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Expert. Expert has over 15 years experience in identifying and analyzing competing technology-based products or services and their producers. During this time she has provided competitive analysis and intelligence to private- and publicly-funded venture/seed capital investment funds as well as to the US Department of Energy Office of Inventions and Innovations and the US Department of Justice Office of Law Enforcement and Technology Commercialization. Expert normally combines secondary data acquired from a wide variety of trade, economic, and market reports/publications along with the findings of semi-structured telephone interviews with industry and governmental experts in the field. She provides her clients with a thorough review of existing as well as potential competition, along with a quantitative and qualitative account of their strengths and weaknesses in comparison to the subject technology. Expert has taken post-graduate coursework in technological entrepreneurship and is a graduate of the leading venture capital institute's training in due diligence.


Expert assesses the market potential of inventions of products and services already in the marketplace or about to be introduced. Her primary focus has been on technology-based products and services. Since 1982 she has researched and reported on the potential of dozens of new products or services in the marketplace. Research sources include secondary industry and market data as well as primary data from telephone, mail, and focus group surveys. Reports to her clients typically include the following elements in determining the market potential of a new product or service: technology overview, market environment and trends, competitive environment and trends, management capabilities (if applicable), and barriers and opportunities to market entry. Expert has taken post-graduate coursework in technological entrepreneurship and is a graduate of the leading venture capital institute's training in due diligence. She has provided her expertise in the assessment of market potential to both private- and publicly-funded venture capital investment funds as well as to federal agencies.

Expert has extensive market and business research skills that range from industrywide to product- or company-specific inquiries. While she has researched a broad range of industries, manufacturers, and technology-based products and services, the energy industries--both extractive and renewable--are a particular focus. Her clients in this industry include inventors of oil field, coal mining, and solar equipment for the US Department of Energy and the State of New Mexico. In the last two years, she has completed three market research projects related to commercial, industrial, and residential refrigeration equipment and the new generation of refrigerants. Market research methodology is tailored to the client's budget and needs but commonly includes both primary (e.g., surveys and focus groups) as well as secondary research. She has been an invited guest lecturer on Market Research methods at the University of Montana College of Technology and Mining.


MICRO ENTERPRISE DEVELOPMENT Expert directed and managed the largest, most successful Small Business Development Center (SBDC) in New Mexico, providing business assistance to 650 clients and conducting 30 seminars and courses with 590 attendees within a calendar year. She supervised and served a multi-cultural, Hispanic, Native American and Anglo, staff and client base. She managed a revolving micro-loan fund of one-quarter million dollars, with an average loan size of $30,000 to new and expanding indigenous businesses. Expert analyzed loan applications, business and profit plans, and financial statements. She assessed borrowers' technical capabilities and prepared strategic business assistance plans to meet a lender's funding requirements. She developed, instructed, and supervised college-level courses in entrepreneurship, including a small business management class recognized by the Wall Street Journal's Enterprise column.


Expert had analyzed market trends, the competition, and developed market studies for technology-based companies that resulted in the introduction of 13 new technologies into the US and international marketplace. She has conducted the market-related due diligence for two venture capital organizations with a portfolio success ratio of over 75 percent and made funding recommendations for requests ranging from $50,000 to $500,000. She has investigated renewable and conventional energy industries, medical devices, computer software, electronics, financial services, and recreational equipment markets.