IP due diligence
Cosine6 provides technology due diligence services and research for venture capital and private equity groups.


TECHNOLOGY AUDIT CHECKLIST
COSINE6's Technology Audit relies on the following key information in order to gather a holistic account of a company's technology assets:

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Samples of all of the products of the company and all supporting documentation and past versions


Details about products currently being developed


Detailed technical architecture of all the products developed or being developed


Copies of all agreements which convey, assign or otherwise transfer any past, present or future right, title or interest in the Intellectual Property rights of the company to any third party including, but not limited to sales, licensing and development agreements


List of all the Intellectual Property rights of any third party that is incorporated into, appears in, or is otherwise associated with any of the products or services that the company currently sells, offers for sale, or maintains or is in the process of developing for sale


List of all products or services currently sold or offered for sale by the company in which open source code appears


All source code information for each of the company’s products or services including, but not limited to, the code itself, all annotations, related documentation and all information in any source code repository


All UAT and SLA documents of products and services being offered


Change Management process and procedures


Copies of all Intellectual Property rights escrow (e.g., source code escrows) agreements under which the company has deposited source code or to which the company is a party or a beneficiary


List of all United States and foreign patents of the company including patent number, issue date, inventor(s), title, dates on which maintenance fees were paid and identity of parties paying maintenance fees


List of all United States or foreign copyright registrations owned by the company


List of all registered and unregistered trademarks, servicemarks, and domain names of the company


Details about any actual or threatened litigation involving the Company’s Intellectual Property rights or the company’s alleged infringement of any third party’s Intellectual Property rights


Confirmations that the company has not disclosed any knowhow, trade secrets or customer lists to any third party other than subject to confidentiality agreements of which details have been disclosed


Confirmations that the company owns or has the right to use all Intellectual Property rights required in connection with the conduct of its businesses as presently carried on expected to be carried on in the future


List of all hardware, servers, storage devices owned and managed by the company


List of all software, licenses, security systems, email software, CRM tools, payroll and internal client management tools, database management system, storage management


Detailed network set up of the company


Details on company's internal IT acquisition, maintenance, backup and disposal policiess


Company software, hardware and IT security compliance and audit details

https://www.cosinesix.com/technology-due-diligence-checklist