Yale Partners is building the first end-to-end automated valuation engine — with cap-table management — accessible from any AI assistant via MCP. 409A, ASC 820, and IFRS 13 compliant. Partner-signed, audit-ready, defensible. Generally available late 2026.
Six pipelines, one signed opinion. Every number traces to a citation; every output is reviewed by a senior IP partner before delivery.
Maintain a single source of truth for your cap table — share classes, SAFEs, options, vesting, and waterfalls — and re-run valuations the moment anything changes.
Vector search over licensing databases, M&A disclosures, and court-determined royalties — every comp tied back to a primary source.
Option-Pricing Method, Probability-Weighted Expected Return, and Hybrid allocations run in parallel — the engine selects the standard of value that fits your facts.
Risk-adjusted DCFs run thousands of forward scenarios across royalty rates, adoption curves, exit timing, and discount rates with explainable outputs.
A senior IP partner reviews every assumption, reconciles methods, and authors the opinion. The AI accelerates the work — the partner owns the signature.
One-click export of a defensible workpaper for auditors, regulators, and counterparties — every number backed by a source, every assumption versioned.
Cap-table management, valuations, and comparable retrieval are exposed through Model Context Protocol — drive the engine from the assistant you already work with.
Our engine is being engineered from the ground up against the independent-appraisal presumption of reasonableness under Treas. Reg. §1.409A-1(b)(5)(iv)(B)(2). At GA, every automated valuation is delivered as a partner-signed report that meets the AICPA Practice Aid for Cheap Stock and the IRS safe-harbor requirements your auditor expects.
# not legal or tax advice. opinions issued by Yale Partners and reviewed by senior IP & valuation partners.
The classical valuation framework, executed at the speed of software. Income, market, and cost approaches run in parallel and are cross-reconciled by a partner before sign-off.
Forward cash flows discounted at a risk-adjusted rate; for IP, an imputed royalty stream the asset would otherwise pay to license in.
FMV = Σ (CFt · (1 - τ)) / (1 + r)t
Multiples and royalty rates from observed licensing, M&A, and court-determined comps — LLM-ranked for technical and economic fit.
FMV ≈ Multiple(compi) · KPI(target)
What it would cost to recreate the asset today — with adjustments for obsolescence, useful life, and remaining advantage period.
FMV = ReproCost − (Phys + Func + Econ obsolescence)
Yale Partners has been valuing intellectual property and intangible assets for years. Engage us today for partner-led valuations — and get priority access when automated AI valuations go GA.
Patents, trademarks, software, and brand assets — valued for the moments that matter to founders, finance teams, and counsel.
Independent appraisals of private-company common stock for boards, employees, and tax reporting.
Positioning, licensing, and monetization roadmaps that turn intangible assets into revenue.
Lifecycle management and escrow for sensitive intellectual property.
Direct links to the registries and search tools we use every day — built into the engine, surfaced here for your own due diligence.
WIPO · trademark records across 70+ national & international collections.
$ open // designWIPO · industrial design registrations from participating offices.
$ open // madridTrack international trademark applications under the Madrid System.
$ open // hagueInternational design registrations under the Hague System.
$ open // patentEPO · 140M+ patent documents from 100+ countries.
$ open // patentWIPO · PCT international patent applications & national collections.
$ open // usptoUSPTO · full-text search across granted patents and published apps.
$ open // scholarGoogle Patents · cross-jurisdiction patents with prior-art linking.
$ openReference reading we point clients toward.
Public milestones on the road to general availability.
Valuation graph schema, cap-table parsing, comparable retrieval, SOC 2 controls.
shippedOPM, PWERM, Hybrid allocations, DLOM, Monte Carlo simulation framework.
shippedEnd-to-end runs on live engagements with full partner review.
in progressExternal methodology review & AICPA Practice Aid alignment audit.
plannedAutomated AI valuations open to all qualified clients · 409A · ASC 820.
target GAPriority onboarding when GA opens in late 2026. Early waitlist members receive a complimentary methodology briefing and a slot in the private alpha when their use case fits.