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Patent Portfolio Development

We craft a portfolio architecture for each client specifically tailored to the strategic objectives of the client

The strategic objective of every client differs across three core elements: the need to protect core innovations, the need for freedom to operate and the need to enhance the valuation of the enterprise. These three legs of the patent portfolio can be biased against one another according to the specific needs of the client and the stage of development for the client. For an early stage, emerging enterprise, the need to raise capital at a highest possible valuation can be of paramount importance, whereas the need to pursue prospective infringers of less importance. Likewise, for an early stage, emerging enterprise, the need for defensive leverage against an aggressor can be more important than becoming an aggressor. On the other hand, for a more mature, well-funded enterprise, protecting core innovations from duplication by competitors can be critical to competing in the marketplace. Our role in the attorney-client relationship is to identify the nearest term utility of a patent portfolio and curate new patent applications accordingly.
Absent an unlimited budget, the costliness of global patent filing does not permit the pursuit of patent rights in every country in the world, let alone within large regions of the world such as Western Europe or Southeast Asia. Instead, the optics of a global portfolio can be achieved strategically according to the needs of the organization. Instead of a costly European regional patent, perhaps patent rights in France and Germany alone will suffice as "Western European" patent protection. Instead of pursuing rights in every country in Asia, perhaps rights in China, Japan and Korea will suffice to provide the same impression to the target audience. At CRGO, it is our role to assist the client in understanding the costs and implications of filing a patent application in varying jurisdictions around the globe.

The architecture of a portfolio goes beyond the subject matter of groupings of patent families and includes the number and nature of different countries in which patent rights are sought.

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