View
1
Download
0
Category
Preview:
Citation preview
B U I L D I N G D O M I N A N T I P S T R AT E G I E S
MDB CAPITAL INTELLECTUAL PROPERTY DEVELOPMENT SERVICES
The IP Investment Bank
S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
2S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
IP Development Services (“IPDS”) Mission
Build strategically positioned IP portfolios that protect competitive advantage and create licensing revenue streams
Product Leadership Sustain margin or volumes by protecting critical feature sets
Innovation Protection Extract value from research investments, position future products
Partnership Enabling Leverage technology expertise into one or more market verticals
IP Licensing Generate revenue and protect market ecosystem
IP Asset Sales Divest non-strategic IP separate from the business
Market Signaling Grow portfolios to indicate innovation activity
Exit Opportunities Entice strategic buyers with well positioned IP
Strategic IP Portfolios Provide Several Benefits
3S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Case Study: Consumer Electronics
TiVo Incorporated (NASDAQ: TIVO) • IP-based digital television recording
innovator was unable to prevent fast followers from copying
• IPO in 1999 with only 1 patent• 4.36 million subscribers in January 2006;
2.3 million by January 2012
Universal Display Corp (NASDAQ: PANL)• IP-based OLED innovator licenses its
innovations to players such as Samsung, LG, and Konica Minolta
• IPO in 1996 with 6 patents; 18 patents within a year; 162 patents today
• Sales of $11.9 million in 2006; $61.2 million in 2011
4S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Characteristics of Dominant IP Portfolios
Foundational
Sufficiently Large
Rapidly Scalable
Never Ending
Integrate IP and business strategy development
Prevent competitors from designing around small portfolios
Strike quickly while technology is truly disruptive
Capture new innovation continuously
A strategy for developing a dominant IP portfolio can grow a small business with disruptive technology into a $1 billion enterprise
5S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Fully Integrated Service Offering
Public Venture BankingPre-IPO Financings
IPOsFollow-On Financings
IP Development ServicesInvention DiscoveryIP Strategy Design
Patent Filing Execution
MDB Capital Group
Capital MarketsResearch
Equity Sales & TradingPost-Financing Marketing
MDB Capital is Wall Street’s only IP-focused investment bank• 15 years of experience launching technology companies with strong IP portfolios• Many clients have achieved market valuations of $1 billion or more
IPDS leverages MDB’s technology banking experience to provide a fully-integrated service• MDB’s banking heritage gives IPDS unique insight into aligning IP and business strategies• IPDS services are available to MDB banking and non-banking clients alike
6S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Current Disjointed Patent Development Process
Inventors have expertise in engineering, but may be siloed off from the rest of the company
Managers have market expertise, but may be distracted by managing day-to-day operations
IP counsel has patent expertise, but as a 3rd party may be removed from business goals and engineering realities
IP development requires cooperation from market, engineering, and patent experts, who may not work together well
7S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Our dedicated engineering team enables rapid scaling of patent application filing
Our investment banking background keeps business strategy at the forefront
PatentVest,® our proprietary database, provides unique insights into IP landscapes
Integrated IPDS Process
Organizations can optimize their ability to innovate by integrating teams and prioritizing intellectual property development
8S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Full-Spectrum Strategic IP Development
MDB audit team interviews both internal and external stakeholders
Develop inventory of existing inventions and understand technological differentiators
Inform strategy via additional analysis and IP landscaping using MDB’s proprietary tools
Management reviews each invention for prioritization on business objectives
Develop framework for IP evaluation on technical and competitive perspectives
Finalize IP strategy and innovation plan with inventors and management
Draft patent applications with input from inventors, management & attorneys
Refine IP strategy continuously to generate new inventions and support business needs
Protect against commoditization and copying by fast followers
Discover Design Execute
IPDS combines front-end expertise in developing strategic IP portfolios with back-end infrastructure to execute filings
9S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
MDB’s Proprietary PatentVest® Database
PatentVest® develops insightful IP landscapes to target high-ROI innovation• Measures, scores, and ranks US patents by company and portfolio• Parses data on over 4,000 public and private companies• Contains >4 million US patent grants, and >2 million US patent applications• Staffed by 10 highly-qualified technicians engineers; 75,000+ man-hours invested
Company Reports! Patent Search! Patent Filings!
