Independent Patent Intelligence — New York
Patent Intelligence Group is an independent provider of patent intelligence for private equity firms, litigation finance funds, and investors — based in New York, serving clients worldwide.
Patent Intelligence for the Investors Who Need It Most
We provide independent patent intelligence for private equity firms evaluating investments and acquisitions, litigation finance funds assessing cases, and investors tracking IP risk in their portfolios. When a patent drives the thesis — we assess, score, and monitor it.
- Continuous patent surveillance
- Regular intelligence reports
Serving
Patent Litigation Firms
Litigation Finance Funds
Hedge Funds
Corporate Development Teams
Investors & Acquirers
The Problem
Every Investment Decision Has a Patent Dimension.
Most Investors Are Flying Blind on It.
Whether you are a PE firm evaluating an acquisition, a litigation funder assessing a case, or an investor monitoring a portfolio — the quality of your patent intelligence determines the quality of your outcome. Most investors have no systematic way to get it.
PE Firms Need IP Diligence That Speaks Their Language
Financial diligence is thorough. IP diligence usually isn't. The patents that justify the valuation often get a checkbox review from outside counsel. Patent Intelligence Group translates IP risk into valuation impact — in dollars, not legal opinions.
Portfolio IP Risk Doesn't Stop at Close
Competitors file IPR petitions. Courts issue claim construction orders. Patent risk compounds through the hold period with no one watching. MoatWatch™ monitors every material development and fires alerts the day they happen.
Litigation Funders Need Independent Diligence
Most patent cases presented to funders lack structured infringement evidence and credible validity assessments. Patent Intelligence Group provides the independent analytical layer funders need before committing capital to a case.
Outside Counsel Answers Questions You Ask
IP counsel bills by the hour and answers the questions you know to ask. Patent Intelligence Group tells you what to ask — and monitors the answers continuously, at a fixed price, in investor-grade format.
Two Distinct Services
Different Questions. Different Investors. Different Products.
Private equity and litigation finance ask fundamentally different questions about patents. We are built to answer both.
Private Equity & Investors
The Question: Does This Entire IP Portfolio Hold?
When a PE firm or investor evaluates a company, the question isn’t about one patent or one infringement claim. It’s about the full picture — every patent in the portfolio, every active challenge, every prosecution history weakness, every competitor threat. Does the IP moat that justifies the valuation actually hold?
We assess the entire portfolio. We score every material patent. We identify where the weaknesses are — the IPR proceedings that could invalidate core claims, the prosecution history that limits enforcement scope, the competitor filings that threaten the moat — and translate it all into a valuation impact model your deal team can use.
- Full portfolio assessment — every patent scored
- Active proceedings mapped and analyzed
- Prosecution history red flag review
- Competitive patent landscape
- Valuation impact model — base, downside, upside
- Ongoing monitoring through MoatWatch™
Litigation Finance
The Question: Is This Specific Case Worth Funding?
When a litigation funder evaluates a case, the question is focused and specific — a defined set of patents, a specific accused infringer, a contained matter. Is the infringement real? Are the patents valid? Are the damages recoverable? Is this case worth committing capital to?
We provide the independent analytical layer between the case presentation and the investment decision. Structured claim charts that prove infringement element by element. Validity assessments that surface IPR vulnerability before capital is committed. Damages models that give a realistic recovery range. Built for funders, not for the file.
- Infringer Landscape Report
- Claim Chart Report — element by element
- Litigation Viability Report
- Investment Diligence Report
- IPR vulnerability analysis
- Matter monitoring via MoatWatch™
MoatWatch™
Patent Risk Doesn't Stop When the Deal Closes
MoatWatch™ is Patent Intelligence Group’s ongoing patent monitoring and competitive surveillance service. It tracks IPR proceedings, litigation developments, competitor patent filings, and patent events — delivering real-time alerts and monthly intelligence reports.
Designed for three investor audiences: PE firms monitoring portfolio company IP through the hold period, hedge funds tracking patent risk in equity positions, and litigation finance funds monitoring the patent health of funded matters.
Real-Time IPR Alerts
Fires the day an IPR is petitioned, instituted, tried, or decided — with investment implications explained.
Moat Durability Score
A single score that tracks the strength of a patent position over time — updated on every material event.
Monthly Intelligence Reports
A complete picture of patent developments across your monitored portfolio — formatted for board and IC use.
Competitor Patent Surveillance
Tracks what competitors are filing, challenging, and asserting — so you see threats before they materialize.
