K2K Law · New York

Patent portfolio due diligence for business decisions.

Decide which patents warrant closer investigation and why. K2K combines its own patent-analysis engine with attorney review to support portfolio prioritization, licensing decisions, and scoped acquisition or investment diligence.

The decision comes first

A review shaped around your objective.

Licensing and enforcement readiness

Identify assets that may support a licensing discussion or enforcement campaign. Prioritize questions about claims, ownership, commercial use, and the evidence needed to move beyond an initial screen.

Acquisition or investment review

Assess a portfolio in the context of a proposed transaction. The scope should reflect the buyer’s objectives, available records, rights being acquired, and the issues that could change the decision.

Portfolio prioritization

Separate candidates for further work from assets that need more information or serve a different business purpose. A prioritized review helps direct counsel’s attention without treating every patent as interchangeable.

From data to a decision

The engine organizes.
Counsel evaluates.

A first screen identifies signals and gaps. Focused diligence investigates the questions that matter to the engagement.

  1. Define the scope

    Agree on the decision, the portfolio, available records, and the intended deliverable. A monetization screen and transaction diligence do not answer every question in the same way.

  2. Organize the evidence

    Use prosecution, family, title, citation, and litigation information where available. Identify missing records and issues needing independent verification.

  3. Review the priority assets

    Combine triage signals with attorney assessment of claims, commercial relevance, remaining term, and enforcement considerations. Escalate questions that require additional investigation.

  4. Explain the next step

    Present the prioritized findings, evidence gaps, and proposed follow-up. Agree whether the next stage is deeper diligence, a licensing discussion, or a different course.

The deliverable

Findings you can trace and discuss.

Depending on the agreed scope, the work can include a prioritized asset workbook and a partner-authored assessment. Confirm the included deliverables, data coverage, and any console access when scoping the engagement.

Assets to investigate
The reason an asset merits closer attention, connected to the business objective.
Evidence and gaps
The records supporting a finding, missing information, and checks still required.
Questions for counsel
Issues that an automated signal cannot resolve and the next investigation proposed.
Decision points
The work needed before licensing, acquisition, funding, or enforcement can be evaluated further.

See the K2K Intelligence demonstration →

The engine presentation includes illustrative outputs. It is separate from the scope and deliverables of a legal engagement.

Interpreting a score

A starting point for investigation.

A portfolio score is a prioritization signal. It does not by itself establish infringement, validity, recoverable damages, or the availability of funding. Those questions require their own evidence and analysis.

Incomplete records should remain visible in the review. An absent data point should not silently become a favorable or unfavorable conclusion. Attorney review determines which gaps matter and what work is proportionate to the decision.

The firm’s partners connect the analysis to litigation and licensing experience. When the next step is a campaign, the diligence can inform licensing and monetization counsel or patent litigation strategy.

Planning the engagement

Start with a portfolio overview.

What should we prepare?

For an initial inquiry, share your organization, approximate portfolio size, your role, and the decision under consideration. We can discuss an appropriate way to exchange materials after conflicts review and engagement.

Can the review support a funder or acquisition team?

The firm can discuss a scope appropriate to that review. A first portfolio screen does not substitute for a funder’s underwriting, transaction-specific diligence, or a separately scoped legal opinion.

What determines timing and cost?

Portfolio size, the quality of the available records, the technical questions, and the depth of investigation affect the work. Timing, deliverables, and fees are agreed for the engagement.

Client resource

Prepare for the next decision.

Use the patent portfolio diligence checklist →

Public checklists and questions to help organize a first discussion with counsel.

Start with the decision you need to make.

Share a brief, nonconfidential overview. We can discuss fit and the scope of a prospective engagement.

Request a portfolio screen