/System And Method For Connecting Individuals Offering And Seeking Investment Opportunities
Abstract

A connection is facilitated between a user having investment opportunities and potential investors to enable communication therebetween. Details from the user seeking to register their investment opportunity are received and recorded. The details include a description of the goods/services provided/to be provided by a business associated with the investment opportunity, thereby creating an investment opportunity profile. Information from each of the potential investors are received and recorded and based thereon, whether each of the potential investors meets one or more predefined criteria is verified, thereby confirming whether each potential investor has the necessary bona fides to represent their interest in an investment opportunity of the registered investment opportunities. A list of verified potential investor profiles are generated, and the investment opportunity profile of each user is compared with each verified potential investor profile to establish matches between investment opportunities of the investment opportunities and one of the potential investors.

Full Text

What is claimed is:

A connection is facilitated between a user having investment opportunities and potential investors to enable communication therebetween. Details from the user seeking to register their investment opportunity are received and recorded. The details include a description of the goods/services provided/to be provided by a business associated with the investment opportunity, thereby creating an investment opportunity profile. Information from each of the potential investors are received and recorded and based thereon, whether each of the potential investors meets one or more predefined criteria is verified, thereby confirming whether each potential investor has the necessary bona fides to represent their interest in an investment opportunity of the registered investment opportunities. A list of verified potential investor profiles are generated, and the investment opportunity profile of each user is compared with each verified potential investor profile to establish matches between investment opportunities of the investment opportunities and one of the potential investors.
Timeline
Filed
06/04/2026
Published
09/24/2026
Granted
Not Available
IPC Codes(1)
G06Q 40/06:Asset management; Financial planning or analysis