IP Portfolio Intelligence

Transform your IP portfolio into strategic insights.

IP Summary provides instant visibility into your entire intellectual property portfolio. Visualize patents, trademarks, and trade secrets in one unified dashboard. Make data-driven decisions with comprehensive analytics and automated reporting.

Time Saved on Reporting

Portfolio Visibility

Faster Due Diligence

Customer Satisfaction

Features

Everything you need to manage your IP portfolio.

Powerful tools designed to give you complete visibility and control over your intellectual property assets.

Unified portfolio view

See all your IP assets in one place. Patents, trademarks, trade secrets, and copyrights organized in an intuitive dashboard.

Real-time analytics

Track portfolio health, filing trends, and geographic coverage with interactive charts and visualizations.

Automated reporting

Generate comprehensive IP reports for investors, board meetings, or due diligence in minutes, not days.

Advanced search & filtering

Find specific assets instantly with powerful search across all metadata, classifications, and custom tags.

Risk assessment

Identify gaps in protection, expiring assets, and maintenance deadlines before they become problems.

Multi-entity management

Manage IP across subsidiaries, joint ventures, and licensing agreements with hierarchical organization.

How it works

Record and manage your IP portfolio.

Capture your assets quickly and keep your portfolio organized with less admin effort.

Step 1

Record your IP assets

Record your IP assets with the intuitive upload process and save time for portfolio management.

Step 2

Visualize & analyze

Instantly see your portfolio's strengths, gaps, and opportunities through interactive dashboards and custom reports.

Step 3

Collaborate & share

Invite your team, legal counsel, and investors. Control exactly what each stakeholder can see and edit.

Step 4

Stay protected

Receive automated alerts for renewal deadlines, maintenance fees, and potential conflicts. Never miss a critical date.

For every stakeholder

Built for every IP stakeholder.

Whether you're a founder, IP manager, or legal counsel, IP Summary adapts to your needs.

For startups

Impress investors with professional IP reports. Show your competitive moat clearly and confidently during fundraising.

  • Due diligence ready
  • Valuation support
  • Investor dashboards

For enterprises

Manage thousands of assets across multiple jurisdictions. Ensure compliance and optimize your IP budget.

  • Multi-entity support
  • Cost tracking
  • Risk management

For law firms

Provide clients with real-time portfolio visibility. Streamline client intake and reduce administrative overhead.

  • Client portals
  • Automated reporting
  • Deadline tracking

Ready to transform your IP management?

Get unified visibility across your entire portfolio. Join hundreds of innovators already managing their IP with Advancii.