# US 12,118,651 B2 · Dynamic waterfall charts

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- Number: US 12,118,651 B2
- Document ID: US12118651B2
- Status: Granted
- Kind: B2
- Application number: 17/816,038
- Filed: 2022-07-29
- Published: 2022-11-17
- Granted: 2024-10-15
- Earliest claimed: 2017-05-22
- Assignees: Forge Global, Inc.
- Applicants: Forge Global, Inc.
- Inventors: Greg Brogger
- Web page: https://patentgrep.com/patent/US12118651B2

## CPC

- G06Q 10/0637: Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
- G06F 3/0481: based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
- G06Q 40/06: Asset management; Financial planning or analysis
- G06T 11/26: Drawing of charts or graphs
- G06T 11/60: Creating or editing images; Combining images with text
- G06F 3/04842: Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence)
- G06T 2200/24: involving graphical user interfaces [GUIs]
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06T: IMAGE DATA PROCESSING OR GENERATION, IN GENERAL

## Abstract

A graphical chart indicating values for different types of shares of an entity are described. A server can provide data representing price per share and equity values for a graphical chart. A selected equity value for the business enterprise can be received and values of different types of shares at that selected equity value can be determined. Data indicating the values of the different shares can then be provided for display upon the graphical chart.

## Claims

### Claim 1

A computer-implemented method for generating a graphical user interface, comprising:
dynamically determining a first set of values for different types of shares based on a first position of an indicator on a graphical chart representing a price per share for the different types of shares;
generating a graphic overlay for the graphical chart comprising content indicative of the first set of values for the different types of shares,
wherein the indicator is movable based on user input and the content is determined based on the first position of the indicator;
causing display of selected share values from the different types of shares for which the content is determined;
dynamically updating the content of the graphic overlay based on a second position of the indicator,
wherein the updated content is indicative of a second set of values for the different types of shares;
causing display of updated selected share values based on dynamically updating the content, responsive to determining whether corresponding shares are past shares or current shares;
generating a first table comprising information associated with the past shares and a second table comprising information associated with the current shares,
wherein the first and second set of values are determined based on the first table and the second table referenced by the first and second position of the indicator on the graphical chart; and
causing display of, concurrently with the graphical chart, the first table and the second table on the graphical user interface.

### Claim 2 (depends on 1)

The computer-implemented method of claim 1, wherein the (Original) different types of shares comprise shares issued during different series rounds of venture capital financing.

### Claim 3 (depends on 1)

The computer-implemented method of claim 1, wherein a particular position of the indicator on a first axis relative to the first position of the indicator on the graphical chart represents a particular value for an enterprise.

### Claim 4 (depends on 1)

The computer-implemented method of claim 1, wherein the first table and the second table are static relative to movement of the indicator based on the user input.

### Claim 5 (depends on 1)

The computer-implemented method of claim 1, wherein the first table is determined based on data indicative of enterprise summary cap information.

### Claim 6 (depends on 1)

The computer-implemented method of claim 1, wherein the graphical chart comprises a first axis indicating a range of equity values and a second axis indicating the price per share.

### Claim 7 (depends on 1)

The computer-implemented method of claim 1, wherein the graphical chart is displayed on a webpage or generated by a web server.

### Claim 8

A computer-readable storage medium for generating a graphical user interface, the medium excluding transitory signals and carrying instructions, which, when executed by at least one data processor of a system, cause the system to:
generate a first table comprising information associated with past shares and a second table comprising information associated with current shares;
generate a graphic overlay for a graphical chart comprising content indicative of a first set of values for different types of shares, wherein the first set of values is determined based on the first table referenced by a first position of an indicator on the graphical chart;
dynamically update the content based on a second position of the indicator, wherein the updated content is indicative of a second set of values for the different types of shares; and
display, concurrently with the graphical chart, the first table and the second table on the graphical user interface.

### Claim 9 (depends on 8)

The computer-readable storage medium of claim 8, wherein a particular position of the indicator on a first axis of the graphical chart represents at most one value for an enterprise.

### Claim 10 (depends on 8)

The computer-readable storage medium of claim 8, wherein the information associated with past shares is based on data indicative of an enterprise funding history.

### Claim 11 (depends on 8)

The computer-readable storage medium of claim 8, wherein the information associated with current shares is based on data indicative of enterprise summary cap information.

### Claim 12 (depends on 8)

The computer-readable storage medium of claim 8, wherein the graphical chart comprises a first axis indicating a range of equity values and a second axis indicating a price per share.

### Claim 13 (depends on 8)

The computer-readable storage medium of claim 8, wherein the content is related to shares issued during a series round of venture capital financing and related to common shares.

### Claim 14

A system for generating a graphical user interface, the system comprising:
one or more processors; and
a non-transitory memory storing instructions that, when executed by the one or more processors, cause the system to:
provide a dataset comprising past share values for past shares and current share values for current shares;
generate and cause display of objects comprising a graphical chart and a table region, wherein:
content of the objects is based on the dataset,
the graphical chart represents a price per share for the past shares and the current shares, and
the table region comprises a first table comprising information associated with past shares and a second table comprising information associated with current shares;
dynamically determine a first set of values based on the dataset and a first position of an indicator on the graphical chart;
generate and cause display of a graphic overlay for the graphical chart based on the first position of the indicator;
dynamically update the graphic overlay based on a second position of the indicator,
wherein the updated graphic overlay is indicative of a second set of values determined based on the dataset and a second position of the indicator; and
cause display of updated selected share values based on dynamically updating the graphic overlay, responsive to determining whether corresponding shares are past shares or current shares.

### Claim 15 (depends on 14)

The system of claim 14, wherein the indicator is movable on the graphical chart based on user input.

### Claim 16 (depends on 14)

The system of claim 14, wherein a particular position of the indicator on a first axis of the graphical chart represents a particular value for an enterprise.

### Claim 17 (depends on 14)

The system of claim 14, wherein the past share values are based on data indicative of an enterprise funding history.

### Claim 18 (depends on 14)

The system of claim 14, wherein the current share values are based on data indicative of enterprise summary cap information.

### Claim 19 (depends on 14)

The system of claim 14, wherein the graphical chart comprises a first axis indicating a range of equity values and a second axis indicating the price per share.

### Claim 20 (depends on 14)

The system of claim 14, wherein the table region and the graphical chart are displayed on different webpages within the graphical user interface.