In this episode we discuss: Patents and IP strategy for Scaleups. We are joined by Jon Calvert, IP strategy expert.

Love The Operations Room? Please support us by rating and reviewing it here.

We chat about the following with Jon Calvert:

1. How can startups effectively protect their innovations through intellectual property (IP)?
2. What are the key differences between patents, copyrights, and trade secrets, and when should each be used?
3. How can a well-crafted IP strategy enhance a startup's valuation during funding rounds or mergers and acquisitions?
4. What steps should startups take to meet the criteria for patentability, such as novelty and inventiveness?
5. How can education and awareness about IP help startups maximize its value and explore alternative financing options like IP asset-based lending?

References

• https://www.linkedin.com/in/joncalvert/
• www.clearviewip.com
• https://www.deloitte.com/au/en/services/financial-advisory/perspectives/deloitte-ip-360-survey.html

Reading list:

Protecting Intellectual Property: What Startups Need To Know

What is Intellectual Property?

IP Competitive Benchmarking — ClearViewIP

IP Due Diligence — ClearViewIP

IP Sales, Licensing & Tech Transfers — ClearViewIP

IP Valuations — ClearViewIP

Valuing Intellectual Property Assets

Biography

A globally recognised IP Strategist, Jon helps clients drive business value and competitive advantage through effective management of their intangible assets. Jon has advised investors, Boards and C-suite executives on hundreds of transactions and built winning Value Creation and Risk Management strategies for some of the World’s most innovative and successful organisations.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

Summary

03:07 Introduction to Intellectual Property and Its Importance

14:22 Understanding Patent Types and Their Roles

16:33 When Should Startups Consider Patents?

19:35 What is Patentable? Exploring Novelty and Inventiveness

23:15 User Interface Design and Intellectual Property

25:25 Building an IP Strategy for Startups

27:52 The Role of IP in Funding Rounds

35:37 IP Asset-Based Lending: A Financial Strategy

38:39 Valuing Intellectual Property for Buyers

43:56 Final Thoughts on IP Education and Strategy

Additional Resources

Short essential e-learning:

WIPO Academy: DL001E - DL-001 Primer on Intellectual Property

EPO Course: IP strategy

Further learning:

Academy Course Catalog

DL-170 Specialized Course on the Essentials of Patents

DL301E - DL-301 Patents

DL-302 Trademarks, Industrial Designs and Geographical Indications

DL-450 Intellectual Property Management