De-Risk Your Deals. Uncover Hidden Value.
I offer more than just a report. I provide strategic advisory, education for your investment team, and rapid tactical due diligence. My goal is to be your trusted partner in making smarter, more confident investment decisions.
The Investor's IP Blind Spot
Is their IP an Asset or a Liability?
In any tech deal, the intellectual property is either a powerful moat or a critical flaw. A weak patent portfolio, freedom-to-operate issues, or an unexamined competitive landscape can derail a promising investment post-close. Conversely, untapped IP can represent a massive, unlisted asset.
As a founder who has been through multiple fundraising rounds, I was shocked to discover the critical gap in the diligence process: most investors treat this complex asset as a simple checkbox.
In the race to close a deal, the deep analysis required to validate a technology’s defensibility is often overlooked, creating the risk of a hidden liability waiting to explode. You need more than a checkmark; you need certainty.
A Partnership Built for Your Needs
Education
I provide workshops and training sessions for your partners, principals, and associates. I'll equip your team with a clear framework for evaluating IP, identifying red flags, and understanding the real value of a technology portfolio during sourcing and initial screenings.
Ongoing Advisory
For your broader strategic needs, I act as an on-demand extension of your team. This can include auditing the IP health of existing portfolio companies, evaluating potential market landscapes for a new investment thesis, or providing counsel during a high-stakes exit.
Tactical Due Diligence
For active deals with a tight timeline, I deliver the IP Risk & Opportunity Review. In 2-3 weeks, you get a comprehensive, confidential report that provides the certainty you need to move forward.
A Clear Answer in 2-3 Weeks
My review is a concise, confidential report that answers the questions that matter most during due diligence:
Is the technology truly defensible? (Patent strength and validity analysis)
What does the competitive landscape look like? (Prior art and competitor IP review)
Are there hidden infringement risks? (Freedom-to-operate assessment)
Are there untapped monetization opportunities? (Licensing or strategic partnership potential)
A Note on My Role: My perspective is that of a seasoned IP practitioner and strategist, not an attorney. This report does not provide legal advice. Instead, it offers a crucial commercial and strategic assessment that complements legal due diligence. I excel at sitting between investors and IP attorneys, translating complex legal issues into clear business risks and opportunities
Why I See What Others Miss
When to Call Me
Pre-Term Sheet
For initial “red flag” analysis to quickly identify any critical IP issues before you commit significant resources to a deal.
Pre-Close Diligence
As a core part of your formal due diligence process, providing a deep, comprehensive review of the target’s IP portfolio and commercial viability.
Portfolio Support
To audit, strengthen, and optimize the IP position of an existing portfolio company, increasing its value and defensibility.
M&A or Carve-Out
To evaluate the IP assets of a target company during an acquisition or to assess the value of a technology portfolio in a corporate carve-out.