Upstream’s valuation of IP assets for a publicly traded global leader in mining exploration product and services results in capital successfully raised. Through the analysis of an extensive patent portfolio and financials, Upstream aligned the company’s IP assets with business lines and economic impact. The capital enabled the company to ramp up internal production and meet the growing demand for its technology.
Read MoreUpstream’s strategic assessment of pricing and licensing potential was important in the future organizational planning for a software company specializing in solving complex problems with data analytics and artificial intelligence. For the valuation, Upstream reviewed financials and assed the market value to provide a strategic plan.
Read MoreUpstream advised a university-based initiative to transition IP of an evidence-based patient care model to a commercial partner. The model sold in six months due to Upstream’s IP monetization analysis of developing value propositions, marketing materials, identifying strategic partners, and negotiating agreement terms.
Read MoreUpstream’s IP valuation of a patented technology for a defense company results in capital successfully raised. Through the analysis of an extensive patent portfolio and financials, Upstream aligned the company’s IP assets with business lines and economic impact. The capital enabled the company to ramp up internal production and meet the growing demand for its technology.
Read MoreUpstream provides a valuation on drug delivery patent assets for specific geographical territories that served as the basis of negotiations between the IP holder and licensees.
Read MoreUpstream assisted a virtual reality company to secure licenses to the company’s software and its patents, which allowed the client to develop collaborative relationships with a range of commercial partners. Upstream identified the client’s IP assets and entities that enabled the client’s technology, restructured the software licensing program, and valued IP assets.
Read MoreUpstream conducted an IP catalogue for a company focusing on population health management through evidence-based medicine. By identifying IP assets and working with IP counsel to protect trade secrets, copyrights (algorithms and database architecture), and patentable matter, the client was able to its IP rights in partnership and other transactions.
Read MoreUpstream assisted a medium-sized company that develops wireless commerce technology to extract value from the consumer technology IP it was no longer using for its core business. As a result of the analysis, the client’s Board of Directors decided to explore a sale of the patent portfolio.
Read MoreUpstream consulted for a multinational pharmaceutical company involving an infringed medical device in the molecular diagnostic space. Upstream identified a patent portfolio and companies that were likely infringing on the client’s IP. As a result, Upstream team executed royalty bearing licenses with more than ten companies. Total revenues from this program exceeded $30 million.
Read MoreUpstream assisted in negotiations for an ophthalmic device buyout with an analysis of the market, valuation, and negotiation points to help increase the amount of the buyout offer. Upstream’s analysis helped achieve a payment amount greater than five times the initial amount proposed.
Read MoreUpstream’s analysis for patent infringement of breakthrough medical technology developed by a medium-sized teaching hospital resulted in a quick litigation settlement. Upstream analyzed the patents, approached the multinational corporation was suspected to be infringing with a license, and initiated litigation. The IP owner earned $3M in royalties in the first year after the deal was concluded, and ongoing running royalties.
Read MoreMark Chandler has assisted the Sheikh Zayed Institute for Pediatric Surgical Innovation (SZI) for several years, serving as Entrepreneur in Residence. He helped negotiate a license and equity transaction to provide a robotic surgery company, Omniboros, with rights to a large patent portfolio. Silicon Valley VC, Great Point Ventures, funded the start-up, which will be continuing in vivo testing throughout 2018.
Read MoreUpstream assisted a major research university with infringement analysis regarding the client’s patented processes directed to a fundamental tool used in the biotech industry. Upstream’s negotiation support was instrumental in achieving more than ten settlements, with separate companies, of a cumulative amount in excess of $60 million.
Read MoreUpstream assisted a major U.S. research university license the underlying technology for a biotechnology company’s product to win a multimillion-dollar settlement with the university. Upstream provided a financial model and advised the university through the settlement negotiations.
Read More
