4. Got Intellectual Property?
Why Care…
• IP theft costs US companies $250
billion annually
• 100% of all companies have IP
• 700K new startups annually vs. 20%
protected IP after 1st year
• IP is most valuable asset and not on
your Balance Sheet
• Exclude competition; Attract
investment (incl. crowdfunding);
Leverage & license
• Avoid IP loss, infringement, or
business failure
Disclaimer: This is intended to be general information. Nothing in this presentation constitutes
legal advice. Please consult with an attorney before making any intellectual property protection
decisions.
7. Start on the Right Trak
Do NOT start with creating a:
Campaign
Pitch
or
Business Plan
THIS APPLIES TO ALL FINANCING!
Disclaimer: This is intended to be general information. Nothing in this presentation constitutes
legal advice. Please consult with an attorney before making any intellectual property protection
decisions.
10. WHO: IP Ownership Challenges
• Multiple Inventors
• Who you are? Employee of another company
• Proper Assignment of IP Rights – personal versus
company
• Assume that Ownership automatically extends outside
the US
11. • Date of Idea/Invention (First to Invent First
INVENTOR to file)
• Date of Use
• Date of Filing
• Date of Conversion
• Renewals
WHEN: Key Dates to Remember
12. • Idea
• URL
• Name
• Know how
• Employees
• Contractors
WHAT: Business Plan/Funding
Presentation
13. Strategies to Protect IP
• Do it Yourself:
– USPTO.gov
– Copyright.gov
• Hire a Professional:
– Attorney, Consultant, Legal
Zoom, Rocket Lawyer
• Secrets:
– Notary, IP Vault, Copyright software
14. • Inventor
• Website
• Software
• Restaurant
• Traklight!
`
Case Studies
2/ 26/ 13 11:42 AMIP Awareness Assessm ent
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Trademarks
Q5. Do you control and manage the proper use of your trademark by other users
you have authorized?
1. Yes.
2. No.
3. Not sure.
Next
Before starting the assessment, please note:
Save the link for this page as a favorite/bookmark on your browser.
In the “Internet Options” of your browser, deselect/uncheck history on exit. This will allow you
to return and resume your assessment session in case you cannot finish it in one sitting. This will
also allow you to access your training materials and assessment results at your convenience.
As you are answering the assessment questions, choose the answer that best applies to your
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Important Notice
Please note that any information provided
here does not constitute legal advice, but is
intended to increase your IP awareness.
When filing an application for obtaining
specific IP rights, it is recommended that you
obtain professional legal assistance. The IP
Awareness Assessment contains links to
external websites. USPTO does not maintain
those external sites and is not responsible for
the material found therein.
IP Strategies & Best Practices
Trademarks
Copyrights
Design Patents
Trade Secrets
Utility Patents
Using Technology of Others
Licensing Technology to Others
International IP Rights
IP Asset Tracking
IP category
Last Modified: February 26, 2013
15. 3. PICK A PLATFORM
• REWARDS BASED:
Kickstarter Indiegogo How it works online!
• FEDERAL EQUITY BASED:
Not yet legal Online Business Planning
OTHER:
Angel List, Lending Club, Georgia CF
16. GET READY NOW
Federal Securities Equity is not yet Legal
Create a Pipeline
Same steps as other Financing Sources
17. EQUITY is not Easy
Requirements include:
Business Plan
Financial Statements
Background Checks
Valuation
19. STEP 4: RAISE SOCIAL CAPTIAL
Success is directly related to Social Capital
Social Capital is more than Social Media
Quality not Quantity
social icon: creative nerds, iconarchive.com
22. What they do.
• Genetic Art
– Ts
– Portraits
• Channels
– Obsessed pet owner
– Animal organizations
• Convert Steel shipping containers into
medical clinics
• Cooling/Heating installed
• Most of medical equipment
needs/electric and sink
• Durable
• Quickly Installed