Automated Advising Platform for Benchmarking and Business Valuation
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Solution Overview
Problem
Small and midsize businesses lack access to customized and actionable business consulting services due to high costs and computational limitations in existing solutions, leading to inadequate operational analysis and valuation processes.
Innovation Solution
An automated advising model hosting platform that integrates with third-party data sets to provide granular business information, utilizing sector-specific scoring models and delta-based calculations for real-time organizational benchmarking and valuation.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If manual consulting services are provided to small businesses, then customized business analysis and valuation can be achieved, but the cost and time requirements become prohibitive
Solution Approach 1:
The patent replaces manual consulting processes with an automated digital platform that uses algorithms and computational models to perform business analysis, valuation, and benchmarking. This substitution eliminates the need for human consultants to manually collect and analyze data, providing enterprise-grade analysis at automated speed and scale.
Solution Approach 2:
The system transforms the consulting delivery model by changing key parameters: analysis cost decreases from thousands to hundreds of dollars, analysis time decreases from weeks to days, and accessibility increases from exclusive to broadly available. These parameter changes enable small businesses to access premium consulting capabilities without the traditional cost and time barriers.
2Loss of information
If comprehensive business analysis is conducted for small businesses, then actionable insights can be provided, but the expense becomes prohibitive
Solution Approach 1:
The platform provides a universal solution that serves multiple business types and sizes through a single automated system. It delivers comprehensive business analysis, valuation, and benchmarking capabilities that were previously only available through specialized consulting firms, making these services universally accessible to any business willing to provide the necessary data.
Solution Approach 2:
The system uses third-party public data and standardized analytical frameworks that can be replicated and applied across multiple businesses. By copying proven valuation models and benchmarking datasets, the platform delivers consistent, high-quality analysis without requiring custom development for each client, thereby reducing costs while maintaining insight quality.
3Measurement precision
If traditional valuation systems are used for cross-organizational comparisons, then absolute valuation metrics can be calculated, but scale differences between organizations cannot be properly accounted for
Solution Approach 1:
The system applies localized adjustments to valuation metrics based on organization-specific characteristics such as size, industry, and operational context. By customizing the analysis framework to account for local conditions of each business while maintaining standardized measurement protocols, the platform enables accurate comparisons across organizations of different scales and types.
Solution Approach 2:
The patent introduces relative valuation metrics and benchmarking dimensions that allow comparison across different organizational scales. Instead of relying solely on absolute valuation numbers, the system adds dimensional context through industry benchmarks, size-adjusted metrics, and percentile rankings, enabling meaningful cross-organizational comparisons that account for scale differences.
4Measurement precision
If manual valuation processes are employed, then detailed organizational analysis can be performed, but the volume of external data sources cannot be efficiently processed
Solution Approach 1:
The system replaces manual data collection and processing with automated digital interfaces and computational algorithms. The platform can efficiently ingest and process large volumes of external data from multiple third-party sources, performing complex valuations and analyses that would be impractical to execute manually while maintaining detailed organizational analysis capabilities.
Data Source
AI summary
In general, the present disclosure relates to a platform that hosts an automated advising model. The platform includes a number of potential data integrations, including integrations with third-party data sets, including public data sets. These integrations enable access to granular business information usable for organizational benchmarking. The integration of such third-party data sets enables the platform to elicit information from an organization that is highly relevant in nature, and provide automated feedback to the organization regarding operational changes that might be made to improve organizational health according to stated organization goals.