HVAC, plumbing, electrical, roofing, pest control, landscaping. Records buyers ask for: job tickets, dispatch logs, estimates, technician notes, job-site photos.
Our approach
/ 001[ 01 ]
We start with the workflow, not the model.
We learn how your business actually runs before we recommend anything.
[ 02 ]
We build only what we'd run ourselves.
Every tool we deploy for clients comes from software we operate in our own businesses.
[ 03 ]
You stay in control.
Your systems, your data and every decision stay yours. We don't take custody of your data, and you approve every buyer.
What we do
/ 002Three practices. One way of working.
[ Build ]
Custom software
Internal tools, client portals, dashboards, and workflow apps, built on the same stack we run our own products on.
Book a call about a build[ Integrate ]
AI integration
AI inside the systems your team already uses: customer records, dispatch, billing, and support. Summaries, routing, drafting, and reporting where the work happens.
Book a call about integration[ Advise ]
Data license advisory
We represent operating businesses licensing de-identified records to AI buyers. Clearwater runs on your machine, and you approve every buyer.
How licensing worksAdvise · Data licensing
/ 003License your operating data. Keep custody.
Portanova Labs represents small and mid-size companies licensing de-identified operating data to AI buyers. We work with 25 business types, starting with home and field services, payments, accounting, and insurance. Clearwater, our de-identification engine, runs on a machine you control. Portanova Labs is paid a success fee.
- No upload to start
- You approve every buyer
- You keep ownership
[ 01 ]
Assess
What you hold, whether you can license it, and whether a buyer conversation is worth opening.
[ 02 ]
Prepare
Clearwater runs in your environment and produces a de-identified set. We do not take custody of the files.
[ 03 ]
Structure
Scope, permitted use, term, and audit rights. You approve every buyer before anything moves.
[ 04 ]
License
You deliver directly to the buyer under a signed license. You keep ownership of the records.
A readiness check does not grant anyone rights to your data.
Home services · Where we startHVACPaymentsInsuranceAccountingClearwater · On your machineHome services · Where we startHVACPaymentsInsuranceAccountingClearwater · On your machine
Business types we work with
/ 004AI buyers want records that show how real work gets done. These four are ready to license today.
[ 01 ]
Home and field services
HVAC, plumbing, electrical, roofing, pest control, landscaping. Buyers ask for job tickets, dispatch logs, estimates, technician notes, job-site photos.
[ 02 ]
Payments and merchant services
ISOs, small processors, POS resellers. Buyers ask for transaction patterns, underwriting files, chargebacks and disputes.
[ 03 ]
Accounting, bookkeeping, and tax
CPA firms, bookkeepers, tax preparers. Buyers ask for de-identified ledgers, transaction categories, client questions and answers.
[ 04 ]
Insurance agencies
Independent P&C and benefits agencies. Buyers ask for quotes, claims notes, underwriting submissions, certificates of insurance.
See all 25 business types by tier
Tier 1 Ready to license now
01Home and field services
02Payments and merchant services
ISOs, small processors, POS resellers. Records buyers ask for: transaction patterns, underwriting files, chargebacks and disputes.
03Accounting, bookkeeping, and tax
CPA firms, bookkeepers, tax preparers. Records buyers ask for: de-identified ledgers, transaction categories, client questions and answers.
04Insurance agencies
Independent P&C and benefits agencies. Records buyers ask for: quotes, claims notes, underwriting submissions, certificates of insurance.
05Logistics, trucking, and freight
Carriers, freight brokers, 3PLs. Records buyers ask for: loads, routes, rate confirmations, dispatch.
06Law firms
Small and mid-size firms. Records buyers ask for: templates, intake, matter workflows.
07Manufacturing job shops
Machine shops and fabricators. Records buyers ask for: work orders, quality checks, shipping.
08Consumer finance
Lenders and servicers. Records buyers ask for: application steps, servicing notes, payment patterns.
09Call centers and customer support
Contact centers, support teams. Records buyers ask for: call transcripts, support tickets.
Tier 2 Strong fit, more privacy work
10Medical and dental practices
Clinics, dental offices, specialty practices. Records buyers ask for: scheduling, billing codes, claim denials.
11Real estate and property management
Brokerages, property managers. Records buyers ask for: listings, leases, maintenance requests, tenant messages.
12Auto repair and dealerships
Independent shops, dealers. Records buyers ask for: repair orders, diagnostics, parts and labor.
13Aeronautics and aerospace
MRO shops, parts suppliers, aviation services. Records buyers ask for: work orders, maintenance history, parts and labor.
14Veterinary clinics
General and specialty clinics. Records buyers ask for: appointments, treatment notes, billing.
15Energy companies
Utilities, solar, and oil and gas services. Records buyers ask for: work orders, asset history, dispatch.
16Telecom and ISP field operations
Installers and field technicians. Records buyers ask for: installs, trouble tickets, truck rolls.
17Waste and environmental services
Haulers and environmental service firms. Records buyers ask for: routes, service history, site visits.
18Property restoration
Restoration contractors. Records buyers ask for: job files, photos, estimates.
19Fleet maintenance
Fleets and equipment shops. Records buyers ask for: repair orders, parts and labor.
20Construction and specialty trades
General contractors, specialty trades. Records buyers ask for: bids, change orders, RFIs, job-site photos.
