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Private equity and portfolios
170 guides · page 2 of 4
Data licensing fit by sector: a matrix for diversified portfolios
Data licensing fit by industry for diversified portfolios: typical records, systems, rights watch-outs and exclusions across seven sectors in one matrix.
Data licensing program KPIs for a holding company
Data monetization KPIs for a holding company: funnel, cash and risk metrics with definitions, sources of truth and the traps that inflate a group scorecard.
Data moat or licensing asset? How vertical software owners should decide
Is your vertical SaaS data moat at risk if you license records? A decision table for software holding companies: what to keep, license or leave to customers.
Data monetization risks for portfolio companies: brand, customers, lenders, LPs
Data monetization risks for portfolio companies in one register: brand, customers, lenders, LPs and exit, who owns each risk, and the control that handles it.
Data privacy reps and warranties in M&A
Data privacy representations and warranties in M&A: what each typical rep asks a seller to disclose, and how past data licenses belong on the schedules.
Data privacy reps in purchase agreements: AI training questions buyers now add
Data privacy reps in purchase agreements now reach AI training. The four rep categories buyers add, and the evidence a buyer should request to test each one.
Data room checklist: preparing your company's data assets for a sale
A data room checklist for data assets: the five folders buyers expect, from a records inventory and rights evidence to licensing history and consents.
Decentralized software holdcos: business unit autonomy vs a group data program
In a decentralized holding company operating model, who decides on data licensing? Business units approve; the group supplies screens and templates.
Describing AI readiness in a CIM for a logistics or distribution sale
How to describe AI readiness in a CIM for a logistics or distribution sale: a template on systems, linked history, rights and pilots, plus claims to avoid.
Diligence questions buyers ask about your existing data licenses
The 15 due diligence questions acquirers ask about data licenses signed during the hold, grouped by topic and mapped to the document that answers each.
Direct vs indirect data monetization in private equity portfolios
Direct vs indirect data monetization compared for portfolio companies: internal analytics versus licensing records, with the rights each path needs.
Distribution roll-ups: consolidating ERP and customer data across acquisitions
Distribution roll-up ERP consolidation in order: check rights per acquired entity, map customer and item masters, then archive old ERPs before access ends.
Do data license proceeds trigger a mandatory prepayment?
Asset sale mandatory prepayment terms can capture data license proceeds. Check Disposition, baskets, Net Cash Proceeds and reinvestment rights first.
Do lenders need to consent to a data license? A credit agreement primer
Lender consent for a data license often turns on four credit agreement definitions. Read Disposition, Permitted Disposition, IP and Material IP first.
Does data licensing revenue count in covenant EBITDA?
Whether data licensing revenue counts in covenant EBITDA depends on the definition. See which lines can strip it out and what a CFO should check first.
Does proprietary operational data raise an exit multiple?
Proprietary data raises an exit multiple only when it is owned, rights-clear and in use. See the eight tests buyers apply to data claims in diligence.
Due diligence checklist for acquiring an A/E firm
An A/E firm due diligence checklist for PE platforms: financials, contracts, licensure and PL claims, plus the data rights and archive checks most lists miss.
Earnouts and data licensing income at an acquired company
Does earnout data licensing revenue count toward the target? It depends on five definitions in the purchase agreement. Read them before signing a license.
Electrical contractor platforms: estimating and job-costing histories
Electrical contractor private equity platforms: how estimates, job costs and change orders link across add-ons, which systems hold them and what to exclude.
Email archives from acquired companies: retain, migrate or license?
An acquired company's email archive: place legal holds first, apply the retention schedule, migrate what is used, and license only a prepared subset.
Environmental consulting roll-ups: merging EQuIS, lab and field data
Environmental consulting acquisition integration checklist: systems per add-on, rights by legacy contract, retention, a unified schema and read-only archives.
ERP consolidation after acquisitions: what to do with the old system's data
ERP consolidation after an acquisition: what to migrate, what to archive, and which linked history to preserve before the old instance is switched off.
Exclusivity in data licenses: how it affects exit options
How an exclusive data license affects exit options: the exclusivity shapes acquirers accept, the clauses they read first and a rule for deal partners.
Exit readiness checklist: the data and records section
The data and records section of an exit readiness checklist: records inventory, rights file, retention cleanup, license register and evidence of value.
Fire and life safety roll-ups: inspection records and AI
Fire and life safety roll-ups hold inspection, deficiency and repair histories. Learn which records matter for AI and how repair chains are prepared.
First 100 days after an add-on acquisition: an integration checklist
An add-on acquisition integration checklist for the first 100 days, with a week-by-week records track for access, exports, consent and retention.
From raw archive to licensable scope: the yield funnel for a portfolio
Licensable data scope narrows at four gates: systems, rights, privacy and approval. See what each gate removes and how to track yield without guessing ratios.
Group CFO checklist before the first data license in a portfolio
A CFO checklist for the first data license in a portfolio: signing entity, covenants, revenue recognition, tax, cash and reporting, each with an owner.
Group data licensing policy template for holding companies
A data licensing policy template for holdco counsel: scope, approval thresholds by risk, a group prohibited data list, privacy floors and a license register.
Harmonizing customer terms after a roll-up: a data-use checklist
How to harmonize customer contracts after an acquisition: inventory term versions, map data-use clauses, pick a target template and plan the move.
Home services roll-ups: combining job records across acquired brands
Home services roll-up data integration, step by step: map systems, job types, customers and rights across acquired brands and keep every record traceable.
How buyers treat data licensing revenue in a quality of earnings review
Data licensing revenue in a quality of earnings review: how one-time, multi-year and refresh licenses are usually presented, and the evidence buyers want.
How much management time does a portfolio data license take?
Management time on a data licensing deal sits in a few decisions. See who does what at each of the five steps, what SourceX handles, and what adds effort.
How software acquirers assess AI disruption risk in a target
A five-factor rubric for AI disruption risk in a software acquisition: record depth, regulation, seat exposure, workflow ownership and operating records.
How to get portfolio company CEOs on board with data licensing
Portfolio CEO buy-in for data licensing comes from a small first ask and clear control. Objections on time, brand, customers and control, with calm answers.
How to present AI and data assets in a CIM
How to present AI in a confidential information memorandum: a section template for records, rights, AI use and past data deals, plus the claims to leave out.
How to run an AI accelerator program across portfolio software companies
How a software holding company runs an AI accelerator program across portfolio companies: cohort selection, records inventory, data-use policy and approvals.
How VMS holding companies are rethinking data in the AI era
How vertical market software holding companies are rethinking data for AI: four holdco approaches and what each means for records inside acquired products.
HVAC service agreement and warranty histories as a platform asset
HVAC service agreement data shows failure patterns, repeat visits and renewals. How a home services platform keeps it and prepares it without personal data.
Industrial distribution roll-ups: ERP histories as an AI asset
Distribution roll-up private equity guide: which ERP records, from quotes to substitutions and returns, matter for AI and how to keep them in migrations.
Inherited AI tool contracts after an acquisition: data-use terms to check
A post-close checklist for an acquired company's AI vendor contracts: training rights, retention, sub-processors, opt-out location and account control.
Integrating data policies after an add-on acquisition
Data policy integration after an add-on acquisition: a first-100-days checklist for privacy notices, AI use, retention and vendor terms, with owners.
Integrating knowledge bases and client data after a consulting acquisition
Consulting firm acquisition integration in five stages: inventory, rights check per source firm, permissions, migration and a walled archive for client files.
Intercompany data license between a holdco and a subsidiary: key terms
Key terms for an intercompany license agreement covering data: licensor entity, scope, fee basis, arm's-length support and what happens on a subsidiary sale.
Intercompany reconciliation histories in multi-entity groups: AI value
Intercompany reconciliation records show how finance teams resolve mismatches between entities. Which mismatch types, fields and approvals give them AI value.
IT due diligence for distribution acquisitions: ERP and data red flags
IT due diligence for distribution acquisitions: ERP, missing history, data rights and key-person red flags to test before signing, and how to classify each.
IT due diligence questions about data exports and history depth
IT due diligence questions on data: map systems of record, retention settings, export routes, usable years of history and vendor lock-in before closing.
Jira and GitHub consolidation across acquired software companies
Jira consolidation after an acquisition without losing history: merge Jira sites and GitHub organizations while keeping issue links and pull-request reviews.