We have structured and negotiated millions in IP revenues, leading to billions in valuations for our clients.

Transactions

We structure and close IP transactions designed to shape our clients’ trajectory, such as assignments, licensing deals, portfolio sales, strategic acquisitions, and the negotiations behind them. Our team often stays engaged from strategy through signing day and beyond to ensure your success.

01

Strategy

02

Drafting

03

Due Diligence

04

Monetization

01 - STRAGEGY

Strategy

Founders win by being strategic about equity on day 1, long before the company has value. We help you plan ahead to reward good behaviors, counter bad behaviors, and position for the win.

  • Entity Formation

    • State & federal filings

      Preparation, filing, and management of legal entities created for the purpose of obtaining, holding, and/or enforcing IP assets.

    • Certificates of Formation or Incorporation
      Preparing and filing papers for corporations, LLCs, partnerships, etc. 

    • Federal registrations
      Guidance on federal requirements for the FDA, the IRS, and like agencies.

  • Founders’ Agreements

    • Corporate Bylaws & Operating Agreements
      An agreement amongst the founders about how the company will be run. 

    • Equity Agreements (e.g., vesting)
      Agreements between a start-up and each founder regarding their individual interests.  

    • IP Assignment Agreements
      Necessary to maximize valuations and receive investment.

    • Service Agreements
      Create opportunities to trade services for equity.

    • Termination Agreements
      Make it possible to fire underperforming co-founders.

  • Talent Acquisition & Management

    • Confidentiality Agreements or NDAs
      One-Way NDAs - You disclose, they protect.
      Mutual NDAs - Both parties exchange confidential information.
      Light vs. Heavy NDAs - Varying levels of restriction and term length.
      Idea Submission Agreements - When you're pitching without protection.
      Templates or custom drafting - Depends on your risk tolerance

    • Employment agreements
      IP-focused terms for hiring part- or full-time employees

    • Independent agreements
      IP-focused terms for hiring part- or full-time employees

    • Immigration papers for skilled workers
      Create opportunities for foreign workers with targeted skills

    • Termination Agreements
      Make it possible to fire underperforming employees or contractors.

  • Investor Agreements

    • Advisor agreements
      Recruit first-class expertise without exposing them to corporate liability

    • Convertible notes
      Raise capital by issuing debt with an interest rate, maturity date, and repayment obligations

    • SAFE Notes
      Raise capital without an interest rate, maturity date, and repayment obligation

    • Unit- or Shareholder agreements
      Raise capital by selling common or preferred shares to third parties


02 - DRAFTING

Drafting

Good deals get signed by serious people looking to make money. We help you be aggressive without losing sight of the big picture and your bottom line.

  • AI-Supported drafting for routine agreements

    For simple matters, we feed facts and templates from our library to a private LLM on your behalf, carefully review the results, and provide you with drafts and supporting memoranda

  • Human-led drafting for custom agreements

    For complex matters, we find relevant templates and more intensively deploy human experts before utilizing our private LLM, helping us lead with experience.

  • Legal review of third-party agreements

    An experienced attorney reviews their papers, discusses the terms with you, and responds with redlines using human-led, AI-powered processes wherever feasible. 

  • Negotiation support

    An experienced attorney shows up to negotiate on your behalf via email, phone, or in-person as needed to realize your preferred result or something close to it.

  • Strategic advice on deal structure

    We place a skilled negotiator in your corner to help you understand your goals, leverage, and available tools to realize specific outcomes.


03 - DUE DELIGENCE

Due Deligence

Sophisticated parties demand sophisticated answers. We provide the people, resources, and tools necessary for moving the ball forward in a careful, prudent manner.

  • For Buyers & Investors

    • Patent/Trademark Portfolio Audit - What assets exist? Are they valuable?

    • Ownership Verification - Do they actually own what they claim? (Assignments, inventor agreements, contractor work-for-hire)

    • Freedom-to-Operate Risk Screening - Can you actually make and sell what you plan to, or are you infringing?

    • Invalidity Risk Assessment - How vulnerable is each patent to prior art or legal challenge?

    • IP Asset Valuation - What's it worth? (Using cost, market, or income methods)

    • Post-Close Integration Planning - How do we integrate this IP into our portfolio?

  • For Sellers

    • Pre-Diligence Portfolio Cleanup — Fix ownership issues, get missing assignments, clarify inventor rights before buyers ask

    • Data Room Preparation — Organize everything buyers will ask for (patent prosecution files, assignment chains, license agreements, employee IP assignments)

    • Buyer Q&A Support — We answer technical IP questions from their counsel so you don't have to

    • IP Transition Planning — How do we hand off the portfolio smoothly?


04 - MONETIZATION

Monetization

If your goal is money, then you need to go for the gold. Our team has the experience to help you exploit your intellectual property assets in business friendly, preferably without litigation.

  • Acquisition Agreements

    Tools for acquiring/selling intellectual property assets from/to third parties.

  • Collaboration & Partnership Agreements

    Tools for negotiating joint development agreements, R&D agreements, technology transfer agreements, and like deals with monied third parties. 

  • Licensing Agreements

    Templates and methods for negotiating licensing agreements with advantageous royalty structures and exclusivity terms, allowing for customization and standardization.

  • Settlement Agreements

    Should litigation be necessary, then we can help you end the fight with finality - win, lose, or draw.

Transactions

Let’s Get Started

From early-stage discoveries to commercial success, we help innovators protect, develop, and maximize the value of their intellectual property.