Richard D Juarez

US Patent:

7908208, Mar 15, 2011

Filed:

Jun 17, 2004

Appl. No.:

10/870732

Inventors:

Richard A. Juarez - Pleasanton CA, US
Zachary J. J. Brown - North Vancouver, CA

Assignee:

AlphaCap Ventures LLC - Pleasanton CA

International Classification:

G06Q 40/00

US Classification:

705 38, 705 35

Abstract:

In private equity and debt funding operations, resource providers define electronic data collection templates to be filled in by prospective resource consumers to form semi-homogeneous profiles. Providers and/or consumers can assign themselves and/or selected third parties various individualized levels of permissions to access and to perform activities on the profiles. Providers can organize profiles into portfolios to further manage the data. All accesses and activities, such as changes to the data, are tracked and recorded in logs useful for audit purposes.

US Patent:

8433630, Apr 30, 2013

Filed:

Nov 29, 2010

Appl. No.:

12/927929

Inventors:

Richard A. Juarez - Pleasanton CA, US
Zachary Brown - Vancouver, CA

Assignee:

Alphacap Ventures, LLC. - Pleasanton CA

International Classification:

G06Q 40/00

US Classification:

705 35, 705 36 R

Abstract:

In private equity and debt funding operations, resource providers define electronic data collection templates to be filled in by prospective resource consumers to form semi-homogeneous profiles. Providers and/or consumers can assign themselves and/or third parties various individualized levels of permissions to access and to perform activities on the profiles. Providers can organize profiles into portfolios to further manage the data. All accesses and activities, such as changes to the data, are tracked and recorded in logs useful for audit purposes.

US Patent:

20050144135, Jun 30, 2005

Filed:

Dec 8, 2004

Appl. No.:

11/007782

Inventors:

Richard Juarez - Pleasanton CA, US
Zachary Brown - Pleasanton CA, US

International Classification:

G06F017/60

US Classification:

705051000

Abstract:

In private equity and debt funding operations, resource providers define electronic data collection templates to be filled in by prospective resource consumers to form semi-homogeneous profiles. Providers and/or consumers can assign themselves and/or third parties various individualized levels of permissions to access and to perform activities on the profiles. Providers can organize profiles into portfolios to further manage the data. All accesses and activities, such as changes to the data, are tracked and recorded in logs useful for audit purposes.