Records buyers look for
- Investment memos and committee decisions
- Due diligence reports and models
- Credit files and underwriting decisions
- Portfolio monitoring and reporting
Why AI buyers want them
Financial judgement in real deals is valuable for finance AI and almost never public.
What to check first
- NDAs with targets and portfolio companies may restrict use.
- Investor and LP agreements may contain confidentiality terms.
- Remove personal and material non-public information.
You’re likely a fit if
- You have closed deals with full records
- Confidentiality obligations allow anonymized use
- Records are well organized
Frequently asked questions
Can we license data about portfolio companies?
Only where NDAs and agreements allow it, usually in anonymized form. Your own memos and methods are easier to license.