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US 8,046,295 B1Granted
Private capital management system and method
AssigneeAllRounds, Inc.
InventorJames Anthony Cohan
Life of this patent
Estimating the term…
Abstract
A computer-implemented data processing system comprises capital management logic accessible to a plurality of users by way of a communication network. The plurality of users include companies, institutional investors, individual investors, and exchanges. The capital management logic is configured to facilitate pre-financing and post-financing interactions between the companies, the institutional investors, the individual investors, and the exchanges throughout one or more rounds of financing of the companies.
Claims20
A computer-implemented data processing system comprising:
- a data storage system that receives and stores financial information regarding capitalization and financial performance of companies, the capitalization including equity securities and debt securities issued by the companies and traded in private capital markets, the investors having ownership interests in the equity securities and the debt securities;
- and
- a processor and computer-readable media, the computer readable media having instructions stored therein that when executed by the processor cause the processor to implement capital management logic, the capital management logic being accessible to a plurality of users by way of a communication network, the plurality of users including companies, institutional investors, individual investors, and exchanges, the capital management logic being configured to facilitate pre-financing and post-financing transactions and other interactions between the companies, the institutional investors, the individual investors, and the exchanges throughout one or more rounds of financing of the companies, the capital management logic being configured to track the capitalization and financial performance of the companies.
A computer-implemented data processing system comprising:
- a data storage system that receives and stores financial information regarding capitalization and financial performance of companies, the capitalization including equity securities and debt securities issued by the companies and traded in private capital markets, the investors having ownership interests in the equity securities and the debt securities;
- and
- a processor and computer-readable media, the computer readable media having instructions stored therein that when executed by the processor cause the processor to implement capital management logic, the capital management logic accessible to a plurality of users by way of a communication network, the plurality of users including companies and investors in the companies, the capital management logic being configured to facilitate transactions between the companies and the investors including issuance of securities by the companies, the securities including debt securities and equity securities, the capital management logic being further configured to facilitate transactions between the investors including secondary market trading of the securities, and the capital management logic being configured to track the capitalization and financial performance of the companies.
A computer-implemented data processing system comprising:
- a data storage system configured to receive and store financial information relevant to companies, investors, and exchanges, the information comprising information regarding capitalization and financial performance of the companies, the capitalization including equity securities and debt securities issued by the companies and traded in private capital markets, the investors having ownership interests in the equity securities and the debt securities, the exchanges operating as brokers that bring together the investors with various ones of the companies and/or other ones of the investors;
- a processor and computer-readable media, the computer readable media having instructions stored therein that when executed by the processor cause the processor to implement capital management logic, the capital management logic being configured to track the capitalization and financial performance of the companies, the capital management logic including
- a company application accessible by way of the communication network to companies, the company application comprising program logic to configure the data processing system to provide the companies with access to at least some of the information in the data storage system;
- an investor application accessible by way of a communication network to investors, the investor application comprising program logic to configure the data processing system to provide the investors with access to at least some of the information in the data storage system;
- and
- an exchange application accessible by way of the communication network to companies, the exchange application comprising program logic to configure the data processing system to provide the exchanges with access to at least some of the information in the data storage system.
3 more elements
A computer-implemented data processing system comprising a processor and stored program logic that is executable by the processor, the program logic being configured to cause the processor to:
- (A) receive registration and accreditation information to register and accredit companies and investors;
- (B) receive due diligence information including due diligence project plans, due diligence activity assignments, and due diligence documents;
- (C) receive financial information regarding financing of the companies including
- (1) information regarding the creation of securities of the companies, the securities including debt and equity securities traded in private capital markets,
- (2) information regarding transactions involving the securities, including information regarding debt conversions and exercised stock options and information regarding primary and secondary market trading of the securities;
- (D) track the capitalization and financial performance of the companies, including
- (1) dilution analysis to provide assessments of additional issuances of securities,
- (2) liquidation analytics to provide assessments of payouts in the event of liquidation of one of the companies,
- (3) comparables analysis to compare individual companies with other companies reflecting a aggregated and anonymized version of the information regarding the transactions involving the securities;
- (E) provide access to the registration and accreditation information, the due diligence information, the financial information, and results of the financial analysis to the companies, the investors, and the exchanges and to secondary stakeholders associated with one or more of the companies, the investors, and the exchanges.
7 more elements
Dependencies are inferred from the claim text.