Portfolio Management

I provide legal services to help innovative companies start and grow. I help them protect their technology with patents and trade secrets. I help them protect their brand with trademarks. I help them navigate the challenges of business formation, core agreements (with employees, customers, and suppliers), and complex licensing, investment, joint venture, and other commercial transactions. I am their business counsel and advisor for identifying legal issues, matching their legal strategy to their business strategy, and managing legal and administrative projects to control costs, reduce distraction, and meet business objectives. I am their virtual in-house attorney.

For an IP strategy to work, some fundamentals need to be in place:

Well Formed: You need to have a legal entity and written agreements with all founders, employees, contractors, and investors. Without these in place, it is hard to say who actually owns the IP you are strategizing about.

Gatekeepers: You need to be in the habit of using written agreements, such as non-disclosure agreements, evaluation licenses, and development agreements to control the flow of IP in and out of your company. Even if you adopt a very open approach to your IP, without such gatekeepers to set the terms of your relationships, you will be at the mercy others who may not support your chosen IP strategy.

Business Strategy: Without consistent business focus, IP strategy is a moving target to the point of being wasteful. This doesn’t mean you need a formal business plan that is immutable, but you ...

 

Please contact me to:

 

• Schedule a Patent Strategy Session
• Schedule a Portfolio Management kick-off meeting
• Schedule a General Counsel interview day
• Be added to my Mailing List
• Suggest topics for future Publications