Changelog

We have exciting updates on the opportunity section including a faster way to create opportunities, more control over the partner archetypes, and outreach emails drafted for you.

Creating a New Opportunity

A new 2-step creation flow: Opportunity Details, then Select Partner Archetypes. Each step stays focused, so you can get a technology ready to market in minutes.

No disclosure required: Upload a document, paste a description of the technology, or do both.

Add Potential Partners: List companies you already have in mind, and the AI uses them to sharpen its recommendations.

AI-generated partner archetypes: Click Continue and Tradespace suggests partner archetypes for your technology. Keep, deselect, or edit them. Only the ones you select are saved.

Add your own and regenerate: Want to go beyond our suggestions? Add your own archetype or name specific partners, then regenerate the list.

What’s new and what stays the same?

Suggested Partners and their Relevance will still look the same, but can be regenerated based on updated or new partner archetypes.

A redesigned Outreach page with AI-drafted emails: Outreach gets its own tab, and Tradespace now drafts outreach emails for you. Review, personalize, and send.

Questions or feedback?

We'd love to hear how these updates are landing for your team. Reach out to your Customer Success Manager or reply directly to this email. We're always happy to walk you through anything new.

Disclosures & Docket

Resize and reorder columns in every table: Adjust column widths to fit your data and drag columns into the order that suits your workflow. Your layout stays in place as you move around the app.

Track shared IP and co-development arrangements: When a disclosure involves IP developed jointly with a partner organization, you can now flag it as shared IP. You can record whether your organization is the lead or a participant, and name the other organizations involved. This gives you a clear record of who developed what and how ownership is structured.

In the Disclosures table, turn on the new Lead Institution column and filter by it to see every disclosure where you lead and every one where you participate.

Export the docket list from any Disclosure: Download the docket list straight from the Docket tab on a Disclosure record. It's useful for reporting, audits, or sharing a snapshot of related filings with your team.

Contacts & Organizations

See filings on Organization records: An external organization's record now shows every patent filing tied to it, alongside its agreements. You no longer need to check the docket separately to see what's connected.

Track when affiliations start and end: You can now add start and end dates to each organization a contact is affiliated with. This makes it easy to follow faculty moves, staff changes, and past relationships without keeping track of them in notes.

More organization types: Beyond Company, University, and Government, you now have more organization types to choose from when categorizing CRM records, so you can classify each one more precisely.

Add Companies to Opportunities from the Company Page: Spot a good fit while exploring companies in Tradespace search? Add it to an opportunity right from its company page, with no need to leave, open the opportunity, and search again.

Other Improvements

• Add expenses to a saved bill: You can now add line items to a Bill after it's been saved. If an expense was missed the first time, you can add it without starting a new bill.

• Bills now appear on Agreement records: When a Bill is linked to an Agreement, its costs now show up in that Agreement's Finance tab and cost summary.

• Unitary Patent filing type: You can now choose Unitary Patent as a filing type. It uses the same structure as EP filings.

Coming Soon

Opportunity page updates: More information to come on the improvements we are making to our marketing section!

Datasets: You will soon be able to build data reports in the platform to easily report. Test our Datasets beta version today

We are excited to introduce our latest updates to the Tradespace platform.

Suggested Partners - A Smarter Perspective

• Completely reimagined, the Suggested Partners AI Agent now offers refined capabilities to enhance commercial outreach activities.
• Identifies and ranks organizations (e.g., companies, investment and VC firms) with the highest potential for licensing or co-development opportunities based on your portfolio.
• Proposes tailored partner archetypes, sources candidates, and evaluates metrics such as partnership likelihood, technical fit, and financial readiness.
• Generates a comprehensive narrative explaining the rationale behind each suggested partner.
• Improved adaptability to align with your organization type, ensuring relevance and precision.

Enhanced Insights and Visualization

• Includes archetype-driven recommendations to better connect with potential collaborators.
• Provides detail-rich profile cards for each suggested partner, empowering strategic decision-making.

We hope these enhanced features deliver significant value to your partnership efforts. Your feedback is invaluable and inspires our continued innovation.