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.
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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 toleranceEmployment agreements
IP-focused terms for hiring part- or full-time employeesIndependent agreements
IP-focused terms for hiring part- or full-time employeesImmigration papers for skilled workers
Create opportunities for foreign workers with targeted skillsTermination Agreements
Make it possible to fire underperforming employees or contractors.
Investor Agreements
Advisor agreements
Recruit first-class expertise without exposing them to corporate liabilityConvertible notes
Raise capital by issuing debt with an interest rate, maturity date, and repayment obligationsSAFE Notes
Raise capital without an interest rate, maturity date, and repayment obligationUnit- 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
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The full lifecycle of turning intellectual property into money: entity and equity structuring, founders', investor, employment, and IP-assignment agreements, licensing, technology transfers, acquisitions and divestitures, and the due diligence behind all of it. If an agreement touches the ownership, transfer, or monetization of a patent, trademark, copyright, or trade secret, it's ours. We structure the deal, paper it, and close it.
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Before. The most expensive problems in a transaction are the ones baked in years earlier: IP sitting in the wrong entity, an unassigned contractor invention, a chain-of-title gap nobody papered. Structure early and you negotiate from a clean, defensible position. Wait, and you negotiate from repair. Structure early, document relentlessly, and negotiate from strength.
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Yes. That is a core part of who we serve. We act as US counsel for foreign companies, and as US co-counsel for foreign law firms whose clients need American IP and deal expertise. You keep the relationship; we bring the US-side work. The firm is remote and international by design, so working across time zones and borders is the default, not the exception.
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We quarterback the deal from a single point of accountability and pull in vetted local counsel only where a jurisdiction genuinely requires it, such as for a foreign-office assignment recording, a local-law enforceability question, or a country-specific tax or regulatory issue. You get one strategy and one team executing it, not a stack of uncoordinated foreign invoices. Our AI-powered diligence tools inventory and verify IP assets across jurisdictions and formats so nothing slips between offices.
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They quietly decide how much of your revenue survives the trip home. US-source royalties paid to a foreign person are generally subject to default withholdings, affected by applicable income tax treaties, and/or relative to your domicile. In view of these issues, we help you structure entity, equity, and IP-holding arrangements in coordination with local counsel and/or your tax advisors as needed.
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The words on the page are only as good as the governing-law, jurisdiction, and dispute-resolution clauses behind them. We draft those deliberately, often favoring arbitration under recognized international frameworks for cross-border enforceability, confirming jurisdictional enforceability with local counsel when needed.
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It means we use AI across strategy, drafting, redlining, and diligence, because a well-negotiated agreement isn't threatened by the AI-authorship and inventorship questions that constrain our patent and copyright work. On confidentiality: routine agreements are drafted by feeding vetted templates and your facts to a private LLM, then reviewed line by line before anything reaches you to ensure your information stays in a controlled environment, managed by humans.
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We benchmark royalty rates, exclusivity terms, and deal values against comparable transactions and licensing data, then pressure-test them against your leverage and the counterparty's alternatives. Our goal is the best number you can defend and close. For acquisitions and financings, we help build valuations that buyers, lenders, and strategic partners will actually underwrite, based on our professional and personal understandings of market value.
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They are two halves of one coin. Transactions build value with counterparties who want to deal; when one refuses, our Litigation practice builds the evidentiary case file that turns a reluctant infringer into a willing licenses, then hands the negotiation back for paper and close.
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Either. For many clients we're the dedicated IP-transactions specialists working alongside existing corporate counsel on the IP-heavy portions of a deal, such as the license, the assignment, the IP reps and warranties, the diligence. For others we run the entire transaction.
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Most ownership disputes trace back to a missing signature: a contractor who never assigned, a co-founder who left with rights, an employee invention that was never captured. We map and paper the assignment chain, including founders', employment, contractor, and IP-assignment agreements, so ownership sits in the right entity, provably, before anyone ever asks.
Let’s Get Started
From early-stage discoveries to commercial success, we help innovators protect, develop, and maximize the value of their intellectual property.

