Portfolio Analysis

Portfolio analysis involves understanding the strengths and weaknesses of your patents in different technology areas, and identifying ways to improve your portfolio to make it more marketable or stronger in view of your products or processes. We have the engineering experience and knowledge to understand your technology, and legal expertise to understand the strength of your patent claims. Our experience can help you harvest new ideas and set the roadmap for future patents.

Strategic Asset Management

We view IP through the lens of asset management, not just legal compliance. Drawing on experience with IP audits, due diligence, and licensing for both startups and large enterprises, we evaluate portfolios for:

• Market Dominance: Using IP to block competitors and secure market share.
• Revenue Generation: Identifying assets with licensing or sale potential.
• Defensive Strength: Building a moat that deters litigation.

What Portfolio Analysis Answers

A good portfolio review ties patents to business outcomes. We help answer questions like:

• Are key products and features actually covered by issued claims?
• Where are the gaps that competitors can exploit?
• Which patents are strategic, and which are low-value maintenance costs?
• How well does the portfolio support licensing, partnerships, or fundraising?

Typical Work Product

Depending on your goals, analysis can include:

• Claim mapping from patents to products, product lines, or technical modules
• Strength assessment based on claim scope, specification support, and prior art risk
• Competitor and whitespace review to identify areas for new filings
• Continuation and filing roadmap aligned to release plans and business priorities

How We Work

1. We define the purpose of the review and the products that matter
2. We inventory the relevant assets and group them by technology and business value
3. We evaluate coverage and identify gaps and improvement opportunities
4. We propose a practical roadmap for new filings, pruning, and maintenance decisions

Why It Helps

Portfolio analysis often surfaces quick wins, like claims that should be pursued in a continuation, areas that need new disclosures, or patents that are no longer worth maintaining. The goal is a portfolio that supports the way you build, ship, and monetize technology.