Guide
Licensing data across a portfolio of companies
By SourceX Editorial · Updated
Draft under editorial review.
Short answer
Investors and holding companies can review several portfolio companies at once. Each company owns its records and approves its own release, but a shared process saves time and can create larger, more consistent datasets.
How it works at a glance
- 01
Supply
- 02
Rights
- 03
Preparation
- 04
Approval
- 05
Delivery
What to know#
- Each company signs for its own data
- Similar systems across companies can be combined
- Rights reviews can reuse templates
- Proceeds go to the company that owns the records
What to check#
- List portfolio companies and their main systems
- Name an approver at each company
- Check board approvals needed
How SourceX handles it#
- We assess fit before you share anything.
- Rights and laws are reviewed deal by deal with counsel.
- Personal details are removed and checked.
- Your company approves every release.
Quick check#
| Question | If yes | If no |
|---|---|---|
| Are your rights clear? | Move to preparation | Review contracts first |
| Can you export the records? | Plan the export | We'll guide alternatives |
Check your fit
FIT ASSESSMENT / 0 OF 5 ANSWERED0%
Q1 / 05 · COMPANY SIZE
How many full-time employees at your peak?
Frequently asked questions
Can a fund sign for its portfolio companies?
Usually each company signs for itself, even if the fund coordinates.
Is this legal advice?
No. It's general guidance; your counsel should review your deal.
Related
General information, not legal advice. Editorial policy.
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