Yes, for closed deals where the firm holds the right to license the records once anonymized. Published buyer ranges run $50K to $800K for firms with 5 to 200 employees, in any country. Buyers want the full chain for each deal: the data room, the model and the investment memo, plus credit agreements, portfolio reporting and de-identified wealth-management records. The main limit is confidentiality: NDAs signed to access a data room often forbid any further use.
- The most valuable unit is one closed deal with its data room, model and memo together.
- Your own memos, models and screening notes are usually yours; target-company documents are often under NDA.
- Never include material nonpublic information about listed companies.
What deal-side records buyers want
Published buyer requirements ask for firms on the deal side: private equity and growth equity, private credit, boutique investment banks, quality-of-earnings providers, wealth managers and RIAs, asset managers and fund administrators.
| Record | Why buyers want it |
|---|---|
| Data room, CIM, model and memo for the same deal | Shows the full path from information to decision. |
| Credit agreements with their term sheets | Links negotiated terms to the starting offer. |
| Quarterly portfolio reporting over several cycles | Shows how investments are monitored over time. |
| Banker deliverables with their sources | Traces numbers back to evidence. |
| Fund holdings, benchmarks, pricing and ESG data | Structured data that complements documents. |
Systems the records usually sit in
Buyers name Datasite, Intralinks, DealCloud, Affinity, Excel, PowerPoint, Addepar and Orion. Deal-room platforms often delete rooms after a set period, so check what is still retained before scoping.
Confidentiality and securities rules to check
Rights, not quality, are what usually limit investment-firm data.
- NDAs and confidentiality agreements signed to access a target's data room often bar any use beyond evaluating the deal. Buyers list documents under such NDAs as not a fit.
- Credit agreements usually contain confidentiality clauses binding the lender.
- Material nonpublic information about listed companies must stay out entirely.
- Client records at RIAs and wealth managers fall under Regulation S-P and GLBA in the US, and under GDPR or local law elsewhere.
- Limited partnership agreements and side letters can restrict how fund information is shared.
What rules a firm out
Buyers list two disqualifiers: firms whose only records are their own operating finances, and documents under NDAs that forbid licensing.
Can companies outside the US license these records?
Buyers of these records accept firms anywhere. English-language deal records fit the most buyers.
The privacy law that applies to any personal data left in the records:
| Country | Main rule to check | Country guide |
|---|---|---|
| United States | NDAs, Regulation S-P, GLBA | US guide |
| United Kingdom | UK GDPR; FCA confidentiality expectations | UK guide |
| Ireland | GDPR | Ireland guide |
| Germany | GDPR and BDSG | Germany guide |
| Canada | PIPEDA | Canada guide |
| Singapore | PDPA 2012 | Singapore guide |
| India | DPDP Act 2023 | India guide |
Next step
Start with a company-level description: which systems hold the records, how many years they cover and who owns them. No files are needed. Request a free review.
Origin Data Partners is independent and is not affiliated with any AI data buyer. We help owners compare buyers and find the best fit for their records. See what your data is worth.
Common questions
Can a private equity firm sell deal data to AI companies?
For closed deals, yes, where the firm holds the right to license the documents once anonymized. Investment memos, models, screening notes and portfolio reporting the firm created are the safest core. Data-room documents from targets are often covered by NDAs that forbid licensing.
How much do AI companies pay for private credit and deal data?
Published buyer ranges run $50K to $800K, depending on deal count and completeness.
What deal records do buyers want?
Data rooms, CIMs, models and investment memos for the same closed deals; credit agreements with term sheets; quarterly portfolio reporting across several cycles; banker deliverables with their sources.
Can a wealth manager or RIA license client data?
Only de-identified. Buyers list holdings, statements, advisor notes and KYC files as nice to have once de-identified. Regulation S-P and GLBA govern US client information, and client agreements may restrict it further.
Sources and further reading
Origin Data Partners is independent and not affiliated with any buyer named on this page.