This document provides an overview of Intellectual Property Securities Corporation (also referred to as “IPSE” or “the Company”) and is intended solely for informational purposes. It is not, and should not be construed as, an offer to sell or a solicitation of an offer to buy any securities or interests in any investment vehicle or transaction related to IPSE.
The information contained herein is provided in response to a specific request by the recipient and is current only as of the date indicated. It may be updated, supplemented, or amended at any time and without notice. All content herein is strictly confidential and may not be copied, reproduced, redistributed, or disclosed, in whole or in part, without the prior written consent of IPSE.
This document may contain forward-looking statements, projections, and opinions regarding IPSE’s future operations, market positioning, and business performance. These statements are based on the Company’s current beliefs, assumptions, and expectations in light of available information, and are subject to risks, uncertainties, and market factors. Actual results may differ materially from those expressed or implied in forward-looking statements due to changes in market conditions, regulatory environments, investor demand, or other unforeseeable variables.
IPSE operates in a highly regulated and evolving space involving the securitization of intellectual property assets. The viability of new asset classes, public market adoption, and jurisdictional compliance may present unforeseen legal, financial, and operational risks. Additionally, the performance of IP-based securities is inherently dependent on the future revenue of creative or innovative assets, which can be volatile and unpredictable.
Past performance or indicative returns cited in this document do not guarantee future results. Any reference to projected returns, market size, or expected outcomes is purely illustrative and should not be relied upon as a basis for investment or financial decisions.
IPSE disclaims any liability for direct or indirect loss arising from the use of this document or the reliance on any information contained herein. This presentation does not constitute investment advice, legal counsel, or a recommendation to engage in any financial strategy involving intellectual property securities.
COMPANY ANALYSIS
IPSE O VERVIEW
Intellectual Properties Securities Corporation (also referred to as “IPSE” or “the Company”) is the world’s first platform to directly securitize intellectual property (IP) and list it as equity on public capital markets. The Company transforms IP assets including patents, copyrights, and trademarks into tradable securities, unlocking a new, high-value asset class for global investors while providing creators and rights holders with nondilutive access to capital.
Unlike traditional IP financing methods, such as loans or royaltybacked bonds, IPSE enables direct equity-style securitization through its patented process and proprietary technology. IP assets are validated via the Company’s Securitizor platform, which automates compliance, legal formatting, and revenue tracking. The result is a fully compliant, fractionalized IP security that can be bought and sold on major exchanges such as NASDAQ and CBOE.
The Company has invested over $12 million to date in technology development, platform infrastructure, and patent protection establishing a defensible business model and competitive moat. Prior to its formal incorporation, the founder and partners invested an additional $24 million through WIPSEC (est. 1998) in developing the securitization framework, legal structures, and IP infrastructure that underpin IPSE today. With applications across entertainment, biotech, software, and academia, IPSE is positioned to lead a global IP securitization market projected to exceed $7.8 trillion by 2030, far outpacing the traditional asset-backed securities sector.
Led by financial engineer and founder Marc Deschenaux, IPSE combines deep expertise in capital markets, legal structuring, and intellectual property management. The Company is actively onboarding high-value IP across multiple verticals and scaling through a performance-based broker model, digital education tools, and strategic partnerships with studios, universities, and innovators.
IPSE is not just creating a platform, but is building the foundation of an entirely new capital markets category and asset class: Intellectual Property Securities.
C OMPANY M ILESTONES
Year Milestone
1998
1998
1998
1998
1998
2013
2018
To Date
Marc Deschenaux launched WIPSEC (World Intellectual Property Securities Exchange Corporation), aiming to create the first platform to securitize and list intellectual property on public markets.
WIPSEC secured a €20 million investment from the Monaco Government to support development of the platform and host its first global finance event.
Organized the inaugural IP finance summit, more than 400 financial institutions in attendance, a major milestone for validating the model with the global banking community.
Despite interest, the timeline for institutional adoption proved too long. After investing several million, the business is paused and investor funds were returned voluntarily.
Over $24 million invested by the founder and partners in the development of WIPSEC's business model, legal infrastructure, and IP securitization technology forming the foundation of what would become IPSE.
Marc continued to refine the concept independently, maintaining control over the original vision and core intellectual property after WIPSEC operations paused.
The business is formally reincorporated as Intellectual Properties Securities Corporation in Delaware. All intellectual property, patents, and know-how from WIPSEC are transferred to the new entity.
IPSE develops a full-stack platform (Securitizor), secures multiple patents, and invests over $10 million in NASDAQ integration and regulatory readiness.
More than $12 million invested to date, including $3.4 million from the largest angel investor. Over 90% of external funding secured in 2018; recent development funded by the founder.
Our Mission
IPSE’s mission is to democratize access to capital by transforming intellectual property into transparent, tradable financial instruments eliminating opaque practices like “Hollywood accounting” or “Assets Based Lending” and empowering creators, innovators, and investors through fairness, compliance, and accountability.
Our Vision
IPSE envisions a world where IP-backed securities are not only investable assets but immersive consumer experiences bundled with digital rewards, access perks, and cultural participation, making capital markets engaging, inclusive, and emotionally resonant.
P ROBLEM & M ARKET O PPORTUNITY
The Capital Gap for IP Holders
Across the creative, scientific, and technological sectors, intellectual property (IP) creators and rights holders consistently face barriers to accessing capital. Traditional financing methods, such as bank loans, venture capital, or royalty prepayments, often require dilution of ownership, restrictive terms, or unsuitable collateral standards.
For independent filmmakers, music rights holders, inventors, universities, and all other players in the ecosystem, the financial system lacks efficient mechanisms to treat IP as a primary asset class. Despite the proven commercial value of many IP portfolios, these assets remain illiquid, under-leveraged, and economically dormant. As a result, many viable projects are delayed, shelved, or sold at discounts, leaving creators and innovators without the funding they need to launch and/or scale.
Rise of Intangible Assets & Underutilized IP
The global economy has undergone a significant shift, with intangible assets now accounting for over 90% of the market value of S&P 500 companies as of 2023 up from just 17% in 1975, according to Ocean Tomo. Yet, despite their immense value, these assets (patents, copyrights, and trademarks) remain largely excluded from public capital markets. IP continues to be trapped in legal silos or used only as accounting entries rather than financial instruments. According to a Forbes report, only between 5–7% of patents are actually commercialized worldwide. This means that a significant portion of patents, around 93% or more, fail to be brought to market, become unlicensed, or lack angel investors.
Further, a study published by Science Direct analyzed the top 58 US universities and found that only about 37% of their patents were involved in monetization, including licensing, reassignment, or transfer to companies. In the corporate sector, valuable non-core patents often go unused, while in entertainment, rights to films, songs, and scripts may remain monetarily idle for years. This structural inefficiency emphasizes a critical opportunity to transform static IP into dynamic financial assets.
Shifting Investor Demand for Alternative Assets
Investor appetite is rapidly shifting toward non-correlated, alternative asset classes that offer diversification, yield, and resilience. Preqin reported that as of 2023, global alternative assets under management (AUM) exceeded $13.7 trillion, with projections of $23.3 trillion by 2027. Within this trend, there is a growing interest in royalty-bearing assets, IP-backed revenues, and other innovation-linked financial products. Platforms like Royalty Exchange have demonstrated investor willingness to fund future income streams from music and media with average returns of 12%–15%. Additionally, the increasing popularity of tokenized assets, fractional investing, and fan-based ownership models reflects broader cultural shifts toward more inclusive and value-based investment vehicles.
However, a robust infrastructure for fractional, regulated IP securities has yet to emerge despite clear market demand. This gap between supply and investor interest presents a significant opportunity for a new marketplace designed to convert IP into fully tradable, high-performance financial instruments.
O UR S OLUTION : IP SE
What Are IP Securities?
IP Securities are a new class of financial instruments that transform intellectual property, such as patents, copyrights, trademarks, into fractionalized, tradable securities. Unlike traditional IP-backed loans or collateralized debt models, IP Securities represent direct ownership interests or revenue-sharing rights tied to the underlying IP. These securities can be structured to reflect equity participation (e.g., future value upside) or royalty income (e.g., recurring cash flows), and they are eligible for listing on public markets. This innovation allows IP holders to raise capital without giving up full ownership or control, while offering investors access to regulated, yield-generating assets rooted in creativity and innovation.
Types of IP Assets We Securitize
IPSE is sector-agnostic and capable of securitizing a broad range of intellectual property across industries:
Music and Audio Rights
Streaming catalogs, publishing rights, and performance royalties. Rights holders gain upfront capital while retaining future revenue participation.
Film and Television Patents and Inventions
Scripts, production-stage projects, distribution rights, and merchandising IP. Creators finance development without losing ownership or creative control.
Particularly in healthcare, biotech, energy, and software sectors. Inventors access early-stage funding without equity dilution.
Literary and Digital Content University and Corporate IP
Books, games, YouTube content, and podcasts with monetized IP. Creators unlock capital from IP libraries and scale content production.
Research-based patents and proprietary technologies from R&D institutions and corporations. Institutions monetize underutilized IP and fund further innovation.
IPSE can further be applied to emerging asset classes such as carbon credits, renewable energy rights, water usage, NFTs, digital currencies, logistics contracts, plant breeder rights, semiconductor patents, AI-generated IP, and franchise revenue streams unlocking liquidity and investor access across traditionally illiquid sectors.
