Managing IP Value in Startups & Early-Stage Ventures
Leveraging IP for Funding, Growth and Exit - March 14, 2025
Hosted at Finnegan | Hosted by the Silicon Valley Chapter
March 14 - 9:00 am - 4:00 pm PACIFIC | Reception - 4:00 pm - 5:00 pm PACIFIC
Online registration is available until: 3/14/2025
Please note: We do not provide recordings of our professional development courses - attendance is expected.
VALUATION 301
Level: Advanced - More experience required, typically > 3 years.
Description: Unlock the full potential of your startup by mastering the strategic management of IP assets. This advanced course offers practical tools and insights to help you align your IP portfolio with your business goals, driving growth, attracting investors, and positioning your venture for a successful exit. Whether you’re an entrepreneur, investor, or legal advisor, this course is essential for anyone involved in the commercialization of early-stage innovations.
Modules:
- The Startup Lifecycle
- IP and Startup Value & Business Model
- Creating an IP Position
- Leveraging IP for Funding
- Leveraging for Exit
You will learn the following:
- The intersection of IP valuation and startup valuation
- Creating an IP portfolio that is aligned with startup valuation growth
- Using big data analytics and pricing databases in making IP decisions
- Leveraging IP assets for funding, growth and exit
- The investor's perspective on IP value: Debt v. Equity Funding
- IP Valuation considerations in exit: Mergers & Acquisitions
What previous attendees have said:
- Many thanks to Efrat and Sam for and excellent day full of stimulating conversations"
- "Really enjoyed the class. The knowledge of the instructors was on par with the class information"
Recommended LES courses to take in advance or equivalent experience:
- Foundations in IP Valuation
- Negotiation Skills
Recommended LES courses to take after:
Course Creators & Contributors:
Thank you to our course chair, past course chairs and content contributors who have developed and improved this course over time including:
Pricing
Member Rate - $499.00
Non-Member Rate - $599.00
Student - $499.00
Group rates available for parties of 3 or more. Contact education@les.org for information.
Instructors
Efrat Kaznik, President, Foresight Valuation Group
Efrat Kasznik is President of Foresight Valuation Group and a Lecturer at the Stanford Graduate School of Business. Ms. Kasznik is a Silicon-Valley based IP valuation and strategy expert with over 25 years of consulting experience, focused on assisting IP holders across industries with the valuation, commercialization, and monetization of their intangible assets. She helps clients, ranging in size from Fortune 100 companies to start-ups, with IP and business valuations in support of licensing deals, IP and technology acquisitions, M&A transactions, financial reporting, strategic planning, and fundraising. She frequently serves as a testifying expert in disputes involving IP and startup valuations and damages.
Ms. Kasznik currently serves as an LES USA-Canada Board member; she previously served as Chair of the High-Tech Sector (2019-2020), and Chair of the Valuation Committee (2021-2022). She is also currently serving Chair of the LES Silicon Valley Chapter. Ms. Kasznik has been recognized as one of the top IP strategists in the world by IAM 300 every year since 2013. Throughout her career, Ms. Kasznik has also served as co-founder and adviser to several start-ups, and held the position as CFO at a telecom start-up. She currently serves on the advisory boards of several start-ups, accelerators and venture funds in the United States, Europe, Asia and Israel.
Ms. Kasznik holds an MBA from the Haas School of Business at the University of California, Berkeley and a BA in accounting and economics from the Hebrew University, Jerusalem.
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Sam Wiley, Managing Director, Ocean Tomo, a J.S. Held Company
Sam Wiley is the Strategic Business Intelligence Lead for the Specialty Services group at Ocean Tomo, a part of J.S. Held. With deep expertise in intellectual property (IP) strategy, innovation, and business intelligence, Sam works closely with in-house IP teams, outside counsel, and financial institutions to address complex IP challenges and uncover strategic opportunities.
A globally recognized expert in the field, Sam has held pivotal roles at organizations such as the United States Patent and Trademark Office (USPTO), CPA Global, and LOT Network. His multidisciplinary background in technology, law, and business has earned him a place in the prestigious IAM Strategy 300. He also serves on the Boards of the Licensing Executives Society (LES) USA & Canada and the LES Silicon Valley Chapter, and he is an instructor with AMAVI.
Sam’s career highlights include his time as a patent examiner at the USPTO, where he specialized in electrical and software arts, and his contributions to econometric analysis and expert testimony in IP-related litigation. He has also led initiatives in IP intelligence, analytics, and monetization, offering actionable insights that drive business decision-making.
A sought-after speaker and thought leader, Sam is known for turning complex IP issues into clear, strategic opportunities, making him a trusted advisor and influencer in the global IP community.
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