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TreMonti Brochure - Technology Transfer sm
TreMonti Consulting, LLC (TreMonti) is focused on providing industry leading in-
tellectual property commercialization and management services to universities, re-
search institutes, government organizations and companies. We serve our tech-
nology transfer clients at all levels of their organization. For every engagement, we
assemble a team with the most appropriate experience and expertise. We have ful-
ly dedicated professionals with broad experience and in-depth knowledge in all
sectors and disciplines relating to intellectual asset management. We utilize state-
of-the-art tools and methods in the management and commercialization of a wide
spectrum of intellectual property.
TreMonti’s team of business and technology professionals has hands-on experi-
ence in managing intellectual property portfolios and a long track record of tech-
nology commercialization. Our team stems from organizations such as Deloitte &
Touche, KPMG, and various industrial sectors. They are recognized as noted au-
thorities and industry leaders in technology transfer, commercialization, and li-
censing of intellectual property.
Our success is based on developing strong working relationships with clients. By
listening to our clients’ specific issues and concerns, we are able to develop man-
agement and business improvement-based strategies to deliver discernible benefits
that address each client’s distinctive needs.
We have rendered advice on best practices in technology transfer management and
implementation and advise clients regarding organization structure, methodolo-
gies, IP management processes, spin-offs, joint ventures, licensing structure and
practice, sale of intellectual property, and other issues relating to the management
of technology transfer. Our services cover the entire technology commercialization
process below.
Whether you are starting a technology transfer office, supporting existing infra-
structure, or trying to address new directives, such as economic development, we
can provide you with the support and advice to succeed.
Comprehensive Technology Transfer Services
Intellectual Property Life Cycle
Representative Services
Service Purpose Key Tasks
Assessment Provide an assessment of the in-
vention to help determine its po-
tential commercial viability.
 Evaluate market opportunity
 Evaluate competition
 Identify potential partners
 Provide actionable recommendations
Technology Marketing Develop marketing materials for
technologies, technology portfolios,
and resources. Actively present
opportunities to potential industry
partners.
 Identify potential partner/licensees
 Contact potential licensees
 Evaluate interest in the technology
 Introduce companies with interest and re-
sources
License Negotiation
Assistance
Assist in developing license options
in order to negotiate stronger li-
cense agreements.
 Qualify individual companies
 Determine licensing strategy considering
the desires of all parties
 Identify licensing comparables
 Facilitate negotiations/partnership
formation
Best Practices
Assessment
Review of IP management and li-
censing program to assess the ef-
fectiveness of the program in rela-
tion to the strategic goals of the
institution.
 Benchmark TTO with similar TTOs
 Improve productivity to reduce cost per
license
 Design processes to make marketing
efforts more successful
 Provide greater assurance of the
completeness, accuracy timeliness, and
predictability of licensing streams
Small Office Services Provide an all-inclusive service to
meet the needs of institutions that
are looking to initiate, manage, and
grow their IP commercialization
programs.
 Assess intellectual property policy
 Review of existing disclosures and IP
 In-reach to faculty in order to educate
about the role of IP commercialization and
increase disclosures
 Create marketing materials
 Active marketing of technologies
 Licensing assistance
Office Transition
Services
Provide support and continuity
during a change in leadership,
management, structure, or focus of
an IP management program.
 Provide support and continuity
during a change in leadership,
management, structure, or focus of an IP
management program.
 On-site presence to assist in transition and
maintain a high level of faculty interaction
 Reduce backlog of projects that have oc-
curred in the interim
 Provide continuity to incoming staff by re-
cording institutional memory
 Provide best practices for new program
objectives, such as economic development
Database Review &
Management
Clean up and rationalize database
in order to make its use intuitive
and an essential part of the IP
management process.
 Development of protocols on integrating
the database into the office processes
 Create naming and tracking conventions
 Clean up old, nonessential data
 Update data
 Training of staff
Common Concerns & Issues
 How well are we managing our technology portfolio?
 How well are we commercializing our technologies?
 How do we address the needs of our faculty if we don’t have a IP management
program in place?
 How can we address the problem of older non-revenue producing technologies,
that may be commercially viable?
 How well are we addressing our backlog of unlicensed technologies?
 How do we reach out to industry?
 What is our IP worth?
 How can we address economic development needs?
 How can we commercialize non-technology related IP?
 How do we maintain workflow during an office transition?
 How are we addressing low staffing levels?
 How can we make the most out of our database?
