×

SYSTEM AND METHOD FOR SHARING DILIGENCE INFORMATION RELATED TO AN INVESTMENT FUND

  • US 20150269522A1
  • Filed: 03/21/2014
  • Published: 09/24/2015
  • Est. Priority Date: 03/21/2014
  • Status: Abandoned Application
First Claim
Patent Images

1. A computing system for investment fund management configured to facilitate sharing diligence information for a plurality of investment funds, comprising:

  • a non-transitory electronic storage device configured to store;

    a first set of documents relating to a first investment fund managed by a first firm, the first set of documents including a first diligence document;

    a first set of fund permissions used to control access to the first set of documents, the first set of fund permissions comprising;

    a set of document type restrictions that indicates whether particular types of documents from among the first set of documents may be shared;

    a first set of author permissions used to control access to a particular document from among the first set of documents based on an authorization from a given author of the particular document; and

    one or more physical processors programmed with computer readable instructions to;

    receive, from a user associated with the first firm, the first set of fund permissions to control access to the first set of documents;

    receive, from a first author who authored the first diligence document and who is different from the user, the first set of author permissions to control access to the first diligence document, the first set of author permissions comprising a document restriction indicating whether the first diligence document may be shared, a first portion restriction indicating whether a first portion of the first diligence document may be shared, and a second portion restriction indicating whether a second portion of the first diligence document may be shared;

    receive, from a first client, a request to access the information related to the first investment fund;

    determine, from the first set of documents relating to the first investment fund, a first subset of documents to share with the first client based on the first set of fund permissions comprising the set of document type restrictions responsive to the request, wherein the first subset of documents includes the first diligence document;

    output, for the first client, information relating to the first subset of documents;

    receive, from the first client, a request to access the first diligence document;

    determine, based on the first set of author permissions for the first diligence document, whether the first client has permission to access the first diligence document; and

    responsive to a determination that the first client has permission to access the first diligence document based on the first set of author permissions, output, to the first client, the first diligence document.

View all claims
  • 1 Assignment
Timeline View
Assignment View
    ×
    ×