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Selling a property management software company: what buyers check in 2026
Selling a property management software company? Buyers now check pooled-data pricing features, tenant screening flows and data rights in customer contracts.
Selling an HR tech company after Mobley: AI liability in diligence
HR tech acquisition AI liability diligence after Mobley: the model inventory, bias testing records, customer terms and indemnities buyers ask a seller for.
Separating shared code when you sell a software product line
How to carve out a shared codebase when you sell a product line: inventory modules, assign sole-use code, license shared code and split the history cleanly.
Session replay data and computer-use agents: valuable but risky
Session replay data shows real software use, which computer-use agent builders want, but it carries heavy privacy risk. A risk-value matrix and default rule.
Shared Slack Connect channels with customers: whose messages are they?
Slack Connect data ownership explained for data licensing: what your copy of a shared channel allows, and why customer messages default to excluded.
Sharing data licensing revenue with customers: a model for vertical SaaS
How to share data licensing revenue with customers in vertical SaaS: opt-in consent, de-identification, share formulas compared and the reporting to provide.
Should you block AI crawlers from your website and help center?
Should you block AI crawlers? A decision table for B2B software companies on what to allow, block or license across marketing pages, docs and help centers.
Shutting down a SaaS startup: what to do with Slack, Jira, GitHub and email
Startup shutdown data checklist for Slack, Jira, GitHub and email: freeze deletion, export, confirm authority, review privacy, then license or delete.
Shutting down AWS or GCP: databases and logs to preserve first
Before you shut down a company AWS account or GCP project, export databases, logs and audit trails in portable formats. A preserve-first checklist for CTOs.
Slack channels vs private channels vs DMs: what can be licensed?
Slack DMs licensing, private channels and public channels carry different privacy expectations. See the typical approach for each and what counsel reviews.
Slack retention settings: how long should a company keep messages?
A Slack message retention policy should vary by channel type. Use this decision table to set periods, legal holds and exports without losing useful history.
Slack retention settings: what history you still have and how to keep it
Slack retention settings decide which messages and files survive. Check what history your workspace still holds and how to keep it before changing policy.
Slack retention settings: what to keep before an AI data review
Slack retention policy best practices for COOs: the settings to check, the channels to keep, and why nothing should be purged before an AI data review ends.
Slack to Microsoft Teams migration: what happens to your Slack history
Slack to Teams migration rarely keeps history intact. See what transfers, what gets lost and why to archive a full Slack export before the switch.
SOC 2 and data licensing: will licensing records affect your audit?
Will licensing records to an AI developer affect your SOC 2 audit? It depends on your system boundary and commitments. Use this controls checklist.
Software company owner retiring: sell to a holding group or wind down?
Retiring and weighing whether to sell your software company to a holding company or wind it down? Compare options for customers, staff and your records.
Source code escrow at shutdown: release triggers and AI licensing conflicts
Source code escrow release triggers often fire when a software company closes. Check them before any AI code license and see where the conflicts hide.
Splitting Jira, Zendesk and Slack history when you sell a product line
Split Jira instance divestiture checklist: separate projects, Zendesk brands and Slack channels when you sell a product line, and archive what stays shared.
Succession options for a founder-led vertical software company
Software company founder succession options compared: sale, management buyout, hired CEO, long-term owner or wind-down, and the records each path needs ready.
Sunsetting a software product: data retention and archive checklist
A product sunset checklist for CTOs: customer notice, data return, code freeze, internal archive and a rights record, so retired code and history keep value.
Support resolution codes and CSAT: the outcome labels AI teams look for
Support ticket resolution codes, CSAT scores and reopen flags show AI teams how each case ended. See which outcome fields count and how complete they must be.
Support ticket to bug to fix: why linked records beat ticket dumps
Link support tickets to Jira issues and a ticket dump becomes a record of cause and outcome. See which link fields to verify before a data fit check.
Support tickets with attachments and screenshots: what to do before licensing
Support ticket attachments hold privacy risk that text redaction misses: a checklist to inventory screenshots, HAR files and logs, then exclude or review.
Switching help desks? What to do with your old ticket history
Help desk migration and ticket history: compare migrating all, migrating recent, archiving or reviewing for value, and see which links each option loses.
