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DataYield Partners

A Westmount Square
Capital company

Company intake · free estimate of value

Tell us about your company. No files.

Eight short sections, about ten minutes. Fill in what you can and leave the rest. We reply within 72 hours with a free estimate of value, or tell you it is not a fit.

BEFORE YOU START

  • Rough numbers are fine. Just mark them as estimates.
  • One form per company. List other brands in section 01.
  • Never send raw data, files, logins or passwords.
  • Nothing here is binding, and your answers stay confidential.

You don't have to do this alone.

Answer what you know and skip the rest. Rough answers are enough for us to decide whether there is a fit, and if we go ahead, we do all the cataloging ourselves.

SECTION 01 OF 08 · COMPANY13%

01

Company identification

US-domiciled?

Note which systems each one uses.

02

Contact information

And who introduced you, so we can thank them.

03

Industry

Ownership

Check all that apply.

04

Company description

Two or three plain sentences.
Business or consumer, geography, typical contract or job size.
e.g. lead → site visit → proposal → signed → install → invoice → service

05

Scale and history

Technicians, part-time, contractors.

Still operating and generating new data?

Pick the years your records cover and we will show the span here.

06

Data sources and volume

Tap the tools you use and we add a row for each. Then pick the closest range for each one; "Not sure" is a fine answer.

Email

Chat

Files and drives

Calls and meetings

Customers and sales

Accounting and payroll

Jobs and operations

Spreadsheets and docs

SYSTEM 01

Deals, jobs, invoices, messages.

Not sure what your numbers are?

Most owners do not know offhand, and that is normal. List the systems you run on and choose "Not sure" for anything you don't know. Rough answers are enough for us to decide.

See a filled-in example

Illustrative only. Harbor Point Accounting Group is a fictional company and every figure is invented.

SYSTEMCONTAINSVOLUMEHISTORY
Microsoft 365 emailClient and internal email1.6 TB2016 to present
SharePointWorkpapers, returns, engagement letters3.8 TB2016 to present
KarbonJobs, tasks, deadlines52,000 jobswith status
HubSpotProspects, proposals, won and lost6,300 dealswith outcomes
QuickBooks OnlineFirm invoicing and payments41,000 invoices2016 to present

Why it reads well: one client engagement is visible across systems, from the proposal that won it to the job, the workpapers and the invoice, and every job carries a result.

07

Ownership, retention and sensitive data

Does the company own the records in these systems?

Do any systems hold the following? Check any that apply.
For example, call recordings after 90 days.
If yes, who and when.

08

Anything else we should know

Skip anything you don't know.