Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2002-06-06
2010-11-16
Karmis, Stefanos (Department: 3693)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S037000
Reexamination Certificate
active
07835965
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.
REFERENCES:
patent: 5126936 (1992-06-01), Champion et al.
patent: 5677955 (1997-10-01), Doggett et al.
patent: 5758097 (1998-05-01), Debe et al.
patent: 5774879 (1998-06-01), Custy et al.
patent: 5787405 (1998-07-01), Gregory
patent: 5866889 (1999-02-01), Weiss et al.
patent: 5940843 (1999-08-01), Zucknovich et al.
patent: 5946667 (1999-08-01), Tull et al.
patent: 5983204 (1999-11-01), Debe
patent: 6021202 (2000-02-01), Anderson et al.
patent: 6092056 (2000-07-01), Tull et al.
patent: 6213391 (2001-04-01), Lewis
patent: 6327656 (2001-12-01), Zabetian
patent: 6415267 (2002-07-01), Hagan
patent: 6484151 (2002-11-01), O'Shaughnessy
patent: 6571219 (2003-05-01), Spivey
patent: 6721783 (2004-04-01), Blossman et al.
patent: 7275046 (2007-09-01), Tritt et al.
patent: 7386494 (2008-06-01), Rose et al.
patent: 2001/0018739 (2001-08-01), Anderson et al.
patent: 2001/0042036 (2001-11-01), Sanders
patent: 2002/0019798 (2002-02-01), Gajendragadkar
patent: 2002/0035531 (2002-03-01), Push
patent: 2002/0046154 (2002-04-01), Pritchard
patent: 2002/0128939 (2002-09-01), Tarrant
patent: 2002/0188539 (2002-12-01), Axelrad et al.
patent: 2003/0046207 (2003-03-01), Torre et al.
Anonymous, Private equity investments require skilled and sensitive legal work. Asiamoney. London: Mar. 1999. vol. 10, Iss. 2; p. 26, 4 pgs.
Website of IntraLinks, Inc., URL: www.intralinks.com/Publication Date Unknown, Download Date: Sep. 3, 2002.
Website on Intuit, Inc., URL: www.turbotax.com/ (resolves to www.quicken.com/taxes/) Publication Date Unknown, Download Dates: Sep. 3, 2002 and Sep. 5, 2002.
Axelrad Jonathan
Ge Ping
Hoare Phillip
Mohammad Yunus
Mummaneni Ajay B.
Carr & Ferrell LLP
Karmis Stefanos
Wilson Sonsini Goodrich & Rosati
LandOfFree
System and method for private equity fund formation does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with System and method for private equity fund formation, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and System and method for private equity fund formation will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-4158699