Financial Modeling and Market Research

Developing cleaner and more professional financial models

Best-in-class models and research, developed by an experienced and accredited team.

We often encounter financial models and market analyses that are opaque and unusable, particularly in IP financial services, where corner-cutting and flawed methodologies are common. We strive to change that. We believe that models and market analysis need to have a powerful storytelling component. Our models are developed using best practices, and our analysis is thorough and theoretically sound. We rely on top-tier, reliable market data, which we validate using reasonableness tests and additional sources. All our analysts are highly skilled in Excel and other data tools, with many holding the Advanced Financial Modeler (AFM) designation.

Our Services

Our Financial Modeling Services

Cashflow Models

Our expertise in financial theory, combined with advanced financial modelling skills, enables clients to assess the profitability and timing of projects and opportunities. We follow best practices in developing cash flow and profitability models, helping clients identify the key variables that impact profitability and the metrics that should guide decision-making. Unlike static cash flow models offered by others, we provide fully dynamic models with proper notation and labeling to ensure transparency and auditability.
Our expertise in financial theory, combined with advanced financial modelling skills, enables clients to assess the profitability and timing of projects and opportunities. We follow best practices in developing cash flow and profitability models, helping clients identify the key variables that impact profitability and the metrics that should guide decision-making. Unlike static cash flow models offered by others, we provide fully dynamic models with proper notation and labeling to ensure transparency and auditability.

Sensitivity Models

FIN IP Group’s sensitivity models are cutting-edge, helping clients visualize the impact of changes in key variables that drive cash flows. Our sensitivity models are also dynamic and flexible, offering valuable insights whether clients need to understand the drivers of their projects or require a practical tool on the go.
FIN IP Group’s sensitivity models are cutting-edge, helping clients visualize the impact of changes in key variables that drive cash flows. Our sensitivity models are also dynamic and flexible, offering valuable insights whether clients need to understand the drivers of their projects or require a practical tool on the go.

Waterfall Models

We build waterfall models for our clients, particularly those making investment decisions with patent partners or financers. These models provide clear insights into when clients can expect returns on their investments and the impact of various terms in their agreements. Our waterfall models can incorporate features such as break-even points, time value of money, expense forecasting, sensitivity to assumptions, and complex contract terms.
We build waterfall models for our clients, particularly those making investment decisions with patent partners or financers. These models provide clear insights into when clients can expect returns on their investments and the impact of various terms in their agreements. Our waterfall models can incorporate features such as break-even points, time value of money, expense forecasting, sensitivity to assumptions, and complex contract terms.

Market Research

FIN IP Group combines third-party market research with publicly available data to provide insights. We have access to an extensive third-party research database, and if additional data is required, we leverage our relationships with industry-leading research organizations at preferred pricing. With our team’s expertise in research methodology and sampling, we ensure that the data we use is credible. We cross-reference multiple market research sources to validate the soundness of assumptions. Whether researching litigations, sales data, forecasts, or other critical data points, FIN IP Group can help.

FIN IP Group combines third-party market research with publicly available data to provide insights. We have access to an extensive third-party research database, and if additional data is required, we leverage our relationships with industry-leading research organizations at preferred pricing. With our team’s expertise in research methodology and sampling, we ensure that the data we use is credible. We cross-reference multiple market research sources to validate the soundness of assumptions. Whether researching litigations, sales data, forecasts, or other critical data points, FIN IP Group can help.

Our Approach

A model is only as reliable as the data behind it. For every model we produce, we triple check the integrity of the data and clearly label each input with its source, ensuring full transparency and confidence in the results. 

Best in Class Models

We believe that a financial model should tell a story. Our models are built to be intuitive, transparent and dynamic, allowing our clients to toggle inputs and run multiple scenarios to see how variables impact outcomes. A well-designed model can be used by different stakeholders, regardless of their financial modeling expertise. Every deliverable from FIN IP Group undergoes rigorous auditing to ensure it is easy to understand and error free.

Training and Accreditation

We invest in our team’s education in IP and finance by supporting their pursuit of prestigious accreditations. This ensures that our models remain the best in the industry. Most of our team members hold certifications from organizations such as the CFA Institute, Licensing Executives Society, and the Financial Modeling Institute.

