Opportunity Assessment (Starting at $1,200)

An Opportunity Assessment provides critical information you need for sound investment decision making. Opportunity Assessments provide a look at an investment target’s business planning to ensure that the business is responsive to its opportunities and understands any potential limitations imposed by its external environment.

EquityNet’s Opportunity Assessment addresses issues in multiple domains of critical interest: the soundness of the company’s technology and issues related to market opportunities, as well as competitive challenges. An Opportunity Assessment is a tightly-knit and cost-effective report, customized to your needs, that integrates a Market Analysis, Competitive Analysis, Intellectual Property Survey, and Technology Assessment, into one report.

The Market Analysis and Competitive Analysis can include:

• Characteristics and size of the target market(s)
• Identification and characterization of competitors in the target market(s)
• Current market share composition of the business and its competitors
• Potential barriers to market entry and strategies for competitive protection
• Significantly disruptive technologies that may threaten the business's market position

The Intellectual Property Survey of the business can include:

• Results of intellectual property search and analysis related to the target company
• Characterization of the relevant IP landscape
• A listing of related IP with links to U.S. Patent and Trademarks Office documents and patent or patent application status
• Specific identification of IP-related risk factors such as freedom to operate
• Summary of primary observations derived from the intellectual property survey process

The Technology Assessment of the business can include:

• Independent vetting (typically by a subject matter expert)
• Examination of the technology landscape and its relationship to the business's sustainable advantage
• Consideration of stage of technology development and maturity
• Overview of management and research/development management capabilities
• Identification and characterization of competitive technologies
• Discussion of potential marketability and possible options

In addition, investors may choose to expand the Opportunity Assessment report by adding information about the Intellectual Property landscape of the entrepreneur’s business.

To get started, call EquityNet at 1.866.542.3638. We will visit with you about your needs and will develop a customized Scope of Work Proposal for your approval. Work products are typically delivered electronically within 10 business days. EquityNet works confidentially with our clients within our standard Non-Disclosure Agreement.