Getting started with Due Diligence (for first-time users)

How to generate a Due Diligence report

To generate a Due Diligence (DD) report, users can simply upload the patent portfolio they're interested in then click start analysis.


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Users can provide their patent portfolio or use our company tree to look up a portfolio owned by specific owners.


Patent Number

Provide existing patent numbers by one of the following two methods:

  1. Upload
    Users can upload their own .csv, .xls and .xlsx file with a recognizable format or use our download template. When finished, click Confirm.
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  2. Input Numbers
    Manually enter the patent numbers, then click on Confirm.

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*Please note that after confirmation, we will look up those patent numbers within the Patencloud database first. Results may take a while to show.


Look up patent owners (assignees) by a specific company or organization name.

For example:

Type in "Tesla" and click on Add.

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Every assignee containing "Tesla" will appear.

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Users can also look into the corporate affiliates by clicking Add Corporate Affiliates.
*Corporate affiliates only apply to the top 500 corporates.

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Users can select the affiliated entities they wish to analyze. Clicking the arrow icon will add them to the affiliates list on the right. When finished, click Confirm.

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The user will then be redirected back to the search page. When ready, click Confirm.

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Patent Vault

Using the patents saved in a Patent Vault project or folder (for Patent Vault subscribers only)

Select the required Project for analysis.

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Proceed to the folder selection, then click on confirm.
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