Portfolio & coverage
Review the agreed registrations, status, territories and relationship to the company’s products and markets.
Know what the business owns, what it can use and what needs attention before a deal closes. We turn IP records and contracts into clear findings and practical transaction actions.
Scope & feesA portfolio schedule is the starting point. The value of the rights also depends on who created them, how they moved between owners, which permissions have been granted and whether they support the business being acquired. We focus the review on those connections and explain what each finding means for the proposed transaction.
Review the agreed registrations, status, territories and relationship to the company’s products and markets.
Trace relevant founder, employee, contractor and collaboration documents to identify gaps in the chain of rights.
Assess inbound and outbound licenses, security interests, transfer restrictions and change-of-control provisions.
Review disclosed claims, challenges, settlements and their potential effect on the transaction or ongoing operations.
Assess the legal terms for software and other third-party inputs, coordinating technical review where agreed.
Translate findings into remediation, consents, closing deliverables and appropriate transaction terms.
Set transaction priorities, material assets, jurisdictions and reporting deadlines.
Review records and contracts and raise targeted follow-up questions.
Explain the issues, their commercial relevance and the proposed actions.
Resolve agreed gaps and connect findings to signing, closing and integration.
We agree the review stages around signing and closing. A complete data room supports a more reliable timetable; missing assignments, technical investigations and foreign-law issues can remain on the critical path.
We scope the review by transaction, portfolio and materiality. The proposal states the documents, jurisdictions, reporting format and follow-up included, with implementation work and deeper investigations distinguished from the initial review.
Technical code reviews, patent searches, valuation, registry charges and foreign counsel costs are budgeted separately. Remediation and transaction drafting are included only where agreed.