IP Library Granted Patent US 10,636,180
Granted Patent B2
US 10,636,180 · App. 15/804,852 · Granted Apr 28, 2020

Dynamic waterfall charts

Inventor: Greg Brogger (San Francisco, CA)
Assignee: SHARESPOST, INC.
G06T11/206G06Q10/0637G06Q40/06G06T11/60G06F3/04842G06T2200/24
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Quick Facts
Patent No.
US 10,636,180
App. No.
15/804,852
Granted
Apr 28, 2020
Kind
B2
Abstract

A graphical chart indicating values for different types of shares of a business enterprise are described. A server can provide data representing price per share and enterprise values for a graphical chart. A selected enterprise value for the business enterprise can be received and values of different types of shares at that selected enterprise value can be determined. Data indicating the values of the different shares can then be provided for display upon the graphical chart.

Claims (46)

1. A method, comprising:

providing, by a processor, data associated with a graphical chart representing a price per share based on a range of enterprise values for different types of shares of a business enterprise, the different types of shares including both of: shares issued during a series round of venture capital financing, and common shares;

determining, by the processor, a selected enterprise value for the business enterprise based on a position of an enterprise value indicator on the graphical chart;

determining, by the processor, values of the different types of shares based on the selected enterprise value;

providing, by the processor, data including the values of the different types of shares for display over the graphical chart and at a position over the graphical chart based on the position of the enterprise value indicator, the data indicating a first value related to the shares issued during the series round of venture capital financing, and the data indicating a second value related to the common shares; and

dynamically updating the data for display over the graphical chart based on a movement of the enterprise value indicator on the graphical chart.

2. The method of claim 1 , wherein the graphical chart includes an x-axis indicating the range of enterprise values and a y-axis indicating the price per share.

3. The method of claim 2 , wherein determining the selected enterprise value includes:

determining, by the processor, a position along the x-axis representing the range of enterprise values of the enterprise value indicator.

4. The method of claim 3 , wherein the position represents the selected enterprise value.

5. The method of claim 1 , wherein the data representing the values of the different types of shares are for display upon an overlay upon the graphical chart.

6. The method of claim 1 , wherein the range of enterprise values is based on information associated with recorded venture capital transactions.

7. The method of claim 1 , wherein providing the data representing the values of the different types of shares for display upon the graphical chart includes providing both the first value and the second value on a graphical overlay upon the graphical chart.

8. A computer program product, comprising one or more non-transitory computer-readable media having computer program instructions stored therein, the computer program instructions being configured such that, when executed by one or more computing devices, the computer program instructions cause the one or more computing devices to:

provide data associated with a graphical chart representing a price per share based on a range of enterprise values for different types of shares of a business enterprise, the different types of shares including both of: shares issued during a series round of venture capital financing, and common shares;

determine a selected enterprise value for the business enterprise based on a position of an enterprise value indicator on the graphical chart;

determine values of the different types of shares based on the selected enterprise value;

provide data including the values of the different types of shares for display over the graphical chart and at a position over the graphical chart based on the position of the enterprise value indicator, the data indicating a first value related to the shares issued during the series round of venture capital financing, and the data indicating a second value related to the common shares; and

dynamically update the data for display over the graphical chart based on a movement of the enterprise value indicator on the graphical chart.

9. The computer program product of claim 8 , wherein the graphical chart includes an x-axis indicating the range of enterprise values and a y-axis indicating the price per share.

10. The computer program product of claim 9 , wherein determining the selected enterprise value includes:

determine a position along the x-axis representing the range of enterprise values of the enterprise value indicator.

11. The computer program product of claim 10 , wherein the position represents the selected enterprise value.

12. The computer program product of claim 8 , wherein the data representing the values of the different types of shares are for display upon an overlay upon the graphical chart.

13. The computer program product of claim 8 , wherein the range of enterprise values is based on information associated with recorded venture capital transactions.

14. A system, comprising:

a database storing information associated with recorded venture capital transactions; and

a processor circuit configured to provide data associated with a graphical chart representing a price per share based on a range of enterprise values for different types of shares of a business enterprise that is a subject of the recorded venture capital transactions, the different types of shares including both of: shares issued during a series round of venture capital financing, and common shares, the processor circuit further configured to determine a selected enterprise value for the business enterprise based on a position of an enterprise value indicator on the graphical chart, determine values of the different types of shares based on the selected enterprise value, and provide data including the values of the different types of shares for display over the graphical chart and at a position over the graphical chart based on the position of the enterprise value indicator, the data indicating a first value related to the shares issued during the series round of venture capital financing, and the data indicating a second value related to the common shares, and dynamically update the data for display over the graphical chart based on a movement of the enterprise value indicator on the graphical chart.

