IP Portfolio Management Services

Centralized, expert oversight for even the most complex organizations.

In fast-growing or complex organizations, managing hundreds or thousands of trademarks, patents and creative assets can quickly spiral out of control, often leading to the costly and inefficient need to outsource to multiple law firms.

Sagacity offers collaborative, strategic IP guidance, providing flexible support tailored to your unique stage of growth. We bring extensive experience and expertise in managing IP portfolios and transactions of all sizes, from small to complex, including the most high-tech and intricate.

Why IP Portfolio Management Matters

Proactively Mitigate Risks

Strategic IP portfolio management identifies and addresses potential legal vulnerabilities.

Enhance IP Value for Investors and Acquirers

A well-managed IP portfolio showcases robust assets.

Maintain Competitive Edge in Your Industry

Optimizing your IP assets deters competitors and secures your unique market standing.

Our IP Portfolio Management Services Include

INTELLECTUAL PROPERTY DUE DILIGENCE

Before you invest, acquire or even fully leverage your own creations, a thorough understanding of your IP landscape is non-negotiable. Through our IP due diligence service, we delve deep into your business (including its products and services), the identities of any key stakeholders and your future plans to identify and maintain key IP assets. This strategic management and insight maximize investor/shareholder value and fuel your company’s success.

Our comprehensive IP due diligence process is designed to:

Determine the company's core IP assets
Confirm ownership and/or licensing status of IP rights in these core assets
Determine whether any IP assets may be encumbered by third parties
Evaluate company policies and procedures for protecting core assets
Determine appropriate form of IP protection for core assets

POST-ACQUISITION PORTFOLIO INTEGRATION

The true measure of a successful merger or acquisition, from an IP perspective, is the seamless integration of the new and existing IP portfolios. Challenges arise from different systems, processes and personnel, potentially complicated by gaps in historical records, documentation and knowledge transfer. Our firm’s post-closing expertise ensures that, regardless of transaction scale, our clients can effectively leverage newly-acquired technologies, intellectual property, and technological talent to achieve optimal growth and benefit. Our comprehensive, post-acquisition IP due diligence enables a more informed and potentially higher valuation of intellectual property assets, attributes, and advantages.

Our post-acquisition services include:

Portfolio integration
Valuation of the integrated portfolio
Ownership verification
Acting on unidentified inventions and brands
Patent and trademark portfolio - prosecution
Management of acquired outside counsel and foreign associates
IP education of acquired employees

We act as your dedicated fractional Chief IP Counsel, providing strategic oversight, day-to-day tracking and hands-on project management of your entire intellectual property portfolio. From coordinating international filings and identifying missing protections to handling assignments during mergers, acquisitions and rebrands, we ensure nothing is overlooked. For businesses scaling fast or navigating change, we deliver clarity, control and complete IP alignment — all in one place.

What Our Clients Say

David Eric Johns

CEO, Zefeiri Corporation

Randi and her team are thorough, timely, and easy to work with

I’d operated my firm for three years and had not considered copyright and trademark issues and how they could increase the value of my firm in addition to the obvious brand protection. Randi educated me then thoroughly protected Zafeiri under a consulting and business management trademark filing. She and her team are thorough, timely, and easy to work with.

Gareth Griggs

Owner, MarineTech Group LLC

I highly recommend Sagacity Legal for their intimate knowledge in IP and TM services.

Randi and her network have been instrumental to my IP needs. Professional, communicative and punctual are just a few attributes to how they have handled my case. I highly recommend Sagacity Legal for their intimate knowledge in IP and TM services.

Brian Frommelt

Group Project Manager, Motorola Solutions

You Can’t Start a Fire Without a Spark … and Randi was Our Spark! THANK YOU!

Randi, Thank you for all of your help with our inventions over the years. You helped several of us (including some first time inventors) to successfully navigate the journey from idea creation through application prep & filing all the way to patent issuance. Your encouragement and enthusiasm throughout the process was inspiring. Your efforts lit a fire that continues to drive innovation and IP creation that would not have happened without your guidance. You can’t start a fire without a spark … and you were our spark! THANK YOU!

Bruce H. Illes

General Counsel, Sangoma US Inc.

Randi and her team are responsive, knowledgeable, and practical. Randi is never pushy—she gives us well-explained recommendations and assists us in making informed decisions for our business.

Craig Kenney

Inventor and co-founder, Bolt On IP

As an inventor and co-founder of Bolt On IP, I knew we had innovative, first of their kind inventions. Randi and the team at Sagacity took those inventions and made them into real IP assets with five granted patents. Now, our goal is to monetize the patent portfolio by sale or license. Potential buyers have told us that the patents are very well written, highly enforceable, broad and of great value. In fact, one potential buyer said that they are worth as much as one billion dollars.

Wendy Barbalinardo

Founder, Acute Baby Co.

Working with Randi has been a true partnership and amazing experience.

I cannot recommend Randi and Sagacity Legal enough when looking for a patent and trademark attorney. Working with Randi has been a true partnership and amazing experience. She truly cares about her clients and wants to help, and always has her calendar available for me to schedule time to meet and talk through things. She is a true angel for startup founders and I don’t know if I would have been able to do this patent/trademark process if I had not met her!