Method and System for Structuring The Ownership of an Investment

Abstract

A method of structuring ownership of an invention including the steps of receiving an investment commitment and a capital contribution from at least one investor, investing the capital contribution in a portfolio company, assigning a set of securities to the at least one investor based upon the capital contribution, the set of securities comprising a plurality of strips, and providing one or more of the plurality of strips to the at least one investor, wherein each of the plurality of strips is defined as a portion of the capital contribution and wherein at least one of the strips is dedicated for donation by the investor to at least one charity.

1 . A method of structuring ownership of an invention comprising:
 executing a series of instruction stored on at least one computer readable medium, the instructions configured to:
 receive an investment commitment and a capital contribution from at least one investor, 
 invest the capital contribution in a portfolio company, 
 assign a set of securities to the at least one investor based upon the capital contribution, the set of securities comprising a plurality of strips, and 
 provide one or more of the plurality of strips to the at least one investor, wherein each of the plurality of strips is defined as a portion of the capital contribution and wherein at least one of the strips is dedicated for donation by the investor to at least one charity. 
   
     
     
         2 . The method of  claim 1 , wherein the capital contribution is received by a special purpose vehicle (SPV) configured to invest the capital contribution and assign the set of securities. 
     
     
         3 . The method of  claim 2 , wherein the investment commitment is received by a fund manager and forwarded to the SPV. 
     
     
         4 . The method of  claim 2 , wherein the plurality of strips are determined by the SPV. 
     
     
         5 . The method of  claim 4 , wherein the plurality of strips further include a strip for payment to a fund manager. 
     
     
         6 . A system for structuring ownership of an invention, the system comprising:
 a fund management computing device operably connected to an investor device and configured to receive an investment commitment from the investor computing device; and   a special purpose vehicle (SPV) computing device configured to:
 receive a capital contribution at least one investor, 
 invest the capital contribution in a portfolio company, 
 assign a set of securities to the at least one investor based upon the capital contribution, the set of securities comprising a plurality of strips, and 
 provide one or more of the plurality of strips to the at least one investor, wherein each of the plurality of strips is defined as a portion of the capital contribution and wherein at least one of the strips is dedicated for donation by the investor to at least one charity. 
   
     
     
         7 . The system of  claim 6 , wherein the fund management computing device is further configured to establish communications with the SPV computing device based upon the investment commitment. 
     
     
         8 . A method of structuring ownership of an invention comprising:
 executing a series of instruction stored on at least one computer readable medium, the instructions configured to:
 receive an investment commitment from at least one investor, 
 determine a special purpose vehicle (SPV) based upon the investment commitment, 
 receive a capital contribution at the SPV from at least one investor, 
 invest the capital contribution in a portfolio company, 
 assign a set of securities to the at least one investor based upon the capital contribution, the set of securities comprising a plurality of strips, and 
 provide one or more of the plurality of strips to the at least one investor, wherein each of the plurality of strips is defined as a portion of the capital contribution and wherein at least one of the strips is dedicated for donation by the investor to at least one charity.