Inteum Company, LLC, founded in 1992 and employee-owned, provides a comprehensive solution for managing the full life cycle of intellectual properties, including invention disclosures, licensing agreements, and revenue distribution. The platform offers robust tools for analytics, customizable reporting, and workflow automation, helping users streamline technology transfer processes and maintain compliance. Inteum's flexible deployment options and dedicated customer support ensure clients can effectively manage their technology portfolios from anywhere.

1. Inteum Solution Overview
Inteum Company, LLC

2. Customers include top universities, research institutions, research hospitals and
innovative corporations
History & Company
• Seattle based company, founded
in 1992
• Originated from academic
technology commercialization
• International community base
with over 400 installations in 24
countries
• 100% employee owned,
customer funded, no external
capital.
• C
Inteum offices Inteum customers
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3. Professional Team
• Robert Sloman: founder and CEO, former president of Washington Research
Foundation. Nearly 30 years of experience in technology commercialization
management
• Tim Hollobon: Lead architect, 15+ years in Inteum, 20+ years in software
development and manufacturing
• Development team: 100% in house, extremely low turn over.
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4. Inteum Solution Overview
Full Life Cycle Management for Intellectual Properties
Manage each stage of your innovation supply chain and
intellectual property commercialization, from initial invention
disclosure through licensing agreements and revenue
distribution. Easily track the critical activities and action
items of your technology transfer office to reduce
compliance risk and maximize financial impact.
Intuitive Design & Versatility
Continually monitor on issues that affect portfolio
performance and derive key business intelligence with
powerful analytics tools and detailed reports. Capture critical
information such as documents, e-mails, correspondence,
notes, and more. Customize Inteum with unlimited User
Defined Fields and a built-in Content Management System.
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5. From Idea to License. Streamlined Workflow
• Inteum supports your office in every step of the technology transfer process
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Inventor Portal Technology Module IP Asset Module Marketing Module
Agreement Module,
Agreement Portal
Financial Module
Invention
Disclosure from
faculty members
Technology
evaluation and
marketing
IP registration
and maintenance
Business
development
Industry
engagement
Revenue and
expense
management

6. One System, all stake holders
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InteumResearchers
Patent
Lawyers
Business
Partners
Financial
Department
University
Administrator
Internal and external
parties can access
Inteum anywhere
through internet browser
and Inteum supports
granular record excess
control to ensure only
the right people see the
right information.

7. Technology Portfolio
• Technology Portfolio allows user to document
all inventions, triage them during evaluation
and market research. It also serves as an
anchor for all related data, from patent
registration to agreements.
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8. Intellectual Property
• Whether it’s patents, design rights,
trademarks or any other type of intellectual
property, it can all be recorded and managed
within Inteum.
• Record all details of the IP Asset and the
Technology, including key dates, legal
information, and status. Review the complete
patent genealogy tree at a glance, and stay on
top of your compliance obligations.
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9. Agreements
• Inteum has the power and the flexibility to
manage all types of agreements. From non
disclosure agreements to license agreements,
Inteum can ensure that all details are recorded
and that the agreement obligations are met.
• Store the executed copy of the agreement
against the agreement record, highlight
important clauses in the agreement summary,
and create records of milestones and reports
• Agreements can be linked to related
technologies or saved as stand alone records
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10. Business Relationship
• Quickly identify potential licensees for your
technologies as Marketing Targets, track
correspondence, designate priorities, and
even bundle your targets into Marketing
Projects.
• Capture the full picture of engagement
with an organization by linking intellectual
property, collaboration, material exchange
and all other engagement information to
the company record.
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11. Financials
• Generate Payables and Receivables,
quickly generate invoices and statements,
generate reimbursable expenses for
Agreements, track revenue distribution,
and create expense budgets
• Track impact of investment, measure ROI
of different projects, stay on top of goals
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12. Analytics
• Analytics for Inteum features an
easy-to-use, graphical reporting
tool that gives anyone at your
organization the ability to query
and analyze data, develop
custom reports and forecast,
and gain actionable insights into
your IP portfolio.
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13. Powerful Tools
• Reporting and Analytics
• Inteum delivers over 150 standard, built-in report to analyze and track all aspects of your portfolio. We
also provide service to build customer reports to suite your unique business needs.
• Inteum features a user-customizable Dashboard with graphical reports on over 26 major data areas in
Inteum, all of which can be easily printed or exported, as well as instant on-the-fly Excel reports
• Workflow automation and alerts
• Sentinel: Inteum’s built-in sentinel notification system provides the capability to create detailed,
extremely powerful programmable alerts about key events in your database. Automatically send e-mails,
update status, add Remarks, or create action items.
• Activity Management: Easily track the critical activities and action items to reduce compliance risk and
maximize financial impact. Identify upcoming deadlines or due dates. Create tasks manually, or
automatically with the Sentinel Notification System, using your own custom priorities.
• Email management
• E-mail directly from the system or use the Inteum Web Plugin for Outlook (for PC) to associate your
e-mails within Outlook without being logged in to Inteum. Email association function allows emails to be
associated automatically to the designated case. Create editable form letter templates for different record
types
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14. Powerful Tools
• Inventor Portal
• Fully customizable online portal allows inventors to submit invention disclosures online and communicate
with your TTO staff. Automatically creates corresponding records in Inteum upon submission approval.
• Technology Publisher
• Publish your technologies available for licensing to a fully customized web portal with keyword search
functionality, categories, NCS, and more. Can be easily integrated with your current website.
• Customization
• Capture data not included by default using User Defined Fields. UDF’s are immediately available on screen
and can be included in search results and reports. Customize any field labels (rename) to match your
organization’s terminology and even choose from English, Chinese, Spanish, Brazilian Porteguese, or
French default languages.
• Agreement Portal
• Have your licensees to fill out questionnaires and submit agreement reports online and stay informed
during the approval process.
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15. Flexible Installation Options
• Hosted Solution
• Hosted in 1 of the 3 servers located at US east coast, US west coast and Amsterdam.
• Completely hands off maintenance for users: no need for IT infrastructure. Database is
automatically backed up and updated.
• On-Premise Installation Solution
• Data never leaves customer’s premise
• Inteum does not have access to the database without permission
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16. Peerless Customer Service
• Each customer is assigned to a dedicated
account manager as the single point of contact
for unlimited email and phone support
• Free access to Inteum Central, a rich online
depository for help files, user tips, tutorial
videos and recorded webinars
• Live webinars and certificate courses offered
throughout the year
• Users Voice for feature enhancement request
The customer service is
outstanding. They want their
clients to get the most out of
their product. They go far
beyond typical efforts to make
this happen.
---- Review of Inteum on G2crowd.com
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17. THANK YOU!
Please kindly contact us if you have any questions
info@inteum.com
+1-425-820-8415
312 11th Ave W. Kirkland, WA 98033, United States