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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.
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.
Sensitivity Models
Sensitivity Models
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.
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.
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.
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.
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.