COPPERPOD

INTELLECTUAL PROPERTY

TECHNOLOGY DUE DILIGENCE
TECHNOLOGY AUDIT CHECKLIST

Copperpod's Technology Audit relies on the following key information in order to gather a holistic account of a company's technology assets:

  • Samples of all of the products of the company and all supporting documentation and past versions 
     

  • Details about products currently being developed 
     

  • Detailed technical architecture of all the products developed or being developed
     

  • Copies of all agreements which convey, assign or otherwise transfer any past, present or future right, title or interest in the Intellectual Property rights of the company to any third party including, but not limited to sales, licensing and development agreements
     

  • List of all the Intellectual Property rights of any third party that is incorporated into, appears in, or is otherwise associated with any of the products or services that the company currently sells, offers for sale, or maintains or is in the process of developing for sale
     

  • List of all products or services currently sold or offered for sale by the company in which open source code appears
     

  • All source code information for each of the company’s products or services including, but not limited to, the code itself, all annotations, related documentation and all information in any source code repository
     

  • All UAT and SLA documents of products and services being offered
     

  • Change Management process and procedures
     

  • Copies of all Intellectual Property rights escrow (e.g., source code escrows) agreements under which the company has deposited source code or to which the company is a party or a beneficiary
     

  • List of all United States and foreign patents of the company including patent number, issue date, inventor(s), title, dates on which maintenance fees were paid and identity of parties paying maintenance fees
     

  • List of all United States or foreign copyright registrations owned by the company
     

  • List of all registered and unregistered trademarks, servicemarks, and domain names of the company
     

  • Details about any actual or threatened litigation involving the Company’s Intellectual Property rights or the company’s alleged infringement of any third party’s Intellectual Property rights
     

  • Confirmations that the company has not disclosed any knowhow, trade secrets or customer lists to any third party other than subject to confidentiality agreements of which details have been disclosed
     

  • Confirmations that the company owns or has the right to use all Intellectual Property rights required in connection with the conduct of its businesses as presently carried on expected to be carried on in the future
     

  • List of all hardware, servers, storage devices owned and managed by the company 
     

  • List of all software, licenses, security systems, email software, CRM tools, payroll and internal client management tools, database management system, storage management 
     

  • Detailed network set up of the company 
     

  • Details on  company's internal IT acquisition, maintenance, backup and disposal policiess
     

  • Company software, hardware and IT security compliance and audit details

Open Source Issues Highlighted In $10+ Million Investment

Copperpod consultants helped a German service corporation conduct pre-investment M&A due diligence and open source advisory and understand open source liabilities to make an informed decision on their investment.

Portfolio Due Diligence Validates Post-Acquisition Synergy

Copperpod consultants helped a top telecommunications company compare buyer-side and seller-side portfolios in 10 IoT technology areas and identify IP whitespace for the combined entity.

Multi-Billion Dollar Acquisition Approved Amid Antitrust Arguments

Copperpod consultants helped a renowned New York based law firm analyze over 50,000 patents owned by 10 Fortune 500 companies across 10 technology areas to show post-acquisition changes in the competitive landscape.

Copperpod is one of the world's leading technology research and forensics firms, with an acute focus on management and monetization of intellectual property assets. With offices in US and Asia, our global team of consultants has helped clients realize over $1 billion in revenues from patent licensing, jury verdicts and patent portfolio transactions.

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