Intellectual property and financing strategies for technology startups

• Main Authors: Halt, Gerald B., Jr (Author), Donch, John C., Jr (Author), Stiles, Amber R. (Author), Fesnak, Robert (Author)
• Format: Electronic eBook
• Language: English
• Published: Cham, Switzerland : Springer Science and Business Media : Springer, [2017]
• Subjects: Intellectual property.; New business enterprises > Law and legislation.; New business enterprises > Finance.; elektronické knihy; electronic books
• ISBN: 9783319492179; 9783319492162
• Physical Description: 1 online resource

This book offers a comprehensive, easy to understand guide for startup entities and developing companies, providing insight on the various sources of funding that are available, how these funding sources are useful at each stage of a company's development, and offers a comprehensive intellectua...

Table of Contents:

• Preface; Acknowledgments; Contents; 1 Introduction; Startup Funding Sources, Stages of the Life Cycle of a Business, and the Corresponding Intellectual Property Strategies for Each Stage; 2 Sources of Company Funding; Abstract; 2.1 Seed Capital and Early-Stage Funding; 2.1.1 Personal Investment/Bootstrapping; 2.1.2 Friends and Family Funding; 2.1.3 Private or Governmental Grant Funding Options; 2.1.3.1 Federal/State/Regional/Local Government Grants; Small Business Grants; Small Business Innovation Research Grants; Small Business Technology Transfer Grants; Private and Foundation Grants.
• 2.1.4 Crowdfunding2.1.4.1 Case Study: Kickstarter; 2.1.4.2 Case Study: Crowdfunder; 2.2 Equity Funding; 2.2.1 Angel Investors; 2.2.2 Venture Capital; 2.2.3 Rounds of Venture Capital Financing-Series A, Series B, Series C, etc.; 2.2.4 Business Incubators and Accelerators as a Source of Equity Financing; 2.3 Debt Funding; 2.3.1 Loans; 2.3.1.1 Small Business Loans; 2.3.1.2 Peer-to-Peer Loans; 2.3.2 Lines of Credit; 2.3.2.1 Use of Credit Cards; 2.3.2.2 Asset-Based Lines of Credit; 2.3.3 Securitization with Intellectual Property; 2.3.3.1 Case Study: Debt Financing with Bowie Bonds.
• 2.3.4 Collateralization of IP2.3.4.1 Case Study: Levi Strauss Borrows Against Trademarks and Other Assets; 2.3.4.2 Case Study: Ford Leverages Trademarks and Patents for Loan; 2.4 Mezzanine Financing; 2.4.1 Subordinate Notes; 2.4.2 Preferred Stock; 2.5 Anticipated Rate of Return for Investors; 3 Early-Stage Strategy; Abstract; 3.1 IP Strategies at the Early Stage; 3.2 Consult with an Intellectual Property Attorney; 3.3 Begin Building an IP Portfolio and an IP Strategy; 3.3.1 Trademarks; 3.3.1.1 Securing Trademark Protection for Company Names, Logos, and Product Names, Logos, and Designs.
• 3.3.1.2 Obtaining a Domain Name3.3.2 Copyrights; 3.3.2.1 Web site Copyrights; 3.3.2.2 Valuable Works of Authorship; 3.3.3 Opting for the Trade Secret Route; 3.3.4 Patents; 3.3.4.1 Taking Advantage of Microentity or Small Entity Status; 3.3.4.2 Filing a Provisional Patent Application; 3.4 Early-Stage Companies Seeking Investors Need a Business Plan; 3.4.1 Integrating an Intellectual Property Strategy into a Business Plan; 3.4.2 IP Due Diligence; 3.4.3 IP Portfolio Development Plan; 3.5 Joining a Business Incubator or Accelerator; 3.5.1 Case Study: Techstars.
• 3.5.2 Industry-Specific Startup Service Providers and Specialty Incubators3.5.2.1 Case Study: Healthcare Technology Incubator Rock Health; 3.5.2.2 Case Study: Culinary Incubator La Cocina; 3.5.2.3 Case Study: Incubator Partnerships with Universities; 3.6 Summary; 4 Growth and Expansion Stage; Abstract; 4.1 Benefits of Leveraging IP During the Growth and Expansion Stage; 4.2 Leveraging IP: Strategies for Obtaining Debt or Equity Funding; 4.3 IP Strategies at the Growth and Expansion Stage-Enhancing Your IP Portfolio; 4.3.1 Filing a Non-provisional Patent Application.