Intellectual Property Due Diligence Playbook

Accurately assess the value of intellectual property during a transaction with our pre-built due diligence template. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Focus on IP value and risk
  Evaluate patents, trademarks, trade secrets and licensing agreements to uncover the true worth of IP and any hidden encumbrances.
• Ownership, validity & freedom-to-operate
  Confirm that rights are properly assigned, maintained, and free of third-party challenges or infringement exposures.
• Collaborative asset review
  Bring IP, legal, and technical teams together in one secure workspace—track tasks, link documents, and enable real-time commentary.
• Audit-ready documentation
  Keep source files, registration status, renewal records and dispute history tied to each checklist item for full transparency.

Pair with the Acquisition Evaluation Template to assess target fit, and dive deeper into financial implications with the Accounting Due Diligence Checklist.

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