Private entity profile network

• US 8,433,630 B2
• Filed: 11/29/2010
• Issued: 04/30/2013
• Est. Priority Date: 12/10/2003
• Status: Expired due to Fees

• Current Assignee: AlphaCap Ventures LLC
• Original Assignee: AlphaCap Ventures LLC
• Inventors: Juarez, Richard A., Brown, Zachary
• Primary Examiner(s): Kazimi, Hani M
• Application Number:
  US12/927,929
• Publication Number:
  US 20110119203A1
• Time in Patent Office: 883 Days
• Field of Search: 705 35- 37
• US Class Current: 705/35
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

In private equity and debt funding operations, resource providers define electronic data collection templates to be filled in by prospective resource consumers to form semi-homogeneous profiles. Providers and/or consumers can assign themselves and/or third parties various individualized levels of permissions to access and to perform activities on the profiles. Providers can organize profiles into portfolios to further manage the data. All accesses and activities, such as changes to the data, are tracked and recorded in logs useful for audit purposes.

Claims

1. A method of managing resource consumer information, comprising the steps of:

performing, by a system of one or more machines, the step of defining a data collection template for collecting information about a company desired by a resource provider for investing in the company, the system having multiple investors as members and the system having multiple companies as members;

presenting, by the system, to a user an interface having one or more fields for inputting information into the template;

receiving, by the system, the information in the one or more fields of the interface;

storing, by the system, the information that was input into the template as a profile in an electronic database system;

assigning, by the system, UserNames to users;

establishing, the system, access permissions that determine which profiles a specific UserName is permitted to access; and

establishing, by the system, activity permissions which determine what a specific UserName is permitted to do with an accessed profile.

2. A method of working with portfolios, comprising the steps of:

receiving at a system, having one or more machines, from a machine of a company, information about the company, the system having multiple investors as members and having multiple companies as members;

organizing, by the system, information useful to an investor for providing fiduciary oversight and related information into a portfolio record, storing the portfolio records into an electronic database system, the information useful to an investor for providing fiduciary oversight and related information being based on the information from the machine of the company;

defining, by the system, portfolio categories;

defining, by the system, for each portfolio category, a template of items of information that will be contained in a portfolio record;

presenting, by the system, to a user an interface having one or more fields for a party to input information into the portfolio templates to form portfolio records, and

storing, by the system, the records in the electronic database system;

associating, by the system, profiles to appropriate portfolio records; and

presenting, by the system, to a user an interface having one or more fields for accessing portfolio records stored in the system.

3. A method of managing resource consumer information, comprising the steps of:

defining, by a system, having one or more machines, a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider, data collection templates of fields of different semi- homogeneous profiles need not be uniform for all semi-homogeneous profiles;

assigning, the system, UserNames to users;

presenting, by the system, to a user an interface having one or more fields for at least one UserName to input information into the fields;

storing, by the system, the information as a profile in an electronic database system;

presenting, by the system, to a user an interface having one or more fields for at least one UserName to access and perform certain activities, including appending files of any type and comments, on profiles stored in the system;

recording, by the system, a Change History log that indicates all accesses, activities and changes and the date and time that they are made, and what UserName made them, to a particular profile; and

recording, by the system, a Site Audit log that indicates which UserName has accessed a profile, the network address of the site from which the UserName accessed the profile, the date and time, and what major activities the UserName performed on the profile.

4. A method of managing resource consumer information, comprising the steps of:

defining, by a system, having one or more machines, a data collection template of fields for a semi-homogenous profile of resource consumer information desired by a resource provider, data collection templates of fields of different semi- homogeneous profiles need not be uniform for all semi-homogeneous profiles;

presenting, by the system, to a user an interface having one or more fields for allowing at least one user to input information into the fields;

storing, by the system, the input information as a profile in an electronic database system;

assigning, by the system, UserNames to users;

establishing, by the system, access permissions that determine which profiles a specific UserName is permitted to access;

establishing, by the system, activity permissions which determine what a specific UserName is permitted to do with an accessed profile; and

presenting, by the system, to a user an interface having one or more fields for allowing at least one authorized party to access information stored in the system;

wherein the electronic database system is administered by a trusted third party, who is neutral to resource providers and to resource consumers, who implements desired semi-homogenous profile data collection templates and independently manages UserName access and activity permissions specified by a resource provider or a resource consumer, data collection templates of fields of different semi- homogeneous profiles need not be uniform for all semi-homogeneous profiles.

5. A method of managing resource consumer information, comprising the steps of:

storing, by a system, having one or more machines, the information as one or more profiles in an electronic database system the one or more profiles being of companies, information about the company, the system having multiple investors as members and having multiple companies as members;

assigning, by the system, UserNames to users;

presenting, by the system, to a user an interface having one or more fields for allowing at least one UserName to access and perform certain activities on profiles stored in the system;

recording, by the system, a Change History log that indicates all accesses, activities and changes and the date and time that they are made, and what UserName made them, to a particular profile; and

recording, by the system, a Site Audit log that indicates which UserName has accessed a profile, the network address of the site from which the UserName accessed the profile,

the date and time, and

what major activities the UserName has performed on the profile.