Invention Disclosure Readiness
Invention Disclosure Readiness helps the founder or programme team complete a focused intervention on inventors, novelty, prior disclosure and IP review readiness. Within University & Research Commercialisation, it turns a broad or uncertain area of the venture into a concrete Bertie work product that can be reviewed, improved and reused. The task is intentionally discrete: it should produce a specific artefact, decision, evidence item or risk signal rather than general learning notes.
Complete a focused intervention that advances Invention Disclosure Readiness. The objective is to remove ambiguity around inventors, novelty, prior disclosure and IP review readiness, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.
Bertie or a programme manager assigns Invention Disclosure Readiness when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.
research asset; IP or publication status; research team; technology maturity; candidate applications; specific context for inventors, novelty, prior disclosure and IP review readiness.
Define the exact commercial and legal boundary of the invention disclosure process within the university context. Identify why an invention disclosure is required now, whether for spinout formation, licensing, or securing early intellectual property protection. Set clear operational expectations regarding timeline, institutional governance, and key academic and commercial stakeholders.
ObjectiveClarifying this scope ensures full alignment between academic inventors, founders, and the university Technology Transfer Office (TTO). It sets the baseline governance framework required to execute an efficient, audit-ready review without wasting venture resources on non-core discoveries.
What's expectedThe founder must document a clear task brief outlining the specific discovery, the target commercial mechanism, and key university governance milestones. This output must include explicit definitions of project success, risk boundaries, and named institutional contacts.
Open action arrow_forwardConsultant stress-test · 5 questions- 1.Why is this specific research finding being prepared for invention disclosure at this precise point in time?
- 2.What specific commercial path—spinout or direct licence—are you targeting, and how does that dictate the scope of this disclosure?
- 3.How have you ensured that the institutional TTO's specific disclosure thresholds and expectations are fully integrated into this brief?
- 4.What explicit risk signals or deal-breakers would cause you to pause or abandon this disclosure process early?
- 5.How does this disclosure fit into the broader long-term IP strategy and valuation roadmap of the prospective venture?
- A data-room asset titled Invention Disclosure Readiness
- A clear task output, updated venture DNA and recommended next action
- It should update the venture DNA with specific evidence or decisions about inventors, novelty, prior disclosure and IP review readiness, create a visible milestone in the founder journey, and generate one or more recommended next tasks
Bertie co-pilot translates research language into commercial hypotheses, structures IP and application evidence, and recommends spinout, licence or discovery tasks. For this task, it should focus on inventors, novelty, prior disclosure and IP review readiness, prompt the founder for missing inputs, draft or improve the output, flag weak assumptions, and record the result back into the relevant data-room section.
A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.