The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Nov. 16, 2010

Filed:

Jun. 06, 2002
Applicants:

Jonathan Axelrad, Cupertino, CA (US);

Ping GE, Foster City, CA (US);

Phillip Hoare, Palo Alto, CA (US);

Yunus Mohammad, San Jose, CA (US);

Ajay B. Mummaneni, Sunnyvale, CA (US);

Linda Waissar, Menlo Park, CA (US);

Inventors:

Jonathan Axelrad, Cupertino, CA (US);

Ping Ge, Foster City, CA (US);

Phillip Hoare, Palo Alto, CA (US);

Yunus Mohammad, San Jose, CA (US);

Ajay B. Mummaneni, Sunnyvale, CA (US);

Linda Waissar, Menlo Park, CA (US);

Assignee:

Wilson Sonsini Goodrich & Rosati, Palo Alto, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A system for private equity fund formation comprises an equity fund application and a memory configured to store fund documents. Access to the fund documents is managed by the equity fund application according to the status of a user as a general partner, an investor, or a placement agent, which is embodied in an authorization code. Fund documents are organized according to fund firm, fund family, and specific fund. The equity fund application includes an agreement engine that automatically creates agreement documents based on information entered by a user in response to a questionnaire. In one embodiment, the equity fund application and the memory are implemented in an application server. Users interact with the equity fund application in the application server via a network and an access server.


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