Incubator Managers need to help their clients with Intellectual Property because everyone has it and IP is the most valuable asset; not just patents! Learn from case studies and Traklight CEO, and CEI entrepreneur in residence.

1. Disclaimer: This presentation is intended to be general information. Nothing in the presentation constitutes legal advice. Please consult with
an attorney before making any intellectual property protection decisions.
Intellectual Property 101
INCUBATOR MANAGERS:
MAXIMIZE VALUE & MINIMIZE RISK

2. Mary Juetten
Founder & CEO Traklight
@traklight
@maryjuetten
mejuetten@traklight.com
• CEI Incubator Graduate
• Forbes, ABA LegalTech Contributor
• 30 years business experience
• J.D., CPA, CA
• MSNBC, AZ PBS, SXSW V2V,
LAUNCH Speaker
• SUCCESS Magazine Start Small,
Win Big 2013 winner

3. Nate Curran
Entrepreneur-in-Residence
Center for Entrepreneurial Innovation (CEI)
@ceigateway
@NateCurranAZ
curran@ceigateway.com
• 15+ years of experience for Fortune
100 companies, fast-growth
start-ups and local businesses
• Former GoDaddy Executive,
including General Manager of
$300-million Domains Business
• GE Black Belt, Six Sigma Certified
in Process Improvement

4. Business World

5. Capturing innovation
(and thus value) is hard.

6. Over 80% of a business’
value is in their IP.

7. Start on the right Trak
Do NOT start with creating a
crcampaign, pitch, or
business plan.
THIS APPLIES TO ALL FINANCING!

8. Identify IP
Protect IP
Pick a Platform
Build Social Capital
Create a Pitch
Fundraising Approach

9. Get Ready Now
Federal Securities Equity is
not yet legal (even Reg A+)

10. Get Ready Now
Create a Pipeline
Use State Crowdfunding
AZ in latest to pass

11. Options

12. Got intellectual
property? Why care…
100% of all companies have IP.

13. IP theft costs US
companies $300 billion
annually

14. 700K new startups
annually
vs.
20% protected IP
after 1st year

15. Exclude competition
Attract investment (including crowdfunding)
Leverage and license
Avoid IP loss, infringement,
or business failure
When do you need
an IP strategy?

16. Patents
(Utility & Design)
What is IP?

17. Copyright
©
What is IP?

18. Trademarks
What is IP?
Image courtesy: Shelby Asistio
™ ℠ ®

19. Trade Secrets—
unsung heroes
What is IP?
Image courtesy: Beverley Goodwin

20. DISCUSSION
ANY IP HORROR STORIES TO SHARE

21. Restaurant

22. Software

23. Homepage

24. Branding

25. Prototype

26. Name
Image courtesy: MG Siegler

27. IP Misconceptions

28. IP is just for tech startups or
tech companies, and patents
are the only IP for inventors.
IP Misconceptions

29. Trade secrets are the easiest
to protect because there is no
registration.
IP Misconceptions

30. Patents mean right
to make or sell.
IP Misconceptions

31. If I pay for it, I own it.
IP Misconceptions

32. EXERCISE
WHAT CLIENT ERRORS CAN BE
SHARED?

33. You can copy anything
without a copyright ©
IP Misconceptions

34. Tech Transfer IP has
the same rules.
IP Misconceptions

35. Domain = TM
IP Misconceptions

36. EXERCISE
WHAT ARE SOME OF THE WAYS
YOU HAVE HELPED / CAN HELP
YOUR ENTREPRENEURS PROTECT
THEIR INTELLECTUAL PROPERTY?

37. Incubator Opportunities
• Conduct an initial IP evaluation during the intake / selection
process as well during ongoing R&D and product
development phases
 Software solutions (i.e. Traklight)
 Legal mentors and advisors
• Partner with reputable industry partners, including
manufacturing organizations and legal firms, with proper IP
protocol and procedures
 Grant opportunities for legal services programs
 Onsite maker space options (i.e. CEI & PADT)

38. Incubator Opportunities
• Help clients solidify IP strategy BEFORE:
 Launch of Crowdfunding campaign
 Equity investment pitch
 Any mergers or acquisitions
 Website launch / marketing efforts
 The hiring of employees or
contractors
 IT’S TOO LATE!!
• Hold workshops / seminars dedicated to IP
identification and protection

39. Traklight’s Software Platform

40. Traklight’s Software Platform

41. Special Discount
Step 1. Free Business Risk Assessment https://legalzoo
m.apps.traklight.com/store
Step 2. Visit http://info.traklight.com/legal-zoom-sbr1
Step 3. LegalZoom discount for NBIA member
incubators – NBIA13
Step 4. ID your IP full with $99 special offer through
Traklight and LegalZoom
Add it to your intake / selection process

42. QUESTIONS?

43. Disclaimer: This presentation is intended to be general information. Nothing in the presentation constitutes legal advice. Please consult with
an attorney before making any intellectual property protection decisions.
traklight.com
ceigateway.com