Ocean Tomo was retained by a large research and technology foundation to leverage our experience advising clients on the transaction/divestiture of intellectual property related to early-stage technologies.
We prepared a valuation of a US patent portfolio related to advanced voice recognition technology as part of a transaction opportunity. Given the nascent stage of the technology, it was imperative that Ocean Tomo work intimately with the client and utilize internal resources to fully comprehend the current and future potential for the underlying technology, as well as the risks inherent in its adoption into discrete commercial and consumer applications.
We provided our client with a valuation that not only assisted it in meeting the requirements of its investment portfolio review process, but also provided insight into the forward-looking significance of specific financial characteristics of the subject company. Concluding our work, the client maintained its investment position and assisted the company in raising additional capital necessary to continue its business plan.