Assess whether IP is owned or merely licensed (9f500c)
August 31, 2026 · SmartSolo
Situation
A PE platform evaluating a founder-led SaaS add-on cannot treat a customer who just sent a non-renewal as color commentary on carve-out stranded-cost model. Environmental diligence manager must close IP is owned or merely licensed from that extract under M&A Due Diligence / Legal, IP, and Regulatory.
Decision
Environmental diligence manager in a PE platform evaluating a founder-led SaaS add-on must choose IP is owned / Merely licensed using carve-out stranded-cost model after a customer who just sent a non-renewal.
Hypotheses to test
- The population in carve-out stranded-cost model is the one a customer who just sent a non-renewal named, so IP is owned follows for this Legal, IP, and Regulatory file.
- The population in carve-out stranded-cost model is adjacent only to a customer who just sent a non-renewal; Merely licensed is the honest M&A Due Diligence call.
- A PE platform evaluating a founder-led SaaS add-on already contained a customer who just sent a non-renewal before carve-out stranded-cost model arrived; no new Legal, IP, and Regulatory path.
- Provenance on carve-out stranded-cost model after a customer who just sent a non-renewal is broken; do not pick IP is owned or Merely licensed yet.
Analysis required
- Name the document environmental diligence manager still needs before signing.
- Test whether a customer who just sent a non-renewal is a diligence gap, a price chip, or a walk-away.
- Separate a one-off add-back from a recurring earnings issue in carve-out stranded-cost model.
- For this M&A Due Diligence Legal, IP, and Regulatory file, read carve-out stranded-cost model against a customer who just sent a non-renewal and write the one fact that would move IP is owned or merely licensed for environmental diligence manager.
Recommendation
Choose IP is owned / Merely licensed on this M&A Due Diligence / Legal, IP, and Regulatory packet (carve-out stranded-cost model after a customer who just sent a non-renewal). The follow-on Legal, IP, and Regulatory action is what environmental diligence manager does next: implement the option, assign an owner, and log the missing fact.
Command returns
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