Switching helpdesks: how to keep a complete archive of old support tickets
A helpdesk migration ticket archive keeps what migration tools drop: internal notes, attachments, ticket events and linked engineering issues.
Technical due diligence checklist for selling a SaaS company
Technical due diligence checklist for SaaS sellers: 25 items on code ownership, open source, security, data rights and AI use to prepare before buyers ask.
Telling customers your software company was acquired: what to say about data
Announce an acquisition to customers with a letter that answers data questions up front: where data lives, who processes it and whether AI training changes.
Third-party and open source code in repositories you want to license
Open source code in a licensed repository must be sorted by origin: own, open source, vendored, contractor or client. A rights table plus exclusion steps.
Ticket tagging and taxonomy: why consistent tags raise support data value
Zendesk ticket tagging best practices: a taxonomy template, a method for mapping years of inconsistent tags, and why consistent tags raise support data value.
User research interviews and recordings: can they be licensed?
Can user research recordings be licensed? The consent form decides. Why raw recordings are usually excluded and when researcher notes may be considered.
Using AI coding agents to modernize a legacy codebase: what owners should know
AI legacy code modernization with coding agents: a readiness checklist, where agents help and where risk remains, and why to preserve your code history first.
Vertical rules that limit software vendors' data reuse: a reference table
Regulations limiting software vendor data use differ by vertical. A reference table covering HIPAA, GLBA, FCRA, insurance and more, with typical exclusions.
Vertical SaaS benchmark products: using aggregated customer data responsibly
A SaaS benchmark data product needs contract rights, aggregation thresholds and opt-outs. See the checklist and how benchmarks differ from licensing records.
Warranties to give and avoid when licensing code or tickets
Data license warranties for sellers: which to give, which to qualify and which to refuse when licensing source code or support tickets. A ten-item checklist.
What a vendor still owes customers between an EOL announcement and end of support
Software vendor obligations at end of life: what you still owe customers between the EOL announcement and end of support, from security fixes to data export.
What AI coding agent builders want from your engineering history
Training data for AI coding agents comes from linked engineering work: issues, pull requests, reviews, tests and incidents. See which records builders value.
What does 'service improvement' mean in SaaS terms for AI training?
A service improvement clause in SaaS terms rarely lets a vendor license customer records to AI developers. See what the wording covers and where it stops.
What happens after a vertical market software acquirer buys your company?
What happens after a vertical market software acquirer buys your company: what stays, what changes, and the record and data rights to settle before close.
What happens to your data when you cancel Zendesk, Jira or GitHub?
When you cancel a SaaS subscription, data is deleted after a vendor-set window. See how help desks, issue trackers and code hosts differ and what to export.
What happens to your Slack history when you downgrade to the free plan?
Downgrading Slack to free hides history older than 90 days and deletes content older than one year. What changes, and what to export before billing changes.
What if a customer objects after their data was licensed?
When a customer objects to a data license, two contracts decide the remedy. A response playbook for legal teams and the terms that make removal possible.
What makes a Slack workspace valuable to AI developers?
Slack archive value for AI depends on thread depth, decision threads, links to Jira and GitHub, years of history and team breadth. Score your workspace.
What permitted uses should a code license allow: training, evaluation or RL environments?
Permitted use in a code license for AI should split training, evaluation and RL environments. Compare exposure, value and the clauses that keep each narrow.
What security questions to ask an AI data buyer before delivery
A security questionnaire for a data buyer before delivery: fifteen questions on storage, access, subprocessors, retention, deletion proof and incidents.
What the 2026 reports on dead-startup data sales mean for operating software companies
Startups selling Slack data to AI developers made news in 2026. Five lessons for operating software companies on control, privacy and record linkage.
What the RealPage settlement means for SaaS vendors training AI on pooled data
The RealPage settlement and AI training data: what SaaS vendors that pool customer data should check, from data age and aggregation to pricing features.
What vertical market software acquirers look for before making an offer
What vertical market software acquirers look for: recurring revenue, low churn, a defensible niche, clean contracts and now data rights. A founder checklist.
When the engineers who know your legacy code retire: capture knowledge first
Legacy code knowledge transfer checklist for CTOs: walkthroughs, decision records, ticket-to-commit links and runbooks to capture before key engineers retire.