Using commercial share of wallet in private equity investments
AssigneeExperian Marketing Solutions, Inc.
InventorsMyles G. Megdal, Adam T. Kornegay, Angela Granger, Helen McMillan, Peter Bolin
Life of this patent
Estimating the term…
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AssigneeExperian Marketing Solutions, Inc.
InventorsMyles G. Megdal, Adam T. Kornegay, Angela Granger, Helen McMillan, Peter Bolin
Estimating the term…
Commercial size of spending wallet (“CSoSW”) is the total business spend of a business including cash but excluding bartered items. Commercial share of wallet (“CSoW”) is the portion of the spending wallet that is captured by a particular financial company. A modeling approach utilizes various data sources to provide outputs that describe a company's spend capacity. Private equity firms and other investors of small businesses can use the CSoW/CSoSW modeling approach to more accurately evaluate small and privately held companies, both during investment and for evaluating prospective investments. Over-the-counter securities trading systems can also use this modeling approach to provide more accurate information and/or rankings of listed companies to their customers.
A method implemented by a computer-based system for estimating spending capacity of a company having a processor and a tangible, non-transitory memory, the method comprising:
A system comprising:
A tangible, non-transitory computer readable medium comprising instructions stored thereon that, in response to execution by a processor for estimating spending capacity of a company, cause the processor to perform operations of
Dependencies are inferred from the claim text.