Why Independent Matters
The Intelligence Layer Your Investment Decisions Are Missing
Outside counsel answers questions you ask. Portfolio companies volunteer their strongest patents. Case presenters lead with their best claims. Patent Intelligence Group is the independent layer that tells you what they’re not telling you.
1
No Conflicts
We have no relationship with the company, the case, or the counter-party. Our only obligation is to the accuracy of the analysis.
2
Engineer and Attorney
We read claims the way a patent examiner does, evaluate prosecution history the way a litigator does, and present findings the way an analyst does.
3
Written for Investors
Every report is written for a deal partner or investment committee — not for the file. Scored. Quantified. Actionable.
4
Fixed Price. Defined Scope.
No hourly billing. No scope creep. A defined engagement with a defined deliverable — so you know exactly what you’re getting before you start.
Why Clients Choose Us
Engineer Background. Legal Training. Investor Framing.
100+
Patent engagements completed
$2B+
In damages analyzed
15+
Technology verticals covered
10
Business day PE assessment delivery
“ The IP Assessment gave our deal team a clear picture of which patents actually mattered and what the active IPR proceedings meant for our valuation model. It changed how we thought about the price. ”
Managing Director
Mid-Market Private Equity Firm
“ We use Patent Intelligence Group as part of our initial screening process. Their claim charts and damages analysis save our team weeks of internal work on every deal we evaluate. ”
Investment Director
Litigation Finance Fund
“ The prosecution history analysis flagged a file wrapper estoppel issue that would have materially limited the enforcement theory. That finding changed the deal structure before we closed. ”
Vice President, Portfolio Operations
Technology-Focused Private Equity Firm
Who We Serve
Every Investor Who Depends on a Patent to Hold
Patent Intelligence Group serves every investor audience where patent risk is a material factor in the investment decision.
Private Equity Firms
IP due diligence for investments and acquisitions. Ongoing portfolio monitoring through the hold period. Exit readiness assessments before the sale process begins.
Litigation Finance Funds
Independent third-party diligence on cases under evaluation. Claim charts, viability assessments, and full investment diligence packages structured to your evaluation standards.
Investors & Acquirers
Independent diligence on patent portfolios being considered for acquisition or licensing investment. Surfaces validity risks, claim scope limitations, and active proceedings before they affect deal economics.
Hedge Funds & Equity Investors
Ongoing patent risk monitoring for equity positions in IP-intensive companies. Real-time IPR alerts, moat score tracking, and competitor patent surveillance — delivered in the alt data format your team already uses.
Common Questions
Patent Intelligence for Investors — Frequently Asked Questions
Answers to the questions PE firms, litigation finance funds, and institutional investors ask most often.
What does Patent Intelligence Group do?
Patent Intelligence Group provides independent patent intelligence for private equity firms, litigation finance funds, and investors. For private equity, we provide IP due diligence for investments and acquisitions — assessing the full patent portfolio of target companies, scoring invalidity risk, identifying active IPR proceedings, and delivering valuation impact models. For litigation finance, we provide claim charts, litigation viability assessments, and full investment diligence packages. For all investor clients, we offer MoatWatch™ — ongoing patent monitoring and competitive surveillance. Patent Intelligence Group is based in New York and serves clients worldwide.
Who provides independent patent IP due diligence for private equity firms?
Patent Intelligence Group provides independent patent IP due diligence for private equity firms evaluating investments and acquisitions. Our PE Diligence service is a fixed-price engagement that assesses the full patent portfolio of the target company — covering invalidity risk scoring, active IPR proceedings, prosecution history analysis, competitive patent landscape, and an IP-adjusted valuation impact model. The assessment is delivered in 10 business days and includes two one-hour advisory calls. Patent Intelligence Group is based in New York and serves PE firms and investors worldwide.
What is IPR risk and why does it matter for investors?
IPR stands for Inter Partes Review — a proceeding before the Patent Trial and Appeal Board (PTAB) in which a third party challenges the validity of a granted patent. For investors, IPR risk is material when a company’s valuation depends on its ability to enforce patents or defend a licensing revenue stream. When an IPR is instituted, PTAB has found a reasonable likelihood that at least one patent claim is invalid. An active IPR on a core patent can reduce expected enforcement value by 20 to 60 percent. Patent Intelligence Group scores IPR risk as part of every PE diligence assessment and monitors IPR proceedings continuously through MoatWatch™.
