Portfolio Assessment Planning and Management

Develop clear investment criteria and metrics for innovations.

Innovation managers can often be challenged by a large supply of concepts and insufficient bandwidth to assess and prioritize. This is especially the case with academic technology transfer offices. A structured, objective approach can be aligned with organizational values, to identify the most attractive innovations, help accelerate opportunities and provide communication back to the original innovators.

AlvaMed provides a structured multi-attribute value analysis approach that considers reimbursement, clinical data needs, regulatory pathway, market size, reimbursement, development investments and risk.

Structure innovation submission form.
Collect consistent information from the innovators for each innovation.

Understand the innovation group’s mission to identify an assessment approach that aligns with that mission.

Build on the initial data by meeting with the original innovator to fully understand the concept and its status of development. Bring in the expertise to identify the regulatory pathway, reimbursement, clinical, and engineering risks and investments.

Apply a multi-attribute value analysis to the portfolio in order to identify the top concepts.

Provide feedback on the approach to the inventors, celebrate successes and inform the inventors on the key criteria that promote the commercial success of an innovation.

AlvaMed has helped multiple innovation portfolio groups streamline their operations.

Our clients are happy to be references – we are happy to share their contact information when you meet with us.

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Portfolio Assessment Planning and Management FAQ's

  • Market attractiveness: Analyzing the size, growth potential, and unmet needs of the target market helps gauge the potential demand and revenue generation for the technology.
  • Competitive landscape: Identifying existing solutions and competitor strengths and weaknesses reveals the technology’s novelty, differentiation, and potential market share.
  • Technical feasibility and development stage: Assessing the maturity of the technology, remaining development hurdles, and potential production costs informs the timeline and resources required for market entry.
  • Intellectual property (IP) strength: A strong patent portfolio protects the technology from competitors and enhances its attractiveness to potential licensees.
  • Standardization of metrics: While market size and revenue potential might be relevant across fields, other metrics like regulatory hurdles or clinical trial requirements might hold more weight for certain technologies. Adapting and weighting metrics based on the technology’s field ensures fair comparison.
  • Expert evaluation: Bringing in domain experts and potential industry partners for technology-specific assessments can provide valuable insights into commercial viability and potential applications beyond traditional metrics.
  • Scenario planning: Modeling different development and commercialization pathways with their associated costs and timelines can reveal the potential return on investment for each technology, facilitating comparison across diverse fields.
  • Technology portfolio diversification: Balancing technologies with potentially quick market entry and revenue generation with those holding long-term disruptive potential ensures a sustainable TTO operation while contributing to broader societal advancements.
  • Strategic partnerships: Collaborating with research institutions, startups, or established companies can leverage different expertise and resources to accelerate development and maximize impact, even for technologies with longer timelines.
  • Metrics for broader impact: While financial metrics are crucial, incorporating metrics like potential healthcare benefits, environmental impact, or job creation can align a TTO’s metrics with the organization’s mission.

Mark Cox

President and Founder

Mark Cox has more than 30 years experience in assessing early stage innovations.