Sell private equity and family office data to AI companies

Why AI companies want investment data right now

Finance is one of the areas where AI labs are pushing hardest. Agents that screen deals, draft memos, build models from data rooms and prepare board materials are being built for investment teams, and to do that work well they need to learn how investors actually think: what makes a deal pass a first screen, what a committee pushes back on, how a thesis changes after diligence, what gets watched after closing.

Public sources show almost none of it. Filings, press releases and fund marketing describe outcomes. The process – the pipeline notes, the debate in the memo, the diligence questions, the quarterly reporting to the board – lives inside the firm. That makes private equity firms and family offices a good fit for AI data licensing today.

What carries the value

What makes a record valuable is that it connects. An IC memo is useful; the same memo linked to the CRM entry where the deal first appeared, the diligence thread, the revised model and the portfolio reporting that followed is a complete case of how an investment decision was made and tested. That is why leaving whole systems out lowers the offer. Sensitive items are filtered inside each system instead.

A CRM like DealCloud or Affinity is often the backbone here: years of relationships, interactions, notes and pipeline stages show how a firm builds and works its network.

Typical starting size

Bigger teams get bigger offers. For investment firms, count the investment professionals and the operations, finance and IR staff who work in the firm's systems every day. A small team with many years of disciplined records can still be interesting, and smaller firms in high-demand areas are quoted individually.

History counts heavily. Three years of records is the usual floor and five or more is better – for a firm that has run several funds, the full span is often what sets it apart. Internal communication should mainly be in English.

The self-check guide walks through each point, and the industry overview shows how finance compares with other sectors.

What is assessed first, and what is never part of a deal

Investment records carry obligations to others, so these questions come before any offer:

• Portfolio-company data. Information a portfolio company shared under NDA or a shareholder agreement may not be the firm's to license. Each holding is assessed case by case, and what can't be shared is filtered out.
• LP information. Limited partner identities, commitments and communications are typically confidential under the LPA and side letters, and are filtered out of the record.
• Data rooms and target information. Material received from sellers in a process is usually covered by an NDA and belongs to the other side.
• Account numbers and payment details. Bank and account numbers are never part of a deal, and are removed from accounting and email before delivery.
• Personal data. Names, contact details and personal matters – including family members' affairs at a family office – are removed or replaced.

What can be included differs from firm to firm and fund to fund. This describes how it generally works today, not legal advice, and every deal is unique.

What companies typically receive right now

Smaller companies in high-demand industries are quoted individually. These are indicative ranges from what we see in the market right now, not offers – the real number comes in a written offer after a review, and depends on your industry, years of history, which systems are included and demand at the time. Where an investment firm lands within a band depends mostly on the years covered and how completely the process is documented across its systems. Try the data value estimator for a first estimate in about two minutes.

How a deal works

1. You describe the firm – team size, years and funds covered, and the systems you use. No files are uploaded.
2. We assess confidentiality obligations, ownership and current demand, and get back to you within 48 hours on business days.
3. You approve a written offer – or decline. Nothing is shared without your approval.
4. Filtering and delivery. Portfolio, LP and counterparty material that can't be shared is filtered out, identifiers are removed, and the agreed record is delivered.

The license is non-exclusive by default and limited in scope, time and use, and the firm keeps ownership. A review costs nothing – we're paid only if a deal goes through. More on how it works. For the full picture across industries, see how to sell data to AI companies.