OpenIP
Workflow

From disclosure to first qualified conversation

OpenIP wraps around your existing TTO process: it structures briefs, surfaces companies, and keeps humans in control at every decision point.

Keep your current intake and outreach motions. OpenIP layers enrichment, discovery, and signals so officers can move faster without losing the context that makes your portfolio unique.

1Step 1

Upload your briefs

Upload PDFs or pull in existing listings from your site. OpenIP parses them into structured text so nothing is lost.

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2Step 2

Enrich into market-ready brief tiles

Run a five-step enrichment: title rewrite, taxonomy extraction, summary, key attributes, and a canonical brief object.

Enriched brief tile
Enriched brief placeholder
2Step 2

Enrich into market-ready brief tiles

Run a five-step enrichment: title rewrite, taxonomy extraction, summary, key attributes, and a canonical brief object.

Enriched brief tile
Enriched brief placeholder
3Step 3

Run discovery per brief

Kick off one-click discovery to generate a ranked list of candidate companies with initial fit scores per brief.

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4Step 4

Enrich the most promising companies

Deepen selected companies into dossiers with Cold/Warm/Hot triage, Match/Signal/User scores, and narrative insights.

4Step 4

Enrich the most promising companies

Deepen selected companies into dossiers with Cold/Warm/Hot triage, Match/Signal/User scores, and narrative insights.

5Step 5

Triage and act

Licensing officers see which companies to focus on this week and why, backed by signals from news, filings, and deals.

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6Step 6

Learn from outcomes

Mark outcomes, track conversations, and let the system learn patterns that accelerate future briefs.

6Step 6

Learn from outcomes

Mark outcomes, track conversations, and let the system learn patterns that accelerate future briefs.

Where humans stay in control

Automation accelerates; people decide.

Every loop keeps your team in charge of priorities, context, and relationships.

Choosing which briefs to prioritize each week.

Deciding which companies deserve deeper enrichment.

Interpreting signals within your institution's context.

Owning relationships, outreach, and negotiation steps.

See this workflow on your own portfolio.

Share a sample brief and we will walk through the enrichment, discovery, and signal-driven triage built around your process.