Abstract: In one embodiment, a method for accounting for equity transactions for an incorporated legal entity in an interactive computer system is disclosed, comprising: identifying a stock option grant document stored as an electronic document on an interactive computer system, the electronic document stored in association with an electronic record of the incorporated legal entity; identifying a stock option grant in the stock option grant document, stored as core record metadata within the stock option grant document; determining a number of granted stock options using the stock option grant stored as core record metadata; subtracting the number of granted options from a stock option grant user account associated with both a user and the incorporated legal entity; and subtracting the number of granted options from an outstanding shares account associated with the incorporated legal entity, in conjunction with a stock option exercise document and as a number of granted shares.

Abstract: A system for organizing, managing, and reporting data relating to a corporate entity, comprising; at least one database configured to store a document record relating to a corporate action, the document record further comprising a core record reflecting human-readable information for incorporation into the generated document and stored with the document record, the document record further comprising a set of tags stored with the document record; a business logic module, coupled to the at least one database; and at least one document template stored in the at least one database and comprising instructions for generating, at the business logic module, a document based on the core record with an initial set of tags, wherein a first tag of the set of tags is in a text format and associates a human-readable document type with the document record, thereby providing namespaced tagging and retrieval of document records.

Abstract: A system for investment entity management is disclosed. In a first embodiment, at least one database is configured to store: an electronic representation of a portfolio operating company including detailed ownership records; an electronic representation of an investment fund entity for investing in one or more portfolio operating companies, including an ownership amount reflecting an ownership stake held by the investment fund entity in the portfolio operating company; and, an electronic representation of a portfolio investment entity, including operational and legal data about the portfolio investment entity for performing logical operations thereon, and an association with the electronic representation of the investment fund entity. The electronic representation of an investment fund entity may include detailed investment records corresponding to individual investments made by the investment fund entity in the portfolio operating company.

Abstract: A method is disclosed for coordinating an electronic signing process for an equity financing transaction for a corporate entity, comprising: retrieving pre-transaction corporate representative information, investment information, board member information, equity capitalization information, and corporate entity governing document information about a corporate entity from the computer system as core records associated with the corporate entity; obtaining term sheet information about a term sheet relating to the equity financing transaction obtaining approvals from corporate representatives using the corporate representative information; storing a post-transaction corporate charter as core records associated with the corporate entity; saving a closing date and transaction documents as core records in the computer system; designating a pre-transaction corporate charter associated with the corporate entity as superseded; verify receipt of investment funds; and generate post-transaction stock certificates reflectin

Abstract: In one embodiment, a method for accounting for equity transactions for an incorporated legal entity in an interactive computer system is disclosed, comprising: identifying a stock option grant document stored as an electronic document on an interactive computer system, the electronic document stored in association with an electronic record of the incorporated legal entity; identifying a stock option grant in the stock option grant document, stored as core record metadata within the stock option grant document; determining a number of granted stock options using the stock option grant stored as core record metadata; subtracting the number of granted options from a stock option grant user account associated with both a user and the incorporated legal entity; and subtracting the number of granted options from an outstanding shares account associated with the incorporated legal entity, in conjunction with a stock option exercise document and as a number of granted shares.

Abstract: A system for organizing, managing, and reporting data relating to a corporate entity, comprising; at least one database configured to store a document record relating to a corporate action, the document record further comprising a core record reflecting human-readable information for incorporation into the generated document and stored with the document record, the document record further comprising a set of tags stored with the document record; a business logic module, coupled to the at least one database; and at least one document template stored in the at least one database and comprising instructions for generating, at the business logic module, a document based on the core record with an initial set of tags, wherein a first tag of the set of tags is in a text format and associates a human-readable document type with the document record, thereby providing namespaced tagging and retrieval of document records.

Abstract: A system for organizing, managing, and reporting data relating to a corporate entity, comprising; at least one database configured to store a document record relating to a corporate action, the document record further comprising a core record reflecting human-readable information for incorporation into the generated document and stored with the document record, the document record further comprising a set of tags stored with the document record; a business logic module, coupled to the at least one database; and at least one document template stored in the at least one database and comprising instructions for generating, at the business logic module, a document based on the core record with an initial set of tags, wherein a first tag of the set of tags is in a text format and associates a human-readable document type with the document record, thereby providing namespaced tagging and retrieval of document records.

Abstract: The present invention provides a multi-function laparoscopic surgical instrument that meets niche needs in the expanding field of Minimally Invasive Surgery (MIS). A preferred embodiment of the present invention comprises a sheath that may be inserted into a patient, wherein the sheath contains at least two interchangeable surgical instruments that may be advanced into or retracted from the patient through a single outlet in the sheath. It is intended for use in laparoscopic and thoracoscopic surgical procedures, including intra-abdominal, intra-thoracic, intra-pelvic and arthroscopic MIS procedures, and is particularly well suited to single incision laparoscopic surgery and Natural Orifice Translumenal Endoscopic Surgery (NOTES).