Valuation

Turn IP assets into strategic advantages—with valuations that stand up to investors, regulators, clients and licensees

IP Valuation

We provide legally-defensible IP valuation services that align with international standards and withstand scrutiny in transactions, audits, transfer pricing, and litigation. Our practice covers patents, trade secrets, software, and other complex intangible assets across sectors.

SRA has been retained by research institutions such as CERN and EPFL, as well as by multinational clients and investment firms worldwide. This experience informs our understanding of deep-tech sectors and hard-to-value IP assets.

SRA’s valuations are prepared in-house, and when context requires, in collaboration with fiscal and technical field experts—ensuring precision, traceability, and market relevance.

Startup Valuation

Startup valuation is a distinct discipline. Through SRValuation.com, we offer a structured, efficient, and benchmark-based valuation service built specifically for early-stage and IP-driven ventures.

BVM Level 1 provides a streamlined market reference based on sector, stage, and funding history. BVM Level 2 offers a comprehensive engagement—integrating cap table modeling, dilution scenarios, investor benchmarks, and a qualitative review of your team, product, and traction.

All valuations are delivered as traceable, investor-ready reports—designed to align with your upcoming financing round or strategic objective.

SRV Services →

IP Valuation Services

Each engagement is grounded in robust financial modeling, sector-specific comparables, and internationally recognized methodologies. SRA produces risk-adjusted valuations tailored to the business context and intended use.

For international transfer pricing, we work in full alignment with the OECD Transfer Pricing Guidelines for Multinational Enterprises and Tax Administrations.

We regularly support clients with valuation opinions for licensing, M&A, litigation, tax disclosures, and regulatory filings. Our work also includes transaction preparation, strategic portfolio reviews, and the development of valuation templates for ongoing internal tracking.

IP valuation contributes to risk mitigation when dealing with critical business decisions

  • Fund-raising (typically seed to Series B)
  • Investment and capital allocation
  • Licensing, sales of assets, technology transfers, royalty negotiations
  • Merger and acquisition
  • Inter-group transactions (transfer pricing), discussions with tax authorities
  • Litigation – assessment of damages

Our Experience

We’ve delivered over 200 IP valuation mandates since 2004 for clients ranging from research institutions to global tech firms. SRA brings two decades of legal, financial, and strategic insight to every opinion we produce.

Our Perspective

We combine legal-grade precision with business practicality. Our valuations are designed to withstand scrutiny from courts, auditors, investors, and tax authorities—without losing strategic relevance to our clients’ goals.

When to Use SRA

When your transaction, audit, or negotiation demands credibility and traceability. SRA is particularly suited to valuations of deep-tech, IP-heavy companies, or when compliance with tax and regulatory standards is essential.

Our Approach to IP Valuation

While many valuation providers rely on opaque “black box” methods—especially in IP-heavy industries—SRA takes a fundamentally different approach: one rooted in transparency, documentation, and economic logic.

Our opinions are built gradually, using well-supported assumptions and clear reasoning. Every IP asset is unique; its value depends on context, function, and enforceability. We focus on demonstrating how a particular IP right contributes to market advantage, competitive positioning, and potential revenue. This is a language decision-makers understand.

Each valuation begins with an analysis of the IP’s scope and application. We then build a market model to assess relevance, opportunity windows, and commercialization potential. This includes evaluating timing (e.g., before expiry or obsolescence), sector maturity, and potential market fit. Where appropriate, we apply multiple financial methodologies to reinforce the analysis and assess how the IP protects value or supports monetization.

In many engagements, SRA is retained before a formal business plan exists. Our valuation opinion often serves as a structured narrative that helps clarify strategy, justify investment, and align decision-making. We aim to build models and assumptions that withstand scrutiny from technical experts, legal teams, and financial stakeholders alike.

There is a forward-looking dimension to every opinion—part evidence, part foresight. This is where SRA excels.

Pricing

The cost and timeline of a valuation engagement vary depending on the scope, complexity, and intended use. We offer both fixed-fee and hourly-rate options, based on clarity of objectives, required precision, IP complexity, and the availability of supporting documentation.

For a single patent or technology asset, a valuation typically takes 3–4 weeks. Larger portfolios or multi-jurisdictional IP rights may require several months. Throughout the process, open communication between SRA, the client’s technical teams, and inventors is essential to delivering a robust opinion.

Budget estimates are shaped by several factors, including:

The purpose of the valuation (e.g., funding, licensing, royalty rate setting, M&A, damage assessment, transfer pricing)

The maturity and breadth of IP rights involved

The existence of a product or commercial strategy implementing the IP

The availability of market data, forecasts, or financial records

The legal or regulatory context (e.g., audit readiness or dispute)

We work collaboratively to define the appropriate scope and deliver a valuation opinion that is credible, actionable, and aligned with strategic or regulatory needs.

IP Valuation Mandates

Illustrative IP valuation projects delivered by SRA:

Intra-group IP transfer
Valuation of a 350-patent portfolio (biofuel) for a Chinese industrial group across U.S. and Swiss affiliates.
AdTech & immersive media
Evaluation of methods and platforms for licensing, investment, and financial reporting.
Particle physics IP
Revenue-sharing model for cyclotron isotope production IP across two research institutions.
Airport tech & infrastructure
Support to a $600M cross-border acquisition involving IP-based automation and security systems.

Strategic Assessments

Selected examples of market-centric assessment interventions:

Cooling IP for data centers
On-chip CO₂-based cooling IP assessment for monetization and licensing.
AR patent pool valuation
Model to allocate royalties among stakeholders based on contribution and relevance.
Market identification/validation in Cleantech
Across several fields, including hydrogen production (CO₂-to-formic acid catalysis), fuel cell (anode coating), carbon nanotubes batch production, and insulation IP.
Medical devices IP
Assessment of ortho-tech patents for investment and licensing readiness.