Patent Intelligence Services — New York
Patent Intelligence Group provides independent patent intelligence services for private equity firms, litigation finance funds, and investors — based in New York, serving clients worldwide.
Independent Patent Intelligence Services for Investors and PE Firms
Two service tracks built for the two questions investors ask about patents. For private equity: does this entire IP portfolio hold? For litigation finance: is this specific case worth funding? Every service is fixed-price, independently produced, and written for investment decisions — not for the file.
Serving
Private Equity Firms
Litigation Finance Funds
Hedge Funds
IP Investors & Acquirers
Institutional Patent Investors
Two Service Tracks
Patent Intelligence Services Structured for the Decision You Are Making
Private equity and litigation finance ask fundamentally different questions about patents. Patent Intelligence Group provides a distinct service track for each — each structured for its specific investor audience, its specific question, and its specific decision.
Private Equity & Investors
The Entire Portfolio — Does the IP Moat Hold?
PE firms and investors need to know whether the full patent portfolio of a company justifies the valuation — every patent scored, every active challenge identified, every prosecution history weakness flagged. Not a legal opinion about one patent. The complete picture of IP risk across the entire company.
- IP Assessment — full portfolio, fixed-price engagement
- 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
A Specific Matter — Is This Case Worth Funding?
Litigation funders need to know whether a specific patent enforcement case is worth committing capital to — defined patents, specific accused products, contained matter. Is the infringement real? Are the patents valid? Are the damages recoverable?
- Infringer Landscape Report
- Claim Chart Report — element by element
- Litigation Viability Report
- Investment Diligence Report
- Matter monitoring via MoatWatch™
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What the Assessment Covers
IP Assessment for Private Equity Investments and Acquisitions
The IP Assessment is Patent Intelligence Group’s flagship service for private equity firms and investors. It covers the full patent portfolio of the target company — every material patent scored for invalidity risk, every active proceeding analyzed, prosecution histories reviewed for red flags, and the competitive patent landscape mapped.
The output is an investor-grade report — not a legal memo. Seven structured sections including an executive summary with an overall moat durability score and a valuation impact model your deal team can take directly into the investment committee discussion.
Best For
PE deal teams evaluating investments and acquisitions in IP-intensive sectors. Portfolio operations teams monitoring IP through the hold period. Investors preparing for exit who need to know what a buyer’s diligence team will find.
What the Assessment Covers
- Executive summary with moat score and investment recommendation
- Full patent portfolio scorecard — every material patent scored
- Active proceedings analysis — IPR, litigation, ITC
- Prosecution history red flag review
- Competitive patent landscape
- Valuation impact model — base, downside, upside
- Post-close action plan with owners and deadlines
- Two one-hour advisory calls included
Fixed-price engagement · contact us for pricing
Delivered in 10 business days
Private Equity
Have a deal in diligence? We can start within 48 hours of engagement.
Litigation Finance Track
Four Reports for Every Stage of Patent Litigation Finance Evaluation
Each report can be commissioned independently or as a complete framework building from initial case screening through full investor-ready diligence.
1
Infringer Landscape Report
Identify who is practicing the patent claims and prioritize the most commercially significant enforcement targets.
2
Claim Chart Report
Element-by-element infringement mapping to accused products — the evidence standard litigation funders require.
3
Litigation Viability Report
Independent assessment of patent strength, IPR vulnerability, damages potential, and overall case economics.
4
Investment Diligence Report
The complete investor-ready package — infringement, validity, IPR risk, Section 101 analysis, damages, and litigation risk scoring.
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MoatWatch™
Ongoing monitoring for PE portfolio companies, hedge funds, and funded litigation matters. Real-time alerts and monthly reports.
1
Step One — Litigation Finance
Infringer Landscape Report
The Infringer Landscape Report identifies companies and products that are likely practicing the patented technology. Using technical analysis and market research, we evaluate products across relevant industries and provide a prioritized list of potential infringers ranked by commercial significance and enforcement potential.
This is the starting point for any patent enforcement or litigation funding evaluation. It answers the foundational question before deeper diligence is commissioned: is there a meaningful enforcement opportunity here?
Best For
Litigation finance funds conducting initial case screening. IP investors evaluating the commercial landscape of a patent asset before committing to deeper diligence.
Typical Deliverables
- Ranked list of potentially infringing products (typically 3–5)
- Identification of companies associated with those products
- Market overview of the enforcement opportunity
$995 fixed price · No hourly billing
Delivered in 3–5 business days
Typical Deliverables
- Claim-by-claim mapping to accused products
- Citations to supporting technical documentation
- Product feature analysis tied to claim elements
- Evidence references for each mapped claim element
$7,995 per patent per product
Delivered in 5–7 business days
2
Step Two — Litigation Finance
Claim Chart Report
The Claim Chart Report maps patent claims directly to accused products element-by-element using publicly available technical documentation — product specifications, manuals, data sheets, and other technical materials. The result is structured infringement evidence that proves each claim element is practiced by the accused product.
Claim charts are the evidence standard required by litigation funders before they will seriously evaluate a case for investment. They are also the foundation for any demand letter or complaint. An independent claim chart — produced without advocacy — carries more weight than one produced by the patent owner’s counsel.
Best For
Litigation finance firms commissioning independent infringement verification on cases under evaluation. IP investors requiring structured evidence before committing to full diligence.
Litigation Finance
Evaluating a case? We'll recommend the right report for where you are in the process.
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Step Three — Litigation Finance
Litigation Viability Report
The Litigation Viability Report provides a comprehensive independent assessment of whether a patent enforcement case is worth pursuing — evaluating infringement evidence, patent validity, IPR vulnerability, damages potential, defendant profile, and overall litigation economics.
A clear assessment of damages potential at this stage can eliminate a case before the time and expense of a full Investment Diligence Report — saving funders significant resources. It is also the right report for a funder who has already reviewed claim charts and needs the full viability picture before making a term sheet decision.
Best For
Litigation finance funds conducting preliminary case screening before full diligence commitment. IP investors needing an objective economic assessment of an enforcement opportunity.
Typical Deliverables
- Infringement strength analysis
- IPR vulnerability assessment
- Defendant prioritization and financial profile
- Damages potential modeling
- Enforcement risk identification
$19,995 per patent per product
Delivered in 7–10 business days
Typical Deliverables
- Assessment of infringement strength
- Prior art review and patent validity analysis
- IPR vulnerability assessment
- Section 101 eligibility analysis (Alice/Mayo)
- Defendant evaluation and enforcement targets
- Litigation risk scoring benchmarked to funder standards
$34,995 per patent per product
Delivered in 10–14 business days
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Step Four — Litigation Finance
Investment Diligence Report
The Investment Diligence Report is the most comprehensive report Patent Intelligence Group offers for litigation finance. It covers all dimensions of the enforcement case — infringement strength, prior art, IPR vulnerability, Section 101 eligibility analysis, defendant profiling, damages modeling, and litigation risk scoring — in a single structured investor-ready package.
Designed to be presented directly to litigation finance investment committees as credible, independent third-party diligence that meets their evaluation standards. Built for funders, not for the file.
Best For
Litigation finance firms seeking complete independent diligence on a case under active evaluation. IP investors conducting acquisition or licensing investment due diligence.
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Ongoing — All Investor Tracks
MoatWatch™ — Ongoing Patent Monitoring
MoatWatch™ is Patent Intelligence Group’s ongoing patent monitoring and competitive surveillance service. 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.
Patent landscapes shift continuously. IPR proceedings are filed, instituted, and decided. Claim construction orders narrow enforcement theories. Competitor filings build blocking positions. MoatWatch delivers alerts when material events occur and monthly intelligence reports summarizing all developments — so investors are never caught off guard.
Best For
PE portfolio operations teams monitoring IP through the hold period. Litigation funders tracking IPR proceedings in funded matters. Hedge funds with equity positions in IP-intensive companies.
What MoatWatch Tracks
- IPR petition filings, institution decisions, trial proceedings, final written decisions
- District court litigation developments — Markman rulings, summary judgment, verdicts
- Competitor patent filings in the same technology space
- Competitor continuation and continuation-in-part activity
- Patent health events — reexamination, reissue, related proceedings
- Monthly intelligence reports with investment implications
Monthly retainer — contact us for pricing
Where to Start
Which Patent Intelligence Service Is Right for Your Situation?
Your starting point depends on who you are and what question you are trying to answer.
I am a PE firm evaluating an investment or acquisition
You need to know whether the IP portfolio justifies the valuation — every patent assessed, every active challenge identified.
- → IP Assessment — PE Diligence
I am monitoring a portfolio company I have already invested in
You need continuous surveillance of IP developments that could affect the value of your existing position.
- → MoatWatch™ Portfolio Monitoring
I am a litigation funder screening a new case
You need to know whether the enforcement opportunity is real before committing to full diligence.
- → Infringer Landscape or Claim Chart Report
I am a litigation funder ready for full diligence
You have seen the infringement evidence and need a complete independent assessment of all case risk dimensions.
- → Investment Diligence Report
I am monitoring a funded patent matter
You need ongoing independent surveillance of IPR proceedings and litigation developments through the life of the investment.
- → MoatWatch™ Matter Monitoring
I am not sure where to start
Schedule a consultation. We will assess your situation and recommend the right service or combination of services
- → Schedule a Free Consultation
Additional Services
Targeted Patent Intelligence — Beyond the Core Reports
Beyond the core service tracks, Patent Intelligence Group offers targeted analytical services for investors and funders who need focused analysis on a specific issue without commissioning a full report engagement.
Validity Analysis
- IPR vulnerability assessment
- Section 101 eligibility analysis (Alice/Mayo)
- Prior art landscape report
- Prosecution history review
Damages Analysis
- Reasonable royalty modeling
- Lost profits analysis
- Comparable license analysis
Defendant Intelligence
- Defendant financial profiling
- Defendant litigation history analysis
- Settlement likelihood assessment
Portfolio & Investment
- Patent portfolio valuation
- Licensing opportunity identification
- Patent acquisition diligence
- Exit readiness IP assessment
Enforcement Strategy
- Venue analysis report
- Multi-defendant enforcement mapping
- Coordinated campaign planning
- Prosecution history review
Need a specific analysis?
Contact us to discuss a targeted analytical engagement for your specific situation.
Who We Are
Independent Patent Intelligence for Investors — Built by an Engineer and a Lawyer
Patent Intelligence Group provides independent patent intelligence services for private equity firms, litigation finance funds, and investors worldwide. 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 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. Every report is written for investors, not for the file: scored, quantified, and structured for the decision it supports.
Common Questions
Patent Intelligence Services — Frequently Asked Questions
Answers to the questions private equity firms, litigation finance funds, and investors ask most often about our services.
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.
Get Started
Not Sure Which Service You Need?
Tell us about your situation — a PE deal in diligence, a litigation funding case under evaluation, or a portfolio position you need monitored. We will recommend the right service 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 investment decisions — not legal opinions.