Market research

We provide the most reliable and comprehensive market research available. When direct sources are unavailable, we draw on multiple data sources and opinions to build a robust range of possibilities. With deep market expertise and access to dozens of proprietary third-party research platforms through our industry partners, we ensure our models are built with the best data available.
Case Studies

Learn about our Case Studies

Market Research for Strategic Planning

A large private investment firm was achieving success in their primary markets and sought to explore additional opportunities in new sectors. FIN IP Group conducted a comprehensive market analysis and created a dynamic model to identify promising regions and industries. This analysis enabled the firm to strategically focus their patent prosecution and purchasing efforts, as well as make informed staffing decisions to capitalize on these new opportunities.

Augment Models with Proprietary Data

A public technology firm approached FIN IP Group with a licensing model developed by another financial service provider. Despite being central to their strategy, the model lacked thoughtful research and clarity, making it ineffective as a communication tool. FIN IP Group overhauled the model by redesigning its layout, improving theory, and incorporating better data and labeling. In a short timeframe, FIN IP Group rebuilt the model with multiple data sources, dynamic toggles, and various pricing methodologies. The revamped model enabled the firm to refine their licensing strategy and pursue new deals.

Virtual Conferencing

A global patent licensing entity was struggling to find data points to support their licensing efforts in the virtual conferencing market. Many prospective licensees were large conglomerates that did not break out virtual conferencing-specific revenue. FIN IP Group efficiently built models for a variety of licensees, combining direct data with market research to ensure that no value or addressability was overlooked. The firm was able to use these models to easily understand the licensees’ businesses and begin initial economic discussions.

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Royalty Rate Development & Analysis

The most in-depth royalty rate analysis in the industry

Comprehensive research, precise analysis, digestible delivery.

Royalty rates play a key role in driving Intellectual Property (IP) transactions but are often chosen based on intuition rather than a thorough assessment. Without a solid understanding of royalty rates, negotiations can stall or lose value. It is equally important to defend the methodology used to ensure the rate is fair and reasonable to the licensee. FIN IP Group will guide you through these challenges, providing a strong foundation for your royalty rate development, which increases both the likelihood and value of successful transactions.

Our Services

Our Royalty Rate Services

Litigation & Settlement Landscape Analysis

Our litigation landscape analysis offers a comprehensive review of cases that are directly comparable to the patent(s) being licensed. We gather and assess relevant litigations, mapping their significance to the patent portfolio. By analyzing these cases, we derive effective rates that apply to your portfolio, delivering a detailed, industry-specific analysis with valuable insights into your legal environment. Our continuously updated research and tools ensure you stay informed on any shifts in the litigation landscape.
Our litigation landscape analysis offers a comprehensive review of cases that are directly comparable to the patent(s) being licensed. We gather and assess relevant litigations, mapping their significance to the patent portfolio. By analyzing these cases, we derive effective rates that apply to your portfolio, delivering a detailed, industry-specific analysis with valuable insights into your legal environment. Our continuously updated research and tools ensure you stay informed on any shifts in the litigation landscape.

Public Royalty Rate Analysis

FIN IP Group maintains a robust database of public royalty rates, sourced from public company filings, press releases, published rates, litigation discoveries, and patent pool information. Our review and assessment services provide a comprehensive analysis of publicly available rates, supporting our client’s pricing decisions and strategy.

FIN IP Group maintains a robust database of public royalty rates, sourced from public company filings, press releases, published rates, litigation discoveries, and patent pool information. Our review and assessment services provide a comprehensive analysis of publicly available rates, supporting our client’s pricing decisions and strategy.

Internal License Agreement Analysis

Internal license agreements often provide the strongest foundation for developing pricing strategies. At FIN IP Group, we analyze our clients’ existing agreements to determine effective royalty rates and extrapolate these insights to support pricing in new market verticals where the same patents apply. Our goal is to provide you with every data point you need to reinforce your pricing strategies. We also recognize the sensitivity of these agreements and take pride in our processes to safeguard client information and ensure confidentiality.
Internal license agreements often provide the strongest foundation for developing pricing strategies. At FIN IP Group, we analyze our clients’ existing agreements to determine effective royalty rates and extrapolate these insights to support pricing in new market verticals where the same patents apply. Our goal is to provide you with every data point you need to reinforce your pricing strategies. We also recognize the sensitivity of these agreements and take pride in our processes to safeguard client information and ensure confidentiality.

