"TRAKLIGHT", "ID YOUR IP", "IP VAULT", and "IP CLOUD" are registered trademarks of The PIP Vault, LLC. © MMXIII The PIP

Vault, LLC. All Rights Reserved.

20 June 2013Mary Juetten, Founder & CEO

Start on the Right Trak

Do NOT start with creating a:Campaign Pitch orBusiness Plan

THIS APPLIES TO ALL FINANCING!Disclaimer: This is intended to be general information. Nothing in this presentation constitutes legal advice. Please consult with an attorney before making any intellectual property protection decisions.

Got Intellectual Property?

IDENTIFY your IP BEFORE

YOUR CAMPAIGN HERE

Why Care…

• IP theft costs US companies $250 billion annually

• 100% of all companies have IP

• 700K new startups annually vs. 20% protected IP after 1st year

• IP is most valuable asset and not on your Balance Sheet

• Exclude competition; Attract investment; Leverage & license

• Avoid IP loss, infringement, or business failure

What is IP?

• Patents (utility & design)• Copyright ©• Trademark/Service mark TM SM ®• Trade secrets – unsung heroes

IP Misconceptions

• IP is just for Tech Startups or Tech companies & Patents are the only IP for inventors

• Trade secrets are the easiest to protect because there is no registration.

• You can copy anything without a copyright ©

• You can copyright an idea.

• Domain = TM

• If I pay for it, I own it.

• Patents means right to make or sell

WHO: IP Ownership Challenges

• Multiple Inventors• Who are you? Employee • Who has the Rights? Company or you?• Are you going global?

Step 1: IDENTIFY IP

WHY WHO

WHAT

WHEN

WHERE

✔

✔

• Idea• URL• Name• Know how• Video• Employees• Contractors• Partners

WHAT: Campaign or Plan

STEP 2: Protect IP

• Do it Yourself:– USPTO.gov– Copyright.gov

• Hire a Professional:– Attorney, Consultant, Legal Zoom, Rocket Lawyer

• Secrets:– Notary, TRAKLIGHT IP VAULT, Copyright software

• Date of Idea/Invention (First to Invent First INVENTOR to file)

• Date of Use• Date of Filing• Date of Conversion• Renewals

WHEN: Key Dates to Remember

Step 3: PICK PLATFORM

How it works online!

• EQUITY BASED:

Online Business Plan Required

GET READY NOW

Equity is not yet Legal

Create a Pipeline

Same steps as other Financing Sources

EQUITY is not Easy

Requirements include:

Financial Statements

Background Checks

Valuation

Business Plan

REWARDS

CHOOSE THE BEST PLATFORM FOR YOU:

• ALL OR NOTHING• % BASED ON TYPE• BE REALISTIC

STEP 4: RAISE SOCIAL CAPTIAL

Success is directly related to Social Capital

Social Capital is more than Social Media

Quality not Quantity

CONTENT IS KING

Expert

Blogs

Speaking

Social Media

PR

Start working on this before you launch your campaign.

RESOURCES

• CfPA, CfIRA

• Crowdfundingroadmap.com Annual Oct 14th – 16th Convention & Bootcamp

• Crowdfundcast.com – podcast

• Getting Started with Crowdfunding Investing for Dummies in a Day

• Crowfunding Hatchery

• Traklight.com/IP Cloud – free resources & paid coaching

• Crowdbuilder by Leverage PR- in-depth publicity instruction, task and milestone management, to integrated calendars and media lists

ONLINE

Campaign

Business Plan

Projections

`

STEP 5: CREATE PITCH

READ READ READ

Read License & Permission to Use

Check out Creative Commons

Ignorance is not a Defense

Be Careful:

Video

Copy

Business Plans

• Incubators & Accelerators• Mentors• SBDC• SCORE• Startup America• Competitions• Angel Lists

• Resources: TRAKLIGHT IP CLOUD

Additional Help

Summary

IDENTIFY IP

PROTECT IP

PICK A PLATFORM

RAISE SOCIAL CAPITAL

CREATE PITCH

Remember!

Mary Juetten

mejuetten@traklight.com@traklightFacebook.com/traklight

Text IPHELPU to 72727 for the latest white paper Or visit bit.ly/IPHELPU