IPfolio

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.

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

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

• Intellectual property management
• Patent portfolio software
• Trademark management software
• IP docketing platform
• Corporate IP software

Headquarters

HQ city

Berkeley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core 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

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

Five partnerships are on record, tiered core.

• Innography (Derwent Patent Analytics)coreTechnology or IntegrationIPfolio 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.
• DerwentcoreTechnology or IntegrationIntegration with Derwent patent data providing access to world-class patent intelligence and analytics within the IPfolio platform.
• CompuMarkcoreTechnology or IntegrationIntegration with CompuMark trademark solutions for trademark search and monitoring capabilities within IPfolio.
• Darts-ipcoreTechnology or IntegrationIntegration with Darts-ip global IP case law data providing litigation intelligence within the IP management platform.
• SalesforcecoreOEM/ Whitelabel/ Licensing PartnerIPfolio 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

Direct 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

• Xx.com/IPfolio
• Facebookfacebook.com/IPfolio
• LinkedInlinkedin.com/company/ipfolio
• Instagraminstagram.com/lifeatclarivate

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IPfolio