P RODUCTS & S ERVICES
IPSE offers a comprehensive suite of services designed to unlock the financial potential of intellectual property by transforming it into tradable securities.
IP Securitization
1
At the core of IPSE’s model is the direct securitization of intellectual property. IPSE enables inventors, creators, and rights holders to fractionalize their IP into equity-like securities. These instruments represent real ownership or participation in future revenues, allowing for transparent, regulated fundraising without relinquishing full control of the asset.
2
Financing of IP on Public Capital Markets
Through its proprietary platform and strategic integration with NASDAQ and other major exchanges, IPSE facilitates the listing and trading of IP-backed securities. Creators are therefore enabled to raise capital from public investors in a way traditionally reserved for companies issuing stock or debt, democratizing access to funding for IP-rich but liquidity-constrained entities.
IP Securities Brokerage & Trading
3
4
IPSE provides a secure marketplace for the buying and selling of intellectual property securities. Benefiting from compliance and liquidity, investors can trade ownership shares or royalty rights in IP-backed assets. The Company also supports brokerage services for high-value IP transactions and investor matchmaking across sectors.
Licensing
In addition to capital markets access, IPSE supports monetization through licensing. The Company enables partial or full licensing of rights (e.g., distribution, performance, manufacturing) to third parties by structuring IP into tradable securities. Licensing revenues are tracked and distributed through IPSE’s platform, offering consistent income streams to both IP originators and investors.
T ECHNOLOGY : T HE S ECURITIZOR P LATFORM
At the core of IPSE’s infrastructure is Securitizor, a proprietary, patent-backed, fully automated digital platform accessible at www.securitizor.com. Purpose-built to support the compliant, scalable securitization of intellectual property, it manages the entire lifecycle of IP Securities, from asset onboarding and rights validation to legal structuring, investor compliance, and secondary trading.
Unlike fragmented legacy systems, Securitizor automates high-risk, high-cost processes including smart contract generation, royalty modeling, KPI-based escrow release tracking, and revenue distribution. The platform integrates with over 675 apps and APIs, including SEC filing systems, exchange infrastructures like NASDAQ, and legal verification tools. This makes Securitizor adaptable across asset types and jurisdictions.
For rights holders and investors, it provides a secure, regulated, and auditable pathway to public capital markets. Securitizor also functions as an insurance wrapper, validating every participant contract (e.g., actor agreements, music licenses, movie scripts) within an IP package and certifying rights coverage. This feature substantially reduces legal uncertainty for investors and lowers due diligence costs for issuers, particularly in complex verticals like media and biotech.
The platform’s robust architecture and features are highlighted below.
Figure 1: Key Features of Securitizor
Core Capabilities
Data & System Integrations
User Access
Valuation Modules
IP submission, rights verification, security structuring (IPIS/IPRS), transaction management, secondary trading, revenue tracking
API integration with legal verification platforms, SEC filing systems, NASDAQ tech stack, smart contract libraries, and escrow agents
Dedicated issuer and investor portals, with embedded guidance for onboarding, compliance, and investment tracking
Third-party valuation engines embedded to support pricing models for IP assets (e.g., DCF of royalties, comparable market analysis)
The platform is built on robust data security and compliance infrastructure, ensuring secure transactions and regulatory adherence at every stage of the securitization process.
2: Data Security & Compliance Infrastructure
Security Feature Functionality
Multi-Factor Authentication
Document Encryption
KYC/AML Automation
SEC & Exchange Compliance
Royalty & Revenue Tracking
Escrow Management Integration
Secures issuer/investor login and backend access
End-to-end encryption of uploaded contracts, filings, and financials
Automated checks on both issuers and investors via verified compliance partners
Structuring aligned with Reg A+, Reg D, and public listing protocols
Real-time ledger of income events and distributions to fractional owners
Seamless fund disbursement through registered escrow partners
The platform is also protected by a portfolio of patents and proprietary systems, collectively forming an end-to-end infrastructure for listing and trading IP-based securities.
3: Patents & Proprietary Systems
Direct IP Securitization Methodology Utility Patent
Covers the legal and financial structure enabling securitization of IP as equity instruments
Secures the issuance framework of royalty-based IP securities
Automates legal review, document preparation, and investor disclosures
Validates contract chain of title and risk exposure across complex IP asset packages
Ensures transparent, milestone-based fund disbursement for investors and issuers
Figure
Figure
The Securitization Process
The workflow is designed to be transparent, standardized, and scalable across industries:
Submission & Onboarding: IP holders (e.g., creators, inventors, or rights owners) submit their IP to the IPSE platform along with supporting documentation. Assets can include copyrights, patents, trademarks, and licenses with monetization potential.
Legal Validation & Due Diligence: The IP is reviewed for ownership clarity, enforceability, prior monetization, and licensing structure. Third-party experts and legal professionals may be engaged to validate the asset's legal standing and market readiness.
Structuring: IPSE structures the asset into one of two security types: Intellectual Property Investment Shares (IPIS), offering equity-style participation in the future value of the IP; or Intellectual Property Royalty Shares (IPRS), offering revenue participation through ongoing royalty streams.
Regulatory Preparation: IPSE prepares necessary disclosures and legal filings to comply with SEC and listing exchange requirements. A full prospectus and investor documentation are created.
Listing & Capital Raise: Once approved, the IP Securities are listed on partner exchanges such as NASDAQ or CBOE, where investors can purchase fractional ownership.
Secondary Trading & Revenue Distribution: Post-listing, IPSE facilitates secondary trading of IP securities and manages the distribution of royalties or profit shares to investors.
Legal, Regulatory, & Compliance Infrastructure
IPSE’s securitization model is fully designed to operate within the framework of US securities law. The Company has developed proprietary legal protocols that pass ownership or income rights to investors while maintaining compliance with SEC rules and exchange requirements. Each offering undergoes rigorous legal documentation, prospectus creation, KYC/AML checks, and transfer agent registration. IPSE also holds multiple patents covering its securitization framework, providing a unique layer of IP protection and regulatory clarity. Escrow services are used to hold investor capital until listing and to distribute funds to IP owners securely.
Moreover, IPSE maintains strict eligibility criteria to protect the integrity and compliance of its platform. Intellectual property associated with certain sensitive or controversial categories (most notably adult or pornographic content) is explicitly excluded from securitization, listing, or investor offerings. This policy ensures alignment with regulatory standards and institutional investor preferences.
Rights Clearing and Legal Certification
Securitizor not only automates the technical onboarding of IP assets, but also offers rights clearing and a certification layer, functioning as an effective legal assurance mechanism.
For creators and asset holders, this acts as a form of insurance, validating that all ownership and usage rights are fully cleared prior to securitization. This process can mitigate legal risk and streamline listing approval, especially for high-value projects where rights clearing costs alone are in the millions. For highnet-worth IP owners or institutional clients, this turnkey legal layer provides the convenience of using Securitizor as a standalone rights certification and compliance platform, regardless of whether they proceed to public listing.
Rollout Plan: Vertical and Regional Strategy
IPSE’s market rollout strategy is designed to maximize adoption and visibility by focusing first on sectors and regions with the highest commercial readiness, investor appetite, and IP monetization potential.
• Vertical Priorities: The initial rollout will target three high-opportunity verticals: healthcare, music, and film. These sectors are rich in monetizable IP, yet underserved by traditional capital markets. Future expansion will include publishing, software, and technology, where innovation cycles and IP intensity are high, but capital access remains limited.
• Regional Focus: The US will be IPSE’s initial geographic focus, given its status as the largest and most liquid securities market. US-based IP offers the clearest regulatory path for public listing and investor access. Despite a fragmented IP litigation landscape, the US remains a global leader in entertainment, life sciences, and media innovation.
In Europe, particularly Germany and other advanced R&D markets, IPSE will focus on commercialization gaps. Many European entities possess strong IP portfolios, but lack efficient exit mechanisms or capital markets infrastructure for monetization.
IIPRO
IPSE maintains a strategic alliance with the Initial Intellectual Property Rights Offerings (also referred to as “IIPRO”), a global standards body advancing the infrastructure for the certification, governance, and monetization of intellectual property. IIPRO has created a unique framework that enables IP owners to raise capital by offering fractional ownership, licensing rights, or revenue-sharing interests to investors.
This partnership directly supports IPSE’s goal of creating a compliant, transparent, and legally defensible IP securities marketplace. Key areas of integration include:
• Standards-Based Certification: IPSE aligns with IIPRO’s certification protocols to verify:
o IP ownership and chain of title
o Licensing agreements and usage rights
o Legal compliance across jurisdictions
• Embedded Platform Protocols: The Securitizor platform incorporates IIPRO’s frameworks into its backend, enabling:
o Automated rights verification and legal documentation
o Compliance tracking for multi-party IP contributions (e.g., film cast, music, trademarks)
o Standardized investor disclosures and audit trails
o Are eligible for listing on major exchanges (e.g., NASDAQ)
o Align with global compliance expectations for emerging asset classes
• Ecosystem Expansion & Education: IIPRO also supports IPSE by:
o Providing educational resources and best practices for issuers
o Contributing to a public registry for IP-based securities
o Helping build an ecosystem that institutionalizes IP securitization as a financial discipline
IPSE enhances the legal credibility, transparency, and scalability of IP-backed securities through IIPRO’s certification standards, making them suitable for both retail and institutional capital markets.
