Best Few Opportunities

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Identifying the “Best Few” opportunities requires a selective process whereby the assets are identified, inventoried and a valuation is made as to their potential for creating value. There are several “selectivity” measures that we employ in this process. The first is a “market map” that defines the prevailing market landscape and value situation. Such beforehand knowledge is critical to have an idea of what assets will have value. We call this process “Focused Discovery.”

The second selectivity measure is the Asset Valuation Workbook which walks the analyst through a series of questions to assess the value of a particular asset or opportunity. The “Ideal” investment guidelines are embedded in this tool so that the analyst can assess the risks, consider license vs venture strategies, assess the change in the value mix, take a snapshot of the market value situation, and reach a decision on what actions to pursue.

The results of the individual asset assessments populate the portfolio management workbook that highlights the “Best Few” opportunities among the other assets in the group. A series of scenarios is supported by a number of analytical charts to support a “Go/No Go” decision.