# Origin Data Partners: partner kit

Read 2026-11-14. Terms: https://origindatapartners.com/refer

## The offer

You receive 50% of what Origin earns on the deal for a company you introduced, up to $100,000 per company, paid after the deal completes.

- Example: A 60-person manufacturer licenses its quality and CAD records. Example figure: Origin earns $100,000 on the deal. $100,000 x 50% = you receive $50,000.
- Example: An 80-person contractor licenses its closed project records. Example figure: Origin earns $40,000 on the deal. $40,000 x 50% = you receive $20,000.
- Example: A large company that closed outside bankruptcy or an assignment sells its records. Example figure: Origin earns $225,000 on the deal. $225,000 x 50% = you receive $100,000. Half of $225,000 is $112,500, so the $100,000 cap applies.

Examples, not offers. The figures are illustrative: what Origin earns depends on the buyer, the records and the deal, and a buyer may decline a company it already knows. Your share is half of what Origin actually earns on the deal for that company, confirmed in writing before the company signs.

## Partner terms

- You receive 50% of what Origin earns on the deal for a company you introduced, up to $100,000 per company.
- "What Origin earns on the deal" means the amount the buyer pays Origin for that company.
- A deal completes when the buyer has accepted the records and made the payment due under the deal. If the buyer pays in instalments, each instalment completes that part of the deal.
- Your share is paid within 30 days after the deal completes. If a buyer pays in instalments, your share of each instalment is paid within 30 days after that instalment.
- We confirm your share in writing before the company signs. Fees are due only on deals that complete; if Origin earns nothing on a deal, for example because the buyer already knew the company, no fee is due.
- An introduction is credited to the first partner who registers it, for 12 months from the date it is registered and for any deal the company signs in that time. A link or code introduction is registered when the company's inquiry arrives with your code; a direct introduction when you send it.

## Two ways to introduce a company

| | Direct, with a single buyer's programme | Through Origin |
| --- | --- | --- |
| Introductions | One buyer per introduction. To reach another buyer, you start again with that buyer's programme. | One introduction. Origin works with the AI companies and data buyers that license these records. |
| Preparation | The company prepares what that buyer asks for, on that buyer's timetable. | Origin does the preparation with the owner: what the records are, who owns them, what must stay out. You prepare nothing. |
| Your client | Protections depend on that buyer's own terms. | Your client is protected: it approves every buyer and every file, pays Origin nothing, and its offer is not reduced because you introduced it. |
| What you earn | That buyer's published introducer fee, for that one buyer. | 50% of what Origin earns on the deal, up to $100,000 per company, paid after the deal completes. |
| Licensed advisers | Check each programme's terms against your own rules. | Offer it as a client benefit: accept the fee where your rules allow, with disclosure, or decline it and your client gets the same work. |

Each way is legitimate, and you can use either. Buyers set and change their own programme terms; check them before you introduce a company directly. Origin is independent. A buyer may pay Origin when a deal closes; your client pays Origin nothing.

## How you are credited

- An introduction is credited to you for 12 months from the date it is registered, and for any deal the company signs in that time.
- Your link: when a company opens your link, its browser keeps your code for 12 months, and an inquiry it sends from that browser carries your code. The introduction is registered on the date that inquiry arrives.
- Your code: the company can also type your eight-character code in the "Did someone introduce you?" field on the company form, from any device.
- A direct introduction: the form registers your introduction with today's date and shows you a reference number.
- The first registered introduction counts. If we, or a buyer, already know the company, we tell you, and no fee is due when Origin earns nothing on the deal.
- Check where each introduction stands on the partner status page (https://origindatapartners.com/refer/status), with your partner code and the email you used to get it.
- We never contact your client to cut you out, and we never ask a buyer to.

Check where your introductions stand: https://origindatapartners.com/refer/status (partner code plus the email you used to get it).

