Hoffman Warnick has extensive experience assisting investors in evaluating prospective investments. We critically evaluate investment candidates not just on their IP portfolio strengths and weaknesses, but also on what can be expected going forward.

Some of our services in this area include: IP portfolio analysis; vulnerability and risk-assessment counseling; IP procurement (patents, copyrights, trademarks) – domestic and international; marketplace IP landscape analysis; opinions: freedom-to-operate (clearance), patentability, invalidity, non-infringement, unenforceability; disclosure review and analysis; investor education programs; agreement drafting and review including non-disclosure agreements, licenses, and joint development agreements; and IP provisions relating to employee agreements, licenses and other agreements.


The Challenge: An angel investment group requested that we evaluate the IP protection of a potential investment.

Services Provided: Hoffman Warnick conducted numerous interviews with the management of the potential investment, reviewed their IP position, and conducted a freedom-to-operate analysis.

Results: The client was warned not to make a $250,000 investment because the technology was unlikely to be protectable, and potentially infringed another firm’s IP.