> A Bloomberg-style patent research terminal for Aon: watchlists and screening lead into company and market detail for investment and portfolio decisions. (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. Context IP & risk suite Role Design & front-end Year 2019 – 22 Focus Visualisation · Screening · Fintech [Open the app](https://atomparish.com/lab/ip-terminal-investor/) ## Start with a watchlist Lists keep companies, holdings and markets available for repeated investigation as research develops. ## Read a portfolio score The COR score combines coverage, opportunity and risk on a 0–100 scale. A consistent four-color scale is used throughout the product. ## Compare competitors within a market Apple’s smartphone portfolio is ranked against competitors in that market, with seven analysis views available in the side navigation. ## 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 →](https://atomparish.com/work/vendor-risk-management/) Spokane, WA Back to top ↑