## Email you can forward

```text
Subject: Your [work orders / CAD files / matter files] may be worth licensing

[Name], AI companies now license years of operating records, such as [record type], from established firms. The firm keeps the records and approves every file; nothing leaves its systems before a signed licence.

Origin Data Partners values the records for free. It works with the AI companies and data buyers that license records like these. A first conversation needs only a description of the business, no files.

Disclosure: I may receive a fee from Origin Data Partners if a deal for your records completes. It comes out of what Origin earns on the deal and does not change what your company is paid.

Here is a short summary and a way to start: [your personal link]
```

## Thirty-second script

"One thing worth checking this year: AI developers are paying established companies to license old operating records, like your [work orders / CAD vault / closed files]. It is not selling the company, and nothing leaves your systems without your approval. There is a free estimate that needs no files. I can introduce you, and I should tell you I may get a fee from Origin if the deal completes. It comes out of what Origin earns, not yours. Want me to?"

## Disclosure wording (every message)

Disclosure: I may receive a fee from Origin Data Partners if a deal for your records completes. It comes out of what Origin earns on the deal and does not change what your company is paid.

Do not promise a price, an amount, acceptance or a timeline; point to the published examples.

## Who never receives a fee

No fee to bankruptcy trustees, debtors in possession, assignees, receivers, examiners or professionals employed by an estate.

## Which clients qualify

| Client | Records buyers ask for | Size signal | Published buyer range |
| --- | --- | --- | --- |
| Manufacturer or hardware firm | CAD with revisions, change orders, NCR and CAPA, inspection results | 20+ staff, 10+ years | Published buyer ranges: $100K–$1.5M (manufacturing), $45K–$1.3M (hardware) |
| Aviation repair station or operator | Work orders, task cards, logbooks, release certificates | 20+ staff | No buyer publishes a price for these records; ask us |
| Construction contractor | RFIs, submittals, change orders, closeout sets | 50+ staff | Published buyer range: $115K–$1M |
| Law firm | Closed matter files | 5–300 attorneys and staff | Published buyer range: $50K–$1.2M |
| Accounting or tax firm | Returns and workpapers | 5–200 staff | Published buyer range: $25K–$865K |
| Lender or investment firm | Loan and credit files with outcomes | 5–200 staff | Published buyer range: $50K–$800K (investment firm) |
| Software company | Private code and its history, tickets | 15–500 staff | Published buyer range: $50K–$500K |
| Company closing down (not in bankruptcy) | Everything still retained | Peak headcount counts | Some buyers publish a separate track for closed companies |
| In bankruptcy, assignment or receivership | Estate records | n/a | No partner fee. See records an estate can sell (https://origindatapartners.com/guides/estate-records-for-trustees-and-assignees) |

Ranges are what AI data buyers publish they pay companies of each type, read 13 November 2026; figures and sources: https://origindatapartners.com/guides/ai-training-data-buyers-by-data-type. Not offers.

## Licensed professionals

- **CPAs.** The AICPA Code's Commissions and Referral Fees Rule (1.520.001) says a member in public practice "shall not for a commission recommend or refer to a client any product or service" while the member or firm performs for that client an audit or review of a financial statement, certain compilations, or an examination of prospective financial information, whoever pays the commission, and for the periods those services cover. A permitted commission or referral fee must be disclosed to the client. State boards of accountancy can be stricter. Source: https://pub.aicpa.org/codeofconduct/ethicsresources/et-cod.pdf
- **Attorneys.** A fee for recommending a client to a third party can be a personal-interest conflict (ABA Model Rule 1.7(a)(2)); where it is, the client's informed consent, confirmed in writing, is required. States adopt their own versions, and some restrict such fees further. Check your state bar's rules. Source: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_7_conflict_of_interest_current_clients/
- **Registered representatives.** FINRA Rule 3270 requires prior written notice to your member firm before you are compensated for a business activity outside that relationship; the firm may limit or prohibit it. Source: https://www.finra.org/rules-guidance/rulebooks/finra-rules/3270
- **Registered investment advisers.** As a fiduciary under the Advisers Act you must make full and fair disclosure of this conflict so the client can give informed consent (SEC Release IA-5248, 2019). Your firm may also require it in Form ADV Part 2A (for example Item 14, Client Referrals and Other Compensation) and may restrict it. Follow your compliance policies. Source: https://www.sec.gov/files/rules/interp/2019/ia-5248.pdf
- **Fractional CFOs, consultants, MSPs, software implementers, business brokers.** Usually free to accept a fee with disclosure to the client, unless you hold one of the registrations above. Check your client agreement.
- **Bankruptcy trustees, debtors in possession, assignees, receivers, examiners and professionals employed by an estate.** No fee, ever, for any estate they serve. Knowingly and fraudulently giving, offering or receiving a reward for acting or forbearing to act in a bankruptcy case is a federal crime (18 U.S.C. 152(6)); a debtor in possession has a trustee's duties (11 U.S.C. 1107(a)); professionals an estate employs need court approval (11 U.S.C. 327(a)) and are paid only as the court awards (11 U.S.C. 330). Assignees and receivers are state-law fiduciaries with the same duty to the creditors. The benefit goes to the estate. Source: https://www.law.cornell.edu/uscode/text/18/152

