Verdonik method and system for sharing ventures investments

• US 20050131788A1
• Filed: 12/15/2003
• Published: 06/16/2005
• Est. Priority Date: 12/15/2003
• Status: Abandoned Application

• Current Assignee: James F. Verdonik
• Original Assignee: James F. Verdonik
• Inventors: Verdonik, James F.
• Application Number:
  US10/735,961
• Publication Number:
  US 20050131788A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 99/00 Subject matter not provided for in other groups of this subclass

Abstract

A method of investing provides investment returns to investors and affiliated persons who invest in a company or affiliate thereof. All or part of the investment return is derived from the value vendors receive in transactions with the company (issuer) and its affiliates. Cash, securities or other assets are provided based on discounts from vendors, value paid to vendors and other like arrangements.

Claims

1. A method of providing and obtaining investment return, comprising:

(a) an Investor making an investment in a company;

(b) said investment benefiting the company by allowing it to conduct operations;

(c) said operations benefiting vendors to the company when the company at least one of purchases, leases, licenses and acquires at least one of products and services;

(d) basing the investment return from said investment in whole or in part on at least one of (i) the amount of at lest one of products and services acquired from vendors, (ii) the amount paid for the at least one of products and services acquired from vendors, (iii) the amount obligated to be paid for the at lest one of products and services acquired from vendors, and (iv) the amount of at least one of discounts and concessions agreed to by vendors; and

(e) requiring that at least part of said investment return be paid by at least one of (i) the company receiving the investment, (ii) persons or entities affiliated with the company receiving the investment, (iii) vendors providing products or services, (iv) persons or entities affiliated with said vendors, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) other persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

2. The method of claim 1, further comprising using an Agent to at least one of receive, hold and transfer at least one of payments of cash, cash equivalents, securities and tangible assets, and intangible assets.

3. The method of claim 1, further comprising requiring that at least part of the investment return be reinvested in at least one of (i) the company in which the investment was originally made (“

Issuer”

), (ii) persons or entities affiliated with the Issuer, (iii) persons or entities designated in investment documents, (iv) persons or entities designated by any person or entity set forth herein, (v) other persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein.

4. The method of claim 1, further comprising requiring that at least part of the terms about investment returns not be at least one of amended and otherwise changed without the approval of a person or entity, who is not one of (i) the Issuer, (ii) persons or entities affiliated with the Issuer, (iii) the investor who originally made the investment (“

Investor”

), (iii) persons or entities affiliated with the Investor, (iv) persons or entities designated by any person or entity set forth herein, (v) persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein.

5. The method of claim 4, further comprising:

(a) requiring that the person or entity whose approval is required be someone who will receive a financial benefit from the continuation of the same terms about investment returns; and

(b) said person being at least one of (i) a party to the transaction and (ii) a third party beneficiary of the transaction.

6. The method of claim 1, further comprising requiring that any attempt by at least one of (i) an Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities designated by any person or entity set forth herein, (iv) persons or entities acting on behalf of any person set forth herein and (v) persons or entities acting for the benefit of any person set forth herein, to at least one of change, waive and assign the rights of at least one of an Investor and an affiliate of Investor, will cause the rights of said at least one of an Investor and an affiliate of the Investor to be transferred to at least one of (i) persons and entities designated in the investment documents, (ii) persons and entities designated by any person or entity set forth herein, (iii) persons or entities acting on behalf of any person set forth herein and (iv) persons or entities acting for the benefit of any person set forth herein.

7. The method of claim 6, further comprising requiring that the person or entity to which the rights of the at least one of an Investor and an affiliate of Investor are transferred be a person or entity who will receive a financial benefit from the continuation of the same terms about investment returns, said person being at least one of (i) a party to the transaction and (ii) a third party beneficiary of the transaction.

8. The method of claim 1, further comprising requiring that at least one of (i) the Issuer, (ii) affiliates of the Issuer, (iii) persons or entities designated by any person or entity set forth herein, (iv) persons or entities acting on behalf of any person set forth herein and (v) persons or entities acting for the benefit of any person set forth herein, at least one of purchase, lease, license and acquire at least one of products and services from at least one of (i) specified vendors, (ii) persons or entities affiliated with specified vendors, (iii) persons or entities approved by Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

9. The method of claim 1, further comprising requiring at least one of (i) vendors, (ii) persons or entities affiliated with vendors, (iii) persons or entities designated in investment documents, (iv) persons or entities designated by any person or entity set forth herein, (v) persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein, to enter into at least one of a written agreement and an oral agreement to do at least one of (i) discount the price of at least one of products and services and (ii) make other concessions with respect to terms on which at least one of products and services are provided.

