the workspace and inboxes alive until a buyer has seen them. A closed company is not out of options: SimpleClosure reports more than 150 completed sales of shut-down startups' archives.
FAQ
Questions, answered
Do NDAs block this?
They block sharing target information. Your own frameworks and templates are generally yours to license.
Is a 35-person private equity firm big enough?
8 of the 9 buyers in our size check take a private equity firm that size, going by their own published rules. Below 20 people your options narrow to the buyers with no stated minimum.
Do we lose our records if we license them?
No. A license gives the buyer a copy for agreed uses and your originals stay put. Read the term and deletion clauses closely: micro1's master terms describe a perpetual license, and Ventra warns it may be unable to erase data after delivery.
Find the buyers that fit your company
Answer a few questions about your size, tools and history. We show which buyers want a company like yours. Free, no files.
Keep reading
Sources
Every number on this page links back to one of these.
- 1arxiv.org: 2510.04374v1arxiv.org
- 2finance.yahoo.com: Mode inc launches 5 billion 151600765finance.yahoo.com
- 3mode.incmode.inc
- 4troveo.ai: Financial firm data licensingtroveo.ai
- 5troveo.ai: How much is company data worthtroveo.ai
- 6Troveo: Business data programtroveo.ai
- 7Polyshares: Sell company datapolyshares.com
- 8micro1: Company referral programmicro1.ai
- 9Beri: micro1 enterprise data partnerships, terms and risksberi.net
- 10Mode: Data program requirementsdata.mode.inc
- 11Nyne: Sell company datanyne.ai
- 12Pewter: Company data licensingpewterdata.com
- 13Pewter: Partner examplespewterdata.com
- 14Ventra: Company datajoinventra.com
Spot something wrong? See our corrections policy. Some buyers pay us a referral fee. How we make money.