Technological analysis and pre-discovery damages

We analyze the monetization potential of your IP by evaluating profitability, incremental value, licensing strategies, and the current patent landscape. Our team applies various methodologies to tailor pricing across different targets, industries, and regions.

We analyze the monetization potential of your IP by evaluating profitability, incremental value, licensing strategies, and the current patent landscape. Our team applies various methodologies to tailor pricing across different targets, industries, and regions.

Pricing (Royalty Rate) Development

By combining royalty rates from litigations, public information, and internal license agreements, FIN IP Group delivers comprehensive, well-supported royalty rates for both high technology and life sciences patents. We refine these rates through in-depth market research and our expertise across multiple industries. Whether you need a royalty rate recommendation for planning, valuation, negotiation, or settlement, we provide the insights to boost your strategy.
By combining royalty rates from litigations, public information, and internal license agreements, FIN IP Group delivers comprehensive, well-supported royalty rates for both high technology and life sciences patents. We refine these rates through in-depth market research and our expertise across multiple industries. Whether you need a royalty rate recommendation for planning, valuation, negotiation, or settlement, we provide the insights to boost your strategy.

Our Approach

We specialize in delivering detailed insights and analysis to help you navigate the complexities of intellectual property royalty rates. Our work is thorough, well-referenced and carefully audited for your use. Our top priority is helping you realize the full potential of your intellectual property.

Thorough and Holistic Approach

Drawing from our extensive experience, we align with your objectives to develop a sophisticated royalty rate pricing tool.

Transparent Process

We provide our clients with full transparency into our methodologies. By offering clear explanations of how we derive figures and conduct our analysis, we ensure our clients understand and trust the accuracy of our findings.

Innovation Backed by Experience

Our multi-layered approach and robust toolkit allow us to apply the most appropriate analysis for each assignment. With experience developing hundreds of royalty rates, we deliver superior results that drive both revenue and informed decision-making.
Case Studies

Royalty Rate Case Studies

License Renewal Strategy and Pricing

A large public technology company faced challenges in their licensing efforts within the Over-the-Top (OTT) TV services market. They were using unsupported royalty rates which greatly hindered their success. FIN IP Group conducted an in-depth analysis to provide the company with a sophisticated pricing program and approach. This enabled the company to clearly communicate their pricing structure and the value of their IP to prospective licensees. They achieved more deals at higher values.

Pricing a Patent Portfolio in Semiconductor Manufacturing

A large semiconductor technology firm was unsure how to price a patent portfolio containing early-stage technology that was forecasted to significantly improve semiconductor manufacturing. FIN IP Group developed royalty rates for this portfolio by analyzing third-party royalty data, internal license agreements, and the technology’s marginal benefits. This allowed the firm to confidently price their valuable, up-and-coming IP and secure initial licensing deals.

Expanding an Automotive Patent Licensing to New Verticals

A large technology firm with a successfully licensed patent portfolio in the automotive market sought to expand into adjacent verticals. They were unsure about what pricing to provide to initial licenses. FIN IP developed a multi-pronged pricing strategy tailored to these new market verticals and helped the client understand how to apply it to potential licensees. With the strategy in place, the firm was able to begin outreach efforts and worked with FIN IP Group to further support their economic proposals.

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Licensing Program Development

Comprehensive analysis, professional insights

Professional insights and advice drawn from real-world experience in building and executing hundreds of licensing programs.

The foundation of a good patent licensing program is its pricing, licensing strategy, and financial model. All too often, financial models are hastily developed and disconnected from reality. Developing an actionable and effective licensing strategy requires skilled analysis, a broad set of tools, access to hard-to-find data, and—most importantly—extensive experience. FIN IP Group has a proven track record of helping clients achieve superior licensing outcomes, ensuring that all potential value is captured in their efforts.

Our Services

Our Licensing Services

Licensing Program Development & Strategy

FIN IP Group helps clients quantify and explore all available monetization options to maximize the value of their intellectual property. We research and model portfolios to identify all potential licensees, assess addressable revenue, forecast cash flow, and estimate program costs. With experience planning and developing hundreds of programs, FIN IP Group provides realistic, credible analysis and strategy that increases value while mitigating risks. Backed by comprehensive research and a team of highly trained financial modelers and finance experts, you can rely on FIN IP Group to maximize your patent monetization efforts.

