System and method for comprehensive management of company equity structuresand related company documents with financial and human resource systemintegration

• US 20090299909A1
• Filed: 06/03/2009
• Published: 12/03/2009
• Est. Priority Date: 11/04/2003
• Status: Abandoned Application

• Current Assignee: Solium Plan Managers LLC
• Original Assignee: Solium Plan Managers LLC
• Inventors: Mansfield, Robert Kent, Levi, Andrew E., Bauer, Bradley W., Woldberg, Robert C.
• Application Number:
  US12/455,513
• Publication Number:
  US 20090299909A1
• Time in Patent Office: Days
• US Class Current: 705/36.00R
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A system comprises business logic operable for managing and administering company entities, records, documents, equity instruments, and stakeholders, a database storing data associated with the business logic, integration logic operable to integrate the business logic and its associated data with existing enterprise systems and data associated therewith, and a graphical user interface presenting a hierarchical tree view of the company entities, records, documents, equity instruments, and stakeholders.

Claims

1. A digital computer programmed with a set of function modules for administering company entities, records, documents, equity instruments and stakeholders comprising:

an equity management module operable to create an authorization pool of a predetermined number of authorizations for a company, creating an allocation pool of a predetermined number of allocations for the authorization, and issuing a predetermined number of shares of equity from the allocation pool to a stakeholder,

wherein the equity management module is further operable to define rights and restrictions of the authorization, inheritance of the rights and restrictions of the allocation from the rights and restrictions of the authorization, and inheritance of the rights and restrictions of the issuance from the rights and restrictions of the allocation;

a liquidation module operable to determine what amount is due and payable to the stakeholders upon a liquidation event;

wherein the liquidation module is operable to receive a selection of participating stakeholders;

a voting rights analysis module operable to generate a report on voting positions in response to a selection of voting data and a selection of participating stakeholders; and

,

wherein the voting rights analysis module is operable to compute vesting of options, apply class voting conversions, and apply voting rights and restrictions to the selected participating stakeholders'"'"' equity.

2. The digital computer of claim 1, wherein the equity management module is further operable to reclaim issued equity and adding the reclaimed equity back to the allocation pool.

3. The digital computer of claim 1, wherein the liquidation module is operable to apply rights and restrictions of the equity instruments of selected participating stakeholders.

4. The digital computer of claim 1, wherein the liquidation module is operable to apply class conversions of the equity instruments of selected participating stakeholders.

5. The digital computer of claim 1, wherein the liquidation module is operable to set the liquidation event at a date entered by the user.