IP Asset Valuation Facility with Automated Screening

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Solution Overview

Problem

Conventional processes for acquiring intellectual property assets face challenges in determining an overall budget, allocating costs among multiple entities, and selecting the most valuable assets for valuation and due diligence resources.

Innovation Solution

A facility that enables organizations to determine a budget for acquiring intellectual property assets by applying rules to automatically attribute values, allowing entities to provide values through manual analysis or a combination of both, and allocating expenses among entities based on their contributions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual analysis is used to value intellectual property assets, then valuation accuracy is improved, but time consumption and resource requirements increase

Engineering Contradiction:
Improvevaluation accuracyVSAvoidtime consumption
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent segments the valuation process into two distinct phases: an automated screening phase that quickly processes large numbers of assets using algorithms and data analytics, and a manual analysis phase that focuses only on the subset of assets identified as most promising. This segmentation allows the system to maintain high valuation accuracy for priority assets while dramatically reducing overall time consumption by avoiding manual review of every asset.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces an automated valuation system as an intermediary between the initial asset portfolio and manual analysis. This intermediary performs preliminary filtering and valuation using machine learning models, data analytics, and automated scoring systems, thereby preparing and prioritizing assets for subsequent manual review. The intermediary preserves measurement precision by maintaining objective criteria while reducing time loss through automation of routine assessment tasks.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If comprehensive due diligence is performed on all intellectual property assets, then acquisition quality is improved, but resource allocation efficiency decreases

Engineering Contradiction:
Improveacquisition qualityVSAvoidresource allocation efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent applies local quality by directing comprehensive due diligence resources selectively to specific assets rather than uniformly across all assets. The system identifies high-priority assets through automated screening and concentrates detailed legal, technical, and commercial due diligence on those specific items. This localized approach maintains high acquisition quality for the most valuable assets while improving overall resource allocation efficiency by avoiding exhaustive review of lower-priority assets.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The patent implements partial action by performing complete due diligence on a selected subset of assets rather than attempting exhaustive review of the entire portfolio. The automated system identifies the critical subset of assets that warrant full due diligence based on valuation scores, strategic fit, and risk factors. This partial approach ensures acquisition quality for the most important assets while significantly improving productivity by limiting comprehensive review to manageable portions of the portfolio.

Inventive Principle:
Principle #16Partial or excessive action

3Speed

If automated valuation systems are used, then processing speed is improved, but valuation precision may deteriorate

Engineering Contradiction:
Improveprocessing speedVSAvoidvaluation precision
Core Design Contradiction:
SpeedVSMeasurement precision

Solution Approach 1:

The patent merges automated valuation systems with manual analysis in a hybrid approach. The automated system provides rapid initial valuation and screening at high speed, while manual analysts review and adjust valuations for priority assets to ensure precision. This combination allows the system to maintain fast processing for the bulk of assets through automation while preserving valuation precision through human expertise on critical items. The merged system leverages the speed of machines and the precision of human judgment synergistically.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS10013726B1Acquiring intellectual property assets
Publication Date: 2018.07.03 IVP HOLDINGS III LLC
  • US10013726B1 patent drawing
  • US10013726B1 patent drawing
  • US10013726B1 patent drawing

AI summary

A facility for facilitating processes for acquiring intellectual property assets (“assets”) is described. In some embodiments, the facility enables an organization operating the facility to generate a budget for a proposed acquisition of assets. The organization may include multiple entities that are together interested in acquiring the assets. The entities may each provide values for the assets, either by applying rules that automatically attribute values to the assets, by having human analysts manually analyze the assets to estimate their values, or by some combination of these two techniques. The facility generates the budget based on the values determined for the assets. A person or team of people responsible for the proposed acquisition of assets can use the budget in negotiations to acquire the assets. If the assets are acquired, the facility can allocate acquisition and post-acquisition expenses among the entities on whose behalf the assets were acquired.