For advisers: how to introduce a client to AI data buyers

This page is general information, not legal advice. It does not describe what any adviser is permitted to do under their own professional rules. Check those.

You can introduce a client to OpenTrain, which refers companies to AI data buyers, without handling the client’s data and without signing for the client. Do it plainly: tell the client who you are, what connection you have, and that only a person who can agree for the company can go ahead.

This page sets out a short introduction process: what you say, what the client checks, and who signs.

What to know before you introduce a client to AI data buyers

• You introduce. The client decides. A person who can agree for the company has to say yes before the company is referred to any buyer.
• If you have any financial connection to the referral, tell your client before you introduce them.
• Your client applies once, and we check the company against every buyer we work with. Your client pays OpenTrain nothing, and every buyer we work with says on its own site that it removes or transforms personal information before data is shared with others.
• Nothing on this page is an offer to you or to your client. OpenTrain makes no promise of an offer, an amount or a result.

How to introduce a client, in four steps

A short introduction process for an adviser.

Step	What the adviser says or does	What the client checks	Who signs
1. Tell the client who you are	That you are an adviser introducing the client to OpenTrain, an independent referrer that refers companies to AI data buyers. Any financial connection you have to the referral, in plain words.	Whether they want to hear more. Whether anything about your connection changes how they weigh your advice.	No one yet.
2. Point the client to the page	The page for the client's situation: closing a company, insolvency, or an operating company.	Whether the situation described fits. Who controls the company's records. What their own counsel says.	No one yet.
3. The client applies once	Nothing. The client or the person acting for the company completes the application.	Which buyers fit the company, on the results.	The person who applies confirms they can act for the company.
4. The client decides whether to apply to a buyer	Nothing. The decision is the company's.	Each buyer's terms, with their own counsel. Whether a contract, a notice or an insolvency process limits sharing the company's records.	A person who can agree for the company applies to the buyer. The buyer decides and deals with the company directly.

1. Tell the client who you are

What the adviser says or does

That you are an adviser introducing the client to OpenTrain, an independent referrer that refers companies to AI data buyers. Any financial connection you have to the referral, in plain words.

What the client checks

Whether they want to hear more. Whether anything about your connection changes how they weigh your advice.

Who signs

No one yet.

2. Point the client to the page

What the adviser says or does

The page for the client's situation: closing a company, insolvency, or an operating company.

What the client checks

Whether the situation described fits. Who controls the company's records. What their own counsel says.

Who signs

No one yet.

3. The client applies once

What the adviser says or does

Nothing. The client or the person acting for the company completes the application.

What the client checks

Which buyers fit the company, on the results.

Who signs

The person who applies confirms they can act for the company.

4. The client decides whether to apply to a buyer

What the adviser says or does

Nothing. The decision is the company's.

What the client checks

Each buyer's terms, with their own counsel. Whether a contract, a notice or an insolvency process limits sharing the company's records.

Who signs

A person who can agree for the company applies to the buyer. The buyer decides and deals with the company directly.

Who can sign for the client’s company

An adviser introduces. An adviser does not sign for the company. Before OpenTrain refers a company to any buyer, an authorized person acting for the company must agree to the referral.

Who that is depends on the company and its situation: a founder or board member for a company still operating or closing; the office-holder for a company in a formal insolvency process. If the company is in a process, a founder may no longer be the right person. Ask the company’s counsel.

Tell the client about any connection you have

Tell your client about any financial or other connection to the referral before they decide. The US Federal Trade Commission’s Endorsement Guides say that when there is a connection between an endorser and the seller that “might materially affect the weight or credibility of the endorsement, and that connection is not reasonably expected by the audience, such connection must be disclosed clearly and conspicuously” (16 CFR 255.5(a)). The same section lists “the possibility of being paid” among the connections that can be material. Whether the guides reach your introduction is a question for you and your compliance contact.

Two lines to keep in mind:

• Do not offer your client, or anyone at the client company, anything for agreeing to be referred.
• Do not describe yourself as an agent, representative or partner of any buyer or of OpenTrain. You are not one. Nor are we: OpenTrain is an independent referrer.

What to tell the client about OpenTrain

Keep it short and true. For example:

“I am introducing you to OpenTrain, which refers companies to AI data buyers. It is an independent referrer and does not speak for any buyer. You pay it nothing. If your company goes ahead, it licenses its data straight to the buyer, and OpenTrain never receives or holds it. I have no say in what any buyer decides. Check it with your own counsel, and only someone who can agree for the company should go on.”

Add your own connection, if any. This is an example of the kind of statement, not a script.

Common questions from advisers

Does OpenTrain pay advisers for introductions?

No. OpenTrain pays advisers nothing for introducing a client, and this page makes no statement about what anyone may earn. Tell your client about any connection you have to the referral.

Can my client's staff or office-holder receive anything?

No. No reward or other inducement is shared with a company, its staff, owners or representatives, including an office-holder acting for it.

Does the client send data to OpenTrain?

No. OpenTrain never receives or holds the data a company licenses. It keeps the company and contact details it is given, and sends them to a buyer only when the person acting for the company asks it to.

What if my client already talked to a buyer?

The client can still deal with that buyer directly. Whether a referral counts after that is the buyer's rule, not ours.

Sources

• Guides Concerning the Use of Endorsements and Testimonials in Advertising, 16 CFR part 255. Federal Trade Commission, Electronic Code of Federal Regulations.

Sources: Business Insider, 'AI labs are fueling a wild market for your Slack DMs', October 13, 2026. Read October 24, 2026.