PostSig for Sell-Side Research
Turn data rights
into revenue enablement.
Know what licensed data can govern before research, sales, and client outreach move.
PostSig connects research and sales questions to governing data agreements so teams can publish, distribute, and discuss data-derived insight with source-backed confidence.
Contract performance view
CURRENT
Commercial record
Contract
Service order
Amendment
Invoice
Operating answer
What changed
What is owed
What renews
What needs action
Agreement → Related records → Current terms → Operating answer → Source evidence
Publish with rights clarity
Check dataset use, attribution, aggregation, and redistribution limits before reports are finalized.
Enable sales distribution
Give sales teams clear guidance on which charts, excerpts, and talking points can be shared.
Govern AI and derived data
Connect AI use, transformations, and derived outputs to the license terms that apply.
Reduce vendor and audit risk
Preserve evidence of which clauses governed each permitted-use decision.
Research rights bottleneck
Licensed data fuels research
Rights live across contract records
Use rules vary by audience
Publication and outreach slow
THE PROBLEM
Research moves faster than data rights review.
Sell-side teams rely on market data, alternative data, index data, ratings data, private markets data, transaction data, pricing data, vendor analytics, and internal datasets to create differentiated research and client engagement.
The rights governing those inputs are buried across master agreements, order forms, amendments, product schedules, exchange terms, usage policies, and side letters. A dataset may be approved for internal analysis but restricted in external research, charts, screenshots, raw tables, client email, AI processing, derived outputs, or redistribution.
When answers are slow, analysts wait. Sales teams hesitate. Market data becomes the rights help desk. The firm either leaves valuable data unused or creates vendor, compliance, and audit exposure.
Data cannot drive revenue if no one can determine how it may be used.
THE RECORD KEEPS MOVING
Every amendment, product term, and usage policy can change the data-rights answer.
Licensed data rights rarely live in one clean agreement. They change across master agreements, order forms, product schedules, exchange terms, amendments, usage policies, side letters, and vendor updates. Research and sales teams need the current governing truth before content moves externally.
01
Dataset
02
Use Question
03
Governing Terms
04
Source Evidence
05
Distribution Guidance
Static storage tells you what was signed. PostSig shows what governs the next use.
LINEAGEAI™
LineageAI™ connects the contract history to the current commercial truth.
It does not just summarize one agreement. It understands how contracts, amendments, service orders, pricing schedules, invoices, usage rights, NDAs, and related records work together to determine what governs now.
Cross-document intelligence
Connects MSAs, service orders, amendments, invoices, pricing schedules, NDAs, usage policies, and vendor terms.
Temporal change tracking
Understands how pricing, renewal terms, usage rights, obligations, and approvals change across versions and time.
Source-backed answers
Keeps every commercial answer tied to the documents, clauses, records, and and lineage behind it.
APPLIED INSIDE CPM
Inside Contract Performance Management, LineageAI™ turns fragmented commercial records into invoice checks, renewal intelligence, spend visibility, entitlement review, obligation tracking, and audit-ready evidence.
CURRENT STACK → CPM
CPM unlocks the intelligence locked inside your contracts and related documents.
Document Intelligence identifies what each agreement says. Cross-document intelligence shows how agreements relate over time. LineageAI™ keeps the answer current as new documents arrive.
YOUR CURRENT STACK
CLM
Captures negotiated intent and manages the path to signature.
WHAT CPM PROVIDES
Post-signature intelligence
Turns signed agreements into living investor-rights intelligence teams can act on as the portfolio changes.
YOUR CURRENT STACK
File storage / repositories
Holds contracts, amendments, invoices, and supporting documents.
WHAT CPM PROVIDES
Document Intelligence
Extracts the rights, obligations, economics, and evidence locked inside each document.
YOUR CURRENT STACK
Amendments and new vendor terms
Changes in pricing, renewals, usage limits, obligations, and more.
WHAT CPM PROVIDES
Cross-document lineage
Connects related records to understand how terms relate, what changed, and what supersedes what.
YOUR CURRENT STACK
ERP, AP Automation, and spreadsheets
Track invoices, budgets, vendors, and spend.
WHAT CPM PROVIDES
Current governing view
Connects operational data to document context so teams see what is current and what governs now.
Economics
Ownership, preferences, cost basis, and value context stay connected to evidence.
Control
Consent rights, approvals, thresholds, and restrictions stay visible before decisions move.
Defensibility
Every answer can be traced back to source documents and review history.
Timing
Teams answer faster when audits, LP requests, diligence, or exits compress timelines.
DATA RIGHTS QUESTIONS POSTSIG ANSWERS
The questions analysts and sales teams ask are the questions PostSig was built to answer.
Each row starts with a business question and connects the answer to source evidence. The goal is not faster search. It is a defensible current record of what licensed data permits.
Data Use Question
PostSig Answer
Source Evidence
Can this dataset be used in an external research report?
Surfaces whether external publication is permitted and which conditions apply.
Data license, product schedule, permitted-use language, redistribution clauses.
