Why Audit the IP in Your Portfolio Companies?
A strategic PE portfolio IP audit can help you strengthen each business and support its competitive advantage, differentiation, market position and brand.
A portfolio company IP audit from Potter Clarkson’s experts is designed to look for red flags as well as opportunities.
It will:
1. Determine the value of each company's IP portfolio
- Thoroughly assess each company's IP portfolio with a commercial lens – find strengths and weaknesses.
- Identify whether the existing IP rights in your portfolio companies are aligned with each company's business plan and your exit objectives.
- Suggest how those rights could add more value to each business.
- Identify possible new commercial opportunities, for example licensing out the IP to create a new revenue stream.
2. Identify and plug any protection gaps
- Determine if any elements of each business plan are not currently protected. Plug any gaps to allay buyer concerns and avoid potential problems at exit.
- Recommend adding other types of rights to each register of IP assets, where it makes commercial sense.
3. Reduce IP spend, where possible
- Highlight any IP rights that are no longer needed or could be managed differently so you can cut spend.
- Estimate how much you could save using our proprietary budgeting software.
4. Make recommendations in line with your exit objectives and support you to implement changes
- Recommend potential improvements to reinforce each business' company valuation and IP position during the term of your investment.
- Provide expert recommendations focused on the future and aligned with your exit objectives for each business.
- If you need it, our experts work with you to take next steps quickly, easily and cost-effectively.
