Shoobx, Inc.

Fmr Corp.

Jordan Vance

Steven Paul Papa

Jason Furtado

Stephan Richter

In one embodiment, a method for accounting for equity transactions for an incorporated legal entity in an interactive computer system is disclosed, comprising: identifying a stock option grant document stored as an electronic document on an interactive computer system, the electronic document stored in association with an electronic record of the incorporated legal entity; identifying a stock option grant in the stock option grant document, stored as core record metadata within the stock option grant document; determining a number of granted stock options using the stock option grant stored as core record metadata; subtracting the number of granted options from a stock option grant user account associated with both a user and the incorporated legal entity; and subtracting the number of granted options from an outstanding shares account associated with the incorporated legal entity, in conjunction with a stock option exercise document and as a number of granted shares.

Real-time equity financing planner

A system for organizing, managing, and reporting data relating to a corporate entity, comprising; at least one database configured to store a document record relating to a corporate action, the document record further comprising a core record reflecting human-readable information for incorporation into the generated document and stored with the document record, the document record further comprising a set of tags stored with the document record; a business logic module, coupled to the at least one database; and at least one document template stored in the at least one database and comprising instructions for generating, at the business logic module, a document based on the core record with an initial set of tags, wherein a first tag of the set of tags is in a text format and associates a human-readable document type with the document record, thereby providing namespaced tagging and retrieval of document records.

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Watertown, MA, United States of America

Jordan Vance