FIN IP Group helps clients quantify and explore all available monetization options to maximize the value of their intellectual property. We research and model portfolios to identify all potential licensees, assess addressable revenue, forecast cash flow, and estimate program costs. With experience planning and developing hundreds of programs, FIN IP Group provides realistic, credible analysis and strategy that increases value while mitigating risks. Backed by comprehensive research and a team of highly trained financial modelers and finance experts, you can rely on FIN IP Group to maximize your patent monetization efforts.

Licensing Presentations & Materials

FIN IP Group develops compelling, logically structured presentations that leverage proven methods to communicate your licensing economics proposals. Utilizing our extensive experience, we ensure your message is delivered with maximum impact. Our approaches equip clients with the strategy and tools needed for the best chances of securing successful, lucrative deals. We follow best practices in design and referencing to produce clear, impactful presentations. Additionally, our graphic design resources add a layer of professionalism and credibility to our clients’ materials.

FIN IP Group develops compelling, logically structured presentations that leverage proven methods to communicate your licensing economics proposals. Utilizing our extensive experience, we ensure your message is delivered with maximum impact. Our approaches equip clients with the strategy and tools needed for the best chances of securing successful, lucrative deals. We follow best practices in design and referencing to produce clear, impactful presentations. Additionally, our graphic design resources add a layer of professionalism and credibility to our clients’ materials.

Licensing Negotiations and Other Services

Beyond our licensing support services, FIN IP Group also supports clients in actual negotiations. Whether virtual or in-person, FIN IP Group acts as a responsive partner, effectively presenting economic proposals and addressing any rebuttals. We can participate as your partner or offer objective third-party insights to strengthen your position.

Beyond our licensing support services, FIN IP Group also supports clients in actual negotiations. Whether virtual or in-person, FIN IP Group acts as a responsive partner, effectively presenting economic proposals and addressing any rebuttals. We can participate as your partner or offer objective third-party insights to strengthen your position.

Our Approach

With deep experience and strategic insight, FIN IP Group develops licensing strategies with a thoughtful and adaptable approach. We tailor our pitches to align with the specific industries of your licensees, simplifying complex concepts to ensure clarity and understanding. This tailored approach enhances value and increases your success rate in closing deals and building lasting relationships.

Proven Results

Our presentations and licensing materials are carefully crafted based on proven strategies that lead to successful licensing transactions. Every recommendation is rooted in real-world dynamics and the practical realities of closing licensing deals.

Precise Methodologies

FIN IP Group brings extensive experience in licensing across a wide range of industries, jurisdictions, and technologies. We tailor deal terms and economics to align with the specific context of your licensees, crafting materials that are both compelling and easy to understand.

Responsive and Reliable

At FIN IP Group, we take pride in being responsive and reliable in every engagement. We understand the importance of timely communication and consistent support throughout the licensing process. With FIN IP Group, your goals are always our top priority.

Case Studies

Learn about our Case Studies

Patent Licensing in the Global TV Market

A large public technology company faced a challenging license renewal in the global TV service provider market. The competitive landscape had changed significantly, and they knew their original approach would not work in upcoming negotiations. FIN IP Group developed a tailored economics presentation and analysis that addressed the current market conditions and achieved a desirable outcome for the client. The licensee accepted the proposal, leading to a timely and lucrative renewal agreement.

Patent Portfolio Strategy Related to Server Technology

A large private investment firm acquired a patent portfolio related to server technology and was unsure how to prioritize their monetization efforts. FIN IP Group developed a comprehensive, dynamic licensing model that provided the client with a detailed view of potential targets, estimated settlements for each, and forecasted program costs. FIN IP Group’s analysis helped the client refine their internal strategy, prioritize targets, and provided a framework to evaluate their progress. Following this engagement, FIN IP Group continued to support the firm throughout their licensing program to ensure success.

Licensing Mediation Services

A large patent licensing firm was licensing in a market where target licensees were unsophisticated with regards to patent licensing. FIN IP Group was hired as a mediator to provide an unbiased perspective on how FIN IP Group viewed the valuation and was able to effectively communicate the value of the license and share relevant economic materials to the licensee. This process greatly increased information asymmetry between the licensor and the licensee and a significant amount of deals closed as a result.

