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IP Strategy

Intellectual property as strategic asset, not legal artifact.

Where we engage

 

Most companies treat intellectual property as a legal matter — patents filed, trademarks registered, agreements drafted. That work is necessary but it is not strategy. Strategy is what the company does with the IP it owns: where it builds moat, where it licenses, where it cross-licenses, where it acquires, where it lets things go. We work that question alongside the legal infrastructure that supports it.

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Competitive Edge Assessment

 

A competitive edge is something the company can do that competitors cannot. The assessment is a structured read on what that edge is, where it is exposed, and how to protect it through the next several years of the company's development. At a high level, the work includes:

 

  1. Naming the company's actual competitive edge — not the marketing version, the structural version.

  2. Mapping the industry trajectory over the next three to five years and the company's position in it — what scaling, funding, and partnership decisions today will determine whether the competitive edge holds.

  3. Designing the IP protections that defend the edge — patent, trade secret, contractual, structural — in the sequence that matches the company's situation.

 

The assessment produces a written read: what the competitive edge actually is, where it is currently protected, where it is exposed, and the sequence of actions that closes the gap.


IP Escrow

 

A structure that holds the company's IP separately from the operating entity, so that investor protections remain intact through to a successful exit or valuation event. We design the structure to fit the company's situation, not to fit a template.

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Fractional CTO and technology strategy advisory

 

We engage as the senior advisor to the company's CTO, working alongside the engineering team on technology strategy, R&D planning, and implementation. The lens is competitive: how the technology positions the company against the market, and what to build, buy, or partner for to strengthen that position.

Image by Johannes Plenio

Patent Development

Patent development draws on the same engineers producing the inventions, which is why most companies underinvest in it. We work alongside the engineering team and partner counsel to build a high-quality patent portfolio that supports the business — without drowning the team in the process.

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The work covers:

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  • Technical specification and patent claims development.

  • Provisional and non-provisional patent application drafting.

  • Prior art search and analysis.

  • IP filing and ongoing docket management.

Steven Stupp leads the IP Strategy practice. A registered patent agent and entrepreneur, he has drafted and prosecuted more than 3,000 patents for clients ranging from Fortune 100 companies to Stanford University to Silicon Valley startups — including the first patents on Apple's iPhone, litigated for $1 billion. He holds M.S. and Ph.D. degrees in Condensed Matter Physics from the University of Illinois Urbana-Champaign and a B.S. in Physics, summa cum laude, from Tufts.

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Advantary, Advantary Capital Partners, Advantary Services Group, and the Advantary logos are trademarks Advantary LLC. Copyright © 2017-2026. All rights reserved. The names and logos of other companies are the respective property of those companies. Advantary claims no rights related, nor does this imply that those companies endorse Advantary. Advantary is not a FINRA Broker/Dealer and does not act in that capacity.

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