# US 8,543,442 B2 · Commercial investment analysis

> Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt

- Number: US 8,543,442 B2
- Document ID: US8543442B2
- Status: Granted
- Kind: B2
- Application number: 13/533,689
- Filed: 2012-06-26
- Published: 2012-12-20
- Granted: 2013-09-24
- Earliest claimed: 2008-05-30
- Assignees: Strategyn Holdings, LLC
- Applicants: James M. Haynes, III; Anthony W. Ulwick
- Inventors: James M. Haynes, III; Anthony W. Ulwick
- Web page: https://patentgrep.com/patent/US8543442B2

## CPC

- G06Q 40/06: Asset management; Financial planning or analysis
- G06Q 10/00: Administration; Management
- G06Q 10/0631: Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q 10/06313: {Resource planning in a project environment}
- G06Q 10/06315: {Needs-based resource requirements planning or analysis}
- G06Q 10/06375: {Prediction of business process outcome or impact based on a proposed change}
- G06Q 10/067: Enterprise or organisation modelling
- G06Q 10/0674: {using process simulation}
- G06Q 30/0201: Market modelling; Market analysis; Collecting market data
- G06Q 30/0202: Market predictions or forecasting for commercial activities
- G06Q 40/00: Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

A technique for performing commercial venture analysis involves establishing an empirically-derived structure and evaluating companies using analytical techniques within that structure. The technique may involve defining jobs, or goals a customer is attempting to reach, with dozens or even hundreds of outcomes. Ideally, the structure and tools facilitate analysis that would not be possible otherwise. Moreover, the nature of the system enables real-time input for changing conditions and the ability to calculate returns for new markets in which products or services do not exist.

## Claims

### Claim 1

A system comprising:
a processor and a memory;
a platform templates datastore;
a platform innovation engine coupled to the platform templates datastore;
a business model selection engine coupled to the platform templates datastore;
an investment engine coupled to the platform templates datastore;
a jobs and outcomes datastore;
a market selection engine coupled to the jobs and outcomes datastore;
wherein, in operation:
the platform innovation engine adjusts parameters of a template from the platform templates datastore to improve a score associated with a job;
the business model selection engine facilitates generation of a basic business model using a platform associated with the template;
the investment engine:
determines if a venture can create an investment rate of return (IRR) that exceeds an IRR threshold;
recommends, based on the determination, investment in the venture utilizing the platform associated with the template and the basic business model;
the market selection engine selects a market using jobs data from the jobs and outcomes datastore.

### Claim 2 (depends on 1)

The system of claim 1 further comprising:
a target markets datastore;
a customer data capture engine coupled to the target markets datastore;
wherein, in operation, the customer data capture engine captures desired outcomes for jobs for use by the platform innovation engine.

### Claim 3 (depends on 1)

The system of claim 1 further comprising:
a recommended business models datastore coupled to the business model selection engine and the investment engine;
wherein the business model selection engine stores the basic business model in the recommended business models datastore and the investment engine uses the basic business model from the recommended business models datastore.

### Claim 4 (depends on 1)

The system of claim 1 further comprising:
a features datastore;
a feature selection engine coupled to the features datastore;
wherein, in operation, the feature selection engine adds features to the platform.

### Claim 5 (depends on 1)

The system of claim 1 wherein the investment engine is configured to calculate fixed and variable costs of the basic business model.

### Claim 6 (depends on 1)

The system of claim 1 wherein the investment engine is configured to quantify the venture.

### Claim 7 (depends on 6)

The system of claim 6 wherein the quantification of the venture is based on one or more of customer need scores, importance scores, and satisfaction scores.

### Claim 8

A method comprising:
adjusting parameters of a template from a platform templates datastore to improve a score associated with a job;
facilitating generation of a basic business model using a platform associated with the template;
determining if a venture can create an investment rate of return (IRR) that exceeds an IRR threshold;
based on the determination, generating a recommendation, by a processor, with respect to investment in the venture, the generation utilizing the platform associated with the template and the basic business model;
selecting a market using jobs data from a jobs and outcomes datastore.

### Claim 9 (depends on 8)

The method of claim 8 further comprising capturing desired outcomes for jobs for use by a platform innovation engine with a target markets datastore.

### Claim 10 (depends on 8)

The method of claim 8 further comprising storing the basic business model in a recommended business models datastore and using the basic business model from the recommended business models datastore.

### Claim 11 (depends on 8)

The method of claim 8 further comprising adding features to the platform.

### Claim 12 (depends on 8)

The method of claim 8 further comprising calculating fixed and variable costs of the venture.

### Claim 13 (depends on 8)

The method of claim 8 further comprising quantifying the venture based on one or more of customer need scores, importance scores, and satisfaction scores.

### Claim 14 (depends on 8)

The method of claim 8 further comprising:
storing the basic business model in a recommended business models datastore; and
using the basic business model from the recommended business models datastore.

### Claim 15

A system comprising:
means for adjusting parameters of a template from a platform templates datastore to improve a score associated with a job;
means for facilitating generation of a basic business model using the platform associated with the template;
means for determining if a venture can create an investment rate of return (IRR) that exceeds an IRR threshold;
means for recommending, based on the means for determining, investment in the venture utilizing the platform associated with the template and the basic business model;
means for selecting a market using jobs data from a jobs and outcomes datastore.
