Analytics + Valuation Featured Engagement


A major financial services company began a program to regularly review its IP portfolio to establish monetization strategies to generate annuity revenue.


Ocean Tomo’s analytics team was first retained to assess the quality of specified patents, as well as relevant competitors in terms of comparability of their IP portfolios. The client then utilized the output of the Ocean Tomo reports to make a determination as to which patents had the strongest licensing potential. Following this Ocean Tomo’s valuation group was retained in order to complete current fair market value assessments.


The company was able to directly utilize Ocean Tomo’s deliverables to assist in the structure of license agreements, and was quickly able to demonstrate to senior management that a successful monetization strategy had commenced.


Gregory Campanella
Managing Director
+1 415.946.2605