Tier 3 Case by case
21Equipment rental
Rental yards and dealers. Records buyers ask for: contracts, utilization, maintenance.
22Wholesale distribution
Distributors. Records buyers ask for: orders, inventory, invoices.
23Restaurants and hospitality
Restaurants, hotels. Records buyers ask for: POS data, menus, inventory, scheduling.
24E-commerce and DTC
Online brands, DTC shops. Records buyers ask for: catalogs, support tickets, returns.
25Staffing and recruiting
Staffing agencies, recruiters. Records buyers ask for: job descriptions, placements, de-identified screening notes.
A good fit usually has three or more years in business, 20 or more full-time staff, records kept in software, and customer data that can be de-identified. Another operating business can write to us too.
Estimate
/ 005
Illustrative range
—
An illustrative estimate from employee count, years of records, and tier. It is not an offer, a valuation, or a promise of any deal. Real terms depend on the buyer, the records, and what you can license.
Use this in a quote request Expanded calculator →Systems we work with
/ 006Records usually live in the tools a business already runs. Clearwater prepares exports or connected pulls from these on a machine you control.
- Slack
- Google Workspace
- Microsoft 365
- Salesforce
- Notion
- Zendesk
- HubSpot
- Jira
Also: industry software, custom systems, file exports.
Product names and logos belong to their owners and are shown only to identify the tools we work with. No endorsement or affiliation is implied.
Readiness check
/ 007Six questions. You see your result without giving an email. This is a fit check, not a valuation, and not an offer.
The business01 / 06
Which work is this record about?
Your note
Worth a conversation
Custody and control
/ 008[ 01 ]
Client-only custody
Clearwater runs on a machine you control. Preparation does not start by handing us the source files.
[ 02 ]
De-identified first
Identifiers we agree to remove or transform are handled in your environment, before a buyer would see a copy.
[ 03 ]
You approve the buyer
No silent onward sharing. The buyer and the permitted use are named, and you decide.
[ 04 ]
You keep ownership
A license is a scoped permission for a prepared copy. It is not a transfer of the business’s records.
[ 05 ]
Direct delivery
You deliver to the buyer under the license. We do not sit in the middle of the file transfer.
[ 06 ]
Nothing sensitive on this form
Inquiries ask about the business. They do not ask for the dataset, a password, or access to a system.
Learn
/ 009Client-only custody
Clearwater is the de-identification engine Portanova Labs uses for a licensing engagement. It runs on a machine the client controls. The practice does not take a copy of the source files onto Portanova systems in order to do that work. A buyer receives only what you deliver, under a license you sign, after you approve the buyer. An inquiry on this site starts a conversation. It is not a transfer of records.
What de-identified means here
De-identified means the copy prepared for a buyer is not labeled with the names, account numbers, and other direct identifiers we agree to remove or transform. The useful part is the operating pattern: the job, the workflow, the sequence of work. De-identification is a preparation step with a defined scope. It is not a claim that no one could ever relink a record. If a record is only useful because it names a person, it is out of scope for this practice.
What the first conversation covers
We ask what you hold, which system it lives in, whether you can authorize a license, and whether a de-identified copy would still be useful. We ask whether a machine you control can run Clearwater. The form can also take, if you want to say, the kind of records and the volume, how long you have collected them, whether they contain personal information, and who should prepare the de-identified copy: Portanova, the buyer, or unsure. We do not ask you to upload the dataset, connect an account, or send a password. If the conversation continues, scope, permitted use, term, and audit rights are written down before any delivery.
Questions to ask before you license
Who produced the records, and who can sign? Which customers, employees, or vendors have claims on them? What has to be excluded? Where will preparation run? Who may receive the copy, and for what use? How long does the license last, and what audit rights do you keep? What happens to the copy when the license ends? You should be able to answer those before you deliver anything.
Questions
/ 010Do you take custody of our data?
No. Clearwater runs on a machine you control. We do not ask you to upload a dataset to start, and we do not take the source files into our custody to de-identify them.
What does de-identified mean here?
A defined set of identifiers is removed or transformed before a buyer would see a copy. That is preparation with a scope. It is not a claim that a record could never be relinked. If a record is only useful because it names a person, it is out of scope.
Which businesses is this for?
Small and mid-size operating businesses. We work with 25 business types, starting with home and field services, payments, accounting, and insurance. Another operating business can write to us when the records are yours, still useful once de-identified, and can be prepared on a machine you control.
What do we send to start?
Your name, a work email, the company, and a short description of the records. No files, no passwords, and no account connections.
Who approves a buyer?
You do. A license names the buyer and the permitted use. We do not pass records onward on our own.
Does the readiness check commit us to anything?
No. It is a fit note from the answers you give. It is not a valuation, not an offer, and not a license.
Can we book a call without requesting a quote?
Yes. Go to Book a call, choose what you need, and pick a time. You get a calendar invite with a video link.
Book a call
/ 011Choose what you need, then pick a time.
What do you need?
A 15-minute video call. Calendar not loading? Open the scheduler. Prefer email? labs@portanova.io.
Request a quote.
Tell us what you need. For data licensing, this form does not take a dataset, and sending it does not commit you to a license.
labs@portanova.io