IPfolio
- Company typePrivate
- Founded2012
- HeadquartersBerkeley, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What IPfolio does
IPfolio is a cloud-based IP portfolio management software platform developed and operated by Clarivate Plc (NYSE: CLVT), a publicly traded UK-domiciled information services company headquartered in London. The platform is built natively on the Salesforce platform and is distributed via the Salesforce AppExchange marketplace, targeting corporate IP teams that manage patents, trademarks, domain names, and copyrights. Its core technology combines Salesforce-native infrastructure with a proprietary country laws engine for automated jurisdiction-specific deadline calculation, an intuitive configurable workflow layer, and embedded analytics dashboards for real-time IP insights.
IPfolio's product is differentiated by deep, native integration with Clarivate's proprietary IP data assets — Derwent for patent intelligence, CompuMark for trademark search and watch, Darts-ip for global IP litigation case law, and Innography for patent analytics — enabling automated data verification and enrichment within the workflow. The platform holds ISO 27001, FedRAMP, and SOC 2 Type II certifications, positioning it for both enterprise and U.S. federal procurement. Clarivate supports IPfolio with 400+ dedicated IP software experts out of a broader 5,000+ IP organization.
IPfolio operates a quote-based enterprise SaaS subscription model sold through direct field sales with 'Request a demo' engagement, supported by a dedicated Customer Success team. The company claims over 200 IPfolio clients successfully onboarded with zero failed implementations, alongside a broader 1,500+ corporate and law firm customer base across Clarivate IP workflow software. Marketing is multi-channel, combining case studies, whitepapers, webinars, the annual Ignite user conference, and active social presence across LinkedIn, X, Facebook and Instagram. AI capability is nascent, limited primarily to the adjacent Forecast tool's predictive IP cost forecasting.
IPfolio firmographics
Firmographics- Name
- IPfolio
- Legal name
- Clarivate Plc
- Website
- https://ipfolio.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
IPfolio industry classification
Industry- Product category
- Intellectual Property Management Software
- akta.pro primary industry
- IP Compliance, Anti-Counterfeiting & Enforcement (BPAHAMAK)
- akta.pro secondary industries
- IP Search, Watch & Competitive Intelligence (BPAHAMAI), IP Filing, Annuities & Renewals Administration (BPAHAMAJ)
Keywords
Where IPfolio is headquartered
LocationHeadquarters
- HQ city
- Berkeley
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
IPfolio business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- SaaS Subscription Licensing: Cloud-based IP management software sold as subscription service to corporate IP teams. Pricing is quote-based for enterprise deployments with configuration options.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise corporate IP teams - custom pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
IPfolio product offering
Product offeringCore offering
IPfolio is a cloud-based IP portfolio management software platform, built on the Salesforce platform, that enables corporate IP teams to centralize and automate the management of inventions, patents, trademarks, domain names, and copyrights. It provides automated docketing, due-date calculation through a country laws engine, integrated Clarivate IP data for verification and enrichment, embedded analytics, and integrations with Derwent, CompuMark, Darts-ip, and Innography.
Product overview
IPfolio is Clarivate's flagship cloud-based IP portfolio management software built on the Salesforce platform, designed for corporate IP teams of all sizes. It serves as the core platform offering advanced workflow automation, data verification, and analytics for managing inventions, patents, trademarks, domain names, and copyrights. The platform integrates with complementary Clarivate data services including CompuMark (trademark), Darts-ip (litigation), Derwent (patent intelligence), and Innography (patent analytics), as well as the Forecast IP cost forecasting tool. The system is accessible via the Salesforce platform and provides automated docketing, due date calculations, and integration with outside counsel and inventors.
Differentiator
Problem solved
Functional benefit
Products and services
- IPfolio Cloud-based IP portfolio management software built on the Salesforce platform that enables corporate IP teams to centrally manage inventions, patents, trademarks, domain names, and copyrights. It provides automated docketing, due-date calculation via a country laws engine, integrated Clarivate IP data for verification and enrichment, embedded analytics, and integrations with Derwent, CompuMark, Darts-ip, and Innography.
Quantifiable outcome
- Over 200 IPfolio clients successfully onboarded with 0 failed implementations
- +1 more outcomes
Companies that use IPfolio
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
IPfolio technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature5 records
IPfolio partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- Innography (Derwent Patent Analytics)coreIPfolio integrates with Innography (Derwent Patent Analytics) to provide a single source of truth for building, protecting and maximizing company IP. This enables increased productivity, deeper insights, and confident decision-making with speed.
