IP Audit
We evaluate existing IP assets, governance processes, and exposure risks to strengthen long-term protection.
Positioning
IP audit services for organizations that need a grounded view of what they own, what is vulnerable, and what needs correction.
Coverage
Portfolio inventory, ownership review, filing status checks, governance assessment, and diligence-readiness recommendations.
Jurisdiction
Useful for Canadian and U.S. portfolios, especially before financing, M&A, licensing, restructuring, or portfolio cleanup.
Audit work focused on ownership, risk, and portfolio readiness
We conduct IP audits for organizations that need a clear picture of portfolio condition, ownership integrity, filing quality, and internal governance before a major business event or strategy reset.
Audits are especially useful when a company has grown quickly, changed personnel, raised capital, acquired assets, or reached the point where informal practices are no longer adequate.
The goal is to identify what is missing, what is exposed, and what should be corrected so the IP position can support diligence, transactions, and future enforcement.
Key Focus
Portfolio review
Key Focus
Documentation assessment
Key Focus
Risk mapping
Key Focus
Governance evaluation
What an IP audit typically covers
Portfolio inventory and asset classification
How the audit is conducted
Step 01
Inventory Collection
Compile the existing portfolio, filing history, agreements, and internal records that affect ownership and control.
Step 02
Gap Analysis
Review for missing assignments, governance weaknesses, record errors, and areas where rights may be underprotected.
Step 03
Remediation Planning
Deliver a practical cleanup plan that addresses the highest-priority legal and operational risks first.
Why clients use IP-MEX® for IP audits
Diligence-Oriented Review
The audit is shaped around what investors, counterparties, and acquirers are likely to scrutinize.
Legal And Process Coverage
The work examines both the portfolio itself and the internal governance practices that can create recurring risk.
Actionable Output
Clients receive concrete remediation priorities rather than a high-level abstract assessment.
Where this service is most often applied
Startup Portfolios
VC-Backed Companies
University Spin-Outs
M&A Readiness Matters
Licensed Technology Businesses
Multi-Jurisdiction IP Portfolios
Review Your Existing IP Position
Identify gaps, ownership issues, filing weaknesses, and governance risks before they affect diligence, fundraising, or growth.
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