The Ultimate IP Checklist Before You Pitch Investors

Make sure your patent strategy is airtight before funding discussions.

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🏠 Home📰 Blog📘 The Ultimate IP Checklist Before You Pitch Investors
Preet Malviya

By Preet Malviya

Published on May 10th, 2025

The Ultimate IP Checklist Before You Pitch Investors

When you're gearing up to pitch your startup to investors, your intellectual property (IP) could be your most valuable asset — or your biggest vulnerability. Investors want to see that you've not only innovated but also protected your innovations. Here’s a concise IP checklist every founder should review before stepping into that pitch meeting:

1. Identify Your IP Assets

Start by listing all potential IP: trademarks, logos, brand names, product designs, trade secrets, software code, patents, and domain names. Know what you're offering and why it matters.

2. File Trademarks Early

If your brand name, product names, or logos are core to your identity, file trademarks as early as possible. This builds brand value and prevents future conflicts.

3. Protect Your Core Technology

For tech-based startups, ensure your software or inventions are either patented, in the process of patent filing, or protected as trade secrets with clear documentation.

4. Use NDAs and IP Clauses

Ensure that employees, freelancers, and partners have signed NDAs and IP assignment agreements. Your startup should own all work created on its behalf.

5. Clean Up Open Source Usage

If you’re using open source software, confirm that licenses allow commercial use and don’t require you to open-source your proprietary code.

6. Check for Existing Infringements

Do a quick freedom-to-operate (FTO) search to avoid infringing on others' IP. Litigation risk is a red flag for investors.

7. Register Domain Names

Secure all relevant domain names and ensure they align with your trademark strategy. A strong digital presence adds to your IP strength.

8. Document Everything

Maintain clear records of your IP strategy, filings, and development milestones. This not only shows diligence but also builds investor trust.

Final Thought:
Having a solid IP strategy shows investors that you’re not just building a business — you’re building a moat. Don’t leave it until after the pitch. Make IP a priority, and pitch with confidence.