IP Strategy

Required Inputs

IP Portfolio Inventory: List of IP assets (patents, trademarks, trade secrets, copyrights, know-how, software, data assets) with registration details and current ownership.
Group Structure: Entities, jurisdictions, and ownership chain.
DEMPE Functions: Where IP Development, Enhancement, Maintenance, Protection, and Exploitation activities are currently performed.
IP-Related Financial Data: Revenue attributable to IP, current royalty flows, R&D expenditure, IP-related costs by entity.
Strategic Objectives: Tax optimization, IP centralization, M&A preparation, risk mitigation, or licensing monetization.
Jurisdictions of Interest: Current and planned IP holding locations.
Existing Agreements: Current license agreements, cost sharing arrangements, and R&D service agreements.
Regulatory Context: Industry-specific IP regulations, data localization requirements, and export control considerations.

Conduct a comprehensive IP inventory: