Representative Matters

Intellectual Property

Patent Portfolio Build-Out

Structured an invention-harvesting program and multi-jurisdiction filing strategy for a Series B hardware company.

Engagement
Ongoing advisory retainer
Scope
Patents, trade secrets
Stage
Series B

The challenge

Rapid engineering output was outpacing the company's ability to identify protectable inventions, and filings were being made reactively without regard to the product roadmap or competitive landscape.

Our approach

01

Invention harvesting cadence

Established quarterly disclosure sessions with engineering leads and a lightweight scoring rubric for commercial relevance.

02

Roadmap-aligned filing strategy

Mapped filings to product releases and target markets so spend followed revenue rather than engineering enthusiasm.

03

Docket and budget governance

Installed an annual portfolio review to prune low-value families and reallocate budget toward core claims.

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