10. The method of claim 9, further comprising requiring that the economic benefits of at least one of said discounts and other concessions be transferred to at least one of (i) an Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

11. The method of claim 9, further comprising requiring that the investment return to at least one of (i) the Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, be calculated based on the amount of at least one of the discount and the concessions.

12. The method of claim 1, further comprising using at least one of (i) Issuer Sharing Arrangements and (ii) Vendor Sharing Arrangements.

13. The method of claim 12, further comprising using an Agent to at least one of receive, hold and transfer at least one of payments of cash, cash equivalents, securities and tangible or intangible assets.

14. The method of claim 12, further comprising requiring that at least part of the investment return be reinvested in at least one of (i) the company in which the investment was originally made (“

Issuer”

), (ii) persons or entities affiliated with the Issuer, (iii) persons or entities designated in investment documents, (iv) persons or entities designated by any person or entity set forth herein, (v) persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein.

15. The method of claim 12, further comprising requiring that at least part of the terms about investment returns not be at least one of amended and otherwise changed without the approval of a person or entity, who is not one of (i) the Issuer, (ii) persons or entities affiliated with the Issuer, (iii) the investor who originally made the investment (“

Investor”

), (iii) persons or entities affiliated with the Investor, (iv) persons or entities designated by any person or entity set forth herein, (v) persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein.

16. The method of claim 15, further comprising:

(a) requiring that the person or entity whose approval is required be someone who will receive a financial benefit from the continuation of the same terms about investment returns; and

(b) said person being at least one of (i) a party to the transaction and (ii) a third party beneficiary of the transaction.

17. The method of claim 12, further comprising requiring that any attempt by at least one of (i) an Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities designated by any person or entity described herein, (iv) persons or entities acting on behalf of any person described herein and (v) persons or entities acting for the benefit of any person described herein, to at least one of change, waive and assign the rights of Investor or affiliate of Investor, will cause the rights of said Investor or affiliate of the Investor to be transferred to at least one of (i) persons and entities designated in the investment documents, (ii) persons and entities designated by any person or entity set forth herein, (iii) persons or entities acting on behalf of any person set forth herein and (iv) persons or entities acting for the benefit of any person set forth herein.

18. The method of claim 17, further comprising requiring that the person or entity to which the rights of the Investor or affiliate of Investor are transferred be a person or entity who will receive a financial benefit from the continuation of the same terms about investment returns, said person being at least one of (i) a party to the transaction and (ii) a third party beneficiary of the transaction.

19. The method of claim 12, further comprising requiring that at least one of (i) the Issuer, (ii) persons or entities affiliated with the Issuer, (iii) persons or entities designated by any person or entity described herein, (iv) persons or entities acting on behalf of any person set forth herein and (v) persons or entities acting for the benefit of any person set forth herein, at least one of purchase, lease, license and acquire at least one of products and services from at least one of (i) specified vendors, (ii) persons or entities affiliated with specified vendors, (iii) persons or entities approved by Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

20. The method of claim 12, further comprising requiring at least one of (i) vendors, (ii) persons or entities affiliated with vendors, (iii) persons or entities designated in investment documents, (iv) persons or entities designated by any person or entity set forth herein, (v) persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein, to enter into at least one of a written agreement and an oral agreement to do at least one of (i) discount the price of at least one of products and services and (ii) make other concessions with respect to terms on which at least one of products and services are provided.

21. The method of claim 20, further comprising requiring that the economic benefits of said at least one of said discounts and other concessions be transferred to at least one of (i) an Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

22. The method of claim 20, further comprising requiring that the investment return to at least one of (i) the Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, be calculated based on the amount of at least one of the discount and concessions.

23. A method of at least one of selling, leasing, licensing and otherwise providing at least one of products and services to at least one of (i) an Issuer (ii) persons or entities affiliated with the Issuer, (iii) vendors providing products or services, (iv) persons or entities affiliated with said vendors, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) other persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, which assists at least one of (i) an Issuer (ii) persons or entities affiliated with the Issuer, (iii) vendors providing at least one of products and services, (iv) persons or entities affiliated with said vendors, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) other persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, to provide an investment return utilizing the method providing and obtaining an investment return in accordance with the method of claim 1.

