Tech Transfer Central

IP Matchmaking Strategies: Building and Curating a Solid Network to Increase Deal Flow

Format: On-Demand Video/Transcript, or DVD
Originally presented: Wednesday, March 22, 2023
Price: $197
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Finding the right partner — whether for research funding, start-up creation and investment, licensing technology, or industry engagement — is a skill set that encompasses sales, marketing, science, art, and a whole lot of organizational proficiency.

You will engage with countless people on a technology’s journey through the commercialization pipeline. Each contact is a valuable part of building your network and every encounter has the potential to become a success story. But fostering these relationships is only one part of the picture.

You’ll need to keep track of who’s who: What technologies they are interested in, who gravitates to early-stage inventions and who invests only in revenue generating companies, their interest by technology sectors, which contacts are regional vs national or global in scope, what previous communications have occurred and what are the next steps. It’s a lot of “grunt work” to keep it all organized, but it pays off in spades when you finally find “the one” and a deal is signed.

IP Matchmaking Strategies

We’ve secured a panel of presenters that come from two distinctively different backgrounds, and while their approaches to building a matchmaking network vary, the end goal remains the same: creating long-lasting relationships that will eventually lead to successful deals and partnerships. Erika Warner of Tangible IP represents the IP brokerage side, and Joe Runge of UNeMed represents the university-based start-up and tech transfer side. Each will reveal their unique strategies for gaining and holding the attention of potential future stakeholders, keeping their contacts and networks organized, and closing the deals when the time comes.

Learn how to become an expert matchmaker. Topics and methodologies discussed will include, but are not limited to:

  • Methods for connecting:
    • Cold calls
    • Content-based marketing
    • Networking events and online groups/platforms
    • Podcasts and newsletters
  • Pros and cons of “company-centric” and “IP-centric” matchmaking
  • Mitigating potential risks related to:
    • Bayh Dole limitations
    • Exclusive vs non-exclusive licensing
    • Selling of IP
    • Confidentiality agreement requirements
  • Keeping track of it all
    • Organizing your contacts so you can pivot to meet their immediate needs
    • Follow-up tactics to avoid “out of sight, out of mind”
  • Lessons learned
    • IP Broker perspective
    • Tech Transfer/Incubator/Business Development perspective

Meet your program leaders:

Erika WarnerErika Warner, MBA
Vice President – Brokerage Services
Tangible IP

Erika has over 15 years of experience in the Intellectual Property environment including six years at an IP law firm, several years at Amazon as part of their IP operations team and for the last seven years, the VP of Brokerage Services at Tangible IP. Erika has successfully closed countless transactions on behalf of both buyers and sellers across a multitude of technologies. In her current role, Erika oversees the outreach strategy for every Tangible IP-brokered portfolio available for license and acquisition and also works closely with buyside clients looking to acquire assets when strategically growing their IP portfolios.

Joe RungeJoe Runge, JD MS
Associate Director/Executive in Residence
The UNeTech Institute / UNeMed Corporation
University of Nebraska Medical Center
University of Nebraska Omaha

Joe is a registered patent lawyer, a published scientist and sought-after expert on intellectual property and entrepreneurship. In a 17-year career in technology transfer, joe has negotiated contracts, evaluated inventions, protected intellectual property, licensed technologies, launched startups and built a unique medical technology ecosystem in Omaha, Nebraska. Joe supervises over $3 million of externally funded entrepreneurial and translational research grants. As part of UNeTech, Joe is working with his colleagues to leverage community entrepreneurship, university inventions, and economic development to launch more and better university technology startups.

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