The Challenge

An AI company seeking financing needed its lenders to see its patents as more than a count of filings. Lenders often can’t tell a strong portfolio from a weak one. The company had to show that its patents could serve as valuable collateral, and that its IP could support scale-up and growth.

The Approach

The company worked with its patent attorney on a “big book” filing strategy: an invention disclosure running to hundreds of pages, with claims that can be combined to generate a large number of patents. The result was a strong patent portfolio and a strong set of filings.

We conducted an IPRSCORE™ for the company. Filing strategy, including claim narrowing and continuation and divisional strategy, is one of the signals the assessment picks up. The company’s patent score came out very strong, and it communicated the big book strategy, the processes behind it, and the competitive landscape monitoring the company had put in place.

The Results

The IPRSCORE™ gave lenders confidence that the patent portfolio could serve as valuable collateral, and that the IP could support scale-up and growth. It showed the portfolio as a competitive moat, with broader value if the patents ever had to be enforced.

The company’s approach to patent filings created a strong barrier to entry for new market entrants.

With the IPRSCORE™, a deliberate filing strategy, clearly explained, can move a lender to comfort on patent value.