IP Fundamentals for Startups and SMEs: Optimize Protection and Grow Corporate Value

Want to leverage your intellectual property (IP) for fundraising and exit?

Wondering if you have the right IP protection for your startup?

Want to become a unicorn but not sure how your IP portfolio can support your valuation and growth?

Intellectual property assets are frequently the most valuable assets for high-tech startups and other small and medium size enterprises (SMEs). Companies often struggle with how best to manage and grow these assets to adequately protect their core ideas and products, while simultaneously increase corporate value and gain a competitive advantage in the marketplace.

This two-part session explores the intersection between IP management and corporate value, presenting best practices and case studies that highlight both protection and valuation aspects of managing IP for success:

You may be Risking It All: Much More to IP protection than Filings – Mary Juetten, CEO of Traklight and Evolve Law

Do you think that you do not have IP that is worth protecting? Think again! Every company has IP and often the early-day decisions around seeming mundane issues can have long-lasting impact on your valuation. Identifying your valuable IP, including trade secrets, and protecting them with processes in  addition to filings is necessary to protect your assets.  Mary will discuss how to mitigate risk and maximize value based on her experience with thousands of entrepreneurs and small businesses.

Value Smart: Leveraging Your IP Valuation for Funding and Growth – Efrat Kaznik, President of Foresight Valuation Group

  Efrat will share her insight and address topics such as:

  • How to create an IP portfolio that will increase your business valuation?
  • How to leverage your IP for funding?
  • What are the types of IP value that investors are looking for?
  • What are some of the mistakes to avoid when managing an IP portfolio for startup & SME growth?


10:30am to 12:00pm - Program

  • Welcome – West Coast Regional Director John Cabeca of the U.S. Patent and Trademark Office (USPTO)
  • 30 mins – Mary Juetten, Traklight
  • 30 mins – Efrat Kasznik, Foresight Valuation Group
  • 30 mins - Q&A moderated by John Cabeca

12:00pm to 1:00pm – Optional Brown Bag lunch with networking and additional questions.


Mary Juetten, CEO of Traklight and Evolve Law, is the founder and creator of Traklight's software and an international speaker and author for Forbes, Thomson Reuters, Lawyerist, and more.

Efrat Kasznik, President of Foresight Valuation Group and Lecturer at the Stanford Graduate School of Business, has over 20 years of experience as an IP valuation and strategy expert, as well as a Silicon Valley entrepreneur, CFO, investor and advisor.

The event is free, but space is limited.  Please register here by November 7, 2017.

Thank you to the Licensing Executives Society Silicon Valley Chapter and Silicon Valley IP law Association (SVIPLA) for their support promoting the event.

Please note that the Silicon Valley USPTO is a federal facility.  Attendees are required to present a valid form of government-issued identification (driver license or passport) and may be subject to screening to gain access.