Financial Modeling and Market Research

Analysis that tells a story

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

Most financial models and market analyses are problematic, particularly in IP financial services, where corner-cutting and improper methodologies are common. At FIN IP Group, we take a different approach. Our models are grounded in sound theory and enriched with compelling narratives. All our analysts are highly proficient in Excel and other data tools, with most holding the Advanced Financial Modeler (AFM) designation, earned through a rigorous examination of modeling expertise. We use top-tier, reliable market data and validate our inputs through reasonableness checks and cross-referenced sources to ensure accuracy and credibility.

Our Services

Our Financial Modeling Services

Cashflow Models

Our expertise in financial theory and advanced modeling helps clients evaluate project profitability and timing. We follow best practices to build dynamic, transparent cash flow models that highlight key variables and decision-making metrics. Unlike static models, ours are fully dynamic with clear notation for transparency and auditability.

Our expertise in financial theory and advanced modeling helps clients evaluate project profitability and timing. We follow best practices to build dynamic, transparent cash flow models that highlight key variables and decision-making metrics. Unlike static models, ours are fully dynamic with clear notation for 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 as to 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 as to 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 public data to deliver credible, insight-driven analysis. We maintain access to an extensive research database and, when needed, leverage partnerships with leading research firms at preferred rates. Our team’s expertise in methodology and sampling ensures data integrity, and we cross-reference multiple sources to validate assumptions. From litigation research to sales data and forecasts, FIN IP Group provides the critical insights you need.

FIN IP Group combines third-party market research with public data to deliver credible, insight-driven analysis. We maintain access to an extensive research database and, when needed, leverage partnerships with leading research firms at preferred rates. Our team’s expertise in methodology and sampling ensures data integrity, and we cross-reference multiple sources to validate assumptions. From litigation research to sales data and forecasts, FIN IP Group provides the critical insights you need.

Our Approach

We believe that financial models and analysis should tell a story. We follow best practices to make our work product intuitive, transparent, flexible, dynamic, and transferable. This ensures it can be used and understood by multiple stakeholders in our client’s organization to serve as an optimal decision-making tool.

Best In Class Market Research

A model is only as reliable as the data behind it. With access to dozens of proprietary third-party research platforms through our validated industry partners, we ensure our clients receive the best data available.

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.

Quality Assured

Every financial model we produce undergoes a meticulous audit process to ensure accuracy and reliability. Our dedicated quality assurance team conducts multiple rounds of reviews, cross-referencing data inputs, formulas, and assumptions against industry standards and client specifications. This rigorous approach minimizes errors and enhances the trustworthiness of our deliverables, giving our clients confidence in their strategic decisions.

Proven Track Record

Case Studies

Facilitate Better Results with Market Research

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 Internal Models

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.

Uncover Value

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 Analysis

The most in-depth royalty rate analysis in the industry

Comprehensive research, precise analysis, digestible delivery.

Royalty rates play a key role in 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. Royalty rates should be consistent, practical and well-justified. FIN IP Group will guide you through these challenges, to provide you with analysis and rates built on a reliable foundation.

Our Services

Our Royalty Rate Services

Litigation & Settlement Analysis

Our litigation landscape analysis offers a comprehensive review of cases that are directly comparable to your IP. We identify and assess relevant litigations, mapping their significance to addressable features and relevant parties. By analyzing these cases, we derive effective rates that apply to your portfolio, delivering a detailed, tailored analysis with actionable insights into your legal environment.

Our litigation landscape analysis offers a comprehensive review of cases that are directly comparable to your IP. We identify and assess relevant litigations, mapping their significance to addressable features and relevant parties. By analyzing these cases, we derive effective rates that apply to your portfolio, delivering a detailed, tailored analysis with actionable insights into your legal environment.

Agreement Analysis & Unpacking

Previous license agreements often provide the strongest foundation for developing pricing strategies. We analyze and unpack existing agreements to determine effective royalty rates and extrapolate these insights to support new pricing applications. Our goal is to provide you with every data point you need to reinforce your pricing strategies.

Previous license agreements often provide the strongest foundation for developing pricing strategies. We analyze and unpack existing agreements to determine effective royalty rates and extrapolate these insights to support new pricing applications. Our goal is to provide you with every data point you need to reinforce your pricing strategies.

Pricing (Royalty Rate) Development

By combining royalty rate research and robust analysis, FIN IP Group delivers comprehensive, well-supported royalty rates for both high technology and life sciences IP. We refine these rates to meet your objectives including extrapolation to adjacent industries, use in economic proposals, or internal planning purposes. Whatever your use case we provide you with recommendations and insights to boost your strategy and achieve success.

By combining royalty rate research and robust analysis, FIN IP Group delivers comprehensive, well-supported royalty rates for both high technology and life sciences IP. We refine these rates to meet your objectives including extrapolation to adjacent industries, use in economic proposals, or internal planning purposes. Whatever your use case we provide you with recommendations and insights to boost your strategy and achieve success.

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.

Technological Analysis Other Approaches

We employ diverse approaches and benchmarks to establish the royalty rates your IP deserves. Our technological analysis, built from the ground up, evaluates your IP’s worth through profitability, market value, and the evolving patent landscape. We also apply advanced techniques, such as the binomial lattice, to estimate damage awards, providing an informative approach.

We employ diverse approaches and benchmarks to establish the royalty rates your IP deserves. Our technological analysis, built from the ground up, evaluates your IP’s worth through profitability, market value, and the evolving patent landscape. We also apply advanced techniques, such as the binomial lattice, to estimate damage awards, providing an informative approach.

Our Approach

We specialize in detailed insights and analysis to help you navigate the complexities of IP royalty rates. Our work is thorough, well-referenced, and focused on helping you unlock the full value of your IP.

Thorough and Holistic

We select the best approach from our versatile toolkit, delivering comprehensive, multi-layered analyses. This provides the data you need to succeed, leaving no critical stone unturned.

Transparent

We provide our clients with full transparency into our methodologies by offering clear explanations of how figures are derived and analysis is conducted. This ensures our clients understand and trust the accuracy of our findings.

Innovative and Experienced

Leveraging our extensive experience, we deliver industry-leading approaches pioneered by our firm, setting new standards for success.

Proven Track Record

Case Studies

Close More Deals at Higher Values

A large public tech company struggled to license in the Over-the-Top (OTT) video market because their royalty rates weren’t supported. FIN IP Group analyzed the market and created a clear, advanced pricing plan. This helped the company explain their pricing confidently, which led to more deals at higher values.

Secure Initial Deals

A large semiconductor tech firm didn’t know how to price a new patent portfolio with early-stage technology. FIN IP Group set royalty rates using a ground up approach to quantify the technology’s benefit. This was paired with other approach including incorporation of comparable license agreements. This enabled the firm to price their valuable IP and secure initial deals.

Expand into New Markets

A major tech firm with a successful automotive patent portfolio wanted to enter new, adjacent markets. Unsure how to price for first-time licensees, they asked FIN IP Group for help. We created a custom pricing strategy tailored to these markets, making it easy for the client and new licensees. This allowed the firm to expand successfully and confidently into these new markets.

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Licensing Programs

More success, faster time to money

Insights from experience executing hundreds of licensing programs.

The foundation of a good patent licensing program is its pricing, strategy, and underlying analysis. All too often, this groundwork is 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.

Our Services

Our Licensing Services

Program 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 credible analysis and strategies that increase value while mitigating risks.

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 credible analysis and strategies that increase value while mitigating risks.

Presentations & Materials

FIN IP Group develops compelling, logically structured presentations and analyses to deliver your messaging with maximum impact. We apply proven methodologies to equip clients with the tools and strategies needed to secure successful, lucrative deals. Our in-house graphic design capabilities further enhance the professionalism and credibility of all client-facing materials.

FIN IP Group develops compelling, logically structured presentations and analyses to deliver your messaging with maximum impact. We apply proven methodologies to equip clients with the tools and strategies needed to secure successful, lucrative deals. Our in-house graphic design capabilities further enhance the professionalism and credibility of all client-facing materials.

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, presenting economic proposals and effectively addressing rebuttals. We can serve as your advocate to help strengthen your position or provide objective input to facilitate consensus between parties.

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, presenting economic proposals and effectively addressing rebuttals. We can serve as your advocate to help strengthen your position or provide objective input to facilitate consensus between parties.

Our Approach

With deep experience and strategic insight, FIN IP Group develops licensing strategies tailored to your needs and the industries of your licensees. This approach ensures that all potential value is captured – increasing your success rate in closing deals and building lasting relationships.

Results-Driven

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

Precise

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.

Responsive and Reliable

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

Proven Track Record

Case Studies

Secure a Timely and Lucrative Renewal

A large public tech company faced a tough license renewal because market changes made their old plan ineffective. FIN IP Group created a clear strategy and proposal that fit the new market, setting the client up for success. The licensee agreed to the proposal, leading to a quick and profitable renewal deal.

Launch your Licensing Program

A large private investment firm bought a patent portfolio for server technology but didn’t know how to start. FIN IP Group built an easy-to-use tool to help the client plan, choose targets, act, and track progress. With FIN IP Group’s ongoing help, the client launched their licensing program and kept it on track.

Bring Deals to a Close

A large patent licensing firm had trouble signing deals with less experienced licensees. FIN IP Group acted as a fair mediator, explaining the deal’s value and impact to both sides. This helped licensees understand the opportunity, allowing most deals to close successfully.

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Valuation Services

Appraisals and valuations you can trust

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

IP appraisal and valuation services are fundamental for many purposes, including financing, acquisitions or divestitures, and financial reporting. Providers without experience in the IP industry often struggle with a lack of comparables, information gaps, and legal complexities. Effective valuation demands carefully selected inputs and the right scope of analysis, resulting from the context of the subject assets. With extensive expertise in IP transactions and valuation, FIN IP Group delivers reliable, insight-driven valuation services you can trust.

Our Services

Our Valuation Services

Appraisal Opinions

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 ensuring they withstand scrutiny in legal and regulatory contexts.

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 ensuring they withstand scrutiny in legal and regulatory contexts.

Valuation Services and Appraisal Calculations

Valuation services also play a crucial role in making informed decisions whether it be for negotiations or strategic planning. FIN IP Group provides the guidance you need to evaluate your options with confidence and move forward with the decisions that will reach your objectives. In all areas of patent valuation FIN IP Group provides opinions and guidance you can depend on.

Valuation services also play a crucial role in making informed decisions whether it be for negotiations or strategic planning. FIN IP Group provides the guidance you need to evaluate your options with confidence and move forward with the decisions that will reach your objectives. In all areas of patent valuation FIN IP Group provides opinions and guidance you can depend on.

Our Approach

Our team follows a streamlined, proprietary valuation process that considers every key variable to inform a reliable opinion of value. With access to extensive market research and internal tools, every insight and strategy we derive is backed by sound, high-quality data.

Industry-Leading

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.

Reliable

A model is only as strong as its methodologies and inputs. We ensure that every valuation we produce is backed by high-quality research and best-practice valuation theory.

Accurate

Every valuation we produce undergoes rigorous stress testing to ensure accuracy and reliability. Our approach includes multiple levels of verification, guaranteeing that our valuations provide an assessment that is fit-for-purpose.

Proven Track Record

Case Studies

Appraisal for International Tax Purposes

A large technology company spun-off a portion of its IP and required an appraisal to determine the share of value 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 for Purchase Opinion

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 regarding the purchase.

Valuation for Patent Portfolio Acquisition

An investment bank was considering the acquisition of a patent portfolio burdened by multiple encumbrances and stipulations, raising concerns about meeting return expectations FIN IP Group delivered a valuation that offered a clear, realistic view of potential returns. This insight supported a successful acquisition and gave the bank a confident path forward post-acquisition.

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