Recent Work

Six Portfolios, Six Very Different Answers

Each of these started the same way: someone owned a patent portfolio and could not say what it was worth. What follows is what the analysis found, and what the client did about it.

The Case Studies

What The Analysis Found

Private Equity · Patent Diligence

The Patent Analysis That Priced The Deal - Then Became The Value-Creation Plan

A PE firm was about to acquire a company whose patent moat might have been a puddle. We told them which - before they wired the money. The answer drove a meaningful price adjustment, and the same work became the portfolio company's IP roadmap after close.

Read The Case Study

Operating Companies · Portfolio Valuation

The Offer On The Table Undervalued The Portfolio By Multiples

A company arrived with a purchase offer already in hand and one question: should we take it? Testing the offer against the data changed the question entirely - from “should we sell?” to “how do we capture what this is actually worth?”

Read The Case Study

Investors & Lenders · Portfolio Assessment

The Portfolio The Balance Sheet Couldn't See: $260 Million In Licensing Value

An investor held capital in a synthetic biology company whose patent portfolio appeared nowhere in the numbers. Six priority licensing opportunities later, it was a concrete revenue roadmap instead of a line item burning renewal fees.

Read The Case Study

Operating Companies · Patent Mining

The Revenue Was Already In The Portfolio. Nobody Had Mined For It.

A global supplier treated its patent portfolio as pure cost: filing fees, maintenance fees, prosecution budgets. Mined systematically, it yielded high-value patents and ranked monetization paths the company is now implementing.

Read The Case Study

Operating Companies · Independent Assessment

Is The Patent Strategy Actually Working? A Public Company Finds Out.

A public industrial supplier had spent years building a portfolio and had no independent read on whether it was working. The assessment answered that with evidence, and mapped the white space the company is now filing into.

Read The Case Study

Operating Companies · Litigation Finance

200 Patents, Zero Revenue - Until The Portfolio Became A Funded Campaign

A technology company held 200 autonomous-vehicle patents that had never earned a dollar. It now has litigation funding in place, outside counsel engaged, and a prioritized list of targets to pursue.

Read The Case Study

Your portfolio has an answer too. It takes about thirty minutes to find it.

Book a Call

Who These Engagements Serve

Three Rooms, One Question

Colleagues reviewing patent paperwork together at a shared desk

In-House Teams

You're paying renewal fees on hundreds of patents nobody has evaluated in years. I'll tell you which ones are earning their keep.

Attorneys reviewing portfolio documents around a boardroom table

Law Firms

Your client has a portfolio question you can't bill for answering. I'm the call you make. The work comes back to you when it's time to file new patents or enforce.

A deal team discussing diligence findings in a bright boardroom

Private Equity

Patent diligence pre-close, portfolio value creation post-close. If IP is in the deal thesis, it should be in the diligence.

The Most Expensive Patent Strategy Is Not Having One

Thirty minutes is enough to tell you whether yours is worth a closer look.

Book a Call No pitch, no deck · I read my own email