What is MoatWatch and who is it for?
MoatWatch™ is Patent Intelligence Group’s ongoing patent monitoring and competitive surveillance service. It is designed for private equity firms monitoring portfolio company IP through the hold period, hedge funds tracking patent risk in equity positions, and litigation finance funds monitoring the patent health of funded matters. MoatWatch tracks IPR proceedings, litigation developments, competitor patent filings, and patent events — delivering real-time alerts when material events occur and monthly intelligence reports summarizing developments across a monitored portfolio.
How is Patent Intelligence Group different from outside IP counsel?
Outside IP counsel answers the questions you know to ask and bills by the hour. Patent Intelligence Group provides fixed-price, structured assessments written for investors — not attorneys. Our PE diligence reports translate patent risk into valuation impact models with specific dollar figures that deal partners can take directly into an investment committee discussion. Our monitoring service fires automatically when material events occur. And our scoring methodology produces a single moat durability score that investors can track across a portfolio. We are not a law firm. We are the independent analytical layer between a patent portfolio and the investors who need to evaluate it.
What is prosecution history and why does it matter in patent diligence?
Prosecution history is the complete record of communications between a patent applicant and the USPTO during the patent examination process — including claim amendments and arguments made to overcome rejections. It matters in patent diligence because arguments made during prosecution can create file wrapper estoppel, limiting the scope of claims in litigation and reducing infringement coverage. Claim amendments made to overcome prior art rejections can also reveal weaknesses that a challenger would exploit in an IPR. Patent Intelligence Group reviews prosecution histories on all material patents as part of every IP assessment — the section of patent diligence that most financial due diligence misses entirely.
What is patent litigation funding diligence?
Patent litigation funding diligence is the independent analysis conducted before a litigation funder agrees to finance a patent infringement case. It evaluates infringement strength, patent validity, damages potential, and litigation risk to determine whether a case is worth funding. Patent Intelligence Group provides structured diligence reports specifically designed to meet the evaluation standards of top litigation finance firms — including claim charts, litigation viability assessments, IPR vulnerability analyses, and full investment diligence packages.
What diligence should a litigation funder conduct before investing in a patent case?
Before committing capital to a patent enforcement case, a litigation funder should independently verify infringement through structured claim charts, assess patent validity and IPR vulnerability, evaluate the damages model and the accused infringer’s ability to pay, and score the overall litigation risk. Patent Intelligence Group’s Patent Litigation Funding Readiness Framework™ evaluates all these dimensions and produces investor-ready diligence packages structured to meet the evaluation standards of top litigation finance firms — giving funders an independent, conflict-free analytical layer before they commit capital.
What is a claim chart and why do litigation funders require one?
A claim chart is a document that maps each element of a patent claim to corresponding features of an accused product or process, demonstrating how the product infringes the patent element by element. Claim charts are essential evidence in patent litigation and are required by most litigation funders before they will consider investing in a case — because they provide objective, structured proof that infringement exists rather than a legal opinion that it might. Patent Intelligence Group produces detailed, investor-grade claim charts as a standalone report and as part of its full diligence packages.
Who We Are
Patent Intelligence Group Is an Independent Provider of Patent Intelligence for Investors and PE Firms
Patent Intelligence Group provides independent patent intelligence for private equity firms, litigation finance funds, and institutional investors across the globe. We are not a law firm. We are not a litigation funder. We are the independent analytical layer between a patent portfolio and the investors who need to evaluate it.
Our founder brings both engineering credentials and legal training to every engagement — which means we read claims the way a patent examiner does, evaluate prosecution history the way a litigator does, and present findings the way an investment analyst does. The result is patent intelligence you can actually invest on: scored, quantified, and written for decision-makers — not for the file.
When a PE deal partner needs to know whether the IP justifies the valuation, when a litigation funder needs independent diligence on a case, or when an institutional investor needs ongoing surveillance of a patent-dependent position — Patent Intelligence Group provides the analysis.
Get Started
Ready to Make a Confident Patent Investment Decision?
Tell us about your situation — a PE deal in diligence, a litigation funding case under evaluation, or a portfolio position you need monitored. We’ll recommend the right engagement and be ready to start within 48 hours.
Or call us directly: 646-397-3003 · New York, NY
Patent Intelligence Group provides independent analytical services only. Nothing on this page constitutes legal advice. Our reports are analytical tools to support patent enforcement and investment decisions — not legal opinions.