Further, IIPRO allows companies to unlock the value of their intellectual property without diluting ownership, providing a new, non-traditional source of capital that formally recognizes and monetizes underappreciated IP assets. For investors, IIPRO offers direct access to revenue-generating IP with the potential for high returns tied to the asset’s commercial success.
U SE C ASES
Without giving up ownership or relying on traditional financing, IPSE’s securitization model empowers creators, inventors, and innovators to unlock the financial potential of their intellectual property. The following use cases illustrate how IPSE enables both capital access and investor opportunity.
Use Case 1: Music Royalties
The Situation: Alex is an independent artist whose hit single is streamed millions of times a month on Spotify and Apple Music. While the royalties generate consistent income, Alex needs upfront capital to fund a new studio album, marketing campaign, and international tour. Traditional lenders will not recognize streaming royalties as loan collateral, and Alex does not want to give up equity in his publishing rights.
IPSE’s Role: Alex uploads his catalog data and proof of royalty streams to IPSE’s platform. The Securitizor verifies rights ownership, and packages the royalty stream into Intellectual Property Royalty Shares (IPRS). These are then listed on a public exchange, allowing investors to purchase shares backed by its future income.
Investor Benefit: Investors pay Alex upfront in exchange for a proportional share of future royalties. As the song continues to stream, licensing and royalty income is automatically distributed to investors.
Result: Alex receives immediate funding without taking on debt or selling his rights outright. Investors earn passive income from a culturally relevant, income-generating asset.
Use Case 2: Patent Monetization
The Situation: Dr. Kim is a biomedical researcher who owns a patent for a breakthrough wearable medical device. She needs $2 million to obtain regulatory certifications, inventory, and marketing. However, VC firms are demanding excessive equity, and government grants are slow and uncertain. Without financing, Dr. Kim risks losing her first-mover advantage in a fastmoving medical innovation landscape.
IPSE’s Role: Dr. Kim submits her patent to the IPSE platform. After validation and compliance review, IPSE structures her future licensing revenue into Intellectual Property Investment Shares (IPIS). These securities are then listed publicly, enabling a global pool of investors to fund the device’s commercialization.
Investor Benefit: Investors gain equity-style exposure to the success of a medical innovation. If the device is licensed to hospitals or distributors, revenue flows back to shareholders.
Result: Dr. Kim secures funding quickly without giving up long-term control of her invention. Investors participate in the early-stage success of a high-growth technology with the potential for scalable returns.
B USINESS M ODEL & R EVENUE S TREAMS
IPSE generates revenue by enabling the end-to-end securitization, listing, and trading of intellectual property. The Company's model is designed for scale, combining automated onboarding, transactionbased fees, and royalty-sharing to produce high-margin, recurring revenue.
Project Complexity
IPSE pricing structure is designed to be flexible and responsive to the unique demands of each project.
• Assessment-Based Pricing: Initial assessments and feasibility analyses help IPSE gauge the scope and complexity of each project. More complex projects such as those involving multiple jurisdictions, intricate intellectual property portfolios, or advanced securitization models may be quoted at higher rates to reflect the additional expertise, time, and resources required.
• Custom Structuring Fees: For projects that require tailored solutions or innovative securitization models, we apply custom structuring fees. This ensures that clients receive bespoke services aligned with their specific needs.
• Expedited Processing: If a client requires faster turnaround, expedited processing is available at a premium (often 100% surcharge for certain services). This accommodates urgent timelines while ensuring resource allocation does not impact other clients.
• Additional Fees for Unforeseen Complexities: Should a project encounter unexpected legal, regulatory, or technical hurdles, additional fees may be applied. These are communicated transparently and justified based on the extra work required.
Market Shifts
IPSE continuously monitors market conditions to ensure our pricing remains competitive and sustainable:
• Price Adjustments: Service fees are periodically reviewed and updated in response to changes in market demand, inflation, and the cost of specialized talent. This allows IPSE to maintain high service quality while reflecting real-world economic factors.
• Discounts for Volume and Recurrence: During periods of increased market activity or for clients with large-scale or recurring projects, IPSE offers volume discounts or bundled pricing. This incentivizes long-term partnerships and supports clients in rapidly evolving markets.
• Benchmarking Against Industry Standards: IPSE benchmarks fees against industry peers and adjusts as needed to remain attractive to clients while ensuring profitability.
Transparent Communication
• Advance Notice: Clients are notified in advance of any price changes due to market shifts or project-specific complexities.
• Clear Terms: All potential additional fees and pricing adaptations are outlined in our terms and conditions, fostering trust and minimizing surprises.
Factor How Pricing Adapts
Project Complexity
Expedited Timelines
Unforeseen Complexities
Market Conditions
Large-Scale/Recurring Projects
Higher fees for complex, multi-faceted, or custom projects
Premium charges for faster delivery
Additional fees as needed, with transparent communication
Regular review and adjustment of base prices
Volume discounts or bundled pricing
Industry Benchmarking Adjustments to stay competitive and sustainable
In essence, IPSE pricing model is dynamic and client-focused, ensuring fairness, transparency, and alignment with both project demands and the broader market environment. The figures below illustrate pricing for Technology Patents and Audiovisual/Film as these are the two entry verticals for IPSE. Additional pricing can be found in the Appendix.
o Pricing Adjustments: All listed prices are subject to change based on the complexity of the project and prevailing market conditions.
o Discounts: Preferential pricing is available for large-scale or recurring projects.
o Additional Fees: Expedited processing or unforeseen complexities may incur extra charges.
Description
Initial Assessment/Feasibility/Rights Clearing
Ensuring IP is ready for securitization.
Securitization
$100,000 $5,000
Fees charged for onboarding and preparing IP assets for public listing. $500k - $1M $25k - $35k
Maintenance
Annual maintenance fee to ensure compliance, cover hosting, etc. $2,500/year
Figure 5: IPSE's Business Model For Entry Verticals (See Appendix for Additional Revenue Streams & Verticals)
V ALUE P ROPOSITION
A New Regulatory Asset Class Anchored in Protected Structure
IPSE is not merely applying securitization techniques to intellectual property; the Company is legally engineering a new asset class. Through the Company’s patented process for direct IP securitization, IPSE is creating a standardized regulatory path for turning intangible rights into public financial instruments. This effectively bridges the gap between IP law, securities regulation, and market infrastructure, which is something no prior financial product has done at scale.
Converts Illiquid IP into Investor-Grade Instruments with Built-In Distribution Rights
Unlike legacy systems where IP is monetized through licensing or limited private deals, IPSE converts IP into investor-grade securities that can include structured royalty participation, performance-linked payouts, or even embedded distribution rights. Thus, investors are not just buying exposure to IP, but are gaining equity-like access to future revenue streams with customizable structuring, liquidity potential, and secondary market value.
Integrates Capital Formation with Compliance Automation in One Digital Environment
IPSE’s Securitizor is a comprehensive capital markets engine that integrates legal vetting, KYC/AML, rights tracking, valuation, and smart contract execution within one environment. Most capital formation tools stop at issuance; IPSE’s platform extends into compliance, trading readiness, and automated royalty reporting, offering a turnkey regulatory stack for a highly complex transaction type.
Enables Cultural and Sectoral Capital Aggregation
IPSE effectively merges cultural capital and financial capital, allowing supporters to fund what they believe in, while participating in future monetization. IPSE enables capital formation in industries historically overlooked by traditional finance by securitizing everything from films and music catalogs to medical device patents and digital content. Investors can now back specific cultural products, scientific innovations, or sustainability-linked IP with financial upside.
First-Mover Advantage with ExchangeLevel Integration and Strategic Exclusivity
Unlike fintech startups that build platforms hoping for exchange adoption, IPSE has already established deep technical and regulatory integration which will be backed by an additional $12 million infrastructure investment required by the NASDAQ. Combined with patentbacked exclusivity, this effectively grants IPSE preferred status as the sole on-ramp for IP-based securities in US public markets.
Modular Expansion Model Across IP Classes and Global Jurisdictions
IPSE is designed to be sector-agnostic and jurisdictionally adaptable. The Company’s platform can securitize any IP and apply the same legal and technological scaffolding across borders. The Company can partner with governments, exchanges, or incubators to localize IP monetization ecosystems.
IPSE’s flexibility unlocks compounding network effects, as each new vertical or country adds new assets, issuers, and investor bases to the platform, increasing IPSE’s long-term defensibility and data moat.
B ENEFITS OF IP S ECURITIES
Financial Advantages
IP securities offer direct, non-dilutive access to capital without relying on conventional intermediaries. They reduce fundraising timelines and accelerate liquidity, empowering creators to act quickly on development and distribution opportunities. These instruments attract a wider pool of investors, lower the cost of capital, and help IP holders strengthen their financial positioning. As independent, tradeable assets, they also offer potential tax advantages and open doors to more strategic capital planning.
Operational Efficiency
Unlike traditional financing models that may demand equity or creative compromise, IP securitization preserves ownership, control, and creative integrity. The flexibility of financial structuring, coupled with rapid execution, makes it an ideal tool for expedited project funding across diverse sectors.
