System and method for private equity fund formation
US7835965B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Jun 6, 2002 |
| Grant date | Nov 16, 2010 |
| Priority date | — |
| Expiry date | Oct 15, 2024 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system for private equity fund formation comprises an equity fund application and a memory configured to store fund documents. Access to the fund documents is managed by the equity fund application according to the status of a user as a general partner, an investor, or a placement agent, which is embodied in an authorization code. Fund documents are organized according to fund firm, fund family, and specific fund. The equity fund application includes an agreement engine that automatically creates agreement documents based on information entered by a user in response to a questionnaire. In one embodiment, the equity fund application and the memory are implemented in an application server. Users interact with the equity fund application in the application server via a network and an access server.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.