15. The system of claim 14 , wherein the graphical chart includes an x-axis indicating the range of enterprise values and a y-axis indicating the price per share.

16. The system of claim 15 , wherein determining the selected enterprise value includes:

determine a position along the x-axis representing the range of enterprise values of the enterprise value indicator.

17. The system of claim 16 , wherein the position represents the selected enterprise value.

18. The system of claim 14 , wherein the data representing the values of the different types of shares are for display upon an overlay upon the graphical chart.

19. A method for generating a waterfall graphical chart indicating values of different types of shares of a business enterprise based on a selected enterprise value of that business enterprise, the method comprising:

generating, by a processor, the waterfall graphical chart having an x-axis indicating a range of enterprise values and a y-axis indicating a price per share, the waterfall graphical chart representing the price per share based on the range of enterprise values for different types of shares of the business enterprise, the different types of shares including both of: shares issued during a series round of venture capital financing, and common shares, portions of the waterfall graphical chart for the different types of shares being shaded differently;

determining, by the processor, a position along the x-axis representing the range of enterprise values of an enterprise value indicator that is configured to move along the x-axis to allow a user to select the selected enterprise value;

determining, by the processor, the enterprise value corresponding to the x-axis at a position of the enterprise value indicator;

determining, by the processor, values of the different types of shares based on the selected enterprise value;

generating, by the processor, a graphical overlay over the waterfall chart and at a position over the waterfall chart based on the position of the enterprise value indicator, wherein the graphical overlay displays information including the selected enterprise value and the values of the different types of shares; and

dynamically updating the information displayed on the graphical overlay based on a movement of the enterprise value indicator on the waterfall graphical chart.

20. A method for generating a waterfall graphical chart indicating values of different types of shares of a business enterprise based on a selected enterprise value of that business enterprise, comprising:

generating, by a processor, the waterfall graphical chart having an x-axis indicating a range of enterprise values and a y-axis indicating a price per share, the waterfall graphical chart representing the price per share based on the range of enterprise values for different types of shares of the business enterprise, the different types of shares including both of: shares issued during a series round of venture capital financing, and common shares, portions of the waterfall graphical chart for the different types of shares being shaded differently;

determining, by the processor, a position along the x-axis representing the range of enterprise values of an enterprise value indicator that is configured to move along the x-axis to allow a user to select the selected enterprise value;

determining, by the processor, the enterprise value corresponding to the x-axis at a position of the enterprise value indicator;

determining, by the processor, values of the different types of shares based on the selected enterprise value; and

generating, by the processor, a graphical overlay over the waterfall chart and at a position over the waterfall chart based on the position of the enterprise value indicator, wherein the graphical overlay displays information including the selected enterprise value and the values of the different types of shares, the information being based on at least one of a fund history or a summary cap table of the selected enterprise value, the fund history including at least one of a date, amount, type of share, valuation, or an investor who purchased a type of share, the summary cap table including, for each type of share, at least one of a number of authorized shares, an original issued price, any liquidation multiples, or an ownership percent.

Assignments (6)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 13, 2022
From: FORGE FINANCIAL HOLDINGS INC.
To: FORGE GLOBAL, INC.
Reel/Frame 059588/0764 →
CHANGE OF NAME Recorded Feb 28, 2022
From: SHARESPOST, INC.
To: FORGE FINANCIAL HOLDINGS INC.
Reel/Frame 059435/0901 →
RELEASE OF SECURITY INTEREST Recorded Apr 23, 2021
From: SHARESPOST, INC.
To: AVENUE VENTURE OPPORTUNITIES FUND, L.P.
Reel/Frame 056026/0701 →
SECURITY AGREEMENT Recorded Dec 23, 2020
From: SHARESPOST, INC.
To: AVENUE VENTURE OPPORTUNITIES FUND, L.P.
Reel/Frame 054837/0987 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 27, 2020
From: BROGGER, GREG
To: SHARESPOST, INC.
Reel/Frame 052502/0218 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 31, 2018
From: BROGGER, GREG
To: SHARESPOST, INC.
Reel/Frame 046519/0223 →
Continuity (2)
Provisional Application 62509396 · May 22, 2017
Related Publication 20180336711A1 · Nov 22, 2018
Cited By (12)
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