You are responsible for your own compliance and for telling your client about the fee. Information, not legal advice; check your own rules. If you cannot or prefer not to accept a fee, introduce the company anyway and tell us you decline the fee: the company gets the same work and the same terms.

## Questions

**How much do I receive?** 50% of what Origin earns on the deal for the company you introduced, up to $100,000 per company. What Origin earns on the deal is the amount the buyer pays Origin for that company. Example: if Origin earns $100,000 on a deal for a manufacturer you introduced, you receive $50,000. Nothing is owed before the deal completes.

**When am I paid?** Within 30 days after the deal completes, which is when the buyer has accepted the records and made the payment due under the deal. If the buyer pays in instalments, your share of each instalment is paid within 30 days after that instalment. A deal can take several months from the first call. We confirm your share in writing before the company signs.

**Is my client protected?** Yes. The company keeps its records and approves every buyer and every file, nothing leaves its systems before a signed licence, it pays Origin nothing, and its offer is not reduced because you introduced it. We contact it only about this.

**Will you go around me?** No. Your introduction is dated when you register it, and your share is confirmed in writing before the company signs. We never contact your client to cut you out, and we never ask a buyer to.

**How long is my introduction protected?** For 12 months from the date it is registered, and for any deal the company signs in that time. A direct introduction is registered when you send it; a link or code introduction when the company's inquiry arrives with your code.

**What if someone else introduced the same company, or you already know it?** The first registered introduction counts: a company inquiry that arrived with your link or code, or your direct introduction. If we or a buyer already knew the company, we tell you.

**What if the company already applied to a buyer itself?** Then Origin usually earns nothing on a deal with that buyer, and no fee is due on it. Ask your client before you introduce it; we ask too.

**How do I see where my introductions stand?** On the partner status page (https://origindatapartners.com/refer/status): enter your partner code and the email you used to get it, and you see each introduction's reference, date and stage (received, with buyers, accepted, completed).

**Do I have to tell my client?** Yes. Every message in the partner kit carries a disclosure line. CPAs, attorneys, registered representatives and investment advisers have their own rules, summarised on this page.

**Can I take a fee as a CPA or attorney?** Possibly. A CPA may not accept a commission, from anyone, for referring a client the firm audits or reviews (and certain compilations and prospective-information examinations), and must disclose a permitted fee (AICPA 1.520.001). An attorney may need the client's informed written consent, and state rules vary. You can always introduce the company and decline the fee.

**What does my client pay?** Nothing. Buyers pay Origin. Your share comes out of what Origin earns on the deal, never out of the company's payment.

**What about clients in bankruptcy or an assignment for the benefit of creditors?** No fee is offered or paid to bankruptcy trustees, debtors in possession and their officers, assignees for the benefit of creditors, receivers, examiners, and any professional employed by an estate (including estate counsel, investment bankers, financial advisers and brokers), for any estate they serve. The benefit goes to the estate. See records an estate can sell (https://origindatapartners.com/guides/estate-records-for-trustees-and-assignees).

**Is there a cap or a minimum?** The cap is $100,000 per company. There is no minimum, no quota and no exclusivity, and no limit on how many companies you introduce.

**Which clients qualify?** Usually 20 or more staff at peak (each buyer sets its own threshold), five or more years of records the company owns, and records in systems: work orders, quality and CAD files, project records, matter files, loan or claim files, tickets, chat, email or code. Operating, being sold or closing down (outside bankruptcy) all qualify.

Client handout (printable): https://origindatapartners.com/downloads/partner-client-handout