Financial Modeling and Market Research

Developing cleaner and more professional financial models

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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

Case Study A: Market Research for Strategic Planning

Client A 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 Client A to strategically focus their patent prosecution and purchasing efforts, as well as make informed staffing decisions to capitalize on these new opportunities.

Case Study B: Augment Models with Proprietary Data

Client B approached us 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. Our team overhauled the model by redesigning its layout, improving formatting, 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 Client B to refine their licensing strategy and pursue new deals.

Case Study C: Video Conferencing

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

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