PortCo / NewCo Development

Investors and platform teams do not need more patent filings in isolation. They need a repeatable system that protects valuation, reduces surprises, and creates clarity across diligence, formation, and post-close execution. MIM provides that governance layer.

This work lane is built for repeatability. It standardizes intake, baseline risk scanning, action planning, and reporting across multiple companies so leadership can govern IP as a value driver rather than an unmanaged line item.

Who This Is For

  • Investor and platform teams that need consistency across portfolio companies.

  • General counsel who need diligence support and post-close remediation without chaos.

  • CEOs at platform or holdco level who need a portfolio narrative that supports partnering and exit.

  • Chief IP counsel who need a scalable execution model and more consistent claim posture.

Common Starting Triggers

  • Diligence is inconsistent and time-consuming.

  • Ownership issues surface too late.

  • Some portfolio companies overspend while others underinvest.

  • We need investor reporting that is real, not hand-wavy.

  • We want a repeatable system rather than heroics on every deal.

Outcomes You Can Expect

  • Faster, cleaner diligence with fewer surprises.

  • A baseline risk scan and remediation plan for each company.

  • Practical 90-day action plans that reduce downside and clarify priorities.

  • More consistent budget discipline and portfolio decision-making.

  • Investor-ready reporting artifacts that can be reused across the portfolio.

Case Snapshots

  • Post-close remediation: executed 90-day plans that cleaned assignments, corrected docket hygiene, and aligned claim posture to product roadmaps.

  • Investor reporting system: created a quarterly rollup that let the platform govern spend and risk without drowning in detail.

  • Formation-to-governance bridge: built a repeatable framework for early company buildout that improved continuity from diligence through execution.

Repeatability is the difference between portfolio support and portfolio governance.