Inference Toolset for Venture Financial Performance Forecasting
Summary
USPTO published patent application US20260094176A1 for Juniper Strategies Advising, Inc., covering an inference toolset that gathers venture and market data, generates visual circumplex representations of plan and actual strength scores, calculates indices, identifies disparities, and forecasts financial performance. The application was filed October 2, 2025.
What changed
USPTO published patent application US20260094176A1 (Kind A1) for an inference toolset invented by Kevin Ilcisin, Thomas S. Buzak, Karl Krumm, and Darcy Dement of Juniper Strategies Advising, Inc. The invention comprises instructions to gather venture and market data from multiple sources, generate plan and actual circumplex visualizations representing value characteristics and strength scores, calculate corresponding indices, and use an alignment assessment tool to identify disparities between planned and actual performance. A forecast tool circuit then projects financial performance based on these metrics.
Patent applicants and companies developing financial planning or forecasting tools should review this application to assess potential overlap with existing intellectual property. While this publication does not create immediate compliance obligations, entities in the fintech, business intelligence, and financial advisory software spaces should monitor the prosecution of this application for claims that may affect product development. The CPC classifications (G06Q 30/02024, G06Q 10/06375) indicate relevance to marketing analytics and business planning optimization.
Archived snapshot
Apr 2, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
Inference Toolset
Application US20260094176A1 Kind: A1 Apr 02, 2026
Assignee
Juniper Strategies Advising, Inc.
Inventors
Kevin Ilcisin, Thomas S. Buzak, Karl Krumm, Darcy Dement
Abstract
An inference tool set having instructions to: gather data relating to value characteristics regarding a venture and a market from one or more data sources regarding the venture and the market; generate a plan circumplex, via the assessment tool circuit, visually representing plan strength scores of the plurality of value characteristics, respectively, and calculate a plan index of the plan circumplex; generate an actual circumplex, via the value creating engine circuits, visually representing actual strength scores of the value characteristics and calculate an actual index of the actual circumplex; align the actual circumplex with the plan circumplex, via an alignment assessment tool circuit, to identify value characteristics having large disparity between plan strength scores and actual strength scores; and forecast financial performance of the venture, via a forecast tool circuit, based on the plan strength scores, the actual strength scores, the plan index, and the actual index.
CPC Classifications
G06Q 30/02024 G06Q 10/06375
Filing Date
2025-10-02
Application No.
19347989
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