Small and medium businesses all have valuable intangibles and intellectual property. Learn about the four types of IP and how to identify, protect, and manage your client's IP to minimize risk and maximize value.

1. Intellectual Property (IP)
101
HOW TO LEVERAGE
INTANGIBLE VALUE FOR
YOUR CLIENTS

2. Disclaimer: This presentation is intended to be general information. Nothing in the
presentation constitutes legal advice. Please consult with an attorney before making
any intellectual property protection decisions.
IP 101
MAXIMIZING CLIENT BUSINESS VALUE
MAY 4, 2016

3. Agenda
Review the four types of IP | Intangible Assets
How to identify and protect IP | Intangibles
Common IP Misconceptions
IP Management Best Practices
Methodology for Advising your Clients

4. Competing Daily Tasks

5. 4 Types of IP
NAMES
OUTSIDE
CREATORS
PRODUCT &
SERVICES

6. Patents
TM
Copyright
Trade Secrets
Capturing & Retaining
Innovation is Hard

7. Patents
(Utility & Design)
What is IP?

8. Homepage
Protect Names – TM SM or ®

9. Name
Image courtesy: MG Siegler

10. Copyright
©

11. Trade Secrets = Value
Careful re BYOD
Image courtesy: Beverley Goodwin

12. POLLING Q1
What percentage of
companies have IP?
- 50%
- 100%

13. IP Misconceptions

14. IP is just for tech startups or tech
companies, and patents are the
only IP for inventors.
IP Misconception

15. Domain names = TM
IP Misconception

16. If I pay for it,
I own it or if you haven’t taken
the steps to secure your IP, it
does not mean “game over”
IP Misconception

17. $$$$$$$$$$$ = Rebrand

18. Work for
Hire –
software &
branding

19. You can copy
anything
without the © symbol
IP Misconception

21. Patents mean right
to make or sell.
Just because you applied
for a patent does not mean
you’re first to invent.
I IP Misconception

22. Prototype

23. Trade secrets are
easy
to protect
IP Misconception

24. Restaurant

25. POLLING Q2
Does all IP require
registration?

26. DON’T GET SUED
OTHERS’ WORK
SOCIAL MEDIA

27. Image courtesy: Shelby Asistio

28. Careful re
Social
Media &
Celebrities

29. METHODOLOGY
CANNOT SELL WHAT
YOU DO NOT
OWN

30. Exclude competition
Attract investment (including crowdfunding)
Leverage and license
Avoid IP loss, infringement,
or business failure
When do your clients
Need an IP strategy?

31. IP theft costs US
companies $300 billion
annually

32. 500K new startups
monthly
vs.
20% protected IP
after 1st year

33. 80% of a business’ value is
in their IP & Intangibles.

34. POLLING Q3
From 1994 to 2014, how many IP cases
were filed on average in US District
Courts?
a) 2,000
b) 5,000
c) 9,000
d) 25,000

35. • Who are you? Employee of another
company?
• Personal vs. Company?
• Outside the US?
Ownership

36. READ
contracts,
licenses,
and
permission
to use

37. Ignorance Is NOT A Defense

38. Identify IP
Protect IP
Pick a Platform
Build Social Capital
Create a Pitch
Fundraising Approach

39. POLLING Q4
Do Trade Secrets need registration?
Yes
No

40. Traklight’s Software Platform

41. Traklight’s Software Platform

42. Traklight Pro Platform

43. 7 Things You Can Do Now
1. Make sure your identify and inventory your IP
2. Think of your IP in all relevant contracts
3. Develop and communicate your IP protection policies in y
our company, make it part of your business
4. Get everyone committed, including your board & senior
management
5. Use due diligence and other risk assessments to know w
here you stand
6. Document and secure your IP in a verifiable way
7. Review your IP protection and proactively manage it

44. Available Resources
BLOG – Traklight.com
HBO’s SILICON VALLEY
SCHOOLS STARTUPS
EBOOK
SLIDESHARE/TRAKLIGHT
@maryjuetten @traklight
Traklight Iron Mountain
Whitepaper on IP Protection, Software Escrow Dummies Book and
other resources contact escrow@ironmountain.com or @Jboruvka
on Twitter plus Technology Escrow Blog @ ironmountain.com

45. QUESTIONS?