24. The method of claim 23, further comprising requiring that at least one of (i) the Issuer, (ii) persons or entities affiliated with the Issuer, (iii) persons or entities designated by any person or entity described herein, (iv) persons or entities acting on behalf of any person described herein, and (v) persons or entities acting for the benefit of any person described herein, at least one of purchase, lease, license and acquire at least one of products and services from at least one of (i) specified vendors, (ii) persons or entities affiliated with specified vendors, (iii) persons or entities approved by Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

25. The method of claim 23, further comprising requiring at least one of (i) vendors, (ii) affiliates of vendors, (iii) persons or entities designated in investment documents, (iv) persons or entities designated by any person or entity set forth herein, (v) persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein, to enter into at least one of a written agreement and an oral agreement to do at least one of (i) discount the price of at least one of products and services and (ii) make other concessions with respect to terms on which at least one of products and services are provided.

26. The method of claim 25, further comprising requiring that the economic benefits of at least one of said discounts and other concessions be transferred to at least one of (i) an Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

27. The method of claim 25, further comprising requiring that the investment return to at least one of (i) the Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, be calculated based on the amount of at least one of the discount and concessions.

28. A method of at least one of selling, leasing, licensing and otherwise providing at least one of products and services to at least one of (i) an Issuer (ii) persons or entities affiliated with the Issuer, (iii) vendors providing at least one of products and services, (iv) persons or entities affiliated with said vendors, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) other persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, which assists at least one of (i) an Issuer (ii) persons or entities affiliated with the Issuer, (iii) vendors providing at least one of products and services, (iv) persons or entities affiliated with said vendors, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) other persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, to provide investment return utilizing the method providing and obtaining an investment return in accordance with the method of claim 12.

29. The method of claim 28, further comprising requiring that at least one of (i) the Issuer, (ii) persons or entities affiliated with the Issuer, (iii) persons or entities designated by any person or entity set forth herein, (iv) persons or entities acting on behalf of any person set forth herein and (v) persons or entities acting for the benefit of any person set forth herein, at least one of purchase, lease, license and acquire at least one of products and services from at least one of (i) specified vendors, (ii) persons or entities affiliated with specified vendors, (iii) persons or entities approved by Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

30. The method of claim 28, further comprising requiring at least one of (i) vendors, (ii) affiliates of vendors, (iii) persons or entities designated in investment documents, (iv) persons or entities designated by any person or entity set forth herein, (v) persons or entities acting on behalf of any person set forth herein and (vi) persons or entities acting for the benefit of any person set forth herein, to enter into at least one of a written agreement and an oral agreement to do at least one of (i) discount the price of at least one of products and services, and (ii) make other concessions with respect to terms on which at least one of products and services are provided.

31. The method of claim 30, further comprising requiring that the economic benefits of said at least one of said discounts and other concessions be transferred to at least one of (i) an Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein.

32. The method of claim 30, further comprising requiring that the investment return to at least one of (i) the Investor, (ii) persons or entities affiliated with the Investor, (iii) persons or entities approved by the Investor, (iv) persons or entities approved by affiliates of the Investor, (v) persons or entities designated in investment documents, (vi) persons or entities designated by any person or entity set forth herein, (vii) persons or entities acting on behalf of any person set forth herein and (viii) persons or entities acting for the benefit of any person set forth herein, be calculated based on the amount of at least one of the discount and concessions.

33. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 1.

34. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 4.

35. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 5.

36. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 6.

37. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity described herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 6.

38. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 7.

39. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 12.

40. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 15.

41. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 16.

42. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 17.

43. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 18.

44. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 23.

45. A method of at least one of providing and selling at least one of investment banking, broker-dealer, legal, consulting and other types of services (“

Adviser Services”

) to at least one of (i) Issuers (ii) persons or entities affiliated with Issuers, (iii) Investors, (iv) persons or entities affiliated with Investors, (v) vendors providing at least one of products and services to a person or entity set forth herein, (vi) persons or entities affiliated with said vendors, (vii) persons or entities designated in investment documents related to said investment, (viii) persons or entities designated by any person or entity set forth herein, (ix) other persons or entities acting on behalf of any person set forth herein and (x) persons or entities acting for the benefit of any person or entity set forth herein (“

Client(s)”

), comprising as part of Adviser Services, assisting at least one Client to enter into at least one part of a transaction utilizing the method of providing and obtaining an investment return in accordance with the method of claim 28.