- DerwentcoreIntegration with Derwent patent data providing access to world-class patent intelligence and analytics within the IPfolio platform.
- CompuMarkcoreIntegration with CompuMark trademark solutions for trademark search and monitoring capabilities within IPfolio.
- Darts-ipcoreIntegration with Darts-ip global IP case law data providing litigation intelligence within the IP management platform.
- SalesforcecoreIPfolio is built on the Salesforce.com platform, leveraging Salesforce infrastructure for security, scalability, and seamless integration with Salesforce ecosystem. Available on Salesforce AppExchange.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
IPfolio competitors and assessment
Company assessmentDirect peers
- Anaqua: Anaqua is a leading IP management and analytics software platform serving corporate IP teams and law firms with portfolio management, docketing and workflow automation — directly competing with IPfolio in the enterprise IP management category.
- Questel: Questel provides end-to-end IP management software (Orbit), patent search and analytics, and IP services — competing head-on with IPfolio across corporate IP portfolio management, docketing and analytics.
- Patricia (IPfolio-style): Patricia is an IP management software provider for corporations and law firms offering portfolio management, docketing and workflow tools — a like-for-like alternative to IPfolio in the enterprise IPMS market.
Emerging players
- IPlytics: IPlytics provides patent analytics, landscape and valuation tools for corporate IP strategy teams — competing for the analytics and insights layer of the IP management stack that IPfolio integrates from Derwent/Innography.
- Aistemos: Aistemos offers Cipher, a patent classification and analytics platform targeting corporate IP strategy teams; it competes in the analytics and competitive intelligence layer adjacent to IPfolio's core management workflow.
- Patsnap: Patsnap is an AI-driven IP intelligence and analytics platform with expanding workflow and collaboration features, increasingly overlapping with IPfolio's patent analytics, search and portfolio management capabilities.
- Relecura: Relecura offers AI-powered patent analytics and IP portfolio management tools targeting corporate R&D and IP teams, competing for the same IP workflow and analytics spend as IPfolio.
- Minesoft: Minesoft provides patent search, monitoring and IP intelligence software for corporations, law firms and patent offices, serving as a comparable IP-focused SaaS vendor in the search and watch space where IPfolio also plays.
Broad incumbents
- CPA Global (Clarivate): CPA Global is Clarivate's IP services and management arm offering portfolio management, renewals and software to law firms and corporates; while under the same parent as IPfolio, it serves as a comparable benchmark for the IP management software-plus-services model.
- LexisNexis Intellectual Property: LexisNexis IP (including PatentAdvisor and LexisNexis PatentSight) provides IP analytics, portfolio intelligence and competitive benchmarking solutions for corporate IP teams — overlapping with IPfolio's analytics and insights capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
IPfolio social profiles
Digital presenceIPfolio compliance and trust
Trust signalCompliance3 records
IPfolio financial estimates
Financial estimateRevenue estimate
Valuation estimate
IPfolio leadership team
Management profileNumber of profiles
IPfolio funding detail
Funding detailFunding overview
Funding rounds2 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IPfolio M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IPfolio
What does IPfolio do?
IPfolio is a cloud-based IP portfolio management software platform, built on the Salesforce platform, that enables corporate IP teams to centralize and automate the management of inventions, patents, trademarks, domain names, and copyrights. It provides automated docketing, due-date calculation through a country laws engine, integrated Clarivate IP data for verification and enrichment, embedded analytics, and integrations with Derwent, CompuMark, Darts-ip, and Innography.
Is IPfolio a public or private company?
IPfolio is a private company. It is classified as corporate owned and is currently operating.
When was IPfolio founded?
IPfolio was founded in 2012. It employs 11 to 50 people.
Where is IPfolio based?
IPfolio is headquartered in Berkeley, United States, in the North America region.
How does IPfolio make money?
One revenue line is on record: saaS Subscription Licensing.
Who are IPfolio's main competitors?
Direct peers on record are Anaqua, Questel and Patricia (IPfolio-style). Emerging players are IPlytics, Aistemos, Patsnap, Relecura and Minesoft. Broad incumbents are CPA Global (Clarivate) and LexisNexis Intellectual Property.
Does IPfolio have an API?
No public API is recorded for IPfolio.
What industry is IPfolio in?
IPfolio's product category is Intellectual Property Management Software. Its primary akta.pro industry code is BPAHAMAK, IP Compliance, Anti-Counterfeiting & Enforcement, with a secondary code of BPAHAMAI, IP Search, Watch & Competitive Intelligence.