Ongoing Service — Patent Intelligence Group
Ongoing Patent Monitoring for PE Firms & Litigation Finance
MoatWatch™ is Patent Intelligence Group’s ongoing patent monitoring service — built for two distinct investor needs. Broad portfolio surveillance for private equity firms and hedge funds. Matter-specific monitoring for litigation finance funds.
Patent Intelligence Group is an independent provider of patent monitoring for private equity firms, litigation finance funds, and investors worldwide.
- Continuous patent surveillance
- Monthly intelligence reports
- Investment implications explained
Ongoing Service
MoatWatch™
Two tracks. One independent monitoring service.
PE & Hedge Funds
- Full portfolio surveillance
- Competitor & landscape tracking
- IPR & design-around alerts
Litigation Finance
- Full portfolio surveillance
- Competitor & landscape tracking
- IPR & design-around alerts
Our Methodology
The Patent Litigation Funding Readiness Framework™
A structured four-step methodology that takes a patent enforcement case from initial screening through complete investor-ready diligence. Each step builds on the last — so funders can enter at the right stage and exit with the confidence their investment decision requires.
Every step can be commissioned independently based on where you are in the evaluation process. A funder who has already reviewed a claim chart may only need the Litigation Viability Report. A funder evaluating a case from scratch can commission all four steps in sequence.
What Happens Without Monitoring
A competitor files a continuation patent that narrows a portfolio company's enforcement position — your deal team finds out at exit diligence
An IPR petition is filed on the funded matter's core patent — you learn about it from counsel three weeks after institution
A claim construction order significantly narrows the infringement theory — you find out in the next quarterly counsel update
A new market entrant begins practicing a portfolio company's key patents — undetected until after they've established market share
New prior art surfaces in competitor filings that could be used in an IPR against a funded matter's patents
Private Equity & Hedge Funds
Broad Portfolio Monitoring — The Entire IP Landscape
Monitors the full patent portfolio of a portfolio company across the hold period. Broad scope. Multiple patents. Competitive landscape. The question: is the IP moat intact?
New competitor patent filings in the portfolio company’s technology space — applications, grants, and assignments that could affect enforcement or licensing value
Continuation and CIP activity from competitors that could expand their IP coverage into the portfolio company’s protected space
Design-around attempts — competitor products or filings that appear designed to work around existing claims
New potential infringers entering the market that may be practicing the portfolio company’s patented technology
IPR petition filings targeting portfolio company patents — with early warning to allow strategic response
Patent health events — reexamination, reissue, expiration, and related proceedings that affect the value of specific patents
Monthly portfolio intelligence report — all findings summarized with investment implications, formatted for IC review
Litigation Finance Funds
Matter-Specific Monitoring — The Funded Case
Monitors the specific patents in a funded enforcement matter through the life of the investment. Narrow scope. Defined matter. Specific proceedings. The question: what is happening to the case I funded?
IPR petition filing targeting funded matter patents — alert upon filing with prior art assessment and impact on case value
PTAB institution decision — alert upon institution or denial with updated risk scoring and investment implications
IPR trial proceedings — ongoing coverage through oral argument and final written decision, with claim survival analysis
Claim construction orders — alert upon Markman ruling with analysis of how constructions affect the infringement theory and case value
Summary judgment, trial, and settlement developments in the district court matter
Patent health events on the funded matter’s specific patents — reexamination, reissue, related proceedings
Monthly matter intelligence report — complete summary of all developments, formatted for investment committee review
How It Works
Simple to Set Up. Always On.
MoatWatch is designed to be low-friction for clients and high-value in output. We handle the monitoring — you receive the intelligence.
Define Your Scope
1
Tell us which track applies — PE portfolio monitoring or litigation finance matter monitoring — and specify the patents, technology space, or funded matter to monitor. We configure the surveillance parameters around your specific situation.
We Activate Monitoring
2
Patent Intelligence Group activates continuous monitoring across patent databases, PTAB filings, district court dockets, and competitive intelligence sources relevant to your defined scope.
Monthly Reports Delivered
3
You receive structured intelligence reports on a monthly cadence — summarizing all developments, flagging significant activity, and explaining what each finding means for your investment position.
Act on Intelligence
4
Use MoatWatch findings to adjust hold-period strategy, respond to IPR threats, update portfolio company guidance, or inform investment committee reporting — backed by independent analysis rather than counsel summaries.
Where MoatWatch Fits
The Ongoing Layer — After Diligence Is Complete
For litigation finance, MoatWatch is the ongoing layer after the four diligence steps are done. For PE, it runs through the full hold period after the IP Assessment at close.
PE Track
IP Assessment
Full portfolio diligence at acquisition or investment.
Ongoing
MoatWatch™
Continuous monitoring — PE portfolio or LF matter — through the life of the investment.
Who We Are
Independent Patent Diligence for Litigation Finance — Built by an Engineer and a Lawyer
Patent Intelligence Group provides independent patent litigation funding diligence for litigation finance firms worldwide. We are not a law firm. We are not a funder. We are the independent analytical layer between a patent enforcement case and the investment decision it requires.
Our founder is a New York and Texas licensed patent attorney with 20+ years of patent prosecution and litigation experience — combined with an engineering background that allows direct technical analysis of claims and accused products. That means we read claims the way a patent examiner does, evaluate prosecution history and IPR vulnerability the way a litigator does, and model damages the way an investment analyst does. Diligence you can actually structure a return against.
Our Methodology
Inquire About MoatWatch™
MoatWatch pricing is customized to your monitoring scope — the size of the portfolio, the patents involved, and the reporting cadence required. Contact us to discuss your situation and receive a tailored proposal.
Call us directly at 646-397-3003 or submit the form and we’ll be in touch within one business day.
Full portfolio patent surveillance
Competitor filings and continuation activity
Design-around detection
IPR petition monitoring
Monthly portfolio intelligence report
IPR petition through final written decision
Claim construction order analysis
District court matter developments
Monthly matter intelligence report
Our team will contact you within one business day. Patent Intelligence Group provides independent analytical services only.
Common Questions
Patent Litigation Funding Diligence — FAQs
Answers to the questions litigation finance firms ask most often about independent patent diligence.
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.
Who provides independent patent diligence for litigation funders?
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.
How do I prepare a patent case for litigation funding?
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.
What is a claim chart in patent litigation?
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.
How are patent damages calculated?
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.
What is MoatWatch™?
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.
What is the Patent Litigation Funding Readiness Framework™?
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.