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US 9,070,165 B2Granted
Method of matching hedge funds and investors and apparatus therefor
OwnerLisa Vioni, Robert Gordon Stuart Arthursinventors
Life of this patent
Estimating the term…
Abstract
A method for matching a hedge fund and a hedge fund investor, and apparatus therefore, may utilize databases that may be searched by search engines. The databases and the search engines may be accessed using a website. Information regarding the investor may be stored in one database and information relating to the hedge fund may be separately stored in the other database. An investor may access the search engine associated with the database containing hedge fund information to identify hedge funds that may be relevant to that investor. Likewise, a hedge fund may access the search engine associated with the database containing investor information to identify qualified investors that may be interested in the hedge fund.
Claims20
A method for matching an investor and an agent on behalf of a private placement financial vehicle comprising:
- providing at least one computer server operable to receive and transmit electronic data, the server including a processor module and a computer readable electronic storage module;
- providing a web-based platform hosted on said at least one computer server and accessible through an internet connection, the web-based platform allowing access to an electronically searchable first database and an electronically searchable second database, each of the first and second databases being hosted on said at least one computer server;
- providing a plurality of private placement financial vehicle profiles on the first database, each private placement financial vehicle profile identifying an agent associated with a financial vehicle and each profile defining searchable criteria associated with the financial vehicle;
- providing a plurality of qualified investor profiles on the second database, each qualified investor profile defining searchable criteria associated with a qualified investor;
- providing on the at least one computer server a first search engine and a second search engine, the first search engine being operable to search the plurality of private placement financial vehicle profiles on the first database and the second search engine being operable to search the plurality of qualified investor profiles on the second database;
- receiving through the web-based platform a request by one of a qualified investor or an agent for a financial vehicle to access one of said search engines, wherein the qualified investor is provided search access to the first database or the agent for the financial vehicle is provided search access to the second database;
- receiving search criteria through the web-based platform associated with said searchable profile criteria in one of the first or second search engines corresponding to the investor profiles or the financial vehicle profiles, wherein the search criteria for the qualified investor profiles is provided by the agent of the financial vehicle and the search criteria for the financial vehicle is profiles is provided by the qualified investor;
- and
- transmitting from the at least one computer server in response to the received search criteria at least one of the qualified investor profiles to the requesting financial vehicle agent or the financial vehicle profile to the requesting qualified investor.
6 more elements
A method for matching an investor and an agent on behalf of a private placement financial vehicle comprising:
- providing at least one computer server operable to receive and transmit electronic data, the server including a processor module and a computer readable electronic storage module, the at least one computer providing a communication link to a computer network remotably accessible by qualified users;
- the computer network further allowing access to an electronically searchable first database and an electronically searchable second database, each of the first and second databases hosted on the at least one computer server;
- providing a plurality of private placement financial vehicle profiles on the first database, each financial vehicle profile identifying an agent associated with the private placement financial vehicle and each profile defining searchable criteria associated with the private placement financial vehicle;
- providing a plurality of qualified investor profiles on the second database, each profile defining searchable criteria associated with a qualified investor;
- providing on the at least one computer server a first search engine and a second search engine, the first search engine being operable to search the plurality of financial vehicle profiles on the first database and the second search engine being operable to search the investor profiles on the second database;
- receiving through the computer network a request by one of a qualified investor or an agent for the financial vehicle identified in said databases to access one of said search engines of one of said databases, wherein the qualified investor is provided search access to the first database and the agent for the financial vehicle is provided search access to the second database;
- receiving search criteria through the computer network associated with said searchable profile criteria in one of the first or second search engines corresponding to the qualified investor profiles or the private placement financial vehicle profiles, wherein the search criteria for the qualified investor profiles is provided by an agent of the private placement financial vehicle and the search criteria for the private placement financial vehicle profiles is provided by a qualified investor;
- and
- transmitting from the at least one computer server in response to the received search criteria at least one of the qualified investor profiles to the requesting financial vehicle agent or the financial vehicle profile to the requesting qualified investor.
6 more elements
Dependencies are inferred from the claim text.