MODULE 4 · LESSON 4 / 4

Portfolio Positioning™ — Mapping client IP against the market

12 min read

What is Portfolio Positioning™?

Portfolio Positioning™ lets you upload a client’s patent portfolio and instantly map it against the technology clusters of any market analysis. The same dataset that produced the four scores is now read through the lens of a specific client’s filings — a market analysis becomes a client-specific strategic brief.

The three readings

Every cluster falls into one of three categories once a client portfolio is mapped. Each category translates into a distinct strategic recommendation.

★ high

Strong presence

Client has significant filings in this cluster. Established position — monitor for competitor encroachment.

★ low

Weak presence

Client has some filings but is underrepresented. Potential to strengthen IP position in a growing area.

whitespace

No presence

Zero client filings in this cluster. Whitespace opportunity — assess whether strategic entry is warranted.

Preparing the portfolio file

1Export from your patent database (Derwent, PatSnap, Questel Orbit, TotalPatent, Espacenet).

2Ensure the file has a 'Publication Number' column.

3Upload via the 'Map client portfolio' button in the Technology Clusters section.

4The mapping runs in seconds — no re-analysis needed.

From mapping to recommendation

A worked example brings the three readings together. Same analysis, same dataset — but the client’s portfolio reframes the entire output as a filing brief.

Technology

Solid-State Batteries

Client

Mid-size automotive supplier

Cluster « Electrolyte Materials » — ★ 3 / 340 filings

Client is severely underrepresented in a high-momentum cluster.

Cluster « Separator Technology » — ★ 0 / 89 filings

Pure whitespace — no client IP in a growing technical area.

RECOMMENDATION

Prioritise filing programme in Separator Technology before competitors consolidate this cluster. Strengthen Electrolyte Materials in parallel.

Key insight

Portfolio Positioning™ transforms a patent analysis into a client-specific strategic brief. The whitespace gaps become filing recommendations. The cluster strengths become defensibility assets.

QUIZ DE VALIDATION

1. A client has 0 filings in a fast-growing cluster. What does Portfolio Positioning™ flag this as?

2. Which file format is required for Portfolio Positioning™?

3. A client has 45/89 filings in a cluster. What is the most strategic reading?

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