Patent Portfolio Strategy Starts with the Product Roadmap

Watch the Short on YouTube: Be strategic about how you structure your #patent portfolio to maximize your #venture valuation · Jeff Schell

A portfolio should address the business's important technical advantages. In this Schell IP Short, Jeff Schell explains why patent strategy needs to consider the product and the alternatives a competitor might choose.

Map the claim question to the commercial question

Identify the customer benefit the company wants to preserve. Then ask which technical features deliver it and how another team might implement a competing solution.

That exercise can expose a gap between an early prototype and the product the company intends to sell. A filing needs adequate technical support; simply listing every imaginable variation does not establish useful scope.

Review the roadmap with counsel

  • Mark the current product, planned improvements, and likely alternative implementations.
  • Identify what is already disclosed in filed applications.
  • Separate new inventive work from changes supported by an earlier disclosure.
  • Revisit commercial priorities before committing to further filings.

A patent count is not a measure of how well those issues have been addressed. The useful outcome is a supported explanation of what the portfolio may protect and why that matters to the business.

Related support from Schell IP

  • Patent portfolio expansion
  • Competitive patent design-around

This article provides general information. It does not replace legal advice about a particular invention, company, or transaction.

author avatar
Jeff Schell Patent Lawyer, Venture Capitalist
Jeff Schell is a leading Denver patent lawyer and Boulder patent lawyer, known for founding Rocky Mountain Patent and merging it with a top firm in 2018. As CEO of TranS1, he led the company to a successful exit and numerous awards. Schell also co-founded Proov, an award-winning women’s health brand. With expertise in patent law, technology, and entrepreneurship, he now leads Schell IP and Nova Launch Partners. Recognized as one of Colorado’s “Most Influential Young Professionals,” Schell is also a mentor for TechStars and Boomtown accelerators and President of TiE Denver.

Book a free patent consultation.

Learn how the entrepreneurial experience and legal expertise of patent lawyer Jeff Schell provides highly unique advantages for our clients.