What happens during the assessment?
We start with your business, one recurring workflow and the records it creates. Then we discuss what may be worth investigating, what could prevent a fit, and what a sensible next step would involve.
Your assessment is booked.
We look forward to helping you understand whether your company’s operating records may have licensing potential, and what a sensible next step could look like.
Before your assessmentUnderstand the opportunity.
Keep control of the next step.Video briefing coming soon. The answers below can help you prepare.
Keep control of the next step.Video briefing coming soon. The answers below can help you prepare.
A useful starting point for our conversation.
Understand what is worth exploring before committing company time, sharing records or discussing commercial terms. If a buyer has approached you or you have a deadline, bring that context to the call.
A few answers before we talk.
Start with the questions on your mind. You do not need to work through everything here to attend your assessment.
Do I need to share raw data?
No. A clear description is enough for this first conversation. Keep customer files, raw records and confidential documents in your own systems. Any later review of samples would be discussed and agreed separately.
What makes a company a potential fit?
Operating history is a starting point. Useful context, linked actions and outcomes, record quality, usable formats and the ability to permit the intended use all matter. Qualification is an invitation to explore, not evidence of buyer demand or a valuation.
What if a buyer has already approached us?
Tell us what they requested, the use they described and any real deadline you are working toward. We can discuss the questions to clarify before you commit time, share records or consider terms. Your counsel remains responsible for legal advice.
Who should attend?
The owner or person authorized to explore the opportunity should attend. If helpful, bring someone who understands the workflow and where its records live. You do not need a full technical or legal team for this initial conversation.
One thing to prepare
Choose one workflow your team repeats regularly. Be ready to describe the work, the records it produces and what you would like to understand about the opportunity. A verbal example is enough.
Know what to expect.
Will I receive a valuation or an offer on this call?
No valuation or offer is promised. The purpose is to understand your situation, identify the questions that matter and determine whether further investigation makes sense. Buyer demand, rights and technical feasibility need their own review.
Does booking commit us to representation or a transaction?
No. This is an initial conversation. Any proposed engagement, disclosure or transaction would be discussed separately, and you retain the decision about whether to proceed.
What if our records contain personal or restricted information?
Describe the concern at a high level without sending the records. We can identify what needs further examination. Your counsel and appropriate technical specialists would need to assess permissions, privacy and any proposed handling of the data.
Do I need to watch every video first?
No. Use the material that is helpful to you. Come ready to describe your business, one recurring workflow and the questions you want answered.
Your appointmentRozeta Labs:
Rozeta Labs:
Initial Assessment
Your confirmed date and time are in your calendar invitation.
30 minutes · Greg Van Horn · Google Meet
Open Google Calendar ↗Join from your invitation.
The Google Meet link is in the event added to your calendar and your Calendly confirmation email.
Need a different time?
Use Reschedule or Cancel in your Calendly confirmation email. Those links manage your existing appointment.
If you cannot find your confirmation, check the email address you used to book, including its spam folder.