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Valuation Services

Tailored appraisal and valuation services

Opinions backed by education, reputation, experience, and expertise.

Reliable IP appraisal and valuation services are essential for various purposes, including securing financing, purchase or divestiture planning, and tax or other reporting. Without hands-on experience in the IP industry, valuation providers may fail to accurately capture the unique aspects of patent value. An effective valuation requires not only the right scope of analysis but also carefully selected inputs and assumptions that reflect the specific context of the assets. Valuing IP presents challenges due to limited comparables, information gaps, and legal complexities. With extensive expertise in IP transactions and valuation, FIN IP Group provides valuation services you can trust.

Our Services

Our Valuation Services

Appraisal Reports

For any use case—from raising capital to purchase price allocation (PPA)—FIN IP Group provides patent valuations supported by detailed appraisal reports, compliant with the Uniform Standards of Appraisal Practice (USPAP). Our valuation experience spans multiple industries, including pharmaceuticals, energy management, and software. With extensive expertise in monetizing patent assets, our valuations are grounded in practical insights and tailored to real-world applications.

For any use case—from raising capital to purchase price allocation (PPA)—FIN IP Group provides patent valuations supported by detailed appraisal reports, compliant with the Uniform Standards of Appraisal Practice (USPAP). Our valuation experience spans multiple industries, including pharmaceuticals, energy management, and software. With extensive expertise in monetizing patent assets, our valuations are grounded in practical insights and tailored to real-world applications.

Advisory Services and Appraisal Calculations

Whether you are purchasing or divesting a patent portfolio, FIN IP Group offers valuation advisory services to help you achieve the value you deserve. If you need purchase price validation or more informed data to strengthen your negotiation, we are here to support your goals. Drawing from a comprehensive database of IP transactions, FIN IP Group ensures all conclusions are reasonable and well-supported.

Whether you are purchasing or divesting a patent portfolio, FIN IP Group offers valuation advisory services to help you achieve the value you deserve. If you need purchase price validation or more informed data to strengthen your negotiation, we are here to support your goals. Drawing from a comprehensive database of IP transactions, FIN IP Group ensures all conclusions are reasonable and well-supported.

Our Approach

Drawing from experience and expertise, our team follows a streamlined valuation process that considers every key variable. With access to extensive market research and internal resources, every insight and strategy we provide is backed by sound, high-quality data. With FIN IP Group’s support, you can count on dependable and cost-effective valuations.

Use of Industry-Leading Practices

We continuously monitor market dynamics in the IP industry, staying up to date with the latest research and methodologies. This ensures that our valuations align with industry best practices and accurately reflect current market conditions.

Sensible and Researched Inputs

A model is only as strong as the data and inputs it relies on. We ensure that every valuation we produce is backed by high-quality market research and thoughtful analysis. Our data is sourced as close to the original as possible, and we apply rigorous logic throughout our approach.

Validated and Reliable Results

Every valuation report undergoes a thorough audit and review process to ensure accuracy and reliability. Our approach includes multiple levels of verification and validation, guaranteeing that our valuations provide a true and fair assessment.
Case Studies

Learn about our Case Studies

Valuation Reports for Tax Purpose

A large technology company spun off a portion of its business and required a tax report to determine the share of value of the intellectual property retained by the original organization. FIN IP Group developed a detailed appraisal report, offering an objective valuation of the retained assets that could withstand the scrutiny of international tax authorities.

Valuation of Foreign Patent Assets

A global investment firm was considering the purchase of a foreign patent portfolio. Their board needed assurance that the negotiated price was favorable. FIN IP Group provided an unbiased valuation of the portfolio and delivered an appraisal report within the firm’s timeline. The opinion enabled management and the board to make a well-informed decision on whether to proceed with or reconsider the purchase.

Patent Portfolio Acquisition

An investment bank was considering the acquisition of a patent portfolio with multiple encumbrances and stipulations. This created uncertainty about whether the program would meet their return expectations. FIN IP Group provided a valuation that offered a realistic outlook on the potential returns from a patent licensing program. This enabled the investment bank to make an informed decision, leading to a successful acquisition and a clear path forward once the assets were acquired.

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