Technology Transfer Consulting Assisting in Innovation Heidjer Staecker, J.D., LLM TreMonti Consulting LLC 9302 Lee Highway, Suite 306 Fairfax, VA 22031.

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Technology Transfer Consulting Assisting in Innovation Heidjer Staecker, J.D., LLM TreMonti Consulting LLC 9302 Lee Highway, Suite 306 Fairfax, VA Tel:

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.2 Who is TreMonti? A privately held company Our team stems from organizations such as Deloitte & Touche, KPMG, NASA, Pharma, and various other industrial sectors. Services: – Technology assessment and marketing – Negotiation assistance – Agreement Mapping and license monitoring – Best practices consulting Research Funding Invention Protection ValuationMarketing Licensing Venturing Monitoring Typical Stages In Technology Transfer TreMonti Offerings

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.3 What is consulting? Legal – Patents – Drafting agreements – Litigation Financial – Valuation, comparables – Royalty recovery Business – Commercial assessment of technologies – Marketing of technologies – Negotiation of a deal

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.4 What is Bad Consulting?

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.5 What is Good Consulting? Share the same goals as your clients Assist clients in dealing with their specific problems Be a member of a client’s team Understand a clients financial limitations Expand client’s resources in a cost effective manner Understand your client’s political situation Create opportunities and connections Commitment

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.6 Where is your pain? Each Technology Transfer Office has unique issues General issues encountered: – Processing a backlog of technologies – Need for commercial assessment of new disclosures – Marketing assistance – Comparables for license negotiation – Negotiation assistance – Best practices

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.7 What should you expect from your consultant? Your consultant should: Solve a specific issue/problem that you have Listen – not tell Be responsive Work with your team Be willing to share their processes and contacts Understand how your office works and the issues that affect your office Be willing to share references

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.8 Our Experience – Case Studies We provide The George Washington University with a total outsourced technology transfer solution. Prior to our engagement, the university did not have an active technology transfer office. We have been working in all aspects of the technology transfer process and provide the university support in all the facets that it requests. Our activities have included the following: facilitating the invention disclosure process; reviewing and evaluating the technologies; marketing the technologies; assisting in license negotiations; creating inter-institutional agreements; reviewing new technology transfer policies; assisting in the creation of a new technologies website; assisting in the development of an IP Review Committee; and, creation of supporting literature.

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.9 Our Experience – Case Studies We provide several different facets of technology transfer assistance to Eastern Virginia Medical School. We have been assisting in the assessment of their portfolio of patented technologies, as well as new disclosures, creating non-confidential summaries of their technologies to use in their marketing efforts, assisting with the development of marketing plans for selected technologies, marketing such technologies, and assisting in license and sponsored research negotiations.

Copyright © 2005 TreMonti Consulting, LLC. All rights reserved.10 Our Experience – Case Studies We have provided a variety of commercialization assistance services to MITRE’s Technology Transfer Office, such as licensing assistance for location based telecommunications software, valuation services for a hazard warning algorithm, license negotiation assistance for an air traffic control software, and assistance in positioning a biofilm technology for licensing in a drug delivery field of use.

Technology Transfer Consulting Assisting in Innovation Heidjer Staecker, J.D., LLM TreMonti Consulting LLC 9302 Lee Highway, Suite 306 Fairfax, VA Tel: