Who qualifies
Three things: company, history, records
Three things decide whether your records are worth a closer look. Established businesses usually tick all three.
Begin my estimateSigns of useful records
Depth
Years of records show how the work shifts over time.
Back and forth
Comments, tickets and threads showing people working a problem through.
Connection
One job showing up in email, the project tool and the invoice.
Consistency
A team of twenty or more producing records week after week.
The history
Three or more years of operating. More years usually means more records, and time in business is one of two things that move your indicative range. The second is your team size.
Industries
Business type is used to match you with buyers. Your range stays the same regardless. For law, accounting or healthcare, scope is decided with you and your counsel, and client and patient data stays out.
- Accounting
- Law
- Healthcare
- Manufacturing
- Freight and 3PL
- Distribution
- Construction
- Insurance
- Finance
- Professional services
- Software or tech
- HVAC
- Home services
- Other
The records
Records count when they are kept in business software your team has worked in for a while. Typically, that means:
Inboxes
Years of threads with customers, vendors and colleagues.
Shared drives
Proposals, procedures, specs and reports kept in shared folders.
Team chat
Slack or Teams channels where day to day decisions get made.
CRM history
Account notes, deal history and follow ups.
Support tickets
Every request, each reply and the final resolution.
Project tools
Timelines and task boards that record who did what, in order.
ERP and finance
Approvals, purchasing records, orders and invoices.
Source code
Source repositories plus the pull request discussions.
Your company
- Twenty or more people on the team, counted across all locations.
- Based in the US and operating as an established business.
- Either you own the business or the owner can join the conversation.
You do not need to prepare anything
Before requesting an estimate, there is nothing to export, clean or rearrange. It asks about the company, not the 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. If a buyer fits later on, we will get in touch.