Can we include a chart, table, or screenshot?
Identifies restrictions on raw data, screenshots, vendor tables, aggregation, and derived commentary.
Vendor terms, display restrictions, redistribution language, attribution requirements.
Can sales reference this insight in a client email?
Clarifies whether research-derived datapoints and talking points can be distributed, and to which audiences or channels.
Permitted audience terms, redistribution provisions, geography and business-unit limits.
Can this data be processed by AI-assisted research tools?
Links AI processing, summarization, transformation, model training, and output distribution questions to the underlying terms.
AI clauses, derived-data provisions, usage policies, confidentiality terms.
Can we create derived signals, models, or analytics?
Distinguishes permitted derived insight from restricted redistribution or commercialization.
Derived-data language, restrictions on indices, scores, models, and product-specific terms.
What evidence supports the rights decision?
Preserves the governing documents, clauses, interpretation, and review trail for audit or vendor challenges.
MSAs, order forms, amendments, exchange terms, side letters, review history.
BEFORE / AFTER POSTSIG
From rights bottleneck to source-backed revenue enablement.
Before PostSig
Analysts wait for manual rights review before publication.
Sales teams hesitate on charts, excerpts, and outreach.
Market data teams become the help desk for every use question.
Vendor and audit risk appears after distribution decisions.
With PostSig
Analysts check permitted use before reports are finalized.
Sales guidance connects to audience, channel, and geography limits.
Market data teams reduce repetitive rights interpretation.
Each decision keeps source evidence and review context.
ROLE-BASED VALUE
Built for the teams turning licensed data into client-ready insight.
Research teams
Check whether market, alternative, ratings, pricing, and internal datasets can support reports, charts, commentary, and thematic notes.
Sales teams
Understand which research-derived insights, excerpts, charts, and talking points can be shared with each client audience.
Market data teams
Reduce repetitive rights questions, manage vendor obligations, and see which datasets are commercially usable.
Legal and compliance
Review source-backed answers, standardize permitted-use interpretation, and focus escalation on true exceptions.
Banking and capital markets teams
Determine whether licensed data can support pitch books, market maps, client decks, and transaction materials.
FAQ
Sell-Side Research Data Rights FAQ
What is PostSig for Sell-Side Research?
It is a CPM-related use case that helps sell-side teams answer how licensed data may be used in research, sales distribution, client outreach, AI-assisted workflows, and banking or capital markets materials.
Does PostSig replace legal or compliance review?
No. PostSig gives legal and compliance teams a source-backed starting point so routine data-use questions can be reviewed faster and exceptions can be escalated with context.
Which data sources does this apply to?
It can apply to market data, alternative data, index data, ratings data, private markets data, transaction data, pricing data, vendor analytics, internal datasets, and related licensed content.
How does PostSig help analysts publish faster?
Analysts can check permitted use before a report is finalized, including publication rights, aggregation requirements, attribution, screenshots, raw tables, geography, business-unit limits, and approval needs.
How does PostSig support sales distribution?
It helps sales teams understand which reports, charts, excerpts, summaries, and talking points can be sent or discussed with specific clients, audiences, channels, and geographies.
How does PostSig handle AI and derived data questions?
PostSig connects AI processing, summarization, transformation, derived outputs, model training, and redistribution questions back to the underlying contract terms.
What happens when a vendor challenges usage?
Teams can review the decision trail, governing clauses, source documents, and interpretation history instead of reconstructing the answer from institutional memory.
CPM PLATFORM
The operating intelligence layer for contract performance
PostSig connects commercial agreements, amendments, service orders, invoices, renewals, usage, obligations, and vendor records into a current operating view of what governs execution.
CPM PLATFORM VIEW
A current operating view across contracts, vendors, spend, renewals, usage, obligations, workflow, and source evidence.
Contract Workspace
Organize active, pending, archived, invoice, NDA, and trial documents by vendor, product, owner, status, folder, tag, and governing relationship.
Invoice Intelligence
Compare invoices against contract terms, pricing schedules, billing frequency, currencies, amendments, and negotiated commercial terms.
Renewal Intelligence
Track renewal dates, cancel-by windows, auto-renewals, notice periods, ownership, financial exposure, and negotiation timing before leverage disappears.
Budget Intelligence
Build a contract-backed view of current spend, projected spend, amortized cost, cash timing, vendor concentration, and price movement.
Utilization & Entitlements
See which products, licenses, users, teams, and services are being used, underused, overused, duplicated, or misaligned with the agreement.
Compliance & Audit Readiness
Surface obligations, missing clauses, usage restrictions, approval requirements, document lineage, and source evidence for defensible review.
READY WHEN IT MATTERS
Make licensed data commercially usable.
PostSig moves data rights from passive contract storage to CPM revenue infrastructure, so analysts, sales, market data, legal, and banking teams can connect each use question to the governing evidence.
Publish faster. Distribute safer. Govern every answer from source evidence.
Operate
as Agreed.
Operating intelligence for contract performance.
