IP Portfolio Optimisation

A growing IP portfolio can quickly become expensive, complex and difficult to manage.

Patents, trade marks, designs, software assets, know-how and other rights may have been created over many years, across different products, territories, teams and commercial priorities.

Some assets may be central to future value. Others may no longer support the business strategy. Some may create opportunities for licensing, sale or enforcement. Others may be consuming budget without providing meaningful commercial benefit.

Our IP portfolio optimisation service helps businesses review, rationalise and strengthen their IP portfolios so that IP spend is focused on the assets that matter most.

Turning IP portfolios into managed business assets

Portfolio optimisation is about making deliberate decisions. It helps businesses understand which assets should be maintained, strengthened, licensed, sold, abandoned, consolidated or expanded.

The aim is not simply to reduce cost. It is to ensure that the portfolio supports commercial value, risk management and strategic goals.

What we review

Our portfolio optimisation work can cover a range of registered and unregistered IP assets, including:

Patents and patent applications

Patent families, granted patents, pending applications, prosecution strategy, claim scope, territorial coverage, annuity costs, commercial relevance, competitor coverage and remaining term.

Trade marks and brands

Registered marks, pending applications, product names, logos, defensive filings, territorial coverage, renewal strategy, brand architecture and unused or duplicate marks.

Designs

Registered and unregistered design rights, product appearance protection, filing strategy, renewal decisions, market relevance and overlap with product lifecycle.

Software, data and know-how

Core technical assets, source code, algorithms, datasets, trade secrets, confidential processes, documentation, access controls and protection strategy.

Licences and encumbrances

Existing licence rights, sublicensing restrictions, exclusivity commitments, field restrictions, retained rights, collaboration rights and third-party dependencies.

IP processes and governance

Invention capture, filing criteria, portfolio review cadence, decision-making authority, budget control and alignment between legal, technical and commercial teams.

Typical outputs may include:

  • executive summary for management or board use.
  • portfolio scoring or categorisation;
  • maintain/abandon/strengthen recommendations;
  • renewal and filing recommendations;
  • territory review;
  • cost-saving opportunities;
  • licensing or sale candidates;
  • gaps in protection;
  • governance improvements;

Speak to us about reviewing your IP portfolio so that spend is focused on the assets that matter most.