Discover ExecuteDesign
Company Reports Patent Search Patent Filings
10S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
0
20
40
60
80
100
120
140
160
180
Grants Apps Grants Apps Grants Apps Grants Apps Grants Apps Grants Apps Grants Apps Grants Apps Grants Apps Grants Apps
Modularity Onboard Electronics & Software
Common DC Bus Intelligent Management Design & Algorithms
Single Point of Grid Connection
Simultaneous and Dynamic Support of
Varied Load types
Electronics Bridge Topologies and Control
Algorithms
Universal Auto Tuning and Adjustment or Self-Configuartion Schemes
DC Bus Control (could include PIDE ramp
control loops)
Remote or Pre-Deployment or Pre-
Commissioning Configuration
Power and Energy Control Technologies
Next Tech Dyna Power Xantrex (acquired by Group Schneider) SMAA123 Systems Active Power Satcon EnersysCranfield University (UK) Axion Power International Ingeteam VarentecDanotek Validus DC Power (acquired by ABB) Green Charge Networks (part of Prosser Group)
PatentVest® Illuminates an Industry’s IP Landscape
Discover ExecuteDesign
Energy Grid Storage Patent Filings by Technology Area
Case Study: Client needed to understand energy grid storage IP landscape
Many inventions in these areas - limited whitespace Ample whitespace in these areas
11S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
IPDS Core Design Principles
IPDS leverages MDB Capital banking expertise to design a strategy that maximizes return on IP investment
ExecuteDesignDiscover
Strengthen
Optimize
Expand
Prioritize
Align
Focus on interlocking and value driving portfolios over individual patents
Provide best practice architecture solutions for quality, cost, and speed
Generate new innovation through detailed review with company experts
Create a framework and methodology for new invention assessment
Collaborate with all stakeholders to develop high-quality solutions
12S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
• IPDS’s dedicated engineering team extends clients’ core innovation capabilities and rapidly scales invention disclosure drafting
Execute IP Filings with Maximum Efficiency
• IPDS integrates with TeamPatent®, an intelligent patent drafting software application– Secure online collaboration workspace with patent-specific word processor and validation system
DesignDiscover Execute
13S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
A turnkey solution for strategic IP portfolios
Establish process to analyze and categorize IP in technical and competitive axes
Act as extension of company resources to eliminating con-flicts and bottlenecks
Dedicated engineers leverage TeamPatent to streamline and scale the patent filing process
Discover Design Execute
IPDS is the only service that combines investment banking expertise with a dedicated team of patent drafting engineers
The IPDS process creates dominant IP portfolios.
14S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
IP Development Services Leadership
Erin-Michael Gill, Managing Director and Chief IP Officer for MDB Capital. Mr. Gill is a former Obama Administration official responsible for development and implementation of new strategic plan for the USPTO, a 10,000 person, $2B, fee-funded, performance-based federal agency. Focus included operational improvement, sustainable funding, global IP policy leadership, and IT modernization. Mr. Gill previously held IP and product management roles with DuPont and IP leadership positions for venture-backed IT companies in the US, Canada, and India. Mr. Gill began his IP career as a U.S. patent examiner while a graduate student in applied physics at the Johns Hopkins University. He has a B.S., Astronomy and a B.A., Physics from Benedictine College.
Adam Holiber, Managing Director and Head of Business Development. Mr. Holiber came to MDB from Intellectual Ventures where he was responsible for raising fund capital of $5B for IP focused investments and subsequently worked as a licensing executive in their multi-faceted and innovative licensing organization. Mr. Holiber is a veteran of Wall Street with over 25 years of investment analysis, institutional sales, and portfolio management experience. Mr. Holiber graduated form Cornell University with a B.A. in Physics and subsequently earned an MBA in Finance from UCLA’s Anderson School of Management. His early career involved service as a U.S. Air Force Captain where he worked on development of technical integration standards for the Space Shuttle program. He is a Chartered Financial Analyst.
15S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Adam HoliberDirector of Business Development, IPDS
Oscar ChowProject Supervisor
Ramon EyzaguirreIntellectual Property Analyst
Alejandro MarinIntellectual Property Analyst
Ivan MonteroIntellectual Property Analyst
Yessica MoralesIntellectual Property Analyst
Javier PenalbaIntellectual Property Analyst
Veralia SanchezIntellectual Property Analyst
IP Development Services Team
Erin-Michael GillChief Intellectual Property Officer
Jose AlgabaProject Supervisor
Alenka BendanaIntellectual Property Analyst
Jacqueline BermudezIntellectual Property Analyst
Alejandro BorgeIntellectual Property Analyst
Marcos CajinaIntellectual Property Analyst
Alejandro DelgadilloIntellectual Property Analyst
Laura EspinozaIntellectual Property Analyst
16S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Headquarters
401 Wilshire Boulevard
Suite 1020
Santa Monica, CA 90401
310.526.5000
New York
1350 Avenue of the Americas
2nd Floor
New York, NY 10019
310.526.5000
Managua
Embajada de Mexico,
una cuadra arriba,
a la esquina, casa #100
Managua, Nicaragua
310.526.5000
The IP Investment Bank
Member FINRA/SIPC
S E E I N G V A L U E O T H E R S D O N O T . C R E A T I N G V A L U E O T H E R S C A N N O T .
Recommended