Due Diligence - Proprietary Rights Matters
Due Diligence Documents for Proprietary Rights
By
AnyDB
The Proprietary Rights Matters template is part of the broader AnyDB Due Diligence suite, focused on capturing and reviewing documentation related to a company's intellectual property (IP), software, technology assets, and related contractual and legal matters. It is designed for use during mergers and acquisitions, investment reviews, or compliance audits.
Suitable for
Description
This template presents a structured checklist of proprietary rights topics that organizations must disclose and document. Each checklist item includes a detailed prompt, a priority level (High, Medium, Low), and space for uploading supporting documents, tracking completion status, and adding internal notes.
The categories covered include IP registrations, confidentiality and assignment agreements, license agreements, litigation records, open-source usage, and technology transfer agreements. Each item is visually marked for urgency and completion using conditional formatting and a dynamic progress badge.
Key Data Stored
- Company Name
- Checklist Items – Topics such as IP registrations, license agreements, confidentiality terms, and open-source usage
- Document Upload Fields – Attachments for contracts, licenses, litigation records, etc.
- Priority Levels – High, Medium, or Low, with color-coded visual indicators
- Completion Status – Tracks whether each item is marked as Completed, Incomplete, or Not Applicable
- Progress Badge – Displays real-time progress of checklist completion
- Internal Notes Section – Fields to capture context, clarifications, or legal commentary
Business Use Cases
- M&A Due Diligence – Ensure all proprietary assets are accounted for and assessed before acquisition
- Investment Evaluation – Give investors visibility into a startup’s IP portfolio and associated risks
- Legal Risk Mitigation – Proactively identify potential IP conflicts, licensing gaps, or litigation exposure
- Compliance Reviews – Provide legal and compliance teams with a single view of proprietary obligations and protections
Why This Template is Powerful
- IP-Centric Coverage – Tailored to cover the wide scope of intellectual property and proprietary rights concerns
- Visual Review Aids – Status and priority fields are color-coded for fast scanning and prioritization
- Audit-Ready Structure – Ensures documentation is complete and verifiable during investor or regulatory reviews
- Built for Legal Collaboration – Allows legal, product, and operations teams to contribute to the same checklist
- Part of a Linked Suite – Can be embedded within a larger due diligence dashboard alongside finance, legal, and contract templates
This template helps transform a complex and risk-sensitive process into a structured, collaborative workflow that ensures no IP stone is left unturned.