首页> 外国专利> SYSTEM AND METHOD FOR INTERACTIVE IDENTIFICATION AND MATCHING OF FUNDING AND/OR ADVISORY SEEKERS AND FUNDING AND/OR ADVISORY PROVIDERS

SYSTEM AND METHOD FOR INTERACTIVE IDENTIFICATION AND MATCHING OF FUNDING AND/OR ADVISORY SEEKERS AND FUNDING AND/OR ADVISORY PROVIDERS

机译:用于对资金和/或咨询服务者以及资金和/或咨询服务提供者进行交互式识别和匹配的系统和方法

摘要

Systems and methods are provided to match and facilitate relationships amongvariousclients. In one embodiment, the system connects to a web-connected database tofindplurality of different funding and /or advisory programs, product, or servicethat matchparameters for corresponding clients. The identification and matching systemincorporates a method enabling funding/advisory seekers or entrepreneurs tomatch theiractivities, projects, or corporate direction to funding/advisory providers,and relevantprograms and products. Database records and search parameters are provided tofacilitatethe identification of beneficial opportunities for entrepreneurs with regardto tax credits,grants, loans, loan guarantees, equity funding, contests, donations, andadvisory services.In another embodiment, at least one software module may be used to prompt atleast oneuser to enter particular investor or entrepreneur data and also to rendermatchinginformation within the web-based site. The system matches entrepreneur-provided datawith funding-provided data based on a set of predetermined matching criteriaandthresholds, in order to connect at least one funding/advisory seeker to aplurality offunding/advisory options. The system automatically instantly notifies one ormoremembers of updates with regard to at least one new or modifiedfunding/advisoryprogram, product or service. In another embodiment, the system provides a user-basedrating method to facilitate user generated information related to timerequirements, returnon investment, preference, and ease of use.
机译:提供系统和方法以匹配并促进彼此之间的关系各种客户。在一个实施例中,系统连接到网络连接的数据库以找多种不同的资金和/或咨询计划,产品或服务那个匹配相应客户端的参数。识别与匹配系统结合了一种方法,使资金/咨询者或企业家能够匹配他们活动,项目或公司对资金/咨询服务提供商的指导,和相关的程序和产品。数据库记录和搜索参数提供给促进确定企业家的有利机会税收抵免,赠款,贷款,贷款担保,股权融资,竞赛,捐赠和咨询服务。在另一实施例中,可以使用至少一个软件模块来提示至少有一个用户输入特定的投资者或企业家数据并进行渲染匹配基于Web的站点中的信息。该系统匹配企业家-提供的数据根据一组预定的匹配标准获得资金提供的数据和阈值,以使至少一个资金/咨询者与一个多个资金/咨询选择。系统自动立即通知一个或更多关于至少一项新的或修改的更新的成员资金/咨询程序,产品或服务。在另一个实施例中,系统向用户提供基于方便用户生成与时间相关的信息的评分方法要求,退货在投资,偏好和易用性上。

著录项

  • 公开/公告号CA2744770A1

    专利类型

  • 公开/公告日2012-07-12

    原文格式PDF

  • 申请/专利权人 LEE MICHAEL;

    申请/专利号CA20112744770

  • 发明设计人 LEE MICHAEL;

    申请日2011-06-30

  • 分类号G06Q40/00;

  • 国家 CA

  • 入库时间 2022-08-21 17:20:36

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