Social Impact
IP securities democratize access to capital markets and expand opportunities for underrepresented creators, startups, and institutions that have historically lacked access to institutional funding. They support inclusion by enabling creators to raise funds based on the intrinsic value of their work rather than their network or background. This opens investment pathways to cultural, educational, and community-driven IP projects that might otherwise remain unfunded.
Environmental Impact
IP securitization can also be applied to sustainability-related assets, including patents for clean technologies, water innovation, and carbon credit systems. These use cases align with ESG mandates and directly contribute to the achievement of United Nations Sustainable Development Goals (UN SDGs), offering a capital mechanism that supports environmental innovation and measurable climate outcomes.
OPPORTUNITY ANALYSIS
IPSE operates at the intersection of multiple industry classifications, reflecting its role as a first mover in the direct securitization of intellectual property assets. While its activities most closely align with the Securities Dealing and Intellectual Property Licensing industries, IPSE’s innovation lies in merging these traditionally distinct industries to create a new pathway for asset-backed capital formation and IP monetization.
S ECURITIES D EALING IN THE US
At its core, IPSE engages in the securitization, listing, and trading of fractionalized intellectual property assets, a structure that closely parallels the functions of traditional investment banking. Similar to boutique investment firms, the Company’s activities include underwriting, capital formation, and facilitating access to public markets for non-traditional asset classes.
Industry Performance & Outlook
Over the five years to 2024, the Securities Dealing industry has grown at a compound annual growth rate (CAGR) of 7.2%, reaching $204.6 billion. Looking ahead, the industry is projected to grow at a 4.1% annualized rate through 2030, reaching approximately $250.8 billion in revenue. This industry has undergone substantial transformation over the past five years, driven by macroeconomic volatility, rapid digitization, and rising demand for new forms of capital formation. This growth was fueled by post-pandemic market recovery, increased trading volumes, and a surge in corporate financing activity particularly equity and debt underwriting. Market volatility, spurred initially by COVID-19 and later by fluctuating interest rates, generated elevated trading activity as clients turned to financial intermediaries for execution and strategic guidance.
Technology adoption has been central to this evolution. Automated trading systems, AI-driven compliance tools, and blockchain-based experimentation have streamlined operations, improved scalability, and reduced costs across the value chain. This shift has also created opportunities for smaller, specialized firms to gain market share in segments that require bespoke structuring and domain expertise. Areas such as intellectual property, media finance, healthcare innovation, and sustainability-linked instruments have emerged as growth drivers, particularly as institutional capital seeks differentiated yield.
The pandemic years marked a turning point in how markets define securitizable value. As businesses in innovation-led sectors faced capital constraints, they turned to non-traditional financing methods including revenue sharing, royalty securitization, and digital asset issuance. This contributed to a broader redefinition of what constitutes an investable asset. Financial intermediaries began to transition from simple market facilitators to creators of new investment products built around intangible value.
During the outlook period, growth will be sustained by continued innovation in financial structuring, increased adoption of alternative securities, and the integration of decentralized finance into mainstream markets. With ongoing volatility and rising interest in non-traditional asset classes including intellectual property, subscription models, and tokenized revenue streams securities dealing is expected to play a pivotal role in the evolution of capital markets.
Products and Services
The industry’s services are segmented below.
Figure 6: IP Licensing in the US: Products and Services (IBISWorld, 2025)
Advising Fees, 13.0% Other, 12.0%
Underwriting Services (Equity), 12.9%
Equity Underwriting
Underwriting Services (Debt), 10.5%
Trading and Related Services, 51.6%
IPSE most directly fits into equity underwriting, adapted for a new asset class intellectual property. Traditionally, equity underwriting involves investment banks serving as intermediaries between companies and public markets, helping businesses raise capital by issuing common stock, preferred equity, or related securities. These firms structure offerings, price shares, and facilitate initial public offerings (IPOs) or secondary listings.
In 2025, equity underwriting continues to be a key revenue stream for investment banks, supported by a wave of IPOs in tech, biotech, and alternative finance. According to IBISWorld and PitchBook, equity underwriting activity is projected to account for 14.1% of total US investment banking revenue in 2025, up from 12.9% in 2022. This growth is driven by rising valuations, favorable capital markets conditions, and demand for non-traditional asset securitization.
The surge in alternative equity offerings including SPACs, royalty-backed securities, and tokenized assets has expanded the definition of what can be underwritten. Market participants are increasingly turning to equity markets to fund IP-driven ventures, leveraging novel securitization structures. This shift positions IP-based securities as a high-potential subsegment within the broader equity underwriting landscape.
I NTELLECTUAL P ROPERTY L ICENSING IN THE US
A significant portion of IPSE’s revenue is also derived from licensing activities, particularly through the monetization of securitized IP and the third-party use of its proprietary platform technologies. This role mirrors the traditional IP licensing model, wherein rights holders generate income by granting usage rights to patents, copyrights, and trademarks. In this context, IPSE serves as both an enabler and intermediary in the transformation of intellectual property into scalable, revenue-generating assets.
Industry Performance & Outlook
By the close of 2024, industry revenue reached approximately $66.0 billion, representing a CAGR of 0.4% over the five-year period since 2019. Over the five years to 2029, the industry is projected to expand more robustly, with revenues expected to rise at a CAGR of 2.6%, reaching $74.9 billion.
The Intellectual Property (IP) Licensing industry plays a critical role in the modern economy by enabling rights holders to monetize their intangible assets such as patents, trademarks, brand names, and media properties through structured licensing agreements. Rather than manufacturing or distributing products themselves, licensors earn income by assigning usage rights to third parties, typically in the form of royalty payments. These licensing arrangements grant licensees the ability to use or commercialize valuable IP, offering licensors exposure, brand extension, and premium pricing opportunities without the capital investment typically required to build a brand or develop distribution infrastructure. The industry excludes traditional franchise systems tied to product purchases and the leasing of tangible goods.
In recent years, an increase in consumer spending and corporate investment has driven substantial growth in licensing activity. While the global COVID-19 pandemic temporarily suppressed revenue, the recovery was swift, particularly in sectors such as entertainment and consumer products. As content demand surged in streaming, gaming, and music, rights holders with portfolios of popular films, television properties, and music catalogs experienced significant upticks in licensing revenue often with minimal operational overhead. This dynamic has enabled rights holders in media and creative industries to operate with high margins and scalable income models. Meanwhile, franchise licensing rebounded as large chains resumed expansion efforts and leveraged licensing as a cost-effective growth strategy. According to data from the International Franchise Association and FranData, the number of franchised establishments in the United States grew by 2.2% in 2023, indicating renewed confidence in branded partnerships.
Several structural tailwinds support this outlook. First, the entertainment sector continues to evolve rapidly, with global production volumes increasing across both traditional studios and digital-native platforms. As streaming services compete for original content, licensing agreements will remain a preferred route to access valuable IP without incurring development risk. Second, large corporations are increasingly relying on franchise and co-branding models to extend market presence, particularly in emerging markets where localized expertise and distribution are vital. Third, increased advertising and consumer engagement with brand-name products are expected to reinforce the value of licensing as a strategic marketing tool.
Products and Services
While franchise and trademark licensing remain dominant by volume, patent licensing represents the most scalable opportunity for direct securitization of innovation, particularly in tech, healthcare, and industrial sectors. Each category below reflects varying risk, revenue structure, and capital formation potential.
Patent Licensing
Patent licensing accounts for approximately 23% of total IP licensing activity, yet it represents the most dynamic and under-leveraged source of monetizable innovation. Patents confer exclusive rights to inventions across diverse industries such as biotechnology, software, hardware, green energy, and artificial intelligence. Royalties are typically negotiated based on product performance, technology adoption, or regulatory approval milestones. While legal risks and valuation complexities are notable challenges, patent portfolios particularly in life sciences and deep tech offer exceptional opportunities for yield-backed financial instruments. The increasing use of smart contracts, licensing automation, and patent analytics tools is reducing friction in these transactions, paving the way for securitized capital structures based on future royalty flows.
Franchise Licensing
Franchise licensing dominates the industry, accounting for approximately 42.9% of industry revenue. In this model, brand owners license their trademarks and business systems to franchisees, enabling them to operate under a unified brand in exchange for fees and ongoing royalties. While this licensing structure has historically been strong in sectors like food service and retail, its core value lies in brand scalability and market penetration without capital expenditure by the brand owner. Franchise-based IP is increasingly viewed as a stable, recurring revenue stream with potential for securitization in bundled royalty products especially where contractual obligations and financial performance are standardized.
Figure 7: IP Licensing in the US: Products and Services (IBISWorld, 2025)
Franchise
Trademark
Trademark Licensing
Trademark licensing represents roughly 31.7% of the industry, encompassing brand, logo, and character IP monetized across consumer goods, fashion, and entertainment sectors. This model enables companies with valuable trademarks to earn royalty income by authorizing third parties to use their brand in merchandise production or digital media. The rapid rise of e-commerce and creator-led retail has driven demand for high-recognition branding, particularly in online channels where consumer trust is shaped by visual identity and perceived legitimacy. Trademark assets with multi-platform relevance especially those connected to digital-native brands are increasingly attractive candidates for structured IP financing or fractional revenue participation models.
K EY I NDUSTRY T RENDS
As IPSE facilitates direct securitization and public trading of IP assets, its growth trajectory is deeply aligned with transformative macroeconomic and sectoral shifts
Integration of Advanced Technology in IP Management & Financing
The digitization of IP management and licensing is accelerating at an unprecedented pace. Traditional manual systems are being replaced by software-as-a-service (SaaS) platforms, blockchain registries, and artificial intelligence tools that automate everything from ownership verification to royalty tracking. AIenabled IP valuation models are also gaining traction, offering new methods for estimating market potential and risk-adjusted returns of patents, trademarks, and copyrights.
This technological infrastructure is not only transforming how IP is managed, but also how it is financed. Platforms now enable IP-rich entities to tokenize or securitize their intangible assets, facilitating real-time compliance screening and automated reporting a necessary foundation for building public trust and investor confidence in newly securitized IP-backed instruments.
Surge in IP-Backed Financing and Royalty Monetization Deals
Although different from IPSE, IP-backed financing is gaining momentum as inventors, artists, and corporations increasingly use their intangible assets to raise capital. High-profile deals in recent years include:
• Eagle Pharmaceuticals secured a $69 million royalty-backed loan in 2023 using projected revenue from its cancer drug Pemfexy highlighting growing institutional trust in pharmaceutical IP as a revenue-generating, financeable asset, a key validation for IPSE’s strategy in directly securitizing healthcare patents.
• Universal Music Group purchased Bob Dylan’s entire catalog in 2020 for over $300 million, proving that legacy music IP is a stable, appreciating asset class IPSE enables similar monetization for mid-tier creators via fractionalized public offerings.
• Taylor Swift’s master recordings were sold for $300 million in 2019, then resold to Shamrock Capital highlighting both the economic and strategic control value of IP, which IPSE democratizes by allowing artists to securitize their rights instead of selling them outright.
• Royalty Exchange, a marketplace facilitating over $100 million in IP royalty deals, reports average investor returns of 15%, illustrating high demand for securitized IP income IPSE scales this model by creating public, liquid markets for these assets.
• Blackstone’s $1 billion partnership with Hipgnosis Song Capital in 2022 marks major private equity entry into music IP investment, signaling that large funds now view IP as a premium alternative asset IPSE captures this momentum by securitizing untapped IP at earlier stages.
These deals reflect growing investor appetite for income-generating IP, and IPSE completely transforms the way things are currently handled by fractionalizing and directly securitizing IP into publicly tradable securities.
Explosion in Intangible Asset Value Among Public Companies
Corporate value has shifted dramatically from tangible to intangible assets over the past four decades. According to Ocean Tomo’s 2023 Intangible Asset Market Value Study, intangible assets now account for over 90% of the total market capitalization of S&P 500 companies, up from just 17% in 1975. These assets include patents, trademarks, software, proprietary data, media content, and trade secrets none of which are typically reflected in traditional financial statements at fair market value.
Despite their dominance in enterprise valuation, intangible assets remain largely illiquid and underutilized in capital formation. Conventional financial systems have struggled to price and collateralize IP efficiently, leaving billions of dollars in economic value untapped. This disconnect has catalyzed the development of new securitization frameworks, fractional ownership models, and alternative vehicles designed to convert IP into investable, tradable securities.
Rise of Alternative Asset Classes Among Institutional and Retail Investors
Global investor appetite is increasingly shifting toward non-traditional, yield-generating assets in response to market volatility, inflation concerns, and saturated equity markets. According to Preqin, global alternative assets under management (AUM) totaled $13.7 trillion in 2023 and are projected to reach $23.3 trillion by 2027. This expansion is fueled by institutional demand for assets that offer lower correlation to public markets, along with the emergence of platforms that make alternatives accessible to high-networth individuals and retail investors.
Among the fastest-growing segments are music royalties, IP revenue streams, and asset-backed tokens each offering distinct advantages in terms of cash flow, risk dispersion, and inflation protection. Fund managers and family offices are increasingly allocating capital to intellectual property, recognizing it as a long-duration asset class with embedded growth potential, especially in the context of recurring digital consumption and global content licensing.
Growing Global Trade in IP Assets and Licensing
The global trade in IP assets has expanded more than 17-fold between 1990 and 2022, reaching approximately $446 billion, according to the US Chamber of Commerce. IP licensing alone accounts for a growing share of multinational revenues, particularly in sectors like software, media, pharmaceuticals, and industrial technology. Governments are also recognizing the macroeconomic importance of IP monetization. Several advanced economies now include IP value in GDP accounting frameworks, while
institutions such as the World Intellectual Property Organization (WIPO) and the OECD are working to harmonize cross-border licensing and taxation guidelines. These developments point to a maturing global IP ecosystem, where IP is treated not just as a legal construct but as a tradable, revenue-generating asset with international demand.
Democratization of Investment Access Through Fractionalization
The rise of fractional ownership has transformed access to previously exclusive asset classes such as real estate, fine art, and venture capital. Platforms like Masterworks (art), Fundrise (real estate), and StartEngine (startup equity) have collectively raised over $3.5 billion from individual investors over the past five years, reflecting growing demand for accessible, non-institutional investment opportunities. Regulatory changes, including the SEC’s Regulation A+ and expanded crowdfunding frameworks, have further lowered barriers to participation in alternative markets.
Fractionalization is particularly powerful when applied to assets with cultural or emotional resonance, such as music, film, and entertainment IP sectors that combine financial returns with a sense of ownership and identity. As investors seek deeper engagement with their portfolios, fractional IP ownership offers a unique blend of capital appreciation, royalty income, and alignment with cultural movements or emerging technologies.
T ARGET M ARKET D EMOGRAPHICS
The target markets for IPSE can be divided into two core groups: IP asset originators (supply-side) and IP asset investors (demand-side). These are outlined below with specificity.
Supply Side – IP Asset Originators
These are individuals or entities who own or create intellectual property and are seeking capital without selling full ownership or giving up creative/operational control. The total addressable creator and IP originator market in the US exceeds 85 million entities and individuals, with over 250,000 in high-value IP creation roles (filmmakers, musicians, writers, and researchers). Monetization appetite is high across creative and innovation-intensive verticals, especially among those seeking capital without equity dilution or loss of IP control.
Moreover, with over 33 million small businesses and 80,000+ IP-rich startups, the latent demand for asset-backed financing based on IP value is significant but under-addressed by traditional finance. Academic and institutional research bodies add a layer of high-potential but often idle IP, where securitization can unlock meaningful economic value.
Segment
Independent Filmmakers 175,300
Movie & Video Producers
YouTubers / Content Creators
45,550
51 million
Musicians & Music Rights Holders 169,300
Writers and Authors
49,500
Startups (IPintensive) 82,038
Small Businesses 33.2 million
Large Corporations
20,000
Postsecondary Institutions 5,916
Content creators working in indie and commercial film sectors seeking funding for production and distribution rights.
Studios and production firms managing full-scale content development and financing.
Includes monetized channels across YouTube, podcasts, and streaming platforms. Pew estimates ~12M U.S. creators earn revenue on these platforms.
Includes performing artists, composers, and rights managers. IP-rich segment with frequent royalty flows.
Typically hold copyright-based revenue (books, scripts, etc.). Includes selfpublishers.
Registered early-stage firms holding at least one patent or proprietary innovation.
Majority of US enterprises; may include design, branding, or software IP.
Hold the majority of high-value patents and IP portfolios across pharma, tech, and energy.
Includes universities with active tech transfer offices.
Research Institutions 3,941
Labs, NGOs, and research firms with proprietary innovations across scientific domains.
Potential
High: Crowdfunding and indie production demand securitization options.
High: Need structured capital for scalable content production.
Moderate–High: Growing appetite for recurring ad/royalty securitization.
Very High: Proven market for royalty monetization and catalog securitization.
Moderate: Can be bundled as IP-backed revenue products.
High: Strong incentive for non-dilutive growth capital.
Variable: Opportunities in niche licensing or bundled IP products.
Very High: Often underleverage or spin off IP assets.
High: Academic patents often licensed but not securitized.
Moderate–High: Monetization through patent securitization possible.
Figure 8: IP Asset Originators (US Bureau of Labor Statistics, Statista, IBISWorld, DemandSage, National Center for Educational Statistics, Pew Research Center)
Demand Side – IP Asset Investors
The US investor population offers significant depth and diversification for IP-based securities. Institutional players bring scale and long-term mandates, while high-net-worth individuals (HNWIs) and fintech-savvy investors bring flexibility, early adoption potential, and cultural engagement. Together, these segments represent a multibillion-dollar addressable market for structured, securitized IP investment products.
High-NetWorth Individuals
/
22.4 million
Includes pension funds, endowments, mutual funds, sovereign wealth funds, insurance firms, and asset managers. Control over 80% of US equities’ market cap.
Very High: Capable of deploying significant capital into IP-backed securities as part of alternative asset mandates.
Individuals with >$1M in investable assets. Includes accredited investors, angel investors, and ultra-high-networth (UHNW) individuals.
Financially literate individual investors engaged in crowdfunding, fintech platforms, or thematic investing (e.g., music, media, tech).
High: Actively seek diversified, yield-oriented alternatives; receptive to fractional ownership of IP assets.
Moderate–High:
Growing interest in fractionalized and tokenized investment opportunities.
Figure 9: IP Asset Investors (Statista, FINRA, Investment Company Institute, Capgemini World Wealth Report, SEC Accredited Investor Bulletin)
COMPETITIVE ANALYSIS
C OMPETITIVE L ANDSCAPE
As the first mover in Intellectual Property Securities (IPS), IPSE faces no direct competitors offering regulated, equity-style securitization of IP assets for public markets. While the Company competes indirectly with asset-based lenders, their debt-focused models lack the liquidity, ownership retention, and investor access enabled by IPSE’s approach.
IPSE’s patents form a substantial barrier to entry for new entrants, especially given its strategic alignment with NASDAQ, which co-owns and operates the proprietary listing infrastructure developed in collaboration with the Company. As previously mentioned, over $12 million will be invested by IPSE into developing security protocols and exchange compatibility, making replication both cost-prohibitive and legally challenging for would-be entrants. NASDAQ’s adoption of this system further reduces the likelihood that any competing platform would be authorized or supported by major exchanges.
To protect its leadership position, IPSE can also deploy an insurance wrap around its core patent holdings, providing additional legal and financial protection against infringement challenges. Given these advantages, IPSE maintains a highly defensible position within a rapidly emerging market, effectively constructing a competitive moat around IP securitization.
Figure 10: Indirect Competitors
Model / Entity Description
Bowie Bonds (1997)
IP-Backed Debt (Bond)
Royalty Exchange
Royalty Marketplace
SoftBank IP Lending
IP Collateralized Lending
IPwe / IBM Blockchain
IP
Tokenization & Licensing
SPACs with IP Firms
Alternative Equity Offering
Bonds backed by the future royalty revenue of David Bowie's music catalog. Investors received fixed income.
Facilitates the buying and selling of music and IP royalties in auction format.
Provides loans to companies using patents as collateral for financing.
Uses blockchain for IP licensing and tokenization; IBM and IPwe tokenize patents for analytics and smart licensing.
Special Purpose Acquisition Companies acquiring IP-centric firms to take them public.
Key Limitation
Structured as debt; not fractional equity; no public trading.
Peer-to-peer royalty sales; not public securities; no automated listing.
Structured as loans; IP not securitized or traded; collateral remains untouched unless in default.
Focus on licensing and registries; no equity securitization or exchange integration.
Entire companies are acquired; no direct monetization of individual IP assets.
SWOT A NALYSIS
Acutely understanding the competitive landscape of the securities market, IPSE has identified its strengths, weaknesses, opportunities, and threats below.
Figure 11: Strengths
Strengths Details
First-Mover Advantage
Patent-Backed Business Model
Strategic Integration with NASDAQ
IPSE is the first company to offer direct securitization of IP assets as publicly tradable equity instruments, giving it unmatched lead time in regulatory alignment, product development, and market education.
The Company owns business process patents covering its securitization and listing mechanisms, which create legal barriers to entry. Any attempt to replicate this model would likely result in costly litigation or forced licensing.
IPSE will invest $12 million in co-developing security protocols with NASDAQ. The joint ownership of platform technology and patents gives IPSE a lock-in with a Tier 1 exchange, making it exceedingly difficult for competitors to obtain the same infrastructure support.
Cross-Sector Applicability
Automated Compliance & Screening (Securitizor)
Liquidity through Public Markets
The model is agnostic to IP category, enabling securitization across music, film, healthcare, software, energy, and consumer tech. This wide applicability expands total addressable market and investor exposure.
The proprietary platform automates validation, compliance, and screening for IP assets, reducing the operational burden and risk of manual due diligence and improving scalability.
Unlike royalty exchanges or private IP lending models, IPSE’s model provides actual liquidity via regulated exchanges, enabling real-time trading of fractional IP securities.
Alignment with Investor Trends
Taps into growing appetite for yield-bearing, non-correlated, culturally resonant assets (e.g., music royalties, film scripts, biotech patents) from both institutional and retail investors.
12: Weaknesses
Weaknesses Details
Early-Stage Platform Deployment
As of the current period, IPSE's platform is in alpha stage, with full deployment, liquidity support, and broad market integration still pending.
Market Education Required
Subjectivity in IP Valuation
Regulatory Complexity Across Jurisdictions
Because IP Securities are a novel asset class, the Company must invest heavily in educating creators, IP holders, investors, and regulators to foster adoption and trust.
While ABL markets offer baseline frameworks, IP valuation remains assetspecific and dependent on legal clarity and future earnings potentially creating investor skepticism.
IP laws and securities regulations vary widely across countries and even US states, potentially complicating international listings and cross-border securitization of IP assets.
Reliance on NASDAQ Infrastructure
Unproven Secondary Market Liquidity
While NASDAQ integration is a strategic strength, it also creates platform dependency. Any breakdown in this relationship could pose serious operational risks or require re-engineering at scale.
Although the model promises liquidity, the actual depth of trading markets for IP securities remains untested. Market-making mechanisms may be needed to support early-stage trading volumes.
Figure
Opportunities Details
$23.3 Trillion in Alternative AUM by 2027
According to Preqin, alternative investments are forecast to grow to $23.3 trillion by 2027, with increasing allocations to yield-based and non-correlated assets like royalties and IP, creating massive institutional demand for IPS.
Securitization of Dormant IP
Cultural and Emotional Investor Appeal
Institutional-Grade Royalty Structures
Geographic Expansion & IP Globalization
Tokenization & Blockchain Compatibility
Thousands of underutilized patents held by universities, R&D labs, and corporations can now be monetized. IPSE provides a pathway for these entities to access capital markets without selling or licensing their IP outright.
Unlike traditional securities, IP securities (e.g., music, films, video games) appeal to investors emotionally and culturally, increasing the appeal for fractional retail investors seeking both identity and income.
IPSE's ability to structure IP assets into equity-style securities with embedded royalty distribution opens the door for integration into fixedincome portfolios, especially for pensions and family offices.
As global IP trade exceeds $446 billion, IPSE can expand into markets with rich IP ecosystems (e.g., India, Korea, Germany), creating cross-border IP investment products tied to royalties, streaming, or tech deployment.
IPSE’s equity-based securities can evolve to incorporate tokenization for faster settlement, global access, and compliance auditing particularly attractive to younger, fintech-native investors.
Threats Details
Patent Litigation Risk
Blockchain-Based Competition
Uncertain Regulatory Classification of IPS
Platform Security & IP Fraud
Volatility in Media and Biotech Sectors
Dependence on IP Ecosystem Growth
Despite holding patents, the novelty and profitability of the model may attract legal challenges from adjacent players or legacy institutions looking to delay adoption or force licensing.
Large fintech or DeFi firms could enter the space via tokenized IP markets, bypassing traditional exchanges and using smart contracts for royalty distribution. This poses a decentralized threat to IPSE’s model.
Regulators may impose stringent securities laws or redefine IP-backed equity instruments, especially as fractional ownership blurs the line between utility and security.
The integrity of the system depends on strong legal validation of IP ownership and provenance. Any IP fraud, misrepresentation, or legal dispute over listed assets could damage investor confidence.
Many IP securities will be tied to creative or speculative assets (e.g., films, tech patents), which are inherently volatile. Earnings may be difficult to forecast, affecting investor returns.
If new IP creation slows or enforcement weakens due to changes in copyright/patent law, the underlying asset base for IPS could stagnate or decline.
Figure 14: Threats
MARKETING PLAN
M ARKETING O VERVIEW
IPSE will implement a multi-channel marketing and customer acquisition strategy to drive awareness and demand for its pioneering intellectual property securities platform. The Company’s marketing initiatives includes maintaining a dynamic website and leveraging social media channels to promote IP offerings. Additionally, IPSE will deploy direct marketing efforts by forming strategic partnerships with entertainment studios, tech transfer offices, and startup incubators. The Company will also empower its sales team to actively onboard IP holders and guide them through the securitization process.
To support platform adoption, IPSE will offer educational resources including live online classes, explainer videos, and 24/7 onboarding support for issuers and investors unfamiliar with IP securities. Combining digital tools, trusted relationships, and content-driven engagement, IPSE aims to establish itself as the leading marketplace for fractional IP ownership delivering capital access to creators and differentiated yield opportunities to investors.
D IRECT M ARKETING S TRATEGIES
Business Development
IPSE’s sales strategy is built on a performance-based model focused on direct outreach and client acquisition. All employees begin as brokers responsible for sourcing and onboarding IP asset originators, with full-time roles offered only to those who meet clear performance targets. This ensures a lean, motivated sales force focused on results. The sales team will be trained to guide clients through the securitization process, making education part of the sales approach. Founder Marc Deschenaux will lead high-level business development efforts, leveraging his global network to secure key partnerships and high-value listings.
To facilitate adoption and drive growth, IPSE will provide the following support channels:
• Online Courses and Video Content: A library of step-by-step instructional videos and courses to help creators and investors understand the securitization process, IP valuation, and listing workflows.
• Live Online Classes: Scheduled interactive sessions led by IPSE staff and industry experts, guiding users through onboarding, compliance, and investment participation.
• 24/7 Customer Support: A round-the-clock support system ensures users can access help at any time, especially as they navigate legal or technical aspects of asset submission and listing.
