Investor-Ready IP Diligence

SKU: IC-04-V1

SKU: IC-04-V2

Founders preparing for a financing round who need a clean, organized IP diligence package and a candid attorney memo.

$3,500.00 $7,500.00

Tier 1

Tier 2

$3,500.00

$7,500.00

Quantity

Buy Now

Engagement type: Tiered Fee

Attorney fee: $3,500 / $7,500
Tier 1: $3,500 · Tier 2: $7,500
USPTO / USCO / WIPO fees billed separately at cost.

Best for
Founders preparing for a financing round who need a clean, organized IP diligence package and a candid attorney memo.

What’s included

Review of IP assets, ownership chain, prior assignments, and key agreements.
Identification of gaps (e.g., missing assignments, unrecorded transfers, overly broad inventor IP-ownership terms).
Written memo summarizing strengths, gaps, and recommended fixes.

What’s NOT included

Government, third-party, foreign-associate, translation, courier, and vendor fees.
Continued prosecution, additional office actions, or post-allowance work beyond what is expressly itemized.
Litigation, contested proceedings (IPR/PGR/PTAB, oppositions, cancellations), or appeal work.
Work on additional applications, jurisdictions, classes, or marks not listed in the engagement letter.
Fixing assignments or filings (additional flat-fee work, quoted separately).

Client responsibilities

Provide complete, accurate, and timely technical / business disclosures.
Review and approve drafts and filings before submission.
Pay government and third-party fees in advance of any filing deadline.
Provide a list of IP assets, founders, employees, contractors, and prior funding.

Assumptions

Standard complexity for the service category.
One primary applicant or business entity; one primary jurisdiction unless otherwise stated.
One round of substantive client revisions included.
No material adverse facts (e.g., prior public disclosure, intervening prior art) discovered after engagement.
Single operating company; U.S.-centric IP.

Scope-change triggers

Material change in scope, claims, embodiments, classes, marks, or jurisdictions.
Adversarial action by a third party (opposition, cancellation, declaratory action).
Expedited / emergency turnaround required to meet a statutory or self-imposed deadline.
After-discovered prior art, prior use, or undisclosed prior filings.
Adding subsidiaries, foreign IP, or multi-jurisdictional ownership chains.

Deliverables
Diligence memo and recommended-fixes list.

Typical timing
Tier 1: 2–3 weeks · Tier 2: 4–6 weeks.

A compact 30/60/90-day legal launch plan focused on prioritized actions, owners, and deadlines.

Companies developing a companion or complementary diagnostic alongside a therapeutic, where IP, FTO, and regulatory considerations interlock.

A focused review of consent and notice flows in the client's product (e.g., onboarding, marketing opt-in, AI disclosure, cookie banner).

A compact health-check of the client's existing data and regulatory posture, used as a planning tool.

A focused regulatory review of a digital-asset product or program (e.g., token, payment, or rewards offering) with an IP / commercial lens.

A paid consultation with a registered patent attorney, including review of materials you send ahead.

You filed. That does not mean you are covered.