Intellectual Property 101
CASE STUDIES TO
LEVERAGE
YOUR CLIENTS’ VALUE
Disclaimer: This presentation is intended to be general information. Nothing in the
presentation constitutes legal advice. Please consult with an attorney before making
any intellectual property protection decisions.
IP 101
CASE STUDIES TO LEVERAGE VALUE
SEPT 23, 2016
Agenda
Understand the four types of IP | Intangible Assets
How to identify and protect IP | Intangibles
IP Management Best Practices
Methodology for Advising your Clients
Competing Daily Tasks
4 TYPES of IP
TRADEMARKS
PATENTS
COPYRIGHT
TRADE SECRETS
What’s in a Name
Image courtesy: MG Siegler
Restaurant Opening:
TM, Branding
Homepage
Protect Names – TM SM or ®
POLLING Q1
What percentage of
companies have IP?
- 50%
- 80%
- 100%
Patents (Utility & Design)
Work for
Hire –
software
Individual Inventors One Patent
No Company
COPYRIGHT & TM
OTHERS’ WORK
NAMES
SOCIAL MEDIA
POLLING Q2
Does all IP require
registration, ie with a
government office?
Yes or No
Careful re
Social
Media &
Celebrities
Ignorance Is NOT A Defense
Trade SecretsCareful: Bring Your Own
Device
Image courtesy: Beverley Goodwin
Prototype –
Outsourcing NDAs
Supplier & Customer
Lists
Patents TM
CopyrightTrade Secrets
Capturing & Retaining
Innovation is Hard
METHODOLOGY
CANNOT SELL WHAT
YOU DO NOT OWN
500K new startups monthly
vs.20% protected IP
after 1st year
Exclude competition Attract investment (including crowdfunding)
Leverage and licenseAvoid IP loss, infringement,
or business failure
Why do your clients needan IP strategy?
POLLING Q3
How many companies go
to raise money and have
IP ownership problems?
-None
-One in Three
-Two in Three
-All
• Are you an Employee of another
company?
• Personal vs Company?
• Outside the US?
Ownership
READ
contracts,
licenses,
and
permission
to use
Identify IPProtect IPPick a PlatformBuild NetworkPitch
Client Approach
Traklight’s Software Platform
Traklight’s Software Platform
POLLING Q4
How often should a
company inventory its
intangibles?
-Quarterly
- Annually
-As needed
NEXT STEPS
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@maryjuetten @traklight