Advisory Services

IP Portfolio Assessment

A structured inventory and review of intellectual property assets, ownership records and protection priorities.

Our approach

A clear scope and useful deliverables.

Each engagement starts by clarifying the decision or implementation need, reviewing available information and agreeing the workplan. The deliverables below describe the proposed package; the final scope is tailored to your organization.

Who it is for

For organizations seeking a reliable view of their intellectual property before deciding where to invest in protection or commercialization.

Scope of support

01

Inventory

Map brands, works, software, inventions and relevant internal know-how.

02

Ownership & records

Review available agreements and documentation to identify ownership questions and gaps.

03

Prioritization

Assess protection needs and organize practical follow-up work.

Proposed deliverables

Know what the work is intended to produce.

  • An intellectual property asset register based on available records.
  • An ownership and documentation gap map.
  • A prioritized protection and management action plan.

Utomo Institute coordinates the engagement end to end, involving appropriately authorized professionals where the assignment requires them. Scope, responsibilities, fees and timelines are agreed before work begins; regulatory and third-party decisions remain with the relevant authorities or counterparties.

Start a conversation

Tell us where you want to go.

Share your objectives, current stage and the support you need. We will discuss the appropriate scope and next steps.

Discuss this engagement