• Licensed Legal Advisors On-Demand: IPSE can retain licensed attorneys or legal specialists to support creators with licensing, rights verification, and compliance ensuring every asset is market-ready.
Networking
IPSE’s networking strategy is a core pillar of its business development efforts, focused on leveraging the Company’s direct access to high-value IP sources. The Company has "super access" on IMDB to identify film and media IP holders quickly, along with personal connections throughout the entertainment vertical, allowing the team to surface an estimated $50 billion in IP listings within weeks.
The management team’s longstanding relationships with producers, studios, and rights holders provide a reliable pipeline of premium IP opportunities across entertainment, publishing, and innovation-driven sectors. These connections will accelerate deal flow and supporting the Company’s position as the first mover in IP securitization.
Word-of-Mouth & Referrals
IPSE will leverage a word-of-mouth referral strategy as a core component of its acquisition model. Existing users, both IP issuers and investors, may be incentivized to refer new participants to the platform, creating a self-reinforcing network of trust and engagement. This referral engine will be further supported by partnerships with studios, tech companies, and academic institutions, enabling broader exposure and deal sourcing through trusted relationships. This approach not only reduces acquisition costs, but builds a qualified, loyalty-based ecosystem of users who actively promote the platform.
D IGITAL M ARKETING S TRATEGIES
Website
The Company uses its website as a central marketing and informational hub to educate visitors about its groundbreaking approach to intellectual property securitization. The site features a clean, professional design with clear navigation, investor and issuer portals, and high-level overviews of the Securitizor platform. It highlights the Company’s first-mover advantage, leadership team, and sector opportunities while encouraging engagement through contact forms and email capture. The website also supports brand credibility and outreach by showcasing media coverage, legal insights, and technical capabilities.
15: IPSE's Home Page – ipsecorp.com
Social Media / Financial Platforms
IPSE will maintain an active presence on Meta, YouTube, and LinkedIn to expand its digital footprint and engage diverse audiences across sectors.
In addition, the Company will establish a presence on professional and financial platforms such as, but not limited to, Bloomberg, AlphaSense, Slack, Quora, and Xing (Germany), to reach institutional investors, analysts, and IP-focused communities. Through these channels, IPSE enhances brand visibility, drives platform traffic, and supports ongoing market education and investor engagement.
Figure
OPERATIONS PLAN
C ORPORATE I NFORMATION
Headquarters & Contact
Geneva, CH
Rue François Bonivard, 106th Floor 1201
Geneva, Switzerland
Phone: +41 22 510.25.00
Email: info@ipsecorp.com
Los Angeles, CA, US 1334 Westwood Blvd., Suite 6 90024
The Company’s Management Team and Board of Directors is highlighted below, reflecting a diverse blend of financial, legal, operational, and sector-specific expertise critical to executing IPSE’s strategic vision and scaling its global securitization platform.
Figure 16: Projected Organizational Structure
Marc Deschenaux (President & CLO)
Dourgam Kummer (CFO)
Jeremie Oades (CEO)
Neddy Otmani (COO)
Christian Frampton (CMO)
Skender Djendoubi (CSO)
Mohamed es Fih (CTO)
M ANAGEMENT T EAM & B OARD OF D IRECTORS
Marc Deschenaux – President & CLO
Marc Deschenaux is a globally recognized expert in corporate finance and securities law, with decades of experience structuring private placements, IPOs, and sovereign loans across international markets. He has successfully raised capital both equity and debt for companies and governments, spanning industries from real estate to intellectual property. Marc specializes in complex financial negotiations and contract structuring, providing multilingual legal support in French, English, Italian, and German.
In 1998, he pioneered the financialization of IP by founding the World Intellectual Property Securities Exchange Corporation (WIPSEC), the first platform to list securities backed by patents, music, films, and technology. His mission has long been to empower creators and inventors by offering direct market access to capital.
A serial entrepreneur, Marc has founded 48 companies, sold 32 at a profit, and held board positions in over 50 organizations worldwide. He also has deep roots in the entertainment industry, having produced musical talent under his label Aback and acquired publishing rights through Publishing World.
Christian Frampton – CMO
Christian Frampton is a seasoned investment strategist and capital markets advisor. He is a Partner at Swiss Financiers, where he leads IPO preparation and public market strategies for global clients. He also serves as Managing Partner & CEO of Providenzia Capital Group (Suisse) SA, and is a partner at Genii Capital, an active investment group with diversified holdings.
Previously, Christian co-founded Helvetica Wealth Management Partners SA and held senior roles at Banque Piguet & Cie. His career spans top-tier institutions including PwC, Clariden Bank (Credit Suisse), and Banque Scandinave, giving him a strong foundation in corporate finance, asset management, and institutional advisory.
Dourgam Kummer – CFO
Dourgam Kummer brings over two decades of executive experience in financial operations and corporate governance, with leadership roles across startups and publicly listed firms on both the Swiss Stock Exchange and NASDAQ. His core expertise includes project and equity financing, restructuring, IPO readiness, and process management.
He is known for structuring scalable finance teams and navigating companies through growth and regulatory transitions. Dourgam has completed advanced business administration and structured finance programs at the International Institute for Management Development (IMD).
Jeremie Oades – CEO
Jeremy has over 40 years of global finance experience, leading derivatives and prime brokerage teams at ING, UBS, and Morgan Stanley. A former partner at Prospect Asset Management and Swiss Financiers, he also advised the Qatari Royal Family Office. He most recently redesigned the business strategy of Marco Polo Exchange, a leading global Fintech, as their Chief Solutions Officer. Jeremy has lived and
worked in London, Tokyo, Hong Kong and New York. He was educated at Haileybury College and University of London.
Mohamed Es Fih – CTO
Dr. Mohamed Es Fih is a seasoned technology executive and cross-border digital commerce strategist with over two decades of global experience. A dual French and Moroccan citizen, Dr. Es Fih has founded and advised multiple ventures across AI automation, compliance, and e-commerce, including RTILA.com and DataInFact. His expertise spans AI-powered infrastructure, AML frameworks, and scalable digital ecosystems. He has consulted for global institutions such as the United Nations, USAID, and the World Bank, helping over 3,000 companies and public agencies adopt digital transformation strategies.
Dr. Es Fih holds a PhD in Mobile Payments and has authored key policy publications for UNCTAD and the International Trade Centre. Fluent in the technical, legal, and commercial dimensions of e-commerce, Dr. ES FIH brings to IPSE a rare combination of regulatory insight, engineering rigor, and entrepreneurial execution.
H EADCOUNT & S ALARIES
Projected headcount and salaries over the five year period are noted below. Figure 17: Headcount
Figure 18: Headcount & Salaries
S ALES C YCLE , T ASKS
, AND R OLES
IPSE’s sales cycle is structured around a 10-stage, probability-weighted model designed to reflect increasing levels of client commitment and funding certainty.
19: Sales Cycle, Tasks, and Rols
Figure
FINANCIAL PLAN
F UND U SES
IPSE is seeking to raise $25,025,000 to support the continued development, operational expansion, and public market readiness of its platform. The proceeds will be allocated across strategic areas critical to scaling the business, deepening technological capabilities, and preparing for a successful IPO.
20: Use of Funds
K EY F INANCIAL A SSUMPTIONS
Overview
Intellectual Property Security Corporation (IPSE) has implemented a business model around the securitization of intellectual property addressing global market, such as, but not limited to:
IPSE has concentrated its financial model on two primary sectors to introduce its offerings related to intellectual property securitization:
1. Audiovisual content: This includes documentaries, reality TV, and films, primarily from the United States.
2. Technological patents: These are concentrated in five key regions: the USA, Switzerland, the European Community (28 countries), South Korea, Japan, and China.
Audiovisual Content/Film Securitization
IPSE manages a contractual portfolio exceeding $500 million in both existing and upcoming films slated for securitization, with a total portfolio surpassing $1 billion in film libraries. The revenue model utilizes benchmarks considering actors' market value categories (top celebrities, celebrities, and former celebrities), film budgets, and the existing market potential for success.
Initially, IPSE's solution assesses the feasibility and viability of securitizing a film, while clearing all rights associated with the project. Once validated, producers can opt to partially or fully securitize the rights associated with their film, including audiovisual rights and merchandising.
For the purposes of the financial model, IPSE projects 60 films to go through initial assessment in the first month of operations, with this volume growing at an 8% monthly growth rate to reach 140 films by Month 12 of Year 1. The assessment fee is $100,000 per film. Assumptions are detailed below.
Figure 21: Film Initial Assessment / Feasibility Analysis / Rights Clearing
Of total films assessed, 25% are projected to be securitized. Securitization fees range from $500,000 for cartoons and short films, while fees are around $2,000,000 for live action and animation features. Expedited securitization results in a 100% markup. IPSE projects a weighted average of $925,000 for the purposes of the financial model. Of total films securitized, the Company projects a 1% monthly attrition rate.
Figure 22: Securitization Assumptions
All other active films will pay a $2,500/year maintenance fee.
Figure 23: Maintenance Assumptions
Of this cumulative active total, the Company projects the average budget per movie to range between $5M - $50M, although larger blockbusters can command far more. The weighted average utilized for the projections is $25,250,000. This average is projected to increase by 5% annually.
