Patent ID: 7483851
Filing Date: 2009-01-27
Classification: G06Q

Abstract:
1. A method for providing restricted security distribution instructions to a transfer agent in a distribution of securities from a Venture Capitalist to a plurality of participants comprising: receiving distribution information from a Venture Capitalist (“VC”) in electronic form, the distribution information including data indicating for each participant in the distribution a name, an identification number, and a number of allocated securities; importing the distribution information into a database system; matching participants identified in the distribution information to participant information previously entered in the database system; associating each respective participant in the distribution information with a contact from which instructions regarding a disposition of the allocated securities to each respective participant can be obtained; indicating a plurality of contacts to be contacted to obtain distribution instructions for associated participants; sorting the plurality of contacts in an order of urgency; contacting the plurality of contacts in order of urgency to obtain the distribution instructions, such that contacts associated with more exigent items are contacted before contacts associated with less exigent items; storing the distribution instructions received from the plurality of contacts in the database system; generating a report including received distribution instructions for the participants in the distribution; and providing the report to a transfer agent.