For important risk and disclaimer information, Click here.
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Tamara Williams | Managing Director
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(385) 600-1871
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Rebecca Lacy | Managing Director
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(573) 880-2974
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Executive Summary
Cote Global is scaling its intellectual property investment platform with a $500 million IP fund to invest in a series of IP Operating Companies (“IPCOs”), know-how, and brands that bring them to market.
- Why NowAI is accelerating innovation and the transformation of physical industries faster than traditional capital models were built to support. Product cycles are shrinking. Competition is accelerating. Companies need more capital faster than equity valuations can rise. One commercial path is no longer enough.
- What Cote Global ProvidesIP Capital provides funding and operations for a company’s current commercial path and to expand adoption and use of its IP through licensing and strategic partnerships. Capital is deployed based on commercial milestones.
- What’s NeededThe future depends on a new investment model for funding a company’s growth. A model that will fund, protect, and scale adoption and use of its IP beyond its current commercial path to market.
- How Cote Generates Returns IP Capital is structured to generate returns from participation in a share of revenues using a long duration, tiered royalty structure, with equity upside tied to commercial success in expanding adoption.
Royalty Finance Is On the Rise
Royalty financing is expanding now like credit markets did over the last 20 years
Steffen Meister
Executive Chairman, Partners Group
Source: CNBC, 26 Mar 2025 — youtube.com/watch?v=4c9OV95OwHU
“We believe that this is an industry that will be a multi-trillion-dollar industry”
IP Capital – How Cote Global Invests
1. Proven products, real revenue
Cote backs science- and engineering-driven companies whose innovations deliver real advantages, underwriting tangible proof of demand.
2. Royalty financing, not equity or debt
A contractual share of revenue in the form of an IP royalty recognized as cost of goods sold.
3. Underwritten to the downside
50% +/- haircut to management case. Tiered royalty structured to reach 1.0x DPI by Year 5 under the stress case and 20% average yield.
4. Self-liquidating, no exit required
100% of base case return from cash flows. IP expansion and buyout optionality accelerate the return of cash and protect downside.
5. Milestone-based deployment
50% +/- at signing; balance against commercial, clinical, or regulatory milestones. Aligns deployment with value inflection points.
6. Co-underwritten with institutional capital
Concurrent equity raise required from institutional or strategic investors, ensuring independent diligence of venture growth.
Illustrative Returns
$20M deployment | 5% / 2.5% / 1.25%-tiered royalty | 3.0x cap ($60M) | Based on an active pipeline company’s revenue trajectory
Tiered royalty: 5% → 2.5% → 1.25%, stepping down on cumulative return rather than time. If revenue underperforms, investors stay in the higher-rate tier longer.
Management Team
Robert Cote – CEO, IP Investments
Leading IP investor and lawyer globally with 25 years of experience in IP investments with deep-tech companies; generated $3B+ in IP royalties lifetime
Pierre Hubert – Chief IP Officer, IP Management
Former partner in the IP litigation groups of two leading global law firms; 25+ years of experience in developing and enforcing IP rights to IP tech assets globally
Kalyan Banerjee – Partner, IP Operations
Co-founder and CGO of Lumenci. Expert in patents, source-code analysis and AI. $2B+ in IP outcomes. Testifying expert. IIT Roorkee.
Melissa Roth Mendez – Chief Brand Officer, IP Brands
Former Global Vice President of brand strategy and protection, responsible for safeguarding Burberry’s IP brands and enforcing its IP brand rights globally
Ahmed Taieb – VP, IP Investments
Direct investment experience in a family office setting across growth and venture equity, with sector focus on digital healthcare. Previously at FTI Consulting and Deloitte M&A; CFA Charterholder.
Erin Hudson – General Counsel
Former securities litigator with Akin Gump and partner at a boutique law firm specializing in project finance in the energy sector; experience as GC for early and late-stage startups
Greg Lavender – Technology Advisor
Former CTO of Intel. Previously CTO of VMware and CTO for Cloud Architecture at Citi. PhD Computer Science, Virginia Tech
Robert Shapiro – Economic Advisor
Economist for U.S. Presidents and Global Leaders; Co-authored seminal studies with the current Director of the National Economic Council on the impact of IP on the U.S. and global economies
Specific Risks
- Execution Risk: IPCOs must scale and commercialize IP effectively and are partially dependent on Product Co performance
- Liquidity / Exit Timing Risk: Returns are realized primarily through Product Co exit events, which may be delayed
- Valuation / IP Asset Risk: IP assets are inherently complex, with valuations that are not easily benchmarked
- Scaling Risk: Expanding across multiple IPCOs requires operational consistency
- Private securities are speculative, illiquid, and carry a high degree of risk – including the loss of the entire investment
