Patent Valuation Intake

1. About you

So we know who the report is for and how to reach you.

Full name

Please enter your name.

Designation

Organisation / patent owner

Please enter the organisation or owner name.

Email

Please enter a valid email.

Phone (with country code)

Please enter a phone number.

City

Owner type

Please choose one.

2. Purpose of valuation

The purpose decides the basis of value and, in turn, which method carries the most weight.

Why do you need this valuation?

Please choose a purpose.

Is there an identified buyer, licensee or investor?

Valuation dateLeave blank to use the report date.

Report currency

When do you need the report?

Who else will rely on the report?For example, a bank, an investor, the Income Tax Department or a court.

3. Patent details

Legal status, remaining life and claim scope set the economic life and the legal risk adjustment.

Title of the invention

Please enter the title.

Application / patent number

Please enter the number.

Applicant(s) as on record

Publication date (U/S 11A)

Current status

Please choose the status.

Filing date (India)

Please enter the filing date.

Earliest priority date

Grant date (if granted)

Renewal fees paid up to date?

Number of independent claims

Total number of claims

What do the main claims protect?

Prior-art search or FTO done?

Freedom-to-operate result

Any opposition, litigation or validity challenge?

Encumbrances on ownership

Other family members or related patentsNumbers and status, if any.

4. Invention, claims and prior art

Claim scope and distance from the prior art decide how hard the patent is to design around, which drives the royalty a licensee will accept.

What is new, in one or two lines?

Please state the novelty.

Brief of the subject matter claimedThe abstract or summary from the specification works well.

Independent claim(s) and key dependent claimsPaste as numbered claims, one per line, e.g. "1. A device comprising..."

How does the invention differ from the closest prior art?

Prior art documents you know ofDocuments cited in the FER, search report or opinion, with numbers.

Fields of use or applicationsList every product, industry or use case the claims can cover.

5. Technology and market position

Strength, substitutability and the share of product value that the patent drives set the royalty rate.

Industry sector

Please choose a sector.

Describe the invention in plain language

Please describe the invention.

Problem solved and measurable advantageFor example, 30% lower cost, 2x faster, no consumables, lower energy use.

Technology readiness level

Please choose a level.

Competing solutions in the market

How easy is it for a competitor to design around the claims?

Share of the product's value driven by this patentYour best estimate, in percent.

Is it essential to a standard (SEP)?

Does using it need anyone else's patent?

Regulatory approval needed to sell

How easily can infringement be detected?

Is there know-how not disclosed in the patent?

Will the inventor support a buyer or licensee?

Other patents you own around this technology

Main competitors or substitute products you know of

6. Commercial data

Revenue that the patent touches is the base for the income approach. Use INR lakh. Leave cells blank if unknown.

Commercial stage

Please choose a stage.

How will the patent earn money?

Revenue from products using the patent, last three financial years (INR lakh)

FY 2023-24

FY 2024-25

FY 2025-26

Projected revenue, next five years (INR lakh)Your business plan figures. If blank, we will build projections from market research.

Year 1

Year 2

Year 3

Year 4

Year 5

Selling price per unit or licence (INR)

Units sold or customers to date

Gross margin (%)

Operating (EBITDA) margin (%)

Who buys it?

Your estimate of addressable market size (INR crore)

Existing licence royalty rate (%)

Existing licence upfront fee (INR lakh)

Unit economics per unit sold (INR)Cost of materials, other inputs and production for one unit, and the price of the closest existing product.

Materials

Other inputs

Production

Competing product price

Can you commercialise on your own?

Ability to enforce against infringers

Companies that could license or buy the patent

Offers or valuations received for this patent or company

7. Costs and investment

Development cost supports the cost approach and the floor value; future spend and time to market feed the risk adjustment.

R&D spend on the invention to date (INR lakh)

Patent filing and prosecution cost to date (INR lakh)

Years spent developing it

People who worked on it (full-time equivalent)

Further investment needed to reach market (INR lakh)

Years to reach market or scale

Time a competitor would need to reproduce it (years)

Grants or funding received for this work

8. Documents and consent

The complete specification and drawings let us read the claims, map them against the prior art and score the patent properly. Upload them as PDF files (10 MB in total), or share a link if they are larger.

Complete specification (PDF)Form 2 with description, claims and abstract, as filed or as granted.

Choose PDFNo file chosen. You can also drag the file here.

Please upload the complete specification as a PDF, or paste a link to it below.

Drawings (PDF)Drawing sheets, if filed separately from the specification.

Choose PDFNo file chosen. You can also drag the file here.

Drawings must be a PDF file.

Other supporting document (PDF, optional)FER and reply, grant certificate, FTO opinion or financial statements.

Choose PDFNo file chosen. You can also drag the file here.

Total attached: 0 MB of 10 MB

Links to documentsUse this for files larger than 10 MB, or for FER and reply, financial statements, pitch deck or licence agreements. A shared Google Drive or OneDrive folder works well.

Anything else we need to know

Inovatree Consultants LLP processes the details in this form only to prepare your valuation and contact you about it, under the Digital Personal Data Protection Act, 2023. The information stays confidential and is not shared outside the engagement team without your consent. You may ask us to correct or erase it at any time by writing to kunal@inovatree.com.

1. About you

2. Purpose of valuation

3. Patent details

4. Invention, claims and prior art

5. Technology and market position

6. Commercial data

7. Costs and investment

8. Documents and consent

Thank you. Your details have reached our valuation team.