IP Portfolio Analysis

Know What You Own.
Understand What It’s Worth.

An intellectual property portfolio is not simply a collection of patents or other forms of intellectual property. It is a strategic asset base that must be analyzed, categorized, and positioned for leverage. It can be a valuable asset that enhances the perceived value of the owner of the intellectual property, and it can also be an expensive, non-productive waste of resources and time.

To avoid the latter possibility, we conduct structured IP Portfolio analyses designed to answer five critical questions:

  1. Why is your IP valuable to you and others?
  2. Have you considered all verticals where you IP may have value?
  3. What are best practices for rating and enhancing the value of your IP?
  4. Who might benefit from access to your IP?
  5. How might a deal be structured with each target to achieve a win/win outcome?

What We Evaluate

Technical Strength

Claim coverage of potential infringers, continuation strategy to broaden coverage, prosecution and trade secret alternatives.

Commercial Relevance

Adoption velocity, competitor exposure, product development and integration with available IP alternatives.

Legal Positioning

Enforceability considerations, litigation posture, geographic coverage, and regulatory factors.

Strategic Leverage

Cross licensing potential, defensive positioning, blocking power, acquisition attractiveness.

Capital Readiness

Whether the portfolio supports licensing, non-recourse litigation finance, sale, joint ventures, or commercial lending/investor participation.

What You Receive

  • A well-documented portfolio assessment
  • Identification of strategic options
  • Identification of underperforming or redundant filings
  • Monetization pathway recommendations and, if desired, execution assistance

This is not a valuation exercise alone. It is a strategic positioning analysis.

How We Get Started

Schedule a confidential portfolio review discussion.

How can we help you?

Have questions about your serious IP Portfolio needs? Speak with one of our advisors today, or schedule a call.

Genius is one percent inspiration and ninety-nine percent perspiration.

Genius Requires Work
Thomas A. Edison, American Inventor