Position Your Intangible Asset Portfolio
Data without narrative is just numbers. The Position step transforms your valuation data into a strategic narrative that commands a premium with investors, acquirers, and boards. This is where intangible assets become a competitive weapon.
What happens in the Position step
Positioning takes the quantified asset portfolio from the Value step and builds the strategic narrative around it. The goal is not just to prove what assets exist, but to demonstrate why they create sustainable competitive advantage and how they drive future value.
This is the step where the numbers meet the story. Every company tells investors and boards what they do. Few can show, with structured data, why their business is worth more than the numbers suggest. The Position step builds that case.
The output is an Executive Brief — a structured, data-backed document that presents the strongest assets, quantifies the valuation gap between book value and economic value, compares asset strength against peers, and makes the case for premium positioning.
What the Position step covers
Portfolio Reveal
Present the full intangible asset portfolio to stakeholders for the first time. Show the gap between accounting book value and true economic value — often revealing 2–5x more than the balance sheet reports.
Peer Comparison
Benchmark your intangible asset strength against comparable companies. Show where you lead your sector and where you are building assets that peers have not yet developed.
Board-Ready Reports
Generate executive summaries and buyer-ready briefs that translate asset data into the language boards, investors, and acquirers expect to see.
When positioning matters most
Fundraising and investment rounds
Present investors with a structured view of the intangible assets driving your growth. Move the conversation beyond revenue multiples to the underlying asset quality that justifies a premium valuation.
Exit preparation and M&A
Build the comprehensive asset narrative that maximises exit valuation. Structure the intangible asset story using the buyer's language — IFRS 3 classes for purchase price allocation, CHS categories for the value creation narrative.
Board and stakeholder reporting
Give boards visibility into the assets driving performance beyond the financial statements. Track quarter-over-quarter improvement in intangible asset strength with benchmarked scorecards.
Your Executive Brief
At the end of the Position step, you have a structured, board-ready document that makes the case for your company's true value. This is the asset that commands premium terms in negotiations, fundraising, and strategic conversations.
The brief includes
- Executive summary of intangible asset portfolio
- Book value vs. economic value comparison
- Peer benchmark positioning
- Strongest driver narratives with evidence
- Strategic recommendations for value growth
- Formatted for board, investor, or acquirer audiences
Who benefits
- CEOs preparing for fundraising — data-driven pitch
- PE firms at exit — maximise portfolio value
- M&A advisors — structured asset narrative for buyers
- Companies approaching lenders — demonstrate full asset base
This is step 4 of 5 in The Opagio Method
Build the narrative that commands a premium
Talk to an Opagio advisor about positioning your intangible asset portfolio for investors, acquirers, or your board.