IP Portfolio Intelligence

Transform Your IP Portfolio Into Strategic Insights

IP Summary provides instant visibility into your entire intellectual property portfolio. Visualize patents, trademarks, and trade secrets in one unified dashboard. Make data-driven decisions with comprehensive analytics and automated reporting.

14-day free trial
No credit card required
IP Summary Dashboard showing portfolio analytics
80%

Time Saved on Reporting

100%

Portfolio Visibility

10x

Faster Due Diligence

98%

Customer Satisfaction

Features

Everything you need to manage your IP portfolio

Powerful tools designed to give you complete visibility and control over your intellectual property assets.

  • Unified Portfolio View

    See all your IP assets in one place. Patents, trademarks, trade secrets, and copyrights organized in an intuitive dashboard.

  • Real-Time Analytics

    Track portfolio health, filing trends, and geographic coverage with interactive charts and visualizations.

  • Automated Reporting

    Generate comprehensive IP reports for investors, board meetings, or due diligence in minutes, not days.

  • Advanced Search & Filtering

    Find specific assets instantly with powerful search across all metadata, classifications, and custom tags.

  • Risk Assessment

    Identify gaps in protection, expiring assets, and maintenance deadlines before they become problems.

  • Multi-Entity Management

    Manage IP across subsidiaries, joint ventures, and licensing agreements with hierarchical organization.

How IP Summary Works

Get started in minutes and transform how you manage intellectual property

01

Import Your Portfolio

Upload existing patent data, trademark registrations, or connect directly to patent office databases. Our AI automatically categorizes and organizes everything.

02

Visualize & Analyze

Instantly see your portfolio's strengths, gaps, and opportunities through interactive dashboards and custom reports.

03

Collaborate & Share

Invite your team, legal counsel, and investors. Control exactly what each stakeholder can see and edit.

04

Stay Protected

Receive automated alerts for renewal deadlines, maintenance fees, and potential conflicts. Never miss a critical date.

Built for every IP stakeholder

Whether you're a founder, IP manager, or legal counsel, IP Summary adapts to your needs

For Startups

Impress investors with professional IP reports. Show your competitive moat clearly and confidently during fundraising.

  • Due diligence ready
  • Valuation support
  • Investor dashboards

For Enterprises

Manage thousands of assets across multiple jurisdictions. Ensure compliance and optimize your IP budget.

  • Multi-entity support
  • Cost tracking
  • Risk management

For Law Firms

Provide clients with real-time portfolio visibility. Streamline client intake and reduce administrative overhead.

  • Client portals
  • Automated reporting
  • Deadline tracking

Ready to transform your IP management?

Start your 14-day free trial today. No credit card required. Experience the power of unified IP portfolio management.

Join hundreds of innovators already managing their IP with Advancii