Due diligence

Clear, structured, investor‑ready assessments for biotech and pharma

IP2INVEST™ is our proven framework for maximizing the commercial potential of intellectual property in the life sciences

  • Conduct comprehensive IP due diligence and landscape intelligence tailored to specific therapeutic areas, providing clarity for R&D investment, strategic partnerships, and M&A

  • Deliver rigorous IP risk assessment and mitigation strategies to enable commercially informed decisions for drug candidates and platform technologies

  • Ensure investor‑ready data rooms, with clear guidance on what to include, what to protect, and how to present IP to withstand investor, partner, or acquirer scrutiny

  • Provide strategic safeguards, ensuring IP and communications remain defensible and properly structured throughout development and dealmaking

  • Design and structure high‑impact licensing and commercialization strategies that unlock new revenue pathways for biotech and pharmaceutical assets

  • Support value‑driven licensing, strategic partnerships, and fundraising, helping innovators connect with investors, pharma partners, and capital markets across the biotech ecosystem

  • Major publicly known strategic deal involvement:

    • Kerecis acquisition integration (~1,3bn USD, Coloplast)

    • MIT SOMA device (Bob Langer group, Novo Nordisk)

    • Ventus Therapeutics (Novo Nordisk)

    • Heartseed iPSCs reprogramming strategy (598m USD, Novo Nordisk)

    • Chinese Academy of Sciences (Ferring Pharmaceuticals)

  • In biotech and pharma, IP is the backbone of valuation. Investors, partners, and acquirers rely on due diligence to assess whether your science is protectable and commercially meaningful. A clean, coherent IP position accelerates deals. Gaps or inconsistencies slow them down or reduce leverage. Effective IP due diligence protects value, reduces risk, and ensures your story stands up under scrutiny.

  • A biotech‑specific diligence review focuses on the issues that truly influence deal outcomes:

    • Patent strength, scope, and alignment with the scientific data

    • Ownership clarity across universities, founders, CROs, and collaborators

    • Freedom‑to‑operate considerations and competitive positioning

    • Status and quality of filings, prosecution history, and claim strategy

    • Trade secrets, know‑how, and data protection practices

    • Regulatory exclusivities and how they complement patent protection (including extensions)

    • Risks, gaps, and red flags that could affect valuation or timelines

    The goal is a clear, objective view of your IP position and how it will be perceived by investors or partners.

  • My diligence approach is structured, efficient, and designed to support both founders and investors:

    • Review of patents, applications, agreements, and scientific data

    • Assessment of ownership, inventorship, and contractual obligations

    • Identification of risks, gaps, and inconsistencies

    • Clear explanation of issues that require context or oral clarification

    • Guidance on what belongs in the data room and what should stay out and why

    • Preparation of a clean, defensible IP narrative for discussions

    • Support during investor or partner Q&A

    The emphasis is always on clarity, risk reduction, and protecting your negotiating position.

  • Timing is critical — and often underestimated.

    You need IP due diligence when you are:

    • Preparing for a financing round (pre‑seed to Series C)

    • Entering a partnership, licensing deal, or co‑development agreement

    • Spinning out from an academic institution

    • Preparing a data room for investors or strategic partners

    • Considering acquisition or out‑licensing

    • Responding to diligence questions that require structured answers

    Early diligence avoids surprises, strengthens your narrative, and ensures you enter negotiations with confidence.

Work with us
Investor-ready IP, due dilligence, investors, valuation of IP, value-driven IP strategy, exclusivity, Freedom to operate. Public art installation of a girl and a bull on a cobblestone sidewalk in New York City.

Deal-readiness intelligence

  • At ELEVATE IP, we apply a disciplined, cross‑jurisdictional approach to due diligence, ensuring that disclosures are accurate, proportionate, and fully aligned with US and EP best practice. Our focus is simple: protect value, preserve privilege, and maintain control of the narrative throughout the transaction.

    Curated, controlled data rooms

    We ensure that data rooms remain intentionally lean. Only final, non‑sensitive documents required for diligence are uploaded. All materials undergo legal and business review before inclusion.

    Strict access management

    We implement tiered, need‑to‑know access with time‑limited permissions and active audit logging. Sensitive folders are segregated, and access is granted progressively as diligence advances.

    Protection of privilege

    We never upload materials that risk privilege waiver under US attorney–client rules or that fall outside the scope of legal professional privilege in Europe.

    Oral handling of sensitive issues

    Matters such as IP ownership gaps, contract anomalies, etc is addressed verbally in a controlled setting. We avoid creating written summaries or analyses that could be misinterpreted or broaden disclosure obligations.