Translate the tested transaction into searchable facts
Start with rights, product, territory, term, exclusivity and payment mechanics before choosing database filters.
Guides
Practical guidance for the royalty search workflow.
Short guides for building a search strategy, reviewing agreements and documenting the final comparable set.
Read the terms behind the disclosed rate
Confirm what is licensed, where, for how long and on what payment base before accepting the percentage.
Select the relevant payment row deliberately
Separate percentage royalties from per-unit amounts, fixed fees, milestones and other consideration.
Use industry codes as support, not as a substitute for facts
SIC, NACE and NAICS can improve reproducibility, but qualitative review still determines relevance.
Record why an agreement is accepted or rejected
Keep the decision reason and reviewer notes attached to the workset rather than altering imported source data.
Let the chart point back to the comparable set
Use quartiles and distribution views after the accepted agreements and normalized rates are confirmed.
Prefer issue-focused notes?
Read concise TPRoyalty Insights on timing, exclusivity, contract terms, royalty bases and comparable selection.
Open Insights