QANTM Valuations - FAST30 Webinar Series

How to Build a Valuable IP Portfolio in Cleantech

https://www.youtube.com/watch?v=zmJ9mnuBiZc

You wilI learn in this 30-minute session:

• A snapshot of the cleantech patent, licensing and transaction landscapes.

• Advice on building and managing valuable IP portfolios.

• The use of valuation models to evaluate monetisation strategies and articulate value to stakeholders.

  
  

Speakers:

David Kark - Associate Principal, FPA Patent Attorneys

Alister McCowan - Associate Principal, FPA Patent Attorneys

Tim Heberden - Managing Principal – Valuations, QANTM Valuations

Overview of the session

As market context, the speakers provided snapshots of the cleantech fund raising, licensing and patent landscapes:

• In the first half of 2026 USD15 billion was raised from seed to growth-stage funding. Examples of successful transactions were provided.

• Licensing and litigation are flourishing due to the rate of innovation and development of IP portfolios.  

• During the last decade, China had dominated sustainable energy patent finings

After reviewing patent filing activity if different cleantech fields and jurisdictions, David Kark explained that while R&D creates technology, it is an effective IP strategy that captures value. He provided an overview of different categories of IP and presented an invention harvesting framework, explaining the difference between patentability and freedom to operate. David used a case study to illustrate how a technology’s potential can vary by market.

Referring to IP economics, Tim Heberden explained how patented technology offers exceptional commercial leverage: the same IP can be monetised simultaneously across multiple applications, partners and jurisdiction, including through joint ventures and licences that requiring little or no capital. He used a case study showing how a blinkered approach to IP management squanders the potential of IP economics.

After presenting an evaluation framework that maps IP capacity to market opportunities and value, Tim described a range of successful applications of this approach: