Intellectual Property Licensing Deal Evaluation Checklist
Use this checklist to systematically evaluate the strengths, risks, and completeness of an intellectual property (IP) licensing deal.
Evaluator Name
*
First Name
Last Name
Organization or Company Name
*
Date of Evaluation
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Type of Intellectual Property
*
Patent
Trademark
Copyright
Trade Secret
Other
What is the intended use of the licensed IP?
*
Deal Overview: Please rate the following aspects of the licensing deal.
*
Rows
Clearly defined scope of license
Exclusivity terms
Territory and field of use
Duration/term of license
Royalty/payment structure
Termination provisions
Dispute resolution mechanism
Excellent
1
2
3
4
5
6
7
Good
8
9
10
11
12
13
14
Adequate
15
16
17
18
19
20
21
Poor
22
23
24
25
26
27
28
Unclear
29
30
31
32
33
34
35
Has the IP ownership been verified?
*
Yes
No
Needs further review
Risk Assessment: Select any areas of potential concern identified in this deal.
Unclear IP ownership
Ambiguous scope of license
Unfavorable payment terms
Insufficient enforcement mechanisms
Lack of indemnity provisions
No significant concerns
Other
Overall Deal Risk Level
*
Low
1
2
3
4
High
5
1 is Low, 5 is High
Have all relevant legal documents been reviewed?
*
Yes, all documents reviewed
Some documents pending
No, documents not yet reviewed
Additional Comments or Recommendations
Submit Evaluation
Should be Empty: