System and method for processing investment transactions

Abstract

A method for processing investment transactions includes receiving investor information regarding each of a plurality of investors. The investor information may include, an identity, a minimum investment per unique investment and a minimum number of required unique investments. Each of the plurality of investors may be signatory to a respective general partnership agreement that share a common general partner. Some of the investor information may be derived from the terms of the general partnership agreement. The method may also include notifying the plurality of investors of a future unique investment opportunity. In accordance with a particular embodiment, for each particular investor of the plurality of investors, it is determined whether the particular investor will participate in the future unique investment.

What is claimed is: 
     
         1 . A method for processing investment transactions, comprising:
 receiving investor information regarding each of a plurality of investors, the investor information including at least an identity, a minimum investment per unique investment and a minimum number of required unique investments;   wherein each of the plurality of investors is signatory to a respective general partnership agreement, each of the general partnership agreements sharing a common general partner, and wherein at least some of the investor information is derived from the terms of the general partnership agreement;   notifying the plurality of investors of a future unique investment opportunity; and   for each particular investor of the plurality of investors, determining whether the particular investor will participate in the future unique investment.   
     
     
         2 . The method of  claim 1 , further comprising executing a respective unique investment Private Placement Memorandum (PPM) on behalf of each of the particular investors that will participate in the future investment. 
     
     
         3 . The method of  claim 1 , wherein the investor information further comprises financial information and investor suitability information. 
     
     
         4 . The method of  claim 1 , wherein determining whether the particular investor will participate in the future unique investment comprises providing each of the plurality of investors with a notification of the future unique investment and providing an opt-out period, and further comprising subscribing each of the plurality of investors that fails to respond during the opt-out period, to the future investment. 
     
     
         5 . The method of  claim 1 , wherein determining whether the particular investor will participate in the future unique investment comprises providing each of the plurality of investors with a notification of the future unique investment, and providing an opt-in period, and further comprising subscribing each of the plurality of investors that responds affirmatively during the opt-in period, to the future investment. 
     
     
         6 . The method of  claim 1 , wherein the unique investments comprise oil and gas wells in geographically diverse locations. 
     
     
         7 . The method of  claim 3 , wherein each general partnership agreement provides for a minimum investment of approximately one thousand dollars per unique investment and a minimum number of approximately twenty required unique investments. 
     
     
         8 . A system for processing investment transactions, comprising:
 an interface operable to receive investor information regarding each of a plurality of investors, the investor information including at least an identity, a minimum investment per unique investment and a minimum number of required unique investments;   wherein each of the plurality of investors is signatory to a respective general partnership agreement, each of the general partnership agreements sharing a common general partner, and wherein at least some of the investor information is derived from the terms of the general partnership agreement;   a processor operable to notify the plurality of investors of a future unique investment opportunity; and   for each particular investor of the plurality of investors, the processor being further operable to determine whether the particular investor will participate in the future unique investment.   
     
     
         9 . The system of  claim 8 , wherein the processor is further operable to generate a respective unique investment PPM on behalf of each of the particular investors that will participate in the future investment. 
     
     
         10 . The system of  claim 8 , wherein the investor information further comprises financial information and investor suitability information. 
     
     
         11 . The system of  claim 8 , wherein the processor is further operable to provide each of the plurality of investors with a notification of the future unique investment and provide an opt-out period, and wherein the processor is further operable to subscribe each of the plurality of investors that fails to respond during the opt-out period, to the future investment. 
     
     
         12 . The system of  claim 8 , wherein the processor is further operable to provide each of the plurality of investors with a notification of the future unique investment, and provide an opt-in period, and wherein the processor is further operable to subscribe each of the plurality of investors that responds affirmatively during the opt-in period, to the future investment. 
     
     
         13 . The system of  claim 8 , wherein the unique investments comprise oil and gas wells in geographically diverse locations. 
     
     
         14 . The method of  claim 10 , wherein each general partnership agreement provides for a one thousand dollar minimum investment per unique investment and a minimum number of  20  required unique investments. 
     
     
         15 . A system for processing investment transactions, comprising:
 means for receiving investor information regarding each of a plurality of investors, the investor information including at least an identity, a minimum investment per unique investment and a minimum number of required unique investments;   wherein each of the plurality of investors is signatory to a respective general partnership agreement, each of the general partnership agreements sharing a common general partner, and wherein at least some of the investor information is derived from the terms of the general partnership agreement;   means for notifying the plurality of investors of a future unique investment opportunity; and   for each particular investor of the plurality of investors, means for determining whether the particular investor will participate in the future unique investment.   
     
     
         16 . The system of  claim 15 , further comprising means for executing a respective unique investment PPM on behalf of each of the particular investors that will participate in the future investment. 
     
     
         17 . The system of  claim 15 , wherein the investor information further comprises financial information and investor suitability information. 
     
     
         18 . The system of  claim 15 , wherein means for determining whether the particular investor will participate in the future unique investment comprises means for providing each of the plurality of investors with a notification of the future unique investment and providing an opt-out period, and further comprising means for subscribing each of the plurality of investors that fails to respond during the opt-out period, to the future investment. 
     
     
         19 . The system of  claim 15 , wherein means for determining whether the particular investor will participate in the future unique investment comprises means for providing each of the plurality of investors with a notification of the future unique investment, and providing an opt-in period, and further comprising means for subscribing each of the plurality of investors that responds affirmatively during the opt-in period, to the future investment. 
     
     
         20 . Logic encoded in a tangible computer readable medium, the computer readable medium comprising code being operable, when executed by a processor, to:
 receive investor information regarding each of a plurality of investors, the investor information including at least an identity, a minimum investment per unique investment and a minimum number of required unique investments;   wherein each of the plurality of investors is signatory to a respective general partnership agreement, each of the general partnership agreements sharing a common general partner, and wherein at least some of the investor information is derived from the terms of the general partnership agreement;   notify the plurality of investors of a future unique investment opportunity; and   for each particular investor of the plurality of investors, determine whether the particular investor will participate in the future unique investment.