our process
Investing in Innovation
SELECTING
We see value in technology companies that others cannot see and have the necessary expertise to unlock that value. We transform intellectual property (IP) assets into high-value, revenue-generating assets that fuel sustainable business growth beyond what companies can achieve alone. We turn a venture investment into a cash-flowing property investment.
PHYSICAL InNOVATIONS
Transforming
Transforms manufacturing into a high growth, highly profitable business through greater efficiency and effectiveness
Sustainable
Reduces carbon footprint/greenhouse gas emissions, use of natural resources, and toxic chemicals and their discharge
Circular
Rejuvenates/recycles post-consumer and post-industrial waste for use in making the same products vs. downgraded uses
Scalable Potential
PROVEN DEMAND
Asset Coverage
SHARED VISION
FUNDING
We fund an IP growth plan developed in partnership with each company to unlock greater value from IP assets, including expanding operations to meet customer demand and scaling broader use of the IP assets in new markets, industries, and applications. We focus on driving diversified and accelerated growth for companies and creating higher quality, better paying jobs for people. We believe that the more value we create for others, the more value we create for growing more companies.
IP CAPITAL
IP ROYALTIEs
IP RETURNS
GROWING
We put in place an integrated team of IP and industry professionals to work with management teams to develop and execute an IP growth plan that adds a second growth story beyond its core business. We expand the company’s operations and existing IP asset portfolio, and we scale broader adoption of its IP assets through licensing, joint ventures, and strategic partnerships while ensuring robust protection.
IP MANAGEMENT
Our Difference
investment model
Strategy
investing in scaling the manufacturing capacity and operations of companies with new physical products based on breakthrough IP, with the investment strategy to have a lasting impact in the world for people through broad adoption and bring advanced manufacturing to America.
High barriers to competitors developing competing solutions (breakthrough IP involves deep science and engineering based breakthroughs and enabling IP assets for making new physical products that require many years to develop and commercialize, and large capital investments).
Investing in the broader business plan needs of companies with new digital products in high growth markets based on software IP, with the investment strategy to drive higher equity valuations over a series of financing rounds in the hope of achieving target returns in an exit for investors.
Low barriers to competitors developing competing solutions (software IP mostly involves incremental improvements that enable existing businesses and new business models to operate over the internet, i.e., online, through software apps and services on smartphones and computers)
Yes.
Investment secured by the company's breakthrough IP and IP assets (new product designs, know-how, and proprietary manufacturing equipment) and (ii) contracts with customers, suppliers, and partners that enable its business to operate.
No losses expected.
No.
Investment unsecured with venture capital relying on the promise of a company's business plan projections to support higher equity valuations and paper returns at each financing round that are unlikely to be realized in a future company exit.
High losses.
Paying
Yes.
We receive a % of company revenues that enables us to pay dividends ("revenue share" or "IP royalty").
No.
% of company equity ownership and no dividends ("equity ownership").
Services
Yes.
We provide IP management, technology, and operations support, along with a shared technology platform for integrating smart manufacturing.
No.
Monitor investments with the promise of sharing access to a network of human resources for growth, the value of which is difficult to predict or determine.
Upside
Yes.
We receive an IP royalty buyout % in a future company exit (IPO, sale) that buys out our revenue share or a fund exit that sells the revenue share.
Unlikely.
Equity ownership % in a future company exit (IPO, sale) only, with the exit and its value at high risk due to competitors with competing software solutions.
investor returns
12%-15% annual cash yield, paid quarterly.Average annual cash yield over 5 years, ramping up with revenues, from a target low of 5% in early years to 20% or more in later years.
None.
Options
5 years to a future company exit (IPO, sale) or a fund exit that sells the revenue share.
5-10 years to a future company exit (IPO, sale) to grow equity value.
Returns
Greater than a 2x net multiple, 20% IRR. Minimum return for each fund investment because of the differences of the IP Capital investment model.
There is unlimited potential upside in each investment beyond the minimum because the capital and services of the IP Capital model are focused on scaling broad adoption of breakthrough IP.
Less than a 2x net multiple, 20% IRR.Total return for all fund investments because of the high risk and high losses of the venture capital model.
To make up for the high losses of the venture capital model, the total return targeted in each investment is a 5-10x multiple, 100% IRR, which requires taxing each company with high equity ownership.
MANAGER feeS
No Management Fee.
20% management fee.
Management fee is paid out of fund capital at 2% per year for 10 years for monitoring the progress of fund investments, regardless of performance.
Fee
5% transaction fee.
Transaction fee is paid one-time upfront on top of Fund capital for the added disciplines of the IP Capital investment model and process and to support building the mission and community.
Not applicable.
MANAGER INTEREST
20% of fund profits.
Fund profits from the revenue share and from the IP royalty buyout in a future company exit, or a fund exit that sells the revenue share.
20% of fund profits.
Fund profits from the equity ownership in a future company exit.
Growing company revenues.
Real value. Low correlation to the ups and downs of stock markets and the state of the economy.
Growing company equity value.
Speculative value. Highly correlated with the ups and downs of stock markets and the state of the economy.
let's connect
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CONTACT US
Investing involves risk, including loss of principal, and past performance does not guarantee or indicate future results. Any returns, historical or projected, may not reflect actual future performance. While information from third parties is believed reliable, we cannot ensure the accuracy or completeness. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decision.
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