Context
A private equity firm had acquired a mid-sized supply-chain software company holding proprietary algorithms and platforms.
The investor wanted to understand the defensibility and commercial potential of the IP, and to strengthen strategy ahead of a potential exit within three to five years.
What we did
- Conducted an IP portfolio review assessing competitive differentiation and defensibility
- Identified opportunities for new patent filings to strengthen protection of core algorithms
- Developed a licensing strategy for non-core applications of the technology
- Provided strategic recommendations to enhance IP positioning ahead of exit
Impact
The portfolio company fixed its IP strategy, opened new licensing income, and became a more attractive target.