Method, apparatus and article-of-manufacture for managing and supporting initial public offerings and other financial issues

A method of processing demands for a financial issue, comprising:

• receiving, by a computer, an indication of interest (IOI) for an offering from an in-house institutional sales member or a syndicate member on behalf of an investor through a remote user terminal;
• entering, by a computer, the received IOI into a holding queue, wherein the received IOI remains in the holding queue until at least one member of the syndicate reviews the IOI;
• and
• receiving, by a computer, a command from a syndicate terminal of the member of the syndicate to move the received. IOI into an official book of the financial issue after the member of the syndicate has approved the IOI.

A method of displaying a historical view of investor activity comprising:

• receiving, by a computer, an indication of interest (IOI) for an offering from an investor;
• creating, by a computer, a profile for the investor in a computer-readable database, wherein the investor's profile contains information describing the investor's activity in financial offerings;
• storing, in the computer-readable database, information describing details of the IOI in the investor's profile;
• receiving, via an electronic communication link, a request from a user terminal to view the investor's profile;
• displaying, by a computer, the investor's profile including the information describing the details of the IOI and information describing details of a second IOI associated with a second offering submitted by the investor when the investor has submitted more than one IOI.

A computer-implemented method for marketing a financial issue, the method comprising:

• receiving, by a programmable device, information concerning a deal event scheduled for a date and associated with the marketing of the financial issue;
• receiving, by a programmable device, indications of interest (IOI) for the financial issue from an investor;
• receiving, by a programmable device, allocation information applied to the IOI by at least one member of the syndicate;
• storing, in a computer-readable database, the information concerning the deal event, the IOI, and the allocation information;
• facilitating, by a programmable device, access to the computer-readable database by an issuer;
• facilitating, by a programmable device, the information concerning the deal event to be displayed with its date in a calendar format;
• displaying, by a programmable device, at least one item of information selected, from the group consisting of information concerning the deal event, the IOI, and the allocation information to the issuer through an electronic communication link.