The Valued Data Opportunity Review
What could your company's operating history be worth?
Years of everyday business records may hold more potential than you think. In a 20-minute conversation, we help you see whether yours are worth a closer look.
No record uploads. No passwords. No obligation to proceed. This is a preliminary fit conversation, not a valuation or offer.
The hidden asset
The records you already keep may be something you've never looked at.
Every engagement leaves a trail: workflows, timelines, ledgers, working papers, scheduling and billing history. Most firms keep it because they have to, and never ask whether it could be useful to anyone else.
Some AI developers research and evaluate models using real-world professional operating data. Whether yours is relevant depends on what you hold, what your agreements and professional obligations allow, and what a purchasing partner would need. The Opportunity Review is where we start to explore that.
Client records belong to your clients and carry confidentiality and professional-conduct duties. We start at the descriptive level: what kinds of systems and history exist, never the records themselves.
Why this matters now
A new kind of demand, and not much guidance for the firms behind the data.
AI developers want real-world data
Public web data shows little about how professional work is actually done, so developers look for other sources.
Few firms have a way to evaluate it
Most firms have no process for judging whether they hold anything relevant, who might ask, or what is appropriate to share.
Preparation comes before any conversation
Rights, provenance and permissions questions come first. Working through them early keeps every decision in your hands.
External spending on AI training data and related services is estimated at roughly $8B–$12B a year across the industry. That is a market-wide estimate, not a statement about what any one company's records are worth.
Who may qualify
Built for established firms with real operating history.
10+ employees
Legal
Law firms with years of matter and practice-management history.
15+ employees
Accounting & finance
Accounting, bookkeeping and outsourced finance firms with long-running client workflows.
50+ employees
Other established firms
Established professional-services businesses with deep operating histories.
These sizes are initial guidance only. They are not eligibility rules, and meeting one doesn't mean there is a fit. Regulated financial firms receive a separate, more specialized review.
Find your path
Start with the page written for your kind of firm.
Accounting & Outsourced Finance
Retained engagement history, close-cycle workflows and recurring client processes.
Learn more →
Professional Services
Project, staffing and delivery history from established consulting and advisory firms.
Learn more →
Legal
Matter and practice-management history, with privilege and confidentiality first.
Learn more →
Finance Advisory
Advisory engagement history for firms with regulatory and fiduciary duties.
Learn more →
How it works
Four steps,and you stay in control of each one.
Illustrative example
Your Opportunity Review
Step one
Discover
A 20-minute call. You tell us about your firm, the systems you use and roughly how much history you keep.
Step two
Explore
We think through whether any AI-development interest could exist for that kind of data, and which rights and confidentiality questions would come first.
Step three
Evaluate
If there appears to be a fit, we outline it on a one-page summary. You decide whether to go further. If there is no fit, we will say so.
Step four
Connect
Only with your written authorization do we introduce you to a purchasing partner. The partner and our financial relationship are disclosed first.
The review
What the review covers.A short, descriptive conversation.
Your firm
What your firm does and the systems you use, at a descriptive level
Your history
Roughly how many years of history you retain
Interest
Whether AI-development interest in that kind of data is plausible
First questions
The rights, confidentiality and professional-duty questions that would come first
Next step
What a possible next step would look like, and who would be involved
Your boundaries
What it does not require.
Records
No record uploads or file sharing
Access
No system passwords or credentials
Clients
No client names or personal data
Commitment
No obligation to proceed
Introductions
No introduction to anyone without your written authorization
About Daniel
Why Daniel leads this personally.
Daniel is the founder of Valued Data. We started it so established firms could ask a simple question on their own terms: is the operating history we already keep worth a closer look?
Daniel runs every Opportunity Review personally. We'll tell you plainly if we don't see a fit, we won't ask for records, and we won't introduce you to anyone without your written authorization.
FAQs
Straight answers to the first questions.
Who is the buyer, and what is Valued Data’s role?
Valued Data is not the buyer. We provide education, preliminary fit reviews, and introductions. If there is a fit and you authorize it, we introduce you to a purchasing partner who does its own evaluation. We tell you who that partner is, and how we are compensated, before you authorize anything.
How would AI developers use this kind of data?
Typically for research, training and evaluation of AI models. Exactly how any data would be used is a question for the purchasing partner’s terms, and you would see those before agreeing to anything. We raise the intended use early so there are no surprises.
Do I even have the rights to share this data?
Often that is the central question, and sometimes the answer is no. Client records are bound by confidentiality and professional rules, and de-identification does not by itself settle those questions. We help you identify what to ask. We do not give legal advice, and you should involve your own counsel.
Is the conversation confidential?
Yes, we treat what you tell us as confidential and use it only for the review. Please keep the call descriptive: don’t share client names, files or personal data. Our Privacy Policy explains what we collect and how it is used.
How is Valued Data compensated?
The Opportunity Review is free. Valued Data may receive compensation for qualifying referrals if a purchasing partner and you reach an agreement. We disclose that relationship before you authorize an introduction. Eligibility, terms and payment depend on the partner’s review and your agreement.
What happens after I book?
We’ll email you to confirm a time for a 20-minute call with Daniel. After the call we’ll tell you whether we see a plausible fit. You can stop there. Nothing moves forward without your written authorization.
Find out whether it's worth a closer look.
Twenty minutes with Daniel. No records, no passwords, no obligation.
Valued Data provides education, preliminary fit reviews, and introductions to referrals. We are not the purchaser of your data and may receive compensation for qualifying referrals. The purchasing partner and our financial relationship will be disclosed before you authorize an introduction. Eligibility, terms, and payment depend on the purchasing partner's review and your agreement.