June 30, 2025

Software and data protection as leverage in investment rounds

How to document and articulate the company's industrial and intellectual property to strengthen the narrative with investors and strategic partners.

Startups

IP as a strategic asset in fundraising

For investors, a startup’s intellectual property is not just a legal matter: it is an indicator of the business’s strength and defensibility. A well-documented IP strategy can make the difference between closing a round or losing the opportunity.

What do investors look for in IP matters?

  1. Clear code ownership. Assignment agreements with all developers (employees, freelancers, co-founders) signed and in force.

  2. Registration of intangible assets. Registered trademarks, filed or granted patents, and documented copyrights.

  3. Third-party component audit. Inventory of open-source libraries used, their licenses, and compatibility with the business model.

  4. Data and dataset protection. If your product is data-driven, investors want to know that you have the right to use the data, that you comply with GDPR, and that the data is protected.

  5. Freedom to Operate. Evidence that the product does not infringe third-party rights.

How to prepare your IP for a round

  • Structured IP data room. Include all ownership documents, registrations, contracts, and risk analyses in a dedicated data room.
  • Preventive IP due diligence. Anticipate investor questions by conducting an internal audit before the round.
  • IP narrative. Prepare an executive summary explaining how your IP creates barriers to entry and competitive advantage.

Common mistakes that concern investors

  • Code developed without assignment agreements
  • Trademarks not registered in target markets
  • Use of libraries with restrictive licenses (GPL in SaaS products)
  • Lack of NDAs with employees and collaborators

At A2 Estudio Legal we help startups prepare their IP strategy before investment rounds. Book a call to design your IP cap table.

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