Early-Stage Deep Tech IP Due Diligence & Patent Landscape Analysis for Investors
Rigorous, investor-focused IP due diligence for a single deep-tech target. Combining founder interviews, patent and ownership review, and competitive landscape mapping, this service uncovers ownership defects, coverage gaps, and third-party patent risks, shows where the target stands and could expand, and delivers a clear remediation roadmap to protect the IP behind your investment.
Venture capital funds, angel investors, family offices, and private equity firms evaluating an early-to-mid-stage company in deep tech, energy, advanced hardware, or hard science, such as nuclear fusion, quantum computing, advanced materials, or robotics.
Investors whose target has government-funded research, university or national lab partnerships, a history of lapsed patent filings, or unclear founder ownership of its IP.
Investors who want to see how the targetโs IP compares with competitors in a crowded or fast-moving field.
Includes:
Founder & Technical Team Interviews: One main interview with the targetโs founders and technical leads to understand the technology, IP history, and business plan, plus one follow-up interview to resolve open questions and red flags found during the review.
Pending Patent Filings: Status, claim scope, and how well each filing supports the targetโs business plan.
Expired & Abandoned Filings: Coverage the target has lost and whether those filings now count as prior art against its current applications.
Chain of Title: Review of inventor and founder assignments and corporate ownership records.
Government Funding & Collaboration Rights: Federal rights in government-funded inventions under the Bayh-Dole Act, and IP ownership and licensing terms in university, national lab, and industry collaborations.
Technical Consistency Review: Review of the targetโs technical presentations and simulation or test results to check whether they match what its patents disclose.
Core Technology Landscape: Map of patents and scientific publications in the targetโs core technology area, showing key players, filing trends, crowded areas, and white space, compared against the targetโs portfolio.
Adjacent Applications Landscape: Forward-looking view of how the targetโs technology could apply beyond its core area, including other use cases and markets where patent and publication activity suggests opportunity.
Excludes:
Formal freedom-to-operate, validity, infringement, or patentability opinion letters. The landscape analyses are not freedom-to-operate clearances.
Independent scientific modeling, physics validation, simulation-code verification, or hardware testing.
New patent filings, prosecution, office action responses, or litigation.
Valuations, market sizing, financial audits, or investment recommendations.
Interviews beyond the two included, which are available at an additional fee.
Portfolios larger than the selected tierโs patent-family limit, which require a tier upgrade or custom quote.
Registry and database fees above the $950 expense cap, and travel not approved in advance.
Deliverables:
IP Due Diligence Report: Written report on the targetโs IP position, prepared for investors.
IP Risk Matrix: Asset-by-asset breakdown of legal status, ownership, and risk.
Technical Landscape Map: Written overview of the core and adjacent landscapes, including key players, filing trends, and white space relative to the target.
Recommended Deal Protections: Suggested fixes and deal terms to address the risks found.
60-Minute Findings Call: Q&A with IP counsel covering findings and red flags.
Typical Turnaround: 3 to 4 weeks after we receive full data room access, payment, and a signed engagement agreement, and depends on the targetโs availability for interviews.
Check the exact scope before paying
Review the productโs current fee, prerequisites, and exclusions. Any custom or expanded work needs a separate written scope and fee. Representation begins after conflicts clear and a signed engagement letter is in place.
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