TreMonti Can Help
 Reduce your IP load in a budget friendly fashion while engaging faculty
 Build a go-to market strategy for each technology solution or technology grouping
 Create strategies for securing research funding
 Present your solutions and technologies to the appropriate buyers in industry
 Negotiate strong license agreements with ongoing terms that maintain the licensor
and licensee relationship
 Develop a comprehensive business plan and strategies for technology spinoffs
 Build the IP management infrastructure at your institution
 Engage and educate your faculty on IP and commercialization
2944 Hunter Mill Rd
Suite 204
Oakton, VA 22124
(703) 865-5211
1120 South Freeway
Suite 208
Fort Worth, TX 76104
(817) 335-6003
info@tremonticonsulting.com | www.tremonticonsulting.com

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TreMonti Brochure - Technology Transfer sm

  • 2. TreMonti Consulting, LLC (TreMonti) is focused on providing industry leading in- tellectual property commercialization and management services to universities, re- search institutes, government organizations and companies. We serve our tech- nology transfer clients at all levels of their organization. For every engagement, we assemble a team with the most appropriate experience and expertise. We have ful- ly dedicated professionals with broad experience and in-depth knowledge in all sectors and disciplines relating to intellectual asset management. We utilize state- of-the-art tools and methods in the management and commercialization of a wide spectrum of intellectual property. TreMonti’s team of business and technology professionals has hands-on experi- ence in managing intellectual property portfolios and a long track record of tech- nology commercialization. Our team stems from organizations such as Deloitte & Touche, KPMG, and various industrial sectors. They are recognized as noted au- thorities and industry leaders in technology transfer, commercialization, and li- censing of intellectual property. Our success is based on developing strong working relationships with clients. By listening to our clients’ specific issues and concerns, we are able to develop man- agement and business improvement-based strategies to deliver discernible benefits that address each client’s distinctive needs. We have rendered advice on best practices in technology transfer management and implementation and advise clients regarding organization structure, methodolo- gies, IP management processes, spin-offs, joint ventures, licensing structure and practice, sale of intellectual property, and other issues relating to the management of technology transfer. Our services cover the entire technology commercialization process below. Whether you are starting a technology transfer office, supporting existing infra- structure, or trying to address new directives, such as economic development, we can provide you with the support and advice to succeed. Comprehensive Technology Transfer Services Intellectual Property Life Cycle
  • 3. Representative Services Service Purpose Key Tasks Assessment Provide an assessment of the in- vention to help determine its po- tential commercial viability.  Evaluate market opportunity  Evaluate competition  Identify potential partners  Provide actionable recommendations Technology Marketing Develop marketing materials for technologies, technology portfolios, and resources. Actively present opportunities to potential industry partners.  Identify potential partner/licensees  Contact potential licensees  Evaluate interest in the technology  Introduce companies with interest and re- sources License Negotiation Assistance Assist in developing license options in order to negotiate stronger li- cense agreements.  Qualify individual companies  Determine licensing strategy considering the desires of all parties  Identify licensing comparables  Facilitate negotiations/partnership formation Best Practices Assessment Review of IP management and li- censing program to assess the ef- fectiveness of the program in rela- tion to the strategic goals of the institution.  Benchmark TTO with similar TTOs  Improve productivity to reduce cost per license  Design processes to make marketing efforts more successful  Provide greater assurance of the completeness, accuracy timeliness, and predictability of licensing streams Small Office Services Provide an all-inclusive service to meet the needs of institutions that are looking to initiate, manage, and grow their IP commercialization programs.  Assess intellectual property policy  Review of existing disclosures and IP  In-reach to faculty in order to educate about the role of IP commercialization and increase disclosures  Create marketing materials  Active marketing of technologies  Licensing assistance Office Transition Services Provide support and continuity during a change in leadership, management, structure, or focus of an IP management program.  Provide support and continuity during a change in leadership, management, structure, or focus of an IP management program.  On-site presence to assist in transition and maintain a high level of faculty interaction  Reduce backlog of projects that have oc- curred in the interim  Provide continuity to incoming staff by re- cording institutional memory  Provide best practices for new program objectives, such as economic development Database Review & Management Clean up and rationalize database in order to make its use intuitive and an essential part of the IP management process.  Development of protocols on integrating the database into the office processes  Create naming and tracking conventions  Clean up old, nonessential data  Update data  Training of staff
  • 4. Common Concerns & Issues  How well are we managing our technology portfolio?  How well are we commercializing our technologies?  How do we address the needs of our faculty if we don’t have a IP management program in place?  How can we address the problem of older non-revenue producing technologies, that may be commercially viable?  How well are we addressing our backlog of unlicensed technologies?  How do we reach out to industry?  What is our IP worth?  How can we address economic development needs?  How can we commercialize non-technology related IP?  How do we maintain workflow during an office transition?  How are we addressing low staffing levels?  How can we make the most out of our database? TreMonti Can Help  Reduce your IP load in a budget friendly fashion while engaging faculty  Build a go-to market strategy for each technology solution or technology grouping  Create strategies for securing research funding  Present your solutions and technologies to the appropriate buyers in industry  Negotiate strong license agreements with ongoing terms that maintain the licensor and licensee relationship  Develop a comprehensive business plan and strategies for technology spinoffs  Build the IP management infrastructure at your institution  Engage and educate your faculty on IP and commercialization 2944 Hunter Mill Rd Suite 204 Oakton, VA 22124 (703) 865-5211 1120 South Freeway Suite 208 Fort Worth, TX 76104 (817) 335-6003 info@tremonticonsulting.com | www.tremonticonsulting.com