IP Valuation: Determining the value of intellectual property for startups

Event description

This delves into IP valuation methodologies specifically relevant to startups, examining how different approaches apply in the early-stage context where traditional metrics may be less reliable. The discussion integrates these valuation principles with strategic IP due diligence approaches for SBIR awardees, demonstrating how early-stage IP portfolio development can significantly impact company valuation and future funding rounds. Practical guidance is provided on leveraging Technical and Business Assistance (TABA) funds for IP services, with emphasis on activities that directly support valuation, such as market analysis, technology landscaping, and competitive positioning. The section concludes with strategies for documenting and presenting IP value propositions to potential investors, including best practices for maintaining proper records that satisfy both federal funding requirements and investor due diligence needs.​​​​​​​​​​​​​​​​

Presenter: Adam Falconer, IP Advisor at Tambourine Innovation Ventures

Adam has over 20 years of consulting and technology experience in the areas of intellectual property licensing, technology commercialization, innovation strategy, expert testimony on damages and IP valuation, and data analytics. Adam began his career with Ernst & Young working with clients in the telecommunication and energy industries. Adam then worked as a licensing professional in the field of academic technology transfer, where he managed diverse portfolios of intellectual property providing technology commercialization and development services to various stakeholders. From there, Adam developed a consulting practice focused on litigation consulting and data analytics, technology commercialization and valuation.

Mr. Falconer holds a Juris Doctor and Certificate in Law, Technology and Management from Syracuse University, College of Law (cum laude), in addition to an undergraduate degree in Management Information Systems from Iowa State University, College of Business (highest honors).

Mr. Falconer has served as a guest lecturer on intellectual property damages at the University of San Francisco School of Law, University of Kansas School of Law, and has lectured on patent policy at the University of Missouri-Kansas City School of Pharmacy. Adam is a member of various professional associations, including the Forensics and Valuation Services Section of the American Institute of Certified Public Accountants (AICPA) and the Valuation and Pricing Committee of the Licensing Executives Society (LES) and he is a Certified Licensing Professional (CLP).