IP Library Patent Application 19229822
Patent Application
App. No. 19/229,822

DYNAMIC WATERFALL CHARTS

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Quick Facts
Patent No.
US None
App. No.
19/229,822
Abstract

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

Claims (49)

1 . One or more non-transitory, computer-readable storage media storing instructions that when executed by one or more data processors, cause the one or more data processors to perform operations comprising:

causing display of a graphical chart representing a price 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 first 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 first position is movable based on user input, and

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

in response to determining a movement of the indicator on the graphical chart from the first position to a second position, causing a dynamic update of 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 one or more non-transitory, computer-readable storage media of claim 1 , wherein the price is one or more of: a price per share or a value of a particular type of share.

3 . The one or more non-transitory, computer-readable storage media of claim 1 , wherein the instructions further cause the one or more data processors to perform operations comprising:

causing display of information associated with one or more previous rounds of funding.

4 . The one or more non-transitory, computer-readable storage media of claim 1 , wherein the graphical chart has a first axis indicating a range of enterprise values and a second axis indicating the price.

5 . The one or more non-transitory, computer-readable storage media 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 one or more non-transitory, computer-readable storage media of claim 1 , wherein the instructions further cause the one or more data processors to perform operations comprising:

determining, via a user interface displaying the graphical chart, the movement of the indicator on the graphical chart from the first position to the second position,

wherein the movement is determined based on receiving the user input via the user interface at the second position of the graphical chart.

7 . The one or more non-transitory, computer-readable storage media of claim 1 , wherein any position of the indicator on a first axis relative to a position on the graphical chart represents a single value for the enterprise.

8 . The one or more non-transitory, computer-readable storage media of claim 1 , wherein the range of values is a first range of values, wherein the instructions further cause the one or more data processors to perform operations comprising:

receiving the user input indicating a second range of values; and

modifying the graphical chart to represent the price relative to the second range of values.

9 . A method comprising:

generating for display of a graphical chart representing a price relative to a range of values for share information of an enterprise;

determining a set of values for the share information based on a first position of an indicator on the graphical chart;

generating for display a graphic overlay including content indicative of the set of values for the share information,

wherein the first position is movable based on user input, and

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

based on receiving the user input, dynamically updating the content of the graphic overlay based on a second position of the indicator on the graphical chart,

wherein the updated content is indicative of a second set of values for the share information.

10 . The method of claim 9 , wherein the price is one or more of: a price per share or a value of a particular type of share.

11 . The method of claim 10 , wherein the price is a first price, further comprising:

enabling a user to toggle between the graphical chart representing the first price and a second price.

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.

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 price.

14 . The method of claim 9 , wherein the set of values for the share information are dynamically determined.

15 . A system comprising:

one or more processors; and

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

generate for display a graphical chart indicating a price relative to a range of values for pricing information of an enterprise;

determine a first set of values for the pricing information based on a first position of an indicator on the graphical chart;

generate for display a graphic overlay including content indicative of the first set of values for the pricing information,

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

cause a dynamic update of the content of the graphic overlay based on a second position of the indicator on the graphical chart,

wherein the updated content is indicative of a second set of values for the pricing information.

16 . The system of claim 15 , wherein the price is one or more of: a price per share or a value of a particular type of share.

17 . The system of claim 15 , wherein the range of values for the pricing information of the enterprise corresponds to one or more of: a range of enterprise values or a range of equity values for the pricing information of the enterprise.

18 . The system of claim 15 , wherein determining the first set of values for the pricing information further causes the system to:

access a database comprising data related to one or more of: funding information or share information, wherein the first set of values is determined based on one or more of: the funding information or the share information.

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 a single value on the second axis.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 5, 2025
From: BROGGER, GREG
To: SHARESPOST, INC.
Reel/Frame 071332/0182 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 5, 2025
From: FORGE FINANCIAL HOLDINGS INC.
To: FORGE GLOBAL, INC.
Reel/Frame 071332/0449 →
CHANGE OF NAME Recorded Jun 5, 2025
From: SHARESPOST, INC.
To: FORGE FINANCIAL HOLDINGS INC.
Reel/Frame 071535/0767 →