IP Library Granted Patent US 11,776,178
Granted Patent B2
US 11,776,178 · App. 17/508,609 · Granted Oct 3, 2023

Dynamic waterfall charts

Inventor: Greg Brogger (San Francisco, CA)
Assignee: FORGE GLOBAL, INC.
G06T11/206G06Q10/0637G06Q40/06G06T11/60G06F3/04842G06T2200/24
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Quick Facts
Patent No.
US 11,776,178
App. No.
17/508,609
Granted
Oct 3, 2023
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 (51)

1. A computer-readable storage medium, excluding transitory signals and carrying instructions, which, when executed by at least one data processor of a system, cause the system to:

generate a graphical chart representing a price per share relative to a range of values for different types of shares of an enterprise;

determine a first value for the enterprise based on a first position of an indicator on the graphical chart,

wherein the first position is determined based on user input;

determine a first set of values for the different types of shares based on the first value;

cause display of a graphic overlay including content indicative of the first set of values for the different types of shares,

wherein the content of the graphic overlay is based on the first position of the indicator;

determine a second value for the enterprise based on a second position of the indicator on the graphical chart,

wherein the second position is different from the first position; and

dynamically update the content of the graphic overlay based on the second position of the indicator on the graphical chart,

wherein the updated content is indicative of a second set of values for the different types of shares.

2. The computer-readable storage medium of claim 1 , wherein the different types of shares include shares issued during different series rounds of venture capital financing.

3. The computer-readable storage medium of claim 1 , wherein the first set of values are related to shares issued during a series round of venture capital financing and related to common shares.

4. The computer-readable storage medium of claim 1 , wherein the graphical chart has a first axis indicating a range of enterprise values and a second axis indicating the value per share.

5. The computer-readable storage medium of claim 1 , wherein the range of values for the different types of shares of the enterprise corresponds to a range of equity values for the different types of shares of the enterprise.

6. The computer-readable storage medium of claim 1 , wherein determining the first value or the second value includes causing the system to:

determine the first or second position of the indicator along a horizontal axis of the graphical chart representing the range of values.

7. The computer-readable storage medium of claim 1 , wherein any position of the indicator on a first axis relative to a position on the graphical chart represents only one value for the enterprise.

8. The computer-readable storage medium of claim 1 , wherein the range of values is based on information associated with recorded venture capital transactions.

9. A method comprising:

causing display of a graphical chart representing a price per share relative to a range of values for different types of shares of an enterprise;

dynamically determining a set of values for the different types of shares based on a position of an indicator on the graphical chart;

causing display of a graphic overlay including content indicative of the set of values for the different types of shares,

wherein the position is movable based on user input, and

wherein the content of the graphic overlay is determined based on the position of the indicator; and

dynamically updating the content of the graphic overlay based on a new position of the indicator on the graphical chart,

wherein the updated content is indicative of a new set of values for the different types of shares.

10. The method of claim 9 further comprising:

generating an initial public offering (IPO) graphical chart indicative of estimate values for a common stock of the enterprise across the range of values,

wherein the estimate values are based on preferred shares being converted to the common stock.

11. The method of claim 10 further comprising:

enabling a user to toggle between the graphical chart representing the price per share and the IPO graphical chart indicative of estimate values for the common stock of the enterprise.

12. The method of claim 9 , wherein the graphical chart is based on data indicating a funding history and a summary cap table for the enterprise, the method further comprising:

causing display of the funding history and summary cap table for the enterprise on a user interface including display of the graphical chart.

13. The method of claim 9 , wherein the graphical chart has a first axis indicating a range of equity values and a second axis indicating the value per share.

14. The method of claim 9 , wherein the graphical chart has a first axis indicating a range of enterprise values and a second axis indicating the value per share.

15. A system comprising:

one or more processors; and

a memory storing instructions that, when executed by the one or more processors, cause the system to:

cause display of a graphical chart indicating a price per share relative to a range of values for different types of shares of an enterprise;

determine a first set of values for the different types of shares based on a first position of an indicator on the graphical chart;

cause display of a graphic overlay including content indicative of the first set of values for the different types of shares,

wherein the content of the graphic overlay is based on the first position of the indicator;

determine a second position of the indicator on the graphical chart, wherein the second position is different from the first position; and

dynamically update the content of the graphic overlay based on the second position of the indicator on the graphical chart,

wherein the updated content is indicative of a second set of values for the different types of shares.

16. The system of claim 15 , wherein the different types of shares include shares issued during different series rounds of venture capital financing.

17. The system of claim 15 , wherein the range of values for the different types of shares of the enterprise corresponds to a range of enterprise values for the different types of shares of the enterprise.

18. The system of claim 15 , wherein the range of values for the different types of shares of the enterprise corresponds to a range of equity values for the different types of shares of the enterprise.

19. The system of claim 15 , wherein the indicator is movable to different positions on the graphical chart based on user input.

20. The system of claim 15 , wherein the graphical chart is associated with a first axis and a second axis, and wherein any of multiple positions of the indicator in the first axis corresponds to only one value on the second axis.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 5, 2023
From: BROGGER, GREG
To: SHARESPOST, INC.
Reel/Frame 063850/0975 →
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 →
Continuity (4)
Continuation 16859222 · Apr 27, 2020
Continuation 15804852 · Nov 6, 2017
Provisional Application 62509396 · May 22, 2017
Related Publication 20220122302A1 · Apr 21, 2022