Question 1 of 8
First, the basics.
So we know whose footprint this is.
Question 2 of 8
When did you start?
No problem if the company has since wound down or is planning an exit.
Do you have outside investors?
It changes who needs to sign off, nothing else.
Do you have the authority to license your data?
Yes, no, or you're not sure yet — that's enough for now.
Question 3 of 8
What industry are you in?
Pick the closest match.
No match — describe it in your own words below.
Question 4 of 8
What was your peak headcount?
Think back to when you had the most people. We just need one number.
Count both groups:
- Full-time employees — anyone on payroll.
- Full-time contractors — i.e. accountants, consultants, engineers, design/marketing agencies, attorneys, etc.
The most people you had at once. An estimate is fine. Buyers are usually looking for 20+ at peak.
Question 5 of 8
What do you run on?
Tap everything your team has used — including anything you've since moved off.
No match — add it with Other under the closest category.
Question 6 of 8
Since when?
The years matter as much as the tools. Twenty years of email on one system is a different asset from two years on it.
We've assumed you've had each of these since you started. Fix the ones that arrived later — and untick anything you've moved off.
Nothing selected yet. Go back a step and tap the applications you use.
Question 7 of 8
Anything built for your industry?
Do you work on a system-specific tool, or did you create a system-specific tool for your organization?
Buildertrend, Procore, TOTAL, Clio, Epic, Yardi, MLS, a homegrown internal tool — whatever runs the actual work. Add the years you've used it if you know them.
Question 8 of 8
How much would you be comfortable sharing?
Nothing here commits you to anything — it tells us where to start the conversation.
Worth knowing before you answer
- More data = more money. A dataset spanning several systems over several years with several people is worth more than a ton of data in one source.
- You license it, you don't sell it. Terms are yours to set, and you still own it when the deal is done.
Anything you'd want to hold back?
Optional. Tap any you'd rather keep out for now.
Your selections from question 4 will show here.
Last look
Does this look right?
Change anything that's off — you can go back, or send it as it stands.
What are your primary concerns?
This is new and it's fast-moving, and nobody really knows where it's going — so it's completely normal to have concerns. I'm curious what yours are. Tap any that apply.
I'll get back to you by email.
Got it — thank you.
Your footprint is in. We'll come back to you with what it looks like from the buyer's side, and what a realistic range would be, before anything goes further.