Claims
- 1. A process for investment in intellectual property, the process comprising the steps of:
(a) providing an accounting for an intellectual property investment; (b) providing a valuation with respect to the intellectual property investment; (c) performing financial analysis related to the intellectual property investment and making a recommendation based upon the financial analysis; and (d) managing the investment based upon the accounting, valuation, and analysis for the investment.
- 2. The process of claim 1 wherein the recommendation is a financial transaction recommendation selected from the group consisting of: buy, hold, and sell.
- 3. The process of claim 1 wherein step (c) comprises computing one or more financial ratios or indices and comparing financial information relating to the intellectual property investments to one or more other intellectual property investments.
- 4. The process of claim 1 comprising applying the process to one or more stages of a life cycle of the intellectual property investment.
- 5. The process of claim 1 comprising incorporating the process into a non-IP-based financial analysis, earnings-per-share estimation, and recommendation process.
- 6. The process of claim 1 wherein the intellectual property investment comprises an intellectual property asset; an intellectual property asset and one or more related assets; or one or more controlling, owning, and/or creative entities of one or more intellectual property assets.
- 7. The process of claim 1 wherein the accounting step comprises identifying one or more intellectual property assets and verifying ownership of each asset.
- 8. The process of claim 7 wherein the accounting step further comprises classifying the one or more intellectual property assets and recording a cost or book value for each asset.
- 9. The process of claim 8 wherein the accounting step further comprises compiling and recording an inventory of a plurality of intellectual property assets.
- 10. The process of claim 1 wherein the valuation step comprises determining whether one or more intellectual property assets are valid.
- 11. The process of claim 10 wherein the valuation step further comprises one or more of the following steps:
(c1) computing a basic liquidation or collateral value of the intellectual property asset; (c2) computing an estimated intellectual property asset fair market value; (c3) computing an intellectual property asset fair market value by transactions in a financial market; and (c4) computing an intellectual property distressed asset valuation.
- 12. The process of claim 11 wherein computing the estimated intellectual property asset fair market value comprises identifying and taking into account a plurality of valuation and risk factors.
- 13. The process of claim 1 wherein the investment comprises a controlling, owning, and/or creative entity of one or more intellectual property assets and the method further comprises developing a total asset value for each intellectual property asset relating to the entity and summing the total asset values for each asset relating to the entity to determine a total net intellectual property asset value for the entity.
- 14. The process of claim 13 wherein the analysis step comprises computing impact of the total net intellectual property asset value on earnings per share/unit and share/unit price of a security related to the entity.
- 15. The process of claim 1 where the analysis step comprises one or more analytical techniques from the group consisting of: computing one or more intellectual property financial ratios or indices for the investment, comparing or ranking the intellectual property investment to one or more other investments, and analyzing risk factors relating to the investment.
- 16. The process of claim 15 where financial ratios comprise one or more of the group consisting of: total intellectual property value divided by net worth or book value, total assets, total revenues, total net income, or number of shares or units; total intellectual property value per share or unit as a percentage of earnings per share or unit, total market capitalization, or share or unit book value or fair market value.
- 17. The process of claim 15 wherein the financial index comprises a representative sample designed to track general market price performance of intellectual property assets, or designed to track performances of a particular intellectual property segment.
- 18. The process of claim 1 further comprising generating one or more periodic investment performance reports reporting a rate of return and risk related to one or more of the intellectual property investments.
- 19. The process of claim 18 further comprising confirming accuracy of the investment performance reports through independent, third party validation.
- 20. The process of claim 1 comprising a first entity using the method to manage intellectual property investments controlled, owned, created or a combination thereof by the first entity.
- 21. The process of claim 1 comprising a first entity using the method to invest in intellectual property investments not controlled, owned, or created by the first entity.
- 22. The process of claim 1 wherein the process comprises changing an intangible value for intellectual property to a tangible value.
- 23. The process of claim 1 wherein the process comprises changing a first tangible value for intellectual property to a second tangible value.
- 24. The process of claim 1 wherein the process comprises changing a first tangible value for intellectual property to a second tangible value.
- 25. The process of claim 1 further comprising conducting one or more financial transactions based upon the valuation, analysis, and recommendation steps.
- 26. The process of claim 6 wherein the creative entity is an individual.
- 27. The process of claim 26 further comprising tracking performance of one or more creative individuals.
- 28. The process of claim 26 further comprising ranking one or more entities by type of intellectual property controlled, owned, or created; number of intellectual property assets controlled, owned, or created; or value of intellectual property assets controlled, owned, or created.
- 29. The process of claim 1 further comprising:
determining for an entity or a security related to the entity, one or more of: estimated security price, estimated change in security price, projected earnings, or projected change in earnings, and recommending buying, holding, or selling the security based upon the estimate or projection.
- 30. The process of claim 1 further comprising interfacing with one or more accounting entities for performing the accounting and valuation steps.
- 31. The process of claim 1 further comprising creating an accounting report for an entity showing a balance sheet and income statement reflecting the valuation and earnings of the intellectual property assets corresponding to the entity.
- 32. The process of claim 1 wherein the management step comprises determining one or more investment objectives/strategies, conducting one or more financial transactions concerning the investment, and monitoring/tracking performance of the investment.
- 33. A program storage device readable by a machine, tangibly embodying a program of instructions executable by the machine to perform method steps for investing in intellectual property, the method steps comprising:
(a) providing an accounting for an intellectual property investment; (b) providing a valuation with respect to the intellectual property investment; (c) performing financial analysis related to the intellectual property investment and making a recommendation based upon the financial analysis; and (d) managing the investment based upon the accounting, valuation, and analysis for the investment.
- 34. A method for investment in intellectual property, the method comprising the steps of:
(a) identifying one or more intellectual property investments; (b) identifying relevant valuation and risk factors for each intellectual property investment; (c) calculating a total net intellectual property asset value for each intellectual property investment; and (d) managing, selecting or recommending one or more intellectual property investments based upon the total net intellectual property asset value and the risk factors.
- 35. The method of claim 34 comprising comparing a plurality of intellectual property investments to one another based upon the corresponding total net intellectual property asset value and the risk factors for each.
- 36. The method of claim 34 wherein the intellectual property investment comprises an intellectual property asset; an intellectual property asset and one or more related assets; or one or more controlling, owning, and/or creative entities of one or more intellectual property assets.
- 37. A method for investment in intellectual property comprising making a recommendation based upon financial analysis related to an intellectual property investment.
- 38. The method of claim 37 further comprising, prior to making the recommendation, performing the financial analysis based upon an accounting and a valuation for the investment.
- 39. The method of claim 38 further comprising, prior to performing the financial analysis, performing a valuation for the investment based upon the accounting for the investment.
- 40. The method of claim 11 further comprising making an investment decision based upon the distressed asset valuation.
CROSS-REFERENCE TO RELATED APPLICATIONS
[0001] This application claims priority of U.S. Provisional Application Serial No. 60/220,873, filed on Jul. 26, 2000, incorporated herein by reference.
Provisional Applications (1)
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Number |
Date |
Country |
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60220873 |
Jul 2000 |
US |