✳ KNOW YOUR DATA

FOR REFERRAL PARTNERS

Know a business owner in the US, Canada, UK or Australia?

Explore how a permitted introduction may lead to a referral fee when an eligible deal closes and the business is paid.
CURRENT AFFILIATE PRIORITIES

Which companies should you introduce?

A practical guide to the industries Mode currently prioritizes. Each company still needs to meet the basic criteria below.
OFFICE STAFF ONLY
Employee minimums refer to people in office-based roles, including remote staff. Field workers, technicians and restaurant crew do not count toward the office-staff threshold.

Base requirements

US, Canada, UK or Australia · 3+ years of records · 5+ business systems · ownership of the records
A · PREMIUM

Highest potential offers

Start here. These sectors currently have the strongest demand.

Law firms

MINIMUM: 10+ full-time staff
Privileged and client material is removed. The value is in how legal matters move through the firm.

Banks and lenders

MINIMUM: 15+ office staff
Banks specifically. Regulated account and card numbers are not part of the deal.

Construction

MINIMUM: 50+ office staff
Count office staff in estimating, project management and accounts, not the construction crew.
B · STRONG FIT

Strong demand and solid offers

Good opportunities to prioritize after Premium.

Accounting and tax firms

MINIMUM: 15+ full-time staff
In demand, although generally valued below law and banking. Client documents can be excluded.

Healthcare and dental

MINIMUM: 15+ office staff
Patient information is handled through a certified healthcare data partner under a BAA, according to the guide.

Technology companies

MINIMUM: 50+ office staff
Good fit, especially with three or more years of history across several tools.

Consumer brands

MINIMUM: 50+ office staff
Customer support, operations and finance workflows carry the value.
C · FAST CLOSE

Faster deals, typically lower offers

Worth considering when they meet the required office headcount.

Restaurant groups and coffee chains

MINIMUM: 50+ office staff
Multi-location groups with a central office. A single location rarely qualifies.

D2C and e-commerce

MINIMUM: 50+ office staff
Simple, well-connected systems can make these quicker to price and deliver.

HVAC businesses

MINIMUM: 50+ office staff
Dispatch, scheduling and invoicing records matter. Office staff count, not technicians.
D · CASE BY CASE

Check before introducing

Ask your program contact first; these are individually reviewed.

Marketing agencies

MINIMUM: 50+ office staff
Reviewed individually. Confirm interest before making an introduction.

Closed or sold companies

MINIMUM: Records still accessible
The company or its successor must still own and be able to access the records.
E · NOT ACCEPTING

Do not introduce right now

These categories are outside the current program's scope.

Staffing agencies

STATUS: Not accepted
No longer in demand.

Companies outside the US, Canada, UK and Australia

STATUS: Not accepted
The company must be based in one of the four accepted markets.

Cannabis businesses

STATUS: Not accepted
Not currently accepted.

Franchisees without data rights

STATUS: Not accepted
Where the franchisor owns the systems, the franchisee cannot license those records.

Defense and export-controlled work

STATUS: Not accepted
Not currently accepted.

What can strengthen a company's offer?

The guide highlights these factors in addition to industry and minimum staff.

100+ office staff

More workflows can support larger offers.

Connected systems

Email, chat, documents, CRM and finance used by the same team.

3+ years of history

Records still available in the company's systems.

Clear ownership

Rights to license the company records.

Decision-maker ready

Someone able to sign within two weeks of the first call.

Complete record

Excluding entire systems can reduce the offer.

What would you like to do next?

Now that you've seen the video and reviewed the company priorities, choose your next step.

Know Your Data

A simple guide to business data licensing and referrals. Offers and fees depend on an approved, completed transaction.