Tied Inc.
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Lightweight IP Due Diligence Checklist (Technical Reviewer Edition)

A working template that organises IP checkpoints into five areas and 25 items a technical reviewer can work through as preliminary research before engaging outside counsel or a patent attorney. The task here is establishing the technical facts; legal judgements are left to qualified specialists.

What's inside

  • A 25-point checklist across five areas, with verification methods and hand-off criteria for specialists
  • A map of how responsibility is divided between technical DD, lightweight IP DD, and full IP DD
  • A recording format based on four verdicts (Clear / Needs attention / Not applicable / Unverified)
  • Three questions for assessing a patent portfolio from an investment perspective
  • A ready-to-use LLM prompt for cross-checking the checklist against a target company's documents

Who it's for

  • — Investment and M&A leads at VCs and corporates
  • — Technical reviewers running first-pass diligence on portfolio companies or acquisition targets

Format

PDF (A4, approx. 8 pages)
Includes a four-verdict recording format and an LLM prompt

Between technical DD and a full IP DD sits a research phase that a technical reviewer can own. The purpose of this kit is not to reach legal conclusions, but to establish where the risk is likely to sit and which areas warrant deeper investigation by a specialist.

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* This kit is a checklist intended for general informational purposes and does not constitute legal advice. For legal judgements in an actual IP due diligence exercise, always consult a qualified attorney or patent attorney.

Tied Inc.

We can take this kit further, all the way to your specific issues

We provide technical due diligence, IP assessment, and value-up support for VCs and corporate M&A teams. Talk to us about tailoring this checklist to a particular target company, or about working on site to structure the issues it surfaces.

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