Portfolio Management

Portfolio Command Center

A centralized dashboard to track the status, value, and next steps for every asset in your innovation pipeline. Gain complete visibility and control over your tech transfer portfolio.

Why Portfolio Visibility Matters

Managing a tech transfer portfolio without a unified view leads to missed opportunities and inefficient resource allocation

Real-Time Pipeline Tracking

Monitor every invention from disclosure through commercialization with live status updates and progress indicators.

Valuation Insights

See estimated values for each asset and your total portfolio worth, helping prioritize high-potential inventions.

Actionable Next Steps

Never miss a critical deadline with AI-generated action items and milestone reminders for each asset.

Command Center Features

Everything you need to manage your innovation portfolio efficiently

Unified Dashboard

View all your inventions, patents, and commercialization projects in a single interface.

Customizable views and filters
Drag-and-drop organization

Progress Tracking

Monitor each asset through defined stages from disclosure to deal close.

Visual pipeline stages
Automated status updates

Portfolio Analytics

Generate reports on portfolio performance, deal flow, and revenue metrics.

Exportable reports
Trend analysis

Smart Notifications

Receive alerts for deadlines, milestones, and required actions on your assets.

Customizable alert preferences
Email and in-app notifications

Team Collaboration

Assign team members to assets, track activities, and manage workflows together.

Role-based permissions
Activity history

Data Integration

Connect with existing systems and import data from spreadsheets and databases.

CSV and Excel import
API access

How the Portfolio Command Center Works

Get up and running with your portfolio dashboard in four simple steps

1

Import Your Portfolio

Upload existing inventions via spreadsheet or add them manually to your dashboard.

2

Configure Stages

Set up your workflow stages to match your organization's commercialization process.

3

Assign & Track

Assign team members to assets and track progress through each stage.

4

Analyze & Optimize

Use analytics to identify bottlenecks and optimize your portfolio performance.

Ready to Take Control of Your Portfolio?

Join tech transfer offices and innovation teams who have transformed their portfolio management with Commercify's Command Center.