10% of all securitized films are projected to successfully raise capital 9 month post-securitization, on average. Of this total, the Company will receive 8% as a success feel. Of this success fee, 5% is allocated toward sales commissions as a direct cost.
Figure 24: Fundraising Assumptions
Of all successfully funded films, the Company projects royalties to come into play 12 months postfunding. Average royalties are projected between $50,000 and $150,000 per month, at a weighted average of $87,500. Of this total, IPSE receives 12% as residual, of which 5% is allocated toward sales commissions as a direct cost.
Figure 25: Royalty Assumptions
Technological Patent Securitization
In 2024, the number of technological patents granted across the USA, Switzerland, European Community, South Korea, Japan, and China totals 3,247,000. The global assets lending and financing market is valued at $662 billion, with 20% allocated to patents.
For the purposes of the financial model, IPSE projects 120 tech patents to go through initial assessment in the first month of operations, with this volume growing at an 35% monthly growth rate to reach 3,257 tech patents by Month 12 of Year 1. The assessment fee is $5,000 per patent
Market size capture based on 2024 figures projects, 0.4% in Year 1 growing to 7.5% in Year 4 onwards. Assumptions are detailed below.
Of total tech patents assessed, 33% are projected to be securitized. Securitization fees range from $25,000 to $35,0000 depending on speed of process. IPSE projects the lower range of $25,000 per patent securitization within the model. Of total patents securitized, the Company projects a 1% monthly attrition rate.
27: Securitization Assumptions
All other active patents will pay a $2,000/year maintenance fee.
Figure 28: Maintenance Assumptions
3
4
$1,468,266,518 Year 5
$3,034,152,546
Of this cumulative active total, the Company projects the average fundraising need to range between $200k - $1.5M. The weighted average utilized for the projections is $605,000. This average is projected to increase by 5% annually.
75% of all securitized patents are projected to successfully raise capital 9 month post-securitization, on average. Of this total, the Company will receive 8% as a success feel. Of this success fee, 5% is allocated toward sales commissions as a direct cost. Total funds raised for technology patents totaled $662.2B in 2023. From this total, the Company captures 0.01% in Year 1, growing to 6.7% of total funds raised by Year 5.
Figure 29: Fundraising Assumptions
Figure
Of all successfully funded tech patents, the Company projects royalties to come into play 12 months post-funding. Average royalties are projected between $50,000 and $200,000 per month, at a weighted average of $80,000. Of this total, IPSE receives 12% as residual, of which 5% is allocated toward sales commissions as a direct cost.
G&A
In addition to the salaries noted in the Operations Plan, the Company projects general and administrative expenses to average $321,207/month in Year 1, growing to $707,668/month in Year 5. This includes rent, utilities, travel, phone, R&D, and contingencies.
Equity $573,555,585 $2,871,729,124 $8,942,827,275 $19,446,841,852 $33,475,284,146 Total Liabilities and Equity $573,555,585 $2,871,729,124 $8,942,827,275 $19,446,841,852 $33,475,284,146
C ASH F LOWS
APPENDIX
M OVIE P IPELINE
IPSE’s current film pipeline is illustrated below.
Figure 31: Movie Pipeline
B USINESS M ODEL & M ARKET S IZE
Trademark Securitization
Global Trademark Market Size
The trademark registration service market was valued at around $1.5 billion in 2024 and is projected to grow to $3.2 billion by 2033, with a compound annual growth rate (CAGR) of approximately 9.2% from 2026 to 2033. This growth is fueled by technological advancements such as AI and automation that streamline registration processes, as well as rising awareness of intellectual property protection.
Key factors driving growth include the globalization of businesses, increased cross-border trade, the rise of online platforms, and expanding intellectual property laws. The wellness sector and other fast-growing industries further emphasize the importance of trademarks for brand identity and consumer trust Asian IP offices now account for about 70% of global trademark filings, indicating a significant shift toward Asia as a major driver of trademark activity.
Trademark Debt Market Overview
While detailed public data on the trademark debt market size is limited, securitization and financing based on trademark assets are gaining traction as companies seek to monetize intangible assets. This market is part of the broader intellectual property securitization sector, which includes patents, copyrights, and trademarks.
The increasing recognition of trademarks as valuable financial assets supports the growth of the trademark debt market. Companies leverage trademarks for fundraising, licensing, and collateral purposes, contributing to the expansion of debt instruments backed by trademarks. The global renewals services market, which supports ongoing IP asset management, was valued at $6.01 billion in 2024 and is forecasted to reach $13.36 billion by 2033, reflecting the growing importance and monetization of IP assets.
Trademark Securitization by IPSE
The trademark securitization market is a global market that IPSE will address. However, since the technology solutions for both trademark and patent securitization are similar and patents offer a higher return, IPSE management has focused its efforts on Technological Patent Securitization and Audiovisual Content/Film Securitization.
The plan is to launch that section within the first year of IPSE’s activity.
This market is a significant and rapidly growing segment of the IP economy. Although exact current market size figures are proprietary, industry reports indicate strong growth driven by digital transformation and expanding content consumption. The key sectors contributing to growth of that industry is the music and entertainment industry, which currently holds a substantial share of the copyright licensing market and is expected to continue expanding. The revenues growth drivers include
the rise of streaming services, digital content proliferation, and increasing global demand for licensed media.
Copyright Licensing Market size
• The global copyright licensing market was valued at approximately $7.5 billion in 2022. It is projected to grow to around $12 billion by 2030, reflecting a compound annual growth rate (CAGR) of 6.2% from 2024 to 2030.
• Growth drivers include increasing digitalization of content, expansion of online platforms, globalization, advances in technology, and rising e-commerce activities.
• The U.S. alone accounted for licensing revenues exceeding $10 billion in 2022.
• The market is expected to maintain steady growth due to ongoing demand for robust copyright licensing frameworks and the rise of subscription-based entertainment services.
Digital Copyright Market
• Estimated at $8.5 billion in 2024, the digital copyright market is forecasted to reach $22.1 billion by 2033, growing at a CAGR of 11.2% from 2026 to 2033.
• This market encompasses technologies and services for protecting digital assets such as music, films, software, and e-books against unauthorized use.
• Key growth enablers include digital rights management (DRM) systems, blockchain technology for rights tracking, and increasing enforcement of copyright protections globally.
Digital Rights Management (DRM) Market
• The global DRM market size was valued at approximately $4.35 billion by 2025, with a CAGR of 15.12% during 2020-2025.
• DRM market growth is driven by the need to secure digital content against piracy, government regulations mandating data security, and technological advancements like blockchain integration.
• The media and entertainment segment within DRM is expected to grow at a CAGR of nearly 19.87%, fueled by high-speed internet and subscription-based content consumption.
Carbon Credit Securitization Services
Bundling Intellectual Property (IP) securitization services with carbon credit securitization offers several strategic and financial advantages for long-term clients:
Cost Efficiency
• Reduced Overall Fees: Bundled services come with a combined assessment and securitization fee of $60,000 per project, which is generally more cost-effective than purchasing IP and carbon credit services separately.
• Lower Annual Compliance Costs: Annual compliance and reporting fees for bundles are set at $8,000 per year, which is lower than the sum of individual maintenance fees for separate IP and carbon credit projects.
Streamlined Management
• Single Point of Coordination: Clients benefit from consolidated project management, reporting, and compliance processes, reducing administrative burden and improving operational efficiency.
• Unified Reporting: Bundling enables integrated annual reporting and compliance management, simplifying regulatory adherence and investor communications
Enhanced Fundraising Potential
• Combined Fundraising Fee: The fundraising fee remains at 8% of funds raised, applied to the combined project, potentially attracting larger or more diversified investor interest due to the broader asset base.
• Diversified Asset Portfolio: Bundling IP assets with carbon credits creates a more attractive and balanced securitized portfolio, appealing to investors interested in both innovation and sustainability.
Strategic Synergies
• Cross-Sector Opportunities: Combining IP and carbon credits allows clients to leverage synergies between technology innovation and environmental impact, aligning with growing ESG (Environmental, Social, Governance) investment trends.
• Market Differentiation: Offering bundled securitization services positions clients as forwardthinking and responsible market participants, enhancing brand value and market reputation.
Subscription Plan Advantages
Long-term clients on subscription plans (e.g., Gold or Platinum) can integrate bundled services within their packages, benefiting from further cost savings, priority service, and simplified billing.
Expedited processing fees are significant for urgent securitization needs because they cover the additional resources, prioritization, and accelerated workflows required to meet tighter deadlines. Specifically:
• Resource Allocation: Expedited projects demand dedicated teams working intensively, often outside standard schedules, to complete assessments, valuations, and issuance faster.
• Operational Impact: Prioritizing urgent projects can disrupt regular workflows, necessitating overtime or reallocation of personnel, which increases costs.
• Risk Mitigation: Faster processing requires thorough yet rapid due diligence to maintain quality and compliance, often involving higher expertise levels.
• Premium Service: The fees reflect the value of speed and the client’s need to capitalize quickly on market opportunities or meet critical funding timelines.
For example, in motion picture securitization, expedited processing can double the standard fee, illustrating the substantial premium for accelerated delivery. This ensures clients receive timely service without compromising quality or regulatory standards
