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A robust patent portfolio helps drive a business and creates real value. Our Portfolio Diagnostic involves a detailed audit of your patent portfolio.

This type of study is very useful for companies that:

  • Need a better understanding of what’s in their portfolio
  • Need assistance in assessing their IP investment decisions
  • Want to improve management and monetisation of their portfolio

We’ll work with you to develop a custom taxonomy for your IP, as well as qualitative and quantitative review criteria, and then categorise and rank all your patents. The same approach can also be used to develop a detailed understanding of the portfolio of a competitor or an acquisition target. Taxonomies can be built on technologies of interest, business unit subdivisions or market and product categories in which you operate.

Each project is customised, and we’ll work with you to confirm your business goals and desired outcomes. We’ll assess your patent portfolio relative to your overall business objectives and provide recommendations that address your requirements, which could include aligning your patents to key products and services, identifying core patents to maintain, identifying areas to strengthen or divest, and uncovering potential monetisation and licensing opportunities.

This leads to several economic and ROI benefits:

  • Identification and protection/awareness of key assets
  • Better portfolio management decisions
  • Sale/licensing of non-core patents that may have significant value in adjacent or emerging technology domains.

Technical expertise


More than 170 in-house, full time research professionals with expertise across all technology sectors, supported by a separate dedicated data science team.

Leveraging our experience


More than 45 years’ experience providing IP services that help corporations strengthen their patent portfolios.



Using data, in-depth analysis, and clear, persuasive visualisations to create powerful, actionable intelligence.


Customised taxonomy

Create a comprehensive technical categorisation based on products and features/functions to enable further detailed analysis.

Review Criteria

Develop quantitative and qualitative review criteria relating to commercial value, technical importance, and patent defects for evaluating each patent based on claims.

Categorisation and Scoring

Categorise and evaluate each patent in the portfolio based on the defined taxonomy and review criteria.

Spend vs. Revenue

Using your internal data and our extensive IP spend databases, we can assess the balance between IP investment and the relative performance of the field in your business – quickly identifying disparity and areas of opportunity or concern.

Portfolio Segmentation

Classify all patents relative to business alignment and commercial potential, to identify those that should be maintained, important patents supporting fundamental technologies or future bets, and valuable non-core patents for possible sale or licensing.