Private Equity · Patent Diligence
Operating Companies · Portfolio Valuation
The Offer On The Table Undervalued The Portfolio By Multiples
The Outcome
The Offer, Declined
The portfolio’s value exceeded the in-hand offer by multiples.
Litigation Funding Secured
Claim charts, damages models against multiple targets, and a Hilco-run licensing campaign now generating revenue opportunities.
01
The Situation
The company came to us with a purchase offer already in hand for its patent portfolio. One question: should we take it?
It's the highest-stakes moment in the life of a portfolio. Accept a lowball offer and the value is gone forever - you can't renegotiate a sale after the wire clears. Reject a fair one and you're left holding assets you don't know how to monetize. Most companies in this position have no independent basis for deciding, so they anchor to the only number in the room: the buyer's.
02
What We Did
Step 01
Ran The Portfolio Through Our Intake Process First
Before recommending anything, we tested the offer against the data. The result was unambiguous: the portfolio’s value exceeded the in-hand offer by multiples. That single finding changed the question from “should we sell?” to “how do we capture what this is actually worth?”
Step 02
Identified Where The Value Lived
We assessed the full portfolio, identified the high-value patents, and organized them into sub-portfolios across five technology segments - turning one undifferentiated asset into several distinct monetization paths.
Step 03
Built The Evidence
We generated claim charts demonstrating and documenting infringement by multiple companies, plus financial models showing each charted company’s potential exposure - the concrete work product that converts “we think we’re owed something” into a case a funder or licensee takes seriously.
Step 04
Secured The Capital To Act
We obtained litigation funding for the client, so pursuing the portfolio's real value doesn't depend on the client's own balance sheet.
Same question, different portfolio? Thirty minutes is enough to find out.
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What Happened
The company declined the offer. Instead of selling for a fraction of the portfolio's value, it now has litigation funding in place, claim charts and damages models against multiple targets, and a Hilco-run licensing campaign generating revenue opportunities ahead of any litigation.
The buyer's offer wasn't an exit. It was a data point - and the data said keep going.
The Cost Of Waiting
Thirty Minutes Is Enough To Know
If someone has offered to buy your patents, they've already done the math on what those patents are worth to them. The only question is whether you've done yours. Thirty minutes is enough to tell you whether the number in front of you is a fair price or a fraction of one.
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