Nasdaq, Inc.

Nasdaq Technology Ab

Bret Beresford-Wood

Christina Khail

Amanda Grosse

Julia Sears

Stefan Sik

Eric Folkemer

Tom Solodyna

Kevin Asuncion

Adam Ross

Christina Buringa

A board portal system provides the ability to manage multiple boards, where each of the boards may be a separate legal entity. The board portal may provide the ability to establish links between the multiple boards and create parent-child relationships with subsidiary boards. With the board portal, users can create content and make it viewable and accessible across multiple boards that related through a parent-child relationship. At the same time, the board portal maintains a requisite level of separation between the related boards in the portal using encryption and/or other separation techniques. As a result, the board portal facilitates flexible workflow patterns and communication processes based on the proper hierarchical structure that exists between the parent organization and its subsidiaries.

Board portal subsidiary management system, method, and computer program product

A system for providing a virtual data room for conducting due diligence on a plurality of documents that are remotely located and accessible over a computer network by a plurality of users using client computer systems. Documents are retrieved from the remote system and presented to a user on their local computing system for review and conducting due diligence tasks thereon. Based on the interaction the user has with the displayed document, due diligence status values that are associated with the display document are updated and stored with the virtual data room system. A display request is received and based on the request a display characteristic is calculated for a folder that includes a set of documents. The display characteristic is determined based on the due diligence status values of all of the documents within the folder.

Collaborative due diligence review system

A screen sharing presentation system includes a presenter client system that leads a presentation and listener client systems that follow the presentation. A server facilitates communication between the presenter client system and the listener client systems. Users of the client systems may provide annotation information for the presentation. The annotation data is not visible to other users of other client systems, but is displayed on the respective user's personal views of the presentation. The presenter client system and the listener client systems are synchronized by communicating a current document location or other status indications.

Screen sharing presentation system

A system for performing due diligence on electronically stored documents is provided. A dynamic due diligence item (DDDI) is created by one user and associated with a particular document or piece of information by the system. The created DDDI is assigned to another user. The created DDDI is then routed by the system over a computer network to another user for review of the DDDI and the associated particular document or piece of information. In certain instances, after receiving the notification and opening the document, the system may enforce upon the second user a required action when the DDDI is presented.

Due diligence systems with integrated indication of required action

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Lafayette, CA, United States of America

Bret Beresford-Wood