Renewal fees are due. Which families earn their keep?
mar:val values every family on its own, puts the remaining renewal fees beside it, and lets you play out what a sale or a reassignment would do to the total.
Three approaches, one portfolio, thirteen million apart.
Top-down shares out the size of the market; bottom-up computes from the owner's actual revenue — and puts families without traceable revenue at zero. Combined takes bottom-up wherever it exists. Click through: what you are looking at is the uncertainty inside every portfolio valuation, which nobody else reports.
The total value of a portfolio of 412 patent families, the number of families that come out at zero, and a histogram of the value distribution. All three change with the chosen valuation approach and with the deduction of official fees.
What you know before the fee decision
Three approaches, switchable
Top-down, bottom-up and combined over the same portfolio, with a published precedence rule. The spread stays visible.
Fees against value
The present value of all future official and renewal fees, from 215 stored fee schedules. Calculated, but never silently deducted.
A table per family
Market value, jurisdictions, value after tax and remaining term — per patent family, sortable and exportable.
Growth–share matrix
Stars, question marks, cash cows and dogs per technology category — the last five filing years against the five before them.
Your mix against the field
A heatmap of your categories beside those of the leading houses in the field. Where your row is pale, you are thin.
What-if without risk
Reassign families to another owner, revalue, compare against the base case — the real data is untouched.
White space
Where the field is under-protected and where competitors have gaps — as candidates for the next filing.
Signals you re-weight
Claims, reach, co-ownership, citations, economic complexity, market coverage — each one switchable, with its distribution and a skew flag.
Green share for reporting
The share of value carried by families with a climate classification (EPO Y02/Y04S), broken down by subsection.
Steering means being able to compare
A single portfolio figure answers no renewal question. It becomes useful only when value, cost and the alternative stand side by side in the same unit — and when the calculation repeats.
See the data behind mar:val- Every family valued on its own, not through a portfolio average.
- Remaining term and survival probability enter the value; age alone does not.
- Market coverage weighted by legal status and the economic weight of each country, not by counting countries.
- Renewal fees as a present value, from the offices' own fee schedules.
- Scenarios run alongside the base case — undoing one means doing nothing.
What you are probably asking now
Yes. Approach, assumptions and weights are part of the result, and the same inputs give the same figure. What changed since the last run is named on the next one.
The other five situations
Know what your technology is worth.
In the demo we show you a real report from your technology field. 30 minutes, no obligation.
Questions first? kontakt@marlean.com