Investment Funds and M&A

Make Your Investments Safe

- Detection potential competitors patent infringements
- Legal and technical expertise for patent infringement, antitrust, class action cases
- Patent clearance research for techs that could be found through GUI or guides or any public info
- Minimization of publicly available info,
- Correction of risky techs
Preparation non-infringement or invalidity opinions

Reduce Legal Risks

- Analysis of software and services and compliance with Data protection law
- Analysis of possible legal measures and techniques for transferring data to 3rd countries
- Analysis and recommendations on personal data processing policy and activities

This is needed to examine and understand every business (Hardware/Software) in order to identify essential details, reach conclusions, make recommendations, and work on other narrower topics.

Protect Investments and Get insights

- Development of ideas and expansion of patentable rights to cover future innovations and future possible trends
- Preparing of patent application "from scratch"
- Patent research
- Analysis of the competitive patent rights and their priorities
- Trend analysis
- Patent reverse flow
- Patent Competitive Intelligence Subscription
- Product Competitive Intelligence Subscription

Protect your brand with confidence

Protect your trademarks and logos without delay to ensure that your brand is protected and recognized in the competitive market.

• Trademark search and registration
• Trademark renewal and maintenance
• Enforcement and litigation
• International trademark services

Protect your AI-enabled services

We can help you implement your AI technologies with minimal risks:

• Compliance with data protection laws such as GDPR.
• Compliance with specific laws that apply to the interested area.
• Drafting contracts with users, partners, and service providers that account for the specifics of AI.
• Patenting your innovative AI technologies, novelty research, bringing to patentable level.
• Patent research on AI trends, technologies, competitors, and their products.

Assess your business operations maturity to grow the business

Our offer is to create a Business case for you and to determine maturity of your company's operations for business expansion that will help you – and your investors – evaluate the potential of your business with manageable risks:

• Gap analysis on your business operations
• Guidance on what you better optimise before expansion
• Review of your business operations and evaluation of how well they can adapt to growth.

Ensure business operations scalability

The audit's primary objective is to ensure the scalability and efficiency of your company's business operations, supported by timely sales assistance. This assurance is grounded in ESPE's expertise and experience, which draws upon the best industry standards and practices. The audit provides structured feedback concerning your current Sales Operations and Enablement practices.

Be certain that pricing and licensing policies are aligned

Pricing and licensing audit serves a pivotal role in ensuring the alignment of effective and scalable business operations with the objectives for margin of your company's major stakeholders and decision makers. Leveraging ESPE's expertise and drawing from the best industry standards and practices, the audit aims to present actionable recommendations for enhancing the existing Company Pricing and Licensing Policies.

Discover the value of your IP and comply with financial reporting standards

IP valuation, financial reporting and tax planning will help you to:

• Represent the real value the your IP
• Meet requirements of financial reporting standards
• Provide shareholders with the consolidated management accounting data
• Find the best tax jurisdiction for your business and structure your corporate taxes in the most efficient way.

Financial due diligence will help you prepare for M&A so that you can evaluate your company and compile all your financial data for sharing with potential investors.

Strengthen your business through compliance with IS and IT standards

Information Security and Compliance is a must when your company:

• Handles customer data
• Expands its IT landscape
• Aims for a professional certification, e.g. PCI-DSS, ISO27001, SOC2
• Battles ever-growing security risks.

Our consulting in IT is handled by highly qualified experts with 20+ years of relevant experience in IT:

• IT Operations
• IT Processes, including ITIL
• IT Risk Management.

Get protection on your software to be able to evaluate it and exercise your rights in a lawsuit

State registration of your software is necessary when:

• The software is used in materials in a court case.
• You are selling the software.
• Your company is facing M&A and you need to evaluate and account for the software in intangible assets.

To obtain protection for your software, we will prepare and submit an application to the intellectual property office (for example, USPTO) and get confirmation of your exclusive right to your software.

Avoid risks of claims from third-party code owners

We will check compliance with license terms of third-party code and other IP used in your software and services and provide you with a comprehensive report and recommendations to mitigate risks.

In case of a breach of licenses to use third-party code, if the violation becomes known to the rights holders, your company is very likely to face the following risks:

• Claims from third-party code rights holders.
• Substantial expenses on litigations.
• Threat of disclosure of proprietary source code of your software.

Legal Support is vital to ensure your company is always in compliance with changing legislation

We will help you with your legal challenges by:

• Preparing the necessary documents – EULAs, partner and customer agreements, policies.
• Checking compliance with privacy laws such as the GDPR and new regulations such as the AI Act and Digital Services Act,
• Taking care of requests and complaints from users and authorities,
• Helping you deal with legal risks in a systematic and predictable way,
• Training your staff to work with IP and personal data.

Get a complete set of necessary documents for your company's operations

We will draft, review and update all required documents:

• EULAs, Terms and Conditions, Terms of Use,
• Instructions and templates on patenting,
• Guidelines on the use of third-party code, objects, and trademarks,
• Privacy policy / statements,
• Cookie policy,
• Instructions on personal data processing, about handling requests from data subjects and data protection authorities.

Get benefits for your company by engaging a skilled professional to manage your IP issues and privacy risks

We will play the role of Chief IP and Data Protection Officer as a service to:

• Supervise all IP aspects and privacy issues in your company using a strategic holistic approach,
• Develop IP in your company in coordination with investors and shareholders,
• Proactively protect and defend your company's IP by eliminating causes of risks before they arise,
• Create and maintain a long-term and comprehensive strategy for compliance with personal data protection laws,
• Consider all regulations applicable to your company, such as the Digital Services Act and the AI Act.