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. 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-referencing to ensure accuracy and credibility.

Our Services

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 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. 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. 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 appropriate methodology and clarity, making it ineffective as a communication tool. FIN IP Group overhauled the model by redesigning its layout, introducing better theory, and following best practices. In a short timeframe, FIN IP Group provided an improved multiple with better data, flexibility, and various approaches. The revamped model enabled the firm to refine their licensing strategy and pursue new deals.

Uncover Value

A global patent licensing firm struggled to find data to support their efforts in the virtual conferencing market, as many licensees were large companies that didn’t separate conferencing revenue. FIN IP Group created clear models for different licensees, using direct data and market research to capture all value. These models helped the firm understand licensees’ businesses and start initial pricing discussions.

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