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Technical diligence & portfolio analysis

Organize technical findings so counsel and business teams can evaluate the questions that matter.

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Make the technical basis for a decision inspectable.

A portfolio, product, or research program can contain more information than a decision-maker can readily use. Technical diligence distills that material into defined questions, supported findings, and clearly separated uncertainties.

Work can include claim-to-product mapping, patent-family research, technology landscapes, and technical inputs for counsel-led freedom-to-operate, licensing, or transaction reviews. Legal conclusions and agreements are handled by appropriate attorneys.

What the work can include

  • Technical patent portfolio triage
  • Claim-to-product and feature mapping
  • Patent landscape and family research
  • Technical inputs for counsel-led diligence
  • Evidence gaps and verification priorities
  • Scientific literature and technology assessments

Typical work product

  • Technical findings memorandum
  • Portfolio or technology comparison matrix
  • Evidence index and follow-up priorities

Engagement scope

Technical support does not constitute a freedom-to-operate, infringement, or transaction opinion of counsel.

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