Strategic Analysis
of Patent Portfolios
Drive your intellectual property with actionable data. Competitive intelligence, technology mapping and semantic search — in full confidentiality.
Understanding your portfolio at a glance
Filing dynamics, procedural statuses, maturity — all the key metrics to manage a portfolio or audit a competitor's.
Family evolution (by priority year)
Number of inventions created per year, deduplicated by family, year extracted from the priority application. Measures the pace of innovation.
Filing evolution by office
All publications by year and by office (EP, US, WO, CN, KR...). Shows the filing activity in each jurisdiction.
Procedural statuses by office
Distribution of six statuses (Active, Granted, Pending, Entered, Discontinued, Lapsed) by jurisdiction. Measures the effective strength of protection.
Filings vs grants
Compared evolution of filing flow and grant rate. A growing gap signals patentability difficulties.
Portfolio age
Distribution of patent age by status. A young, mostly pending portfolio signals a recent offensive strategy.
Deciphering the technology scope
Hierarchical CPC classification, technology × office cross-analysis, inventor network — to understand where innovation efforts are concentrated.
Top CPC groups
The dominant technologies in the portfolio, ranked by number of patents. Reveals the priority innovation areas.
CPC Sunburst
Hierarchical navigation Section → Class → Subclass → Group. Immediate visualization of technological diversification.
Technology × office heatmap
CPC × jurisdiction cross-analysis: identifies technologies protected globally vs those limited to a single market.
Inventor × technology network
Bipartite graph linking each inventor to the CPC groups of their patents. Maps key competencies and dependencies.
Family structure and coverage
Family size, geographic coverage and technological diversity — the indicators of portfolio strength.
Geographic coverage of families
Percentage of families protected per country. A key indicator of the international extension strategy.
World map
Choropleth of patents by country — immediate view of the portfolio's geographic footprint.
Europe map
Detail of EP national validations and European national filings.
Family size distribution
Number of members per patent family. Large families indicate inventions of high strategic value.
Mapping the competition
Player positioning, strategic matrix, vacant technology spaces — the tools to identify threats and opportunities.
Top applicants
Ranking of applicants by number of distinct families. Identifies the dominant players in the field.
Applicant × CPC heatmap
Activity intensity of each player per technology subclass. Crosses volume and specialization.
Technological diversification (Shannon)
Shannon entropy: a specialized player (H≈0) vs diversified (high H). Inspired by Garcia-Vega (2006).
Filing trend by applicant
Annual evolution of the number of families per player. Detects accelerations and strategic withdrawals.
BCG Matrix — Applicants
Positioning of players by growth and patent market share. Identifies leaders, challengers and declining players.
First-mover by CPC subclass
First applicant in each technology subclass. Identifies pioneers and the entry timeline of each player.
White Space — Dominant class detail (B65G1)
Zoom on the dominant CPC class in the sector. Shows the detailed patent distribution by applicant within the most active subclass.
White Space — CPC × applicants
White cells = uncovered areas. Identifies filing opportunities in the gaps of the competition (excluding dominant class).
Assessing value and anticipating risks
Family scoring, technological maturity, expiration projection and BCG positioning — the decision-making indicators.
Strategic value vs prior art
Four strategic quadrants: Crown Jewels (high value, little prior art), Sitting Ducks (vulnerable), Sleeping Beauties (dormant potential), Deadwood (to be abandoned).
Top strategic families
Weighted composite score: family size + scope (inverted X/Y citations) + forward citations if available. Inspired by Lanjouw & Schankerman (2004).
Family size × CPC breadth
Geographic coverage / technological diversity cross-analysis. Patents in the upper right are the most strategic.
S-Curve — Technological maturity
Cumulative patents by CPC subclass. Position on the S-curve: emergence, growth, maturity or decline. Ref. Haupt et al. (2007).
Patent Cliff — Expiration projection
Number of active families over time (20-year duration). Anticipates opportunity windows upon expiration of competitor patents. Ref. Grabowski & Vernon (2000).
BCG Matrix — Technologies
Positioning of technology CPCs by growth and relative share. Four quadrants: Dominant / Expansion (high share, growing), Dominant / Mature (high share, stable or declining), Emerging (low share, growing) and Legacy (low share, stable or declining).
Exploring beyond keywords
Embedded artificial intelligence to query patents by meaning — text and drawings combined.
Search by meaning, not by words
Describe a technical concept in natural language. Our semantic engine analyzes claims, descriptions and drawings to find relevant patents — even if they use different terminology.
- Search on claims, descriptions or drawings
- AI visual matching: compare a product photo to patent drawings
- Text + drawing fusion with combined scoring (Reciprocal Rank Fusion)
- Multilingual indexing and search (FR, EN, DE...)
- Cumulative and mergeable indexes across corpora
Practical applications
- Freedom-to-operate in Europe: target the granted patent portfolio of competitor(s), explore by semantic similarity (text and/or photo) to detect relevant patents in the corpus
- Product-patent mapping: on a large portfolio, find which patents cover a given product
- Prior art search: explore a corpus beyond keyword queries
- Due diligence: rapid audit of a targeted portfolio
(fictitious example for illustration purposes)
Scientific rigor, absolute confidentiality
Analyses inspired by academic literature, executed entirely locally.
🔒 100% local processing
Unlike SaaS platforms, all processing runs on local machines:
- Embedded AI models (no cloud calls)
- Patent data via the official EPO API (OPS)
- No storage with any third-party provider
- Compatible with the strictest confidentiality requirements
📚 Academic references
Each indicator is inspired by published methodologies:
- Lanjouw & Schankerman (2004) — Patent quality indicator weighting
- Harhoff, Scherer & Vopel (2003) — Family size and strategic value
- Ernst (2003) — Competitive matrix volume × coverage
- Haupt et al. (2007) — Technological maturity S-curves
- Garcia-Vega (2006) — Shannon diversification
- Squicciarini et al. (2013) — Composite radar score (OECD)
- Grabowski & Vernon (2000) — Patent cliff
🎯 Tailored service
Each analysis is configured to your needs:
- Search scope defined together (CPC, applicants, dates...)
- Analyses adapted to the sector (mechanical, physics, electronics...)
- Customized deliverables (report, interactive figures, raw data)
- Recurring monitoring (quarterly, semi-annual, annual)
⚖️ Patent Attorney expertise
The analysis is carried out by a French Patent Attorney and European Patent Attorney, who brings:
- Understanding of patent law and procedures
- Qualified interpretation of quantitative data
- Strategic recommendations
- Professional secrecy
Analyses tailored to every need
Portfolio audit
Complete analysis of a patent portfolio: technology mapping, geographic coverage, strategic family assessment, identification of high-value patents and candidates for abandonment.
Competitive intelligence
Monitoring of your competitors' filings. Alerts on new technologies, filing trend analysis, relative positioning of your portfolio.
Technology landscape
Complete mapping of a technical field: players, technologies, trends, vacant spaces (white space), maturity. Ideal to guide your R&D strategy.
Semantic search
Patent search by meaning (claims, descriptions, drawings). Freedom-to-operate, prior art search, due diligence — beyond the limits of keyword queries.
Recurring monitoring
Dashboard updated quarterly. Monitoring of your portfolio and the competition with comparative indicators over time.
Report & deliverables
Interactive figures, exportable data (CSV), full report or executive summary depending on the service.
Let's discuss your portfolio
One-off analysis or recurring monitoring — each service is tailored to your strategic challenges.
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