Portfolio Review

This key aspect of our IP consultancy service involves examining your entire IP portfolio in detail and providing recommendations regarding how to manage that portfolio going forward in accordance with your own commercial circumstances.

For example, if you are about to enter a new capital raising round, a portfolio review will enable you to see if there are any weaknesses in your portfolio which might put a potential investor off. With our experience of the fund-raising process, our team can identify any weaknesses beforehand and provide guidance to rectify and strengthen the portfolio, thereby making your company a more attractive investment.

We can help and support with key aspects of managing your IP portfolio, including:

  • Product mapping: Matching the current IP portfolio to products/product range to give a better idea of where strengths and weaknesses are.
  • Roadmaps: Planning out a timeline for the portfolio and any upcoming commercial events (for example, priority deadlines, national phase deadlines, product launches, product trials, etc.) to identify where key IP decisions need to be made and what those decisions should be.
  • Budget planning: Helping to make budgetary decisions, for example by culling obsolete IP to recycle funds toward newer IP.