Insights

Perspectives on deep tech investing, AI intellectual property, and the future of foundational technology.

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Deep Tech & AI IP Perspectives

Our investment team shares analysis, observations, and frameworks on the topics that matter most to deep tech founders and investors.

September 14, 2020 | Announcement

NL Patent AI Capital Closes $110M Seed Round Led by Draper Associates

We are proud to announce the close of a $110 million Seed Round led by Draper Associates, marking a defining moment for IP-focused deep tech investing at the earliest stage.

January 28, 2026 | AI IP Analysis

Mapping the AI Patent Landscape in 2025: Where the Battles Are Being Fought

An in-depth analysis of the global AI patent landscape. Which companies are filing aggressively, which jurisdictions matter most, and what the IP war map reveals about competitive dynamics.

January 14, 2026 | Quantum Computing

The Quantum Computing IP Race: Who Is Building the Most Defensible Portfolios

Quantum computing is the most contested frontier in deep tech. This analysis examines who is winning the patent race, which technical domains matter most, and how seed investors should evaluate early-stage quantum companies.

December 19, 2025 | AI Governance

Frontier AI and Governance: How Regulation Will Shape the IP Landscape

The EU AI Act, US Executive Orders, and global governance frameworks are reshaping IP strategy for frontier AI developers. How regulation creates both risks and structural IP opportunities.

December 5, 2025 | Investment Framework

Valuing AI Intellectual Property: A Practitioner's Framework

How do you value an AI company's patent portfolio at the seed stage? This practitioner's framework covers technical novelty, claim breadth, commercial relevance, and defensive value assessment.

November 21, 2025 | Deep Tech Strategy

From Lab to Market: The Deep Tech Commercialization Path

Deep tech commercialization follows a fundamentally different logic than software. A stage-by-stage guide to IP decisions, capital efficiency, and the structural advantages of patient, early-stage investment.

November 7, 2025 | VC Strategy

The VC Model for Deep Tech: Why Patient Capital Wins

Standard 10-year venture fund timelines are mismatched with deep tech development cycles. Why concentrated portfolios, extended fund lives, and IP-moat focus produce superior risk-adjusted returns.

October 16, 2025 | Biotech AI

Biosecurity and AI: The Dual-Use IP Challenge and Investment Opportunity

AI-enabled biosecurity tools are among the most consequential and IP-rich technologies being developed. An analysis of the dual-use challenge, regulatory landscape, and investment opportunity.

September 29, 2025 | Semiconductor IP

Semiconductor AI IP Strategy: Navigating the Most Contested Supply Chain in Technology

AI chips are at the center of a geopolitical and commercial technology competition unlike any in history. Where seed-stage IP opportunities exist in the semiconductor AI stack.

September 9, 2025 | Clean Tech IP

The Energy Transition and Deep Tech IP: Where the Next Decade of Clean Tech Value Will Accumulate

The energy transition is generating the most significant wave of clean technology patents in history. Where AI-materials discovery, grid intelligence, and carbon capture IP moats will be widest.

August 22, 2025 | Founder Guide

Patent Strategy for AI Founders: A Practical Guide From First Filing to Exit

A practical guide for AI founders on building defensible patent portfolios from first filing through exit — covering when to file, what to protect, continuation strategy, and how IP influences M&A outcomes.

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