Patent ID: 8468078

Claim:
A method for matching an investor and an agent for a private placement financial vehicle comprising: providing at least one server operable to receive and transmit electronic data, the server including a processor module and a computer readable electronic storage module; providing on the server a first database and a second database, the first database including a plurality of private placement financial vehicle profiles, with each financial vehicle profile identifying an agent associated with the financial vehicle, and the second database including a plurality of qualified investor profiles; providing on the server a first search engine and a second search engine, the first search engine operating to search the plurality of financial vehicle profiles in the first database and the second search engine operating to search the plurality of qualified investor profiles in the second database; receiving by the server a request by one of a qualified investor or an agent of a financial vehicle to access one of said search engines to search one of said databases, in which the qualified investor requests access to the first search engine to search the first database or in which the agent requests access to the second search engine to search the second database; receiving by the server search criteria in one of said search engines, in which the first search engine receives criteria from a qualified investor to search for financial vehicles or in which the second search engine receives criteria from an agent for a financial vehicle to search for qualified investors; transmitting from the server in response to the received search criteria one of a qualified investor profile to an agent for a financial vehicle or a financial vehicle profile to a qualified investor, the number of qualified investor profiles transmitted to the agent in a predetermined period of time being limited by a service level designation for the agent.