Patent attributes
A system for private equity fund formation comprises an equity fund application and a memory configured to store fund documents. Access to the fund documents is managed by the equity fund application according to the status of a user as a general partner, an investor, or a placement agent, which is embodied in an authorization code. Fund documents are organized according to fund firm, fund family, and specific fund. The equity fund application includes an agreement engine that automatically creates agreement documents based on information entered by a user in response to a questionnaire. In one embodiment, the equity fund application and the memory are implemented in an application server. Users interact with the equity fund application in the application server via a network and an access server.
