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Our Story

Mature technology with over 8 years in development and tens of millions of dollars of investment.

ERA 01 - CREATION
Lee & Hayes | 601West

  • Innovated and developed a technology engine, analytics, and methodology to assess and value IP as business assets
  • Successfully applied analytics to enterprise valuation and IP portfolio development
  • Sold 601West to Aon for accelerated investment in technology development and application within the insurance industry

ERA 02 - Development & Application to Insurance
Aon

  • Evolved tech engine into a foundational AI-based category-defining technology for understanding innovation and competitive moats, their competitive postures, risks, and value
  • Exposed platform capabilities through an internal software Analysts’ Suite to support insurance brokerage services

ERA 03 - TAM Expansion
Moat Metrics

  • Moat Metrics was spun out of Aon in June 2024 to expand offerings across more verticals and to reach more clients
  • Clean cap stack owned by the team. Aon retained no stake in the business but remains a client.
  • Moat Metrics is commercializing the mature AI platform as a SaaS product, “Innovation Alpha”, and as a source for the alternative data market

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