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(02 / 08) IP & risk suite / Investor research

IP Terminal.

IP research for investment and portfolio decisions.

I brought the team’s patent analysis together in a Bloomberg-style research terminal. Watchlists and screening lead into company and market detail, helping users investigate investments, acquisitions and portfolio changes. I owned the product design and contributed to the Vue front end.

ContextIP & risk suite
RoleDesign & front-end
Year2019 – 22
FocusVisualisation · Screening · Fintech
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The problem

Most companies and investors could barely see which patents a company held, let alone what they were worth. Answers lived in spreadsheets and analyst requests, and every question needed an in-house expert. Our group was building machine learning and analytics to do that work at scale.

The approach

Two groups needed it: investors valuing companies by their IP, and businesses tracking competitors and acquisition targets. I worked out the information architecture first, from a market overview down to a single company, and tested it with stakeholders, our analysts and customers before designing screens.

What changed

The analytics behind it made Aon’s first IP-backed loan possible, with a company’s patents as the collateral. IP Terminal put that analysis in a SaaS product, a Bloomberg terminal for IP assets, and it won our first enterprise clients.

How we knew

This was a zero-to-one product, so we judged it by whether it solved the right problem. User testing, stakeholder reviews and customer demos told us that.

Next in the suite

Vendor Risk Management →
Spokane, WA · 00:00:00 Back to top ↑