Patents, trademarks, copyrights, licenses, assignments, and freedom to operate. Fields on the listing, files in the data room, tracked on the checklist.
What it is
Intellectual Property is a Company record page. It holds what you own or license: filings, marks, copyrights, assignments, and freedom to operate. A diligence process will reopen these fields. Keep them current instead of assembling a new pack each time.
What you see
Same shell as Organization. Stats, main column, rail. Edit and Document Checklist sit in the action bar because filings are files as well as fields. The data room has an Intellectual Property folder on the same listing.
Organization
Your company
Document ChecklistEdit
Entity
Not set
Jurisdiction
Not set
People
0
Officers
0
Minute book
0 / 4
Annual return
Not set
Legal identity
Legal name, operating name, structure, and formation live on this listing. Edit writes back to the same record.
Record shell. Edit and Document Checklist in the action bar.
Fields and files
On this page. What exists, status, and the story around it.
Document checklist. Whether a supporting file is still missing.
Data room. The folder where the file actually lives.
Document Checklist
What still needs a file
3 remaining
Pitch deckRequired before a fundraising round can start.
Articles of incorporationTracked on the company tab. Upload from the checklist or Organization.
Cap table exportKeep ownership current before you open a data room.
Checklist tracks the missing file. Data room holds the folder.
Data Room
Folders on this listing
4 folders
Minute Book
Files stay on the record. They are not rebuilt each round.
Intellectual Property
Files stay on the record. They are not rebuilt each round.
Financing Agreement
Files stay on the record. They are not rebuilt each round.
Pitch materials
Files stay on the record. They are not rebuilt each round.
Intellectual Property is one of the equal data room folders.
How you engage
Edit the field. Then upload the supporting file from Checklist or the folder.
Ask Moxie. What is still missing from IP, or which file would unblock diligence.
