SYSTEM AND METHOD FOR MANAGING CROWDFUNDING PLATFORM INFORMATION

• US 20140279682A1
• Filed: 03/14/2013
• Published: 09/18/2014
• Est. Priority Date: 03/14/2013
• Status: Abandoned Application

• Current Assignee: Crowdsunite, Inc.
• Original Assignee: Crowdsunite, Inc.
• Inventors: Feldman, Aleksandr
• Application Number:
  US13/831,559
• Publication Number:
  US 20140279682A1
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A system and method of collection, management and provision of information relating to various types of investment platforms is disclosed. In one aspect, the system provides a useful way for users to search, filter, compare, and display information relating to investment platforms. In another aspect, the system collects information relating to the user and their proposed venture. In another aspect, the system matches ventures with investment platforms. The system is also capable of matching users with investment ventures. The system also provides a comprehensive information database relating to investment platforms. In another aspect, the system connects users with professional services based on the users'"'"' activities and industries. In another aspect, the system validates users and investment opportunities for certain criteria to ensure integrity and trustworthiness of the system.

Claims

1. A method for matching investment ventures with investment platforms, comprising:

receiving, over a computer network, information relating to an investment venture;

processing the received investment venture information;

storing the received investment venture information in computer storage; and

identifying appropriate investment platforms based on the received investment venture information.

2. The method of claim 1, further comprising:

accessing a database containing information relating to investment platforms;

querying the database based on a set of parameters obtained from the received investment venture information;

receiving a response from the investment platform information database; and

processing the response from the investment platform information database.

3. The method of claim 2, wherein the identifying appropriate investment platforms comprises:

determining a success rate of an investment venture for one or more investment platforms based on historical success rates of investment ventures having similar parameters.

4. The method of claim 2, wherein the identifying appropriate investment platforms comprises:

determining a success rate of an investment venture for one or more investment platforms based on social media indicators relating to the investment venture.

5. The method of claim 2, further comprising analyzing the received investment venture information to determine a valuation of the investment venture.

6. The method of claim 2, further comprising analyzing the received investment venture information to determine a substantially optimal debt amount for the investment venture.

7. The method of claim 1, wherein the investment venture is a business enterprise.

8. The method of claim 1, wherein the investment venture is a product manufacturing project.

9. The method of claim 1, further comprising:

identifying appropriate service offerings based on the received investment venture information; and

making available, over a computer network, access to the identified service offerings.

10. The method of claim 1, further comprising:

generating a venture profile based on information relating to an investment venture received over a computer network; and

transmitting the venture profile to one or more investment platforms over a computer network.

11. The method of claim 10, further comprising:

receiving, over a computer network, an update from a user regarding an investment venture; and

transmitting the update to one or more of the investment platforms to which the venture profile has been submitted over a computer network.

12. The method of claim 10, further comprising:

maintaining records, in a computer database, corresponding to the status of the investment venture.

13. The method of claim 10, further comprising:

receiving a response from the one or more investment platforms indicating that the venture profile has been accepted;

updating records in the computer database corresponding to the status of the investment venture.

14. A method for tracking investment venture information, comprising:

accessing, via a computer network, a computer server of an investment platform;

requesting information relating to an investment venture;

receiving a response from the investment platform'"'"'s server;

processing the response received from the investment platform; and

storing data based on the received response in an investment venture database.

15. The method of claim 14, further comprising:

receiving a request, over a computer network, for information relating to an investment venture;

querying the investment venture database based on the received request;

receiving a response from the investment venture database;

processing the response from the investment venture database;

transmitting, over a computer network, information based on the response from the investment venture database to a user computer.

16. The method of claim 14, wherein the investment platform is a crowdfunding platform.

17. The method of claim 14, wherein the received response comprises the total amount of capital raised by the investment venture.

18. The method of claim 17, further comprising:

receiving a request to submit an investment venture profile to one or more investment platforms;

determining whether the total amount of capital raised by the investment venture exceeds a pre-set amount; and

denying the request to submit an investment venture profile to one or more investment platforms if the total amount of capital raised by the investment venture equals or exceeds the pre-set amount.

19. The method of claim 18, further comprising:

transmitting, over a computer network, to the one or more investment platforms (i) a notification that a request to submit an investment venture profile has been denied, and (ii) information relating to the investment venture profile.

20. The method of claim 14, further comprising:

maintaining records relating to investment activities by users;

tracking amounts of user investments in one or more investment platforms in comparison to a pre-determined investment limit; and

notifying a user, over a computer network, of the difference between the user'"'"'s invested amount